Chart Tracking Locations

File Maintenance Help for NextGen® Enterprise 8

Chart Tracking Locations

You can set up drop and storage locations for your charts in the Chart Tracking Locations master file. These are global locations that any practice within the enterprise can access. In File Maintenance, under Master Files, select System > Chart Tracking Locations. The Chart Tracking Locations List window opens. Select on Open Menu and select New from the menu. The Chart Locations window opens. In the Name field, enter the name of the chart location. In the Location Type field, select whether this location is a storage or a drop location. Enter any necessary notes about this location in the Notes field. Do one of the following: To save this location and create another, select Next. To save this location and close this window, select OK. Parent topic: Master Files - System

File Maintenance Help for NextGen® Enterprise 8

Set up of Chart Tracking Location

Within the Locations master file, you can set up basic defaults for the Chart Tracking locations. These fields are only available when a Chart Tracking License is installed. Open the Locations master file and select a location. The Location Information window opens. Select the Chart Tracking tab. In the Operations Schedule list, select next to the appropriate days of operation to select them. In the Chart Tracking Location field, select the home location you want to activate. Note: These options are set up in the Chart Home Location master list. To save your chart tracking location and operations settings, select OK. Parent topic: Create or Modify Locations

File Maintenance Help for NextGen® Enterprise

Set up of Chart Tracking Location

Within the Locations master file, you can set up basic defaults for the Chart Tracking locations. These fields are only available when a Chart Tracking License is installed. Open the Locations master file and select a location. The Location Information window opens. Select the Chart Tracking tab. In the Operations Schedule list, select next to the appropriate days of operation to select them. In the Chart Tracking Location field, select the home location you want to activate. Note: These options are set up in the Chart Home Location master list. To save your chart tracking location and operations settings, select OK. Parent topic: Create or Modify Locations

File Maintenance Help for NextGen® Enterprise

Providers Chart Tracking Tab

Within the Providers master file, you can set up the home and drop locations for the Chart Tracking locations. The Chart Tracking tab is only available when a Chart Tracking license is installed. The information you set here becomes available on the Options tab in the Chart Tracking Preferences master file. To access the Providers master file: From the Master Files > System list, select Providers. Double-click a provider. The Modify Provider Information dialog box displays. Select the Chart Tracking tab. In the Home Location field, select a location to activate as the provider's home location. In the Default Drop Location field, select the location to be the default drop location for the provider. In the Label Count field, select the arrows to specify the correct number of labels to print with each chart request. Under Service/Drop Locations, you can establish a drop location for each service location. There can be only one drop location assigned to each service location for a provider

File Maintenance Help for NextGen® Enterprise 8

Providers Chart Tracking Tab

Within the Providers master file, you can set up the home and drop locations for the Chart Tracking locations. The Chart Tracking tab is only available when a Chart Tracking license is installed. The information you set here becomes available on the Options tab in the Chart Tracking Preferences master file. To access the Providers master file: From the Master Files > System list, select Providers. Double-click a provider. The Modify Provider Information dialog box displays. Select the Chart Tracking tab. In the Home Location field, select a location to activate as the provider's home location. In the Default Drop Location field, select the location to be the default drop location for the provider. In the Label Count field, select the arrows to specify the correct number of labels to print with each chart request. Under Service/Drop Locations, you can establish a drop location for each service location. There can be only one drop location assigned to each service location for a provider

File Maintenance Help for NextGen® Enterprise 8

Set Up Chart Tracking Reports

The Chart Tracking Reports master file is a list of reports to print. The outguide is a physical placeholder that replaces a chart when the chart is pulled from a file shelf. In File Maintenance, select Master Files > System > Chart Tracking Reports. The Chart Tracking Reports List window opens. Select on Open Menu and select New from the menu. The Tracking Reports window opens. In the Report Name field, enter the name of the report. In the Report Type field, select the type of report that this is. This report type is based on stored procedures. To the right of the Report File field, select Open Menu and then select the appropriate report file from the Select File window. Select OK. Enter any necessary notes about this report in the Notes field. Do one of the following: To save this report and specify another, select Next. To save this report and close the dialog box, select OK. Parent topic: Master Files - System

Chart Tracking Locations

Recommendations

Chart Tracking Locations

Set up of Chart Tracking Location

Set up of Chart Tracking Location

Providers Chart Tracking Tab

Providers Chart Tracking Tab

Set Up Chart Tracking Reports

Chart Tracking Locations

Set up of Chart Tracking Location

Set up of Chart Tracking Location

Providers Chart Tracking Tab

Providers Chart Tracking Tab

Set Up Chart Tracking Reports