Administration Operations

Subgroup	Used in	Description
Advanced Audit Setup	NextGen® Enterprise PM & NextGen® Enterprise EHR	Enables users to access Advanced Audit Setup from the NextGen® Enterprise and NextGen® Enterprise PM applications.
Association Maintenance	NextGen® Enterprise PM & NextGen® Enterprise EHR	Enables users to create and modify associations in the System Administrator application.
Change Password	NextGen® Enterprise PM	Enables users to change their passwords.
Copy User Preferences	NextGen® Enterprise PM	Enables users to copy user preferences, work flow module preferences and PAQ custom rules from one user to another user or user group profile.
Edit NextGen® Enterprise EHR Component Profiles	NextGen® Enterprise EHR	Enables users to edit the Graphical Exam Tool (GET) profile. If access rights are set to Yes, the Settings option on the GET tool is enabled; if access rights are set to No, the option is disabled.
External Application Setup	NextGen® Enterprise EHR	Enables administrators to grant users rights for External Application Setup. When set to Yes, the External Application Setup option is available from the System Administrator > View menu. Rights are set to No by default.
Reinstate Inactive User	NextGen® Enterprise PM	Allows users to reinstate other users that have been deactivated. Note: A user can also be Reactivated. For more information on Reactivating a deactivated user, go to NextGen Healthcare Success Community and download the latest User Password Reset Utility Guide for NextGen Ambulatory Products.
System Administrator	NextGen® Enterprise PM & NextGen® Enterprise EHR	When the right is set to Yes, only the practices in which the user group's permission is set to Yes display. Any practices in which the right is set to No do not display. If the right is set to No for all practices, then the user cannot access the System Administrator. Note: Regardless of this setting, the NextGen Admin user always has access to all practices for all groups to which he or she belongs.
User Password Expiration Date Change	NextGen® Enterprise PM	Enables users to modify the Enterprise-level Password Expiration Dates for other users.
Workflow Administrator	NextGen® Enterprise EHR	Enables users to access the File menu > Workflow Manager > Administrator menu item to modify the current provider's delegates. If this right is set to No, then users cannot access the Administrator menu item.

System Administrator User Guide

Scheduling Operation

Subgroup Used in Description Appointment Book NextGen® Enterprise PM Enables users to access the Appointment Book, but not to schedule appointments. Appointment Book Multi-view NextGen® Enterprise PM Enables users to access the Multi-view tab within the Appointment Book. To access the Appointment Book, users must have access to this also. Appointment Search NextGen® Enterprise PM Enables users to access the Appt List toolbar button to search for scheduled appointments and to print batch fee tickets. Appointment Search Engine Updates NextGen® Enterprise PM Enables users to access the Scheduling Update program immediately after making modifications within Scheduling Administration. Note: You must also select the Prompt to defer scheduling admin changes until automated nightly processoption in Appointment Scheduling Practice Preferences. Default Appt Request/ Confirm Recipient NextGen® Enterprise PM Enables users to be included in a default address when attaching appointments to NextGen®

System Administrator User Guide

Managed Care Operation

The Managed Care Operations subgroup in the System Administrator enables you to set rights for NextGen® Eligibility Verification. Subgroup Used in Description Eligibility Referral Inquiry NextGen® Enterprise PM Enables users to run the Eligibility and Referral Inquiries process to obtain results. Elig Manager NextGen® Enterprise PM Enables users to track NextGen® Eligibility Verification eligibility transactions by day and status using a user-friendly visual graph and detailed grid; allowing users to: view eligibility responses, submit or resubmit eligibility inquiries, access the Eligibility Referral Report, create tasks, manage transactions, and print. Submit Eligibility Request NextGen® Enterprise PM Enables users to submit eligibility requests. Submit Historical Authorization Request NextGen® Enterprise PM Currently not available. Submit Historical Referral Request NextGen® Enterprise PM Enables users to submit Historical Referral Requests in NextGen® Enterprise PM using RTS (Real-

System Administrator Help

Administration Operations

Subgroup Used in Description Advanced Audit Setup NextGen® Enterprise PM & NextGen® Enterprise EHR Enables users to access Advanced Audit Setup from the NextGen® Enterprise and NextGen® Enterprise PM applications. Association Maintenance NextGen® Enterprise PM & NextGen® Enterprise EHR Enables users to create and modify associations in the System Administrator application. Change Password NextGen® Enterprise PM Enables users to change their passwords. Copy User Preferences NextGen® Enterprise PM Enables users to copy user preferences, work flow module preferences and PAQ custom rules from one user to another user or user group profile. Edit NextGen® Enterprise EHR Component Profiles NextGen® Enterprise EHR Enables users to edit the Graphical Exam Tool (GET) profile. If access rights are set to Yes, the Settings option on the GET tool is enabled; if access rights are set to No, the option is disabled. External Application Setup NextGen® Enterprise EHR Enables administrators to grant use

NextGen® Enterprise EHR Help

Admin Menu

All of the options in the Admin menu require specific user rights and permissions and are available only to users in a System Administrator role. The basic options included in the Admin menu are as follows: Tools Option Description Work Flow Manager Enables setting up Out-of-Office status, PAQ, and Workflow Delegates. For more information, go to NextGen Healthcare Success Community, and download the latest Workflow Module Guide for NextGen® Enterprise EHR. Advanced Audit Setup Enables selection of items for the Advanced Audit application. For more information on the Advanced Audit application, go to NextGen Healthcare Success Community, and download the Advanced Auditing Installation Guide and the Advanced Audit and Significant Events Cross Reference Overview. User Password Displays the Change Password window and enables you to change your password. Copy User Preferences Displays the Copy User Preferences window. This function is available only when no patients are selected. E-mail Pro

NextGen® Enterprise EHR Help

Admin Menu

All of the options in the Admin menu require specific user rights and permissions and are available only to users in a System Administrator role. The basic options included in the Admin menu are as follows: Tools Option Description Work Flow Manager Enables setting up Out-of-Office status, PAQ, and Workflow Delegates. For more information, go to NextGen Healthcare Success Community, and download the latest Workflow Module Guide for NextGen® Enterprise EHR. Advanced Audit Setup Enables selection of items for the Advanced Audit application. For more information on the Advanced Audit application, go to NextGen Healthcare Success Community, and download the Advanced Auditing Installation Guide and the Advanced Audit and Significant Events Cross Reference Overview. User Password Displays the Change Password window and enables you to change your password. Copy User Preferences Displays the Copy User Preferences window. This function is available only when no patients are selected. E-mail Pro

System Administrator Help

Workflow Operation

The Workflow Operations subgroup in the System Administrator application enables features of the Workflow module. Subgroup Used in Description Allow NextGen® Enterprise PM Task Generation from NextGen® Enterprise EHR NextGen® Enterprise EHR Enables users to create NextGen® Enterprise PM tasks from within NextGen® Enterprise EHR (tasking in Workflow). When the right is set to Yes, the New Task window displays additional fields: Task Class (either NextGen® Enterprise EHR or NextGen® Enterprise PM), Source Type (from the Task Types master file), and Task Type (from the Task Types master file). If a user creates a NextGen® Enterprise EHR task, the Source Type and Task Type fields are disabled. If a user creates a NextGen® Enterprise PM task, the fields are enabled and are required. Change User Workgroups NextGen® Enterprise EHR Enables users to assign themselves to a different workgroup for Group tasking in Workflow. Edit Own Delegate List NextGen® Enterprise EHR Enables users to edit thei

Administration Operations

Recommendations

Scheduling Operation

Managed Care Operation

Administration Operations

Admin Menu

Admin Menu

Workflow Operation

Administration Operations

Scheduling Operation

Managed Care Operation

Administration Operations

Admin Menu

Admin Menu

Workflow Operation