Tasks Module

System Administrator User Guide

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

Tasks Module

The Tasks module subgroup in the System Administrator application enables users to access Tasks within Worklog Manager that relate to a patient's account, appointment, chart, claim, encounter, or invoice. When users have this right assigned, the Tasks icon displays in the status bar of the NextGen® Enterprise PM window. You can select this icon to access the assigned tasks. You can also modify tasks from the patient chart in: Clinical/History Notes > Tasks node, by right-clicking an encounter on the Encounters tab, and by right-clicking an entry on the Financial tab. The Tasks modules is used in NextGen® Enterprise PM. Parent topic: Subgroups of the Modules Permissions Group

System Administrator User Guide

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 User Guide

Charge Entry Module

The Charge Entry module subgroup in the System Administrator application enables users to add, modify, and delete charges applied to patient encounters and employer invoices (Charges icon). When the Access Rights are removed, users cannot access the Charges toolbar button or the Tasks > Charge Posting menu option. The Charge Entry module is used in NextGen® Enterprise PM. Parent topic: Subgroups of the Modules Permissions Group

System Administrator User Guide

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 User Guide

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

Tasks Module

General Module

Charge Entry Module

Case Management Module

Marketing Plans Module

Tasks Module

PM Chart Module

Tasks Module

General Module

Charge Entry Module

Case Management Module

Marketing Plans Module