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The table describes the fields that you can modify in the General tab of Practice Preferences.
| Field | Description |
|---|---|
| Check for duplicate SSN | Use this checkbox when adding a People Maintenance record or editing people, to see if another person in the enterprise has the same Social Security number. If a duplicate entry is found, a warning message appears. You can override this warning. |
| Check for duplicate last name, birth date, sex | Select this checkbox to prevent adding duplicate patients by checking if anyone in the enterprise has the same last name, birth date, and sex. Twins of the same sex are displayed but can be ignored. |
| Auto-closing | Select this checkbox to automatically close out the practice at midnight. Any activity entered after midnight appears on the next processing date. If the checkbox is cleared, the system must be manually closed through the practice closing process. For more information, see the Practice Workflow User Guide for NextGen® Enterprise PM. |
| Privatize patient list | Select this checkbox if you do not want your practice to appear when View History (a right-click option) is chosen in the people/patient search windows. |
| Display city on people lookup | Select this checkbox to display the City field in the People Lookup window. |
| Enable eligibility\referral | Select this checkbox to provide access to menu items for the eligibility/referral system. This field appears only if you have purchased the Managed Care Server module. |
| Prompt for password when application is restored from minimized session | Select this checkbox to require users to re-enter their password when restoring a minimized session window. |
| Enable outsourcing | Select this checkbox to allow users who are working with a patient chart to outsource the patient's outstanding charges to an external collection agency. |
| Allow alphanumeric characters in SSN | Select this option if you want the Social Security number field to accept the entry of any combination of uppercase or lowercase characters and numbers, for a maximum of nine characters. |
| Exclude expired patients default | Select this checkbox to have the Exclude Expired Patients checkbox always selected by default in the Patient Lookup window. |
| Display phonetic search | Select this checkbox to activate phonetic search for patient and person lookups to allow users to search for names that sound similar to the one they entered in the name search fields. |
| Exclude all unknown SSNs | This field is available when the Require SSN checkbox is selected in the Chart Practice Preferences. You can select this checkbox to exclude unknown Social Security numbers from the check for duplicate SSNs. Unknown SSNs include 123-45-6789 and numbers in which all digits are the same (for example, 222-22-2222).
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| Unknown SSN | This field is available when the Require SSN checkbox is selected in the Chart Practice Preferences. You can enter a Social Security number in the Unknown SSN field that your practice uses as the default number when a patient, such as a newborn infant, does not have a Social Security number. Because this number can be applied to multiple patients, it is excluded from the check for duplicate SSNs. |
| Default Area Code | Enter the area code that is used most frequently in your practice. This setting uses the default area code for any phone number found in the system but can be overwritten as necessary. |
| Payer User-Defined 1 Name | Enter the name you want to assign to the payer. After this field is assigned a label, it appears in the Add Payer Information window on the tab. |
| Auto Logout Interval | You can set the time interval to automatically log users off from NextGen® Enterprise PM, NextGen® Enterprise EHR, and NextGen® Optical Management if no activity is detected for the set time interval. For example, if you want the system to log a user off when unused for 20 minutes, enter 20 in this field. If you do not want to use this feature, enter 0. |
| Auto Minimization Interval | Specify the number of seconds that NextGen® Enterprise PM remains viewable when it is not being used. If that time passes and no activity occurs, the NextGen® Enterprise PM window is automatically minimized. When you change this interval, restart NextGen® Enterprise PM to allow the setting to take effect. |
| Advisor Message | You can enter information that you want to display in the Advisor window in NextGen® Enterprise PM. |
| Advisor Hyperlink | You can enter the URL of a webpage to attach to the advisor message. When users open the Advisor window in NextGen® Enterprise PM, the message appears as a link that users can select to view the webpage. To display the complete URL in the Advisor window, you can fill the Advisor Hyperlink field. |
| Advisor Hyperlink Text | You can enter the name of the page that is accessed when selecting the link to display the page name in the Advisor window.
For example, the Advisor Hyperlink field is filled with https://nextgenhealthcare.mysalesforce.com. The Advisor Hyperlink Text field is filled with NextGen SalesForce Site. NextGen SalesForce site appears in the Advisor window. |
| Medical Necessity State | Select the state/location code from the Medical Necessity State list. The code is broken down into a two-digit state and one-digit location (section of a state) code that allows you to select the state and location according to the Local Medical Review Policy databases. The location code is used for some but not all states. This state appears as the default in the required Medical Necessity State field in the Medical Necessity window that is used to submit a request. This field appears only if the practice is licensed for medical necessity. |
| First Quarter Starts On | If your practice needs to customize when the first quarter starts, select the starting date of the first quarter. This setting customizes the fiscal year for NextGen® Enterprise PM reporting, appointment lookup, eligibility referral lookup, and wait list lookup. For example, if you select the date Apr 1, then the first quarter reports range from April 1 to June 30. The quarters are reflected in the date fields: In the report filter on the Filter 1 tab when you select First Quarter, Second Quarter, and so on for the appropriate reports (for example, Appointment Listing, Wait List, and Charges reports). |
| Cache Procedure Charge Object | Select this checkbox to cache information in memory so that performance improves for the patient procedure trigger. |
| Person Lookup Search By | Select the default to use in the Patient Lookup window to search for patients. |
| Allow name prefix and suffix | Select this checkbox to do the following:
The Prefix and Suffix lists are filled from the and Name Suffix tables in File Maintenance. |
| Include suffix on lookup screens | Select this checkbox to display the Suffix field in the appointment, patient, and people lookup windows. The Suffix field is filled from the table in File Maintenance. |
| Req on Relationship | Select in the column to the right of the field that you want to require when users create or update a relationship to a person. These preferences apply when you validate a new or existing contact, head of household, relationship, or insured person. |
| Status Bar Information | Enter text in this field to be displayed in the status bar of NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Document Management. |
| National Provider ID | Use this field if your practice is the entity that provides healthcare and needs to be identified with an NPI at the practice level. This NPI is included in CCD documents that users generate but is not used for claims purposes.
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| ERA - Include check number, date and amount in duplicate checking | Select this option to use the TRN02 check number and the file path to determine if the 835 file is a duplicate file before importing the file. Don't select this option if you want to use only the file path to identify a duplicate 835 file. These selections apply to importing both files and directories. |
| Require DOB and Sex on Chart and Encounter for guarantor | Select this checkbox to require the guarantor's sex and date of birth at the chart and encounter levels. |
| Display Veteran indicator | Select this checkbox to display the Veteran checkbox in the Add/Modify Patient Information on the Demographics tab.
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| Display Smoker Indicator | Select this checkbox to display theSmoker checkbox in Add/Modify Patient Information on the Demographics tab.
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| Set Process Date for Encounter Rate SIM and Encounter Rate Adjustments as | This option applies to encounter rate (ER) payers with an Encounter Rate Billing Library set up to insert an ER SIM code as a charge during the billing process or to apply ER automatic adjustments to charges during the billing process. You can select one of the following: |
| Default M/F Birth Sex to Current Gender | Select this checkbox to default a patient's Birth Sex to Current Gender and display selections for Birth Sex and Current Gender in the Add/Modify Patient Information window. |
| Enable DRAU Lookup | Select this option to turn on DRAU Lookup for users who have access to archived information such as NextGen® Enterprise PM appointments, significant events, and NextGen® Enterprise PM tasks. For more information on enabling DRAU Lookup for enterprise preferences, go to NextGen Healthcare Success Community, and download the latest Data Retention and Archiving Utility User Guide. |