Import Permissions from a Group

System Administrator User Guide

Assign Rights to User Groups

Select a user group, and then select the Rights tab. Select the permission group or category. To view a sub-group, select the button. In the Access Rights box, select the rights to apply for the selected permissions group or subgroup. Select the Update button to save changes. Note: All rights that you have assigned at the permission group level are carried over to each sub-group and sub-category included in the selected Permission group. To assign limited rights, select a permission group. Select to clear all of the check boxes in the Access Rights box. Select the rights that should be granted universally to the entire permission group. Also, select the rights you want to limit. Do not select the rights that you do not want to grant to this group at all. Under the same permission group, select the sub-group or category for which you want to limit the rights. To view a sub-group, select the . Clear the specific rights you do not want to grant to the selected group. Repeat the previous s

System Administrator Help

Import Permissions from a Group

You can import permissions from one group to another, which can save you a considerable amount of time. When you set up rights and permissions for one group and import them into the rest of the groups, all groups then have the same rights and permissions. One way you can do this is to set up a group with the fewest rights and permissions granted, then import them to other groups. Then you can modify the groups as necessary with additional rights. In this case, adding permissions to several groups is easier than removing them. To import permissions, select a group to import permissions to, and then select the Rights tab. Select the Import Permissions button. The Select Group window appears. Select a group to import permissions from and then select Add. A warning displays a message that the permissions for this group will overwrite the current permissions. Select Yes to import the rights and permissions. Select Update button to save all changes made. Parent topic: Rights and Permissions

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Set Up a Trigger for the Group

You can set up a trigger for the existing group on the #Groups window. You can also update and remove the triggers, if necessary. Open Template Editor. On the main toolbar, select #Groups .The Group Detail window opens. Select Groups button.The #Groups window opens. Select the user-created group from the list. Select Triggers.The Triggers window opens displaying the previously created triggers for the group. If no triggers existed for the group previously, the trigger section remains blank. Select Add New.The Trigger Info window opens displaying the group name in the Field list and control type association in the Event list. Note: The Start and End fields are not applicable for groups. Select the action type from the Action list.Based on the selected action type, the related window opens. On the related trigger action window, set up an appropriate trigger, and then select OK. Parent topic: Template Groups

System Administrator User Guide

Add Existing Groups to a Practice

You can add existing groups from one practice to another. When you add existing groups to a practice, the group security rights are copied over but none of the users originally assigned to the groups are copied over. This method of adding groups is useful when you need to add a lot of groups to a new practice. Select a practice to add the existing groups. Right-click the practice, then select Add Existing Groups. The Select Group window appears. Expand the appropriate practice, and then select the check boxes of the groups you want to add to the practice. Note: If you want to select all groups in a practice, select the check box for the practice. Select Add.A message asks if you are sure you want to add the selected groups. Select Yes to add the existing group to the selected Practice. Select Exit to save the group to the practice. Add users to the groups by either creating new users or adding existing ones. Parent topic: Groups See also Add Existing Users to a Single Group

System Administrator Help

Assign Rights to User Groups

Select a user group, and then select the Rights tab. Select the permission group or category. To view a sub-group, select the button. In the Access Rights box, select the rights to apply for the selected permissions group or subgroup. Select the Update button to save changes. Note: All rights that you have assigned at the permission group level are carried over to each sub-group and sub-category included in the selected Permission group. To assign limited rights, select a permission group. Select to clear all of the check boxes in the Access Rights box. Select the rights that should be granted universally to the entire permission group. Also, select the rights you want to limit. Do not select the rights that you do not want to grant to this group at all. Under the same permission group, select the sub-group or category for which you want to limit the rights. To view a sub-group, select the . Clear the specific rights you do not want to grant to the selected group. Repeat the previous s

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Add a Group

You can create a group with template and sub-template controls on the #Groups window. Open Template Editor. Open the required template or sub-template. On the main toolbar, select #Groups .The Group Detail window opens. Select Groups button.The #Groups window opens displaying the user-created and available implicit groups in the system for the selected template or sub-template. Enter the group name in the Name field. Select the required control type from the Control Type Association list. Note: By default, the control type is set to None. Enter a comment to represent the group in the Comment section. Select Add.The group is added. Select OK. On the Group Detail window, select the added group from the Group list. To filter the template fields, select the required field type from the Filter list. Note: By default, the filter is set to All. In the Available Template Fields section, select a field to add to the group. Note: If you want to select multiple fields, select and hold SHIFT, or C

Import Permissions from a Group

Recommendations

Assign Rights to User Groups

Import Permissions from a Group

Set Up a Trigger for the Group

Add Existing Groups to a Practice

Assign Rights to User Groups

Add a Group

Import Permissions from a Group

Assign Rights to User Groups

Import Permissions from a Group

Set Up a Trigger for the Group

Add Existing Groups to a Practice

Assign Rights to User Groups

Add a Group