Secure Lookup Feature

System Administrator Help

Enable Secure Lookup Feature

When the secure lookup feature is enabled, users can perform secure lookups by entering a person's birth date or Social Security number. A search that uses the L4DSSN or secure Birth Date field shows results from within the current MPI at the system level. If the NextGen application is set for single MPI, secure lookups are already enabled by default. If the application is set for multiple MPI, you must enable the feature. Enabling the feature can affect both generic and secure searches. For example: The access to person demographics is limited to just the practice level for generic lookups (regardless of the MPI definition). When the MPI is defined at the enterprise level, enabling the secure lookup features limits the result sets of generic lookups (non-secure lookups) to just the demographics belonging to the practice that the user is logged in to. By establishing and assigning practices to associations, the associated practices' demographic records are still included regardless of

System Administrator Help

Assign Rights for the Secure Lookup Feature

To provide access to the secure lookup feature, security rights must be assigned to the appropriate user groups in your practice. When the Secure Lookup right is set to Yes for the group that the user belongs to, the L4DSSN and secure Birth Date fields display on the Person/Patient Lookup window; the fields do not display if the access right is set to No. For more information on using secure lookups in the People Lookup window, go to NextGen Healthcare Success Community and download the latest Appointment Scheduling Guide for NextGen Enterprise PM. Select a group, and then select the Rights tab. In the Operations permissions group, expand Chart/Demographics/Employer, then select Secure Lookup. Under Access Rights, select Yes to assign the right to the group or select No to remove the right from the group. Parent topic: Secure Lookups and the MPI

System Administrator Help

MPI Definition and Secure Lookup Affecting Lookup Results

MPI definition, enter of lookup, and association assignment can be combined in a variety of ways to receive different results when you perform a lookup. The following table lists some of the possibilities with the default MPI definition: MPI Definition Secure Lookup Enabled? Practice Assigned to Association? Type of Search? Available Demographics System Yes (Default) No Generic All practices within the system. System Yes (Default) Yes Generic All practices within the same association. System Yes (Default) No Secure All practices within the system. System Yes (Default) Yes Secure All practices within the system. Note: Secure Lookups can cross association boundaries only within the same MPI. Parent topic: Secure Lookups and the MPI

System Administrator User Guide

Secure Lookup Feature

If a person record does not display on thePeople/Patient Lookupwindow when you perform a search, you can perform a secure lookup to search for the record. This kind of lookup enables you to search for a person record by using the last four digits of the person's Social Security number (L4DSSN) or birth date. To use this feature, you must enter the last four digits of the person's Social Security number or the birth date and at least a partial first and partial last name. Note: When you conduct a secure search, the entire MPI is searched for the record. Parent topic: Secure Lookups and the MPI

System Administrator User Guide

Enable Secure Lookup Feature

When the secure lookup feature is enabled, users can perform secure lookups by entering a person's birth date or Social Security number. A search that uses the L4DSSN or secure Birth Date field shows results from within the current MPI at the system level. If the NextGen application is set for single MPI, secure lookups are already enabled by default. If the application is set for multiple MPI, you must enable the feature. Enabling the feature can affect both generic and secure searches. For example: The access to person demographics is limited to just the practice level for generic lookups (regardless of the MPI definition). When the MPI is defined at the enterprise level, enabling the secure lookup features limits the result sets of generic lookups (non-secure lookups) to just the demographics belonging to the practice that the user is logged in to. By establishing and assigning practices to associations, the associated practices' demographic records are still included regardless of

Help Guide for NextGen® Enterprise PM 8

Searching for Patients or Persons with Secure Lookup

Searching for Patients or Persons with Secure Lookup Searching for Patients or Persons with Secure Lookup You can perform a secure lookup for patients or persons not directly associated with your practice by entering their birth date or the last four digits of their social security number in the Patient/People Lookup window. You can also use secure lookup to provide additional means of authentication. To use secure lookup, you must meet the following requirements: The secure Birth Date and Social Security fields must be configured in System Administrator. These secure lookup fields have indicator next to the field name. The Enable Secure Lookup right must be set up in System Administrator. To search by L4DSSN, the patients or persons you are searching for must have their social security numbers stored in the database. For more information on secure lookup, go to NextGen Healthcare Success Community, and download the latest System Administrator Guide for NextGen Enterprise. Search for P

Secure Lookup Feature

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Enable Secure Lookup Feature

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Searching for Patients or Persons with Secure Lookup