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General Preferences - Fields and Descriptions

General Preferences - Fields and Descriptions

Table 1. Activated upon Logon
Option	Description
Prompt for session settings	Select this check box to automatically open the Sessions Settings window each time you login to NextGen® Enterprise EHR. Session settings enable you to select specific parameters that are used as defaults during your current login session.
Suspend PM/EHR application sync	Select this check box to suspend patient synchronization between NextGen® Enterprise PM and NextGen® Enterprise EHR. For example, if you have a patient record open in NextGen® Enterprise PM, and then you access NextGen® Enterprise EHR, the same patient record does not automatically open in NextGen® Enterprise EHR. Note: This controls the default setting for the Suspend PM/EHR synchronization check box on the Session Settings window.

Table 2. Main Toolbar Options
Option	Description
Toolbar captions	Select this check box to display captions, or names, below each button on the main toolbar in NextGen® Enterprise PM.
Toolbar tooltips	Select this check box to display tooltips, or alternate names, when hovering the cursor over buttons on the main toolbar in NextGen® Enterprise PM.
Toolbar Color	Select one of the following background colors for the main toolbar in NextGen® Enterprise PM. Blue (default) Tan Grey Orange Red

Table 3. Mail Options
Option	Description
Logon to Outlook Mail at startup	Select this check box to automatically log on to Outlook® Mail when you login to NextGen® Enterprise PM. This enables you to access both NextGen mail and Outlook mail from the Mailbox button on the main toolbar.
Default	Select either NextGen or Outlook as the default address book when composing mail messages in NextGen® Enterprise PM.

Table 4. Batch Posting Default Options
Option	Description
Only show batches secured to me	Select this check box to display only batches that are secured to you in the Existing Batches list on the Batch Posting window in NextGen® Enterprise PM. Note: This controls the default setting for the Only show batches secured to me check box on the Batch Posting window.
Place the active batch first in the list	Select this check box to display your current active batch at the top of the Existing Batches list on the Batch Posting window. Note: This controls the default setting for the Place the active batch first in the list check box on the Batch Posting window.
Redact EOB with single rectangle	This setting impacts the “redact” (block-out) function when working with EOB images on the Payment Entry window that were scanned in NextGen® Document Management. If this check box is selected, then the portion of the EOB you select is redacted and blocked-out. If this check box not selected, then all but the portion of the EOB you select is redacted and blocked-out.

Table 5. Lookup Options
Option	Description
Start location for cursor on chart/patient lookup	Select the field you want the cursor to default to when you access the Person Lookup or Patient Lookup windows in any NextGen® Enterprise application. You can select from the following fields: Birth Date Enc Number Home Phone Last Name Med Rec Nbr Policy Nbr Social Sec Nbr Selecting a default field saves time during patient and person searches because instead of navigating to the field, the cursor will already be in the field you need. For example, if you often use the date of birth to conduct searches, select Birth Date. Then when you look up a patient, the cursor will automatically display in the Birth Date field. Note: If a patient has an invalid birth date as a result of data being imported from an external source, you can adjust this. For more information, go to the NextGen Healthcare Success Community and download the Patient Demographics Guide for NextGen® Enterprise.
Use phonetic search	Select this check box if you want the Phonetic Search check box to be selected by default on the Patient/Person Lookup window. The setting applies to all applications that use the Patient/Person Lookup window. Note: The Use phonetic search check box is enabled on when the Display phonetic search check box is selected in the General Practice Preferences.
Do not refresh search list after updating	Select this check box to "save your place" in the search results list while you make changes to a record in the list. This setting is helpful when the search results contain a long list of records and several need to be updated. The record you modified will still be selected after you save the changes. If the check box is not selected and you open a record further down in the list and save changes to it, the list updates and the first record will be selected instead of the one you modified.
Limit Charge Entry diagnosis search ahead to selected category	To set a default list of categories for the search ahead in charge entry, select the check box and then select a diagnosis category. Only codes contained within the selected diagnosis category are available in the search ahead. This lookup expedites coding because having a category of your most commonly used diagnosis codes prevents you from having to search the entire Diagnosis Code library. You will still be able to select additional diagnosis codes by performing a diagnosis lookup. Note: Diagnosis categories are defined in the Diagnosis Categories master file in File Maintenance.

Table 6. Eligibility Verification Options
Option	Description
Show successful response in the Last __ Day(s)	Displays the NextGen® Eligibility Verification response for the latest successful transaction available for the specified number of days from the current date. Note: If you set this value to zero or blank, the system considers seven days by default. You can set this value up to 365 days.