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System Administrator Help
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 ofEnable Secure Lookup Feature
System Administrator Help
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 MPIAssign Rights for the Secure Lookup Feature
System Administrator Help
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 MPIMPI Definition and Secure Lookup Affecting Lookup Results
Help Guide for NextGen® Enterprise PM 8
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 PSearching for Patients or Persons with Secure Lookup
Help Guide for NextGen® Enterprise PM 8
In NextGen® Enterprise PM, open the Patient/People Lookup window, and then do one of the following: Enter the last four digits of the patient's social security number in the L4DSSN field. Enter the patient's date of birth in the Birth Date field. Enter the patient's first name and last name. If you do not know the complete first and last names, you can enter part of each name or only the initials. Select Find. The Patient/People Lookup window displays the results of your search. To select the patient, select OK. Parent topic: Searching for Patients or Persons with Secure LookupSearch for Patients with Secure Lookup
System Administrator Help
You can limit access to demographic data through the MPI (Master Patient Index) and the secure lookup feature. MPI Definition Enable Secure Lookup Feature Secure Lookup Feature Assign Rights for the Secure Lookup Feature Lookups Affected by Associations MPI Definition and Secure Lookup Affecting Lookup Results Parent topic: Associations Tab