Users

System Administrator Help

Enterprises and Practices

You must create your enterprises and practices in File Maintenance before you can add groups and users in the System Administrator application. If your practice provides multispecialty care to patients, we recommended that you set up the necessary number of enterprises and practices in order to facilitate proper security and management of your system and data. You can do the following in File Maintenance: Create enterprises. Set up your enterprises. Create practices in each enterprise. View Enterprise Details You can view the enterprise information in the System Administrator module. View Practice Details in System Administrator Parent topic: Organizing Your Internal Structure

System Administrator Help

Groups

A user group is a set of users who share similar roles within your organization. Every user must be a member of at least one group. Groups keep users organized and make the maintenance of user rights and permissions easier. Rights and permissions must be assigned at the group level and they apply to all users within the group. There is no limit to the number of groups you can create and no limit to the number of groups to which a user can belong. Note: When a user is in multiple groups within one practice and each group has different rights, the user has all the rights available to those groups when he or she logs on. Add a New Group Add Existing Groups to a Practice View a Group's Deactivated Users You can view all the users who have been deactivated from a specific group. Delete a Group Parent topic: Organizing Your Internal Structure

System Administrator User Guide

Users

You must set up all users before they can use the system. A user must belong to a group. Although the System Administrator application supplies you with a default enterprise, practice, group, and user, you should complete the setup of your own enterprise structure before you add users. Add Users You can create a new user in System Administrator and define properties such as the name, email password, and provider relationship. Adding Existing Users to Other Groups Add External Systems for Users LDAP and Windows Integrated Authentication Parent topic: Organizing Your Internal Structure See also Add a New Group

System Administrator Help

Organizing Your Internal Structure

The Directory is structured with enterprises, practices, groups, and users in the following way: When you start a NextGen® Enterprise application, you are provided with one default enterprise, practice, group, and user. Adding additional enterprises and practices to the directory allows you to manage multiple practices and provide more secure access to patient data. Each user must be assigned to a group, which in turn must be assigned to a practice, and each practice is assigned to an enterprise. Enterprises and Practices Groups Users Find Users Modify an Existing User You can modify information of the existing user. View Rights Granted to a User You can view the rights granted to a user. User Preferences In System Administrator, you can set the User Preferences. Preferred Locations and Location Restrictions Remove and Delete Users Restore a Manually Deactivated User Reactivate Users ePCS Setup

System Administrator Help

Adding Existing Users to Other Groups

After you create a user in one group, you can add the user to additional groups within the same practice, in different practices in the same enterprise, or in practices in other enterprises. You can add users to groups by doing any of the following: Add users to a single group. See, Add Existing Users to a Single Group. Assign one or more groups from the same practice to a single user. See, Assign a User to Groups in the Same Practice. Assign one or more groups from any practice in any enterprise to a single user. See, Assign a User to Groups within Any Enterprise. If a user is assigned to more than one group, the user inherits the rights and permissions of all of the groups to which he or she is assigned. Therefore, if the user belongs to multiple groups, some of which have a particular right and some that don't, the user gains access to the right. Add Existing Users to a Single Group Assign a User to Groups in the Same Practice Assign a User to Groups within Any Enterprise Parent top

System Administrator User Guide

Organizing Your Internal Structure

The Directory is structured with enterprises, practices, groups, and users in the following way: When you start a NextGen® Enterprise application, you are provided with one default enterprise, practice, group, and user. Adding additional enterprises and practices to the directory allows you to manage multiple practices and provide more secure access to patient data. Each user must be assigned to a group, which in turn must be assigned to a practice, and each practice is assigned to an enterprise. Enterprises and Practices Groups Users Find Users Modify an Existing User You can modify information of the existing user. View Rights Granted to a User You can view the rights granted to a user. User Preferences In System Administrator, you can set the User Preferences. Preferred Locations and Location Restrictions Remove and Delete Users Restore a Manually Deactivated User Reactivate Users ePCS Setup

Users

Recommendations

Enterprises and Practices

Groups

Users

Organizing Your Internal Structure

Adding Existing Users to Other Groups

Organizing Your Internal Structure

Users

Enterprises and Practices

Groups

Users

Organizing Your Internal Structure

Adding Existing Users to Other Groups

Organizing Your Internal Structure