Note: If no limits for the preferred locations are set, locations in NextGen® Enterprise PM that are not designated as preferred will display in drop down lists in alphabetical order after preferred locations.
Set the limitations in NextGen® Enterprise EHR and NextGen® Enterprise PM for the preferred locations. If you set limits for one application, but not for the other, the application without the limit will have a longer list of locations.
Limit lists of PM locations to only preferred locationscheck box – If this option is selected, only the user's preferred locations display in drop-down fields and in the Location User Preferences in NextGen® Enterprise PM. The user cannot access certain functions at non-preferred locations.
Limit lists of EHR locations to only preferred locationscheck box – If this option is selected, only the user's preferred locations display in location drop-down fields in the NextGen® Enterprise EHR toolbar and modules and in theSelect Locationwindow.
Limit PM reporting to only preferred locationscheck box – If this option is selected, the user can report only on data associated with his or her preferred locations within NextGen® Enterprise PM despite which locations are selected in the report filter. The limit applies to new and memorized reports. Process-generated reports are not affected by this limit and display data from all locations when they are run.
If you select this check box and also want a message to remind the user that report data is filtered to the preferred location settings, access the Reports Practice Preferences in File Maintenance and select thePrompt when report limited by preferred locationscheck box. The message will display in NextGen® Enterprise PM each time the user runs a memorized report that has more locations selected than what the user has access to.
For example, if the user runs a memorized report that uses five locations but the user has access to only two of them, the message displays and the report contains data for the two preferred locations.
Limit EHR reporting to only preferred locationscheck box – If this option is selected, users will only be able to report on data associated with preferred locations within NextGen® Enterprise EHR despite which locations are selected in the report filter. When the user runs a memorized report that has more locations selected than what the user has access to, a message displays to remind the user that report data is filtered to the preferred location settings. In NextGen® Enterprise EHR, the message is automatic and cannot be disabled.
Note: Even though the limits prevent the user from performing certain actions with non-preferred location encounters, they can still view the encounters. However, encounter searches with no defined service location result in a display of encounters that fit the criteria for all the user's preferred locations.
When a memorized report is re-saved, the system saves only the locations that the user who generated the report can access regardless of which locations the report was associated with when it was first memorized.
