Modify an Existing User
Select the user you want to modify.
The
General
tab displays the user information.
Review the information and enter any changes. See,
Add Users
for field descriptions.
Select
Update
to save the information.
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System Administrator Help
Add Users
In the left pane of System Administrator, select the group that you want to assign the new user to. Right-click the group, and select New User. The General tab displays boxes to enter the user details. Enter the last name, first name, and middle name of the user. In the Privacy Level field, enter a number (for example, 0, 1, or 2) to indicate the level of access to patient records. Enter the user's employee number, which can be any user-defined number. Enter the user's credentials, such as MD. Use this field if your practice has users with credentials who are not providers. NextGen® Enterprise documents and reports can display the credentials. To provide details about the provider, do the following: Assigned Provider. Select the provider assigned to the user. The selected provider is automatically selected for the user upon authenticated logon at runtime. Select a provider only if you want the user to always be associated with the assigned provider— for example, an assistant who works
System Administrator Help
Find Users
You can locate a user in a specific security group within a practice. On the Edit menu, select Find. The Find window appears. Under Find By, select whether you want to search by last name, first name, or user ID. The name of the field below this criteria updates to match your selection. Enter the search criteria in the field. Select Find Now. The search results list the matching user names along with the practices and the security groups that they are in. If users are deactivated, their names display along with the practices and security groups that they last belonged to. If the user you are searching for is not listed, select New Search, and then repeat the previous steps for entering new criteria. In the User list, do one of the following: Double-click the user you want to locate. Select the user you want to locate, then select OK. The user name is highlighted in the practice and security group that it is located in. Parent topic: Organizing Your Internal Structure
Help Guide for NextGen® Enterprise PM 8
Modify a Contact
Open the Patient Information window for the desired patient. Select the Relations/Roles tab. The Contact section displays the current contact. Select the Open Record button. The Modify Contact Information window appears. Modify information for the contact as needed. To save changes and close the window, select OK. Parent topic: Contact Information
NextGen® Enterprise EHR Help
Modify a Contact
Open the Patient Information window for the desired patient. Select the Relations/Roles tab. The Contact section displays the current contact. Select the Open Record button. The Modify Contact Information window appears. Modify information for the contact as needed. To save changes and close the window, select OK. Parent topic: Contact Information
System Administrator Help
Add Existing Users to a Single Group
You can add existing users to another group in any practice. Use the following steps when there is only one group that you want to add users to. For example, you might want to add existing users to a newly created group. Note: If a user is assigned to more than one group, the user inherits the rights and permissions of all of the groups to which he or she is assigned. Select the group that you want to add an existing user to. Right-click the group, then select Add Existing User. The Select User window appears. An icon appears next to the users that are already members of the group. Select the user you want to add. Note: To search for a user, do the following in the order listed: First, select Find. On the Find window, select whether you want to search by last name, first name, or user ID. Enter the search criteria in the text box. The search results display in the User and Practice list. In the list, select the user you want to add, then select OK to return to the Select User window. S
Help Guide for NextGen® Enterprise PM 8
Modify a Relationship
Open the Person Information or Patient Information window for the desired person or patient. Select the Relations/Role tab. In the Relationship section, select the row for the relationship to be modified. Select the Open Menu button, and select Open. The Modify Relationship Information window appears. Modify information for the relationship as needed. To save changes and close the window, select OK. Parent topic: Relationship Information
