Preferred Locations and Location Restrictions

If a practice contains a large number of service locations, you can apply an additional method of security that restricts user activity within specific service locations. Defining access for each user by their “preferred locations” provides greater control over which functions the users can perform and lowers the incidence of data entry errors. For example, preferred location limits can prevent someone in the downtown office from performing billing functions for the east side office.

The preferred location settings include the following:

• Limit which locations a user can access when searching for information within NextGen® Enterprise PM
• Limit reports to only display data from the user’s preferred locations.
• Limit users to generate letters associated only with preferred locations.
• Limit creation of new medical record information according to the user’s preferred location settings.

Places where preferred locations can be set

The preferences can be assigned to the user from the following areas:

• User > Locations tab in the System Administrator. You can define the preferred locations, their list order, and limitations.
• User > Preferences tab of a selected user in System Administrator. If you select a Default User Prefs - Locations master file, the preferred locations settings are copied to the specific user.
• Group > General tab in System Administrator. If you select a Default User Prefs - Locations master file, the preferred locations settings are copied to the users in the group.
• User Preferences in NextGen® Enterprise PM. Users can select their own preferred locations and define their list order.