Person Merge Operation

Subgroup	Used in	Description
Association Level	NextGen® Enterprise PM	Enables users to merge duplicate person and patient records within practices that are in the same association.
Enterprise Level	NextGen® Enterprise PM	Enables users to merge duplicate person and patient records within the enterprise.
Practice Level	NextGen® Enterprise PM	Enables users to merge duplicate person and patient records within the practice he or she is logged into.
System Level	NextGen® Enterprise PM	Enables users to merge duplicate person and patient records from within all practices within the system.

System Administrator Help

Patient Sync Operation

Subgroup Used in Description Administrator Login NextGen® Enterprise EHR Enables users to access the Patient Sync Administrator. Client Login NextGen® Enterprise EHR Enables users to access the Patient Sync Client. Client Options Setup NextGen® Enterprise EHR Enables users to set up the client options. Patient Mapping Setup NextGen® Enterprise EHR Enables users to access the setup process for patient mapping. Server Directory Setup NextGen® Enterprise EHR Enables users to set up the server options Table Group Setup NextGen® Enterprise EHR Enables users set up privileges for table groups TCP/IP Setup NextGen® Enterprise EHR Enables users to set up the TCP/IP configurations. Parent topic: Subgroups of the Operations Permissions Group

System Administrator User Guide

Person Merge Operation

The Person Merge Operations subgroup in the System Administrator application enables users to merge duplicate person and patient records into one record. Subgroup Used in Description Association Level NextGen® Enterprise PM Enables users to merge duplicate person and patient records within practices that are in the same association. Enterprise Level NextGen® Enterprise PM Enables users to merge duplicate person and patient records within the enterprise. Practice Level NextGen® Enterprise PM Enables users to merge duplicate person and patient records within the practice he or she is logged into. System Level NextGen® Enterprise PM Enables users to merge duplicate person and patient records from within all practices within the system. Parent topic: Subgroups of the Operations Permissions Group

System Administrator Help

Create Duplicate Person Operation

The Create Duplicate Person Operations subgroup in the System Administrator application enables users to create duplicate persons or patients in NextGen® Enterprise EHR and NextGen® Enterprise PM. When a user is in a group with this right set to Yes and attempts to create a duplicate person, the Ignore button displays on the Potential Duplicate Persons window. The user can select the button to create the duplicate person. However, when a user is in a group with this right set to No and attempts to create a duplicate person, the Ignore button on the Potential Duplicate Persons window is replaced by the Override button. This button enables a supervisor or other person with this right set to Yes to override the security by entering login credentials. The overriding user's name is included in the Duplicate Person Screen Bypassed significant event. See, Significant Events Reference List. Note: The right only applies when users create new persons or patients. If a user updates a person that

System Administrator Help

Modify Personal Inclusion List Operation

The Modify Personal Inclusion List Operations subgroup in the System Administrator application enables users to modify his or her own Inclusion List. The Modify Personal Inclusion List Operations are used in NextGen® Enterprise EHR. Parent topic: Subgroups of the Operations Permissions Group

System Administrator Help

Faxing Operation

The Faxing Operations subgroup in the System Administrator application enables users to perform various activities through faxing. Subgroup Used in Description Accessory Orders NextGen® Enterprise PM Enables users to fax accessory orders from NextGen® Optical Management. Contact Orders NextGen® Enterprise PM Enables users to fax contact orders from NextGen® Optical Management Documents NextGen® Enterprise PM Enables users to fax patient documents from within NextGen® Enterprise to a selected destination. Edit Area Code Rules NextGen® Enterprise PM Enables users to modify the area code rules in the Send Fax window in NextGen® Enterprise EHR. Eyeglass Orders NextGen® Enterprise PM Enables users to fax eyeglass orders from NextGen® Optical Management. Images NextGen® Enterprise PM Enables users to fax the currently selected image from the Imaging module in NextGen® Enterprise EHR. Prescriptions NextGen® Enterprise PM Enables users to fax prescriptions from the Medications module. Update P

Help Guide for NextGen® Enterprise PM 8

Security Rights for Merging Person and Patient Records

You can apply security rights to limit personnel access to the merging process at four levels: Association level, where users can merge duplicate person and patient records within practices that are in the same association. Enterprise level, where users can merge duplicate person and patient records within the enterprise. Practice level, where users can merge duplicate person and patient records within the practice they arelogged on to. System level, where users can merge duplicate person and patient records from within all practices within the system. Users with enterprise-level person merge access rights can run a practice-level person merge from any of the practices within the enterprise. Users with only practice-level person merge access rights cannot run an enterprise-level person merge. For more information on setting up operations rights for Patient Merge in System Administrator, go to NextGen Healthcare Success Community, and download the latest System Administrator Guide for N

Person Merge Operation

Recommendations

Patient Sync Operation

Person Merge Operation

Create Duplicate Person Operation

Modify Personal Inclusion List Operation

Faxing Operation

Security Rights for Merging Person and Patient Records

Person Merge Operation

Patient Sync Operation

Person Merge Operation

Create Duplicate Person Operation

Modify Personal Inclusion List Operation

Faxing Operation

Security Rights for Merging Person and Patient Records