Tasks Module

System Administrator Help

PM Chart Module

The PM Chart module subgroup in the System Administrator application enables users to access patient charts. When the Access Rights are removed, users cannot access the Chart toolbar button, the Lookup > Chart menu option, or the Tasks > Create Encounter menu option. They also cannot access the chart from the Encounter Lookup window. The PM Chart module is used in NextGen® Enterprise PM. Parent topic: Subgroups of the Modules Permissions Group

System Administrator Help

Case Management Module

The Case Management module subgroup in the System Administrator application enables users to create, edit, and view cases within a patient chart. The Case Management module is used in NextGen® Enterprise PM and NextGen® Enterprise EHR. Parent topic: Subgroups of the Modules Permissions Group

System Administrator Help

General Module

The General module subgroup in the System Administrator application enables users to access various areas of a patient's chart. Subgroup Used in Description Client Defined NextGen® Enterprise PM Enables users to access the Client Defined tab within a patient's demographic information. Patient Status NextGen® Enterprise PM Enables users to access the Status tab within a patient's demographic information. Person Provider NextGen® Enterprise PM Enables users to access the Provider tab within a patient's demographic information. Parent topic: Subgroups of the Modules Permissions Group

System Administrator Help

Transactions Module

Subgroup Used in Description Balance Control NextGen® Enterprise PM Enables users to access to the Balance Control window to move a balance for an encounter from one party (insurance/guarantor) to another. Batches NextGen® Enterprise PM Enables users to create and modify transaction batches for entering payments, adjustments, and refunds. Enterprise Batch Groupings NextGen® Enterprise PM Enables users to create, modify, and delete batch groupings. For more information about enabling enterprise batch groupings, go to NextGen Healthcare Success Community and download the latest File Maintenance Preferences Guide for NextGen® Enterprise. Transaction Adjustments/ Refunds NextGen® Enterprise PM Enables users to add, modify, and delete adjustments and refunds within a transaction batch. Note: If you want users to be able to perform refund vendor matching, you must also set the Operations Transactions Vendor Matching security right to Yes. Transaction Payments NextGen® Enterprise PM Enables u

System Administrator Help

Letters/Statements Module

Subgroup Used in Description Letter Types NextGen® Enterprise PM Enables users to access Letter Types from the Edit menu in the Letters table (located in Master Files > Practice > PM) . Letters SQL Form NextGen® Enterprise PM Enables users to access the SQL button within the Letters table to make SQL modifications to standardized letters. Contact NextGen Healthcare. Parent topic: Subgroups of the Modules Permissions Group

System Administrator Help

Marketing Plans Module

The Marketing Plans module subgroup in the System Administrator application enables users to modify marketing plans that are attached to appointments, encounters, and patient charts. The Marketing Plans module is used in NextGen® Enterprise PM. Note: Update is the only access right that this permission affects. However, regardless to how Update is set, users can always add marketing plans when none has been previously selected for an appointment, an encounter, or a patient chart. The remaining rights View, Add, Delete, and Print do not apply. Parent topic: Subgroups of the Modules Permissions Group

Tasks Module

Recommendations

PM Chart Module

Case Management Module

General Module

Transactions Module

Letters/Statements Module

Marketing Plans Module

PM Chart Module

Case Management Module

General Module

Transactions Module

Letters/Statements Module

Marketing Plans Module