Modify Preferred Locations and Limit Access
Select the user, and then select the Locations tab.
- In the Preferred Locations list, select the locations to designate as "preferred" for the user.
- When you select a location, it automatically moves up in the list to immediately below the last selected location. Locations that are not selected are considered as “non-preferred” for the user.
- To change the order of the locations, select a location, and then select one of the Move buttons.
The list order defined here is the default for how they display for the user in drop-down fields, for example, in lookups. Users can override this order in the NextGen® Enterprise PM.
Note: If no limits for the preferred locations are set, locations inNextGen® Enterprise PMthat are not designated as preferred will display in drop down lists in alphabetical order after preferred locations.Set the limitations inNextGen® Enterprise EHRandNextGen® Enterprise PMfor the preferred locations. If you set limits for one application, but not for the other, the application without the limit will have a longer list of locations.
Limit lists of PM locations to only preferred locationscheck box – If this option is selected, only the user's preferred locations display in drop-down fields and in the Location User Preferences inNextGen® Enterprise PM. The user cannot access certain functions at non-preferred locations.
Limit lists of EHR locations to only preferred locationscheck box – If this option is selected, only the user's preferred locations display in location drop-down fields in theNextGen® Enterprise EHRtoolbar and modules and in theSelect Locationwindow.
Limit PM reporting to only preferred locationscheck box – If this option is selected, the user can report only on data associated with his or her preferred locations withinNextGen® Enterprise PMdespite which locations are selected in the report filter. The limit applies to new and memorized reports. Process-generated reports are not affected by this limit and display data from all locations when they are run.
If you select this check box and also want a message to remind the user that report data is filtered to the preferred location settings, access the Reports Practice Preferences in File Maintenance and select thePrompt when report limited by preferred locationscheck box. The message will display inNextGen® Enterprise PMeach time the user runs a memorized report that has more locations selected than what the user has access to.
For example, if the user runs a memorized report that uses five locations but the user has access to only two of them, the message displays and the report contains data for the two preferred locations.
Limit EHR reporting to only preferred locationscheck box – If this option is selected, users will only be able to report on data associated with preferred locations withinNextGen® Enterprise EHRdespite which locations are selected in the report filter. When the user runs a memorized report that has more locations selected than what the user has access to, a message displays to remind the user that report data is filtered to the preferred location settings. InNextGen® Enterprise EHR, the message is automatic and cannot be disabled.
Note: Even though the limits prevent the user from performing certain actions with non-preferred location encounters, they can still view the encounters. However, encounter searches with no defined service location result in a display of encounters that fit the criteria for all the user's preferred locations.When a memorized report is re-saved, the system saves only the locations that the user who generated the report can access regardless of which locations the report was associated with when it was first memorized.
- Select the Save Locations button to save the Preferred Locations settings.
- To copy the preferred location settings for this user to other users in the practice, select the Export Locations and Limits to Other Users button.
The Find Users window appears.
- Enter the search criteria in one or more of the search fields: Logon Name, Last Name, or First Name and select Find Now.
The search results list the matching user names along with the practices and enterprises that they are in. Deactivated users are included in the results and their names display along with the practices and enterprises that they last belonged to.
- If the user you are searching for is not listed, select New Search, and then repeat the steps for entering new criteria.
- In the list, select the user you want to copy the settings to, and then select OK or 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.