NextGen Knowledge Center

Set Up AutoFlow Preferences for Practices

You can select an autoflow sequence that contains a series of actions for processing encounters during check-in and check-out processes from the AutoFlow practice preference. You can apply a sequence to all locations or to individuals.

You can also set default user preferences for autoflow that override the practice-level settings.

  1. To open the Practice Preferences window, do one of the following:
    • In NextGen® Enterprise PM, select Admin > > Preferences > Practice.
    • In File Maintenance, select Master Files > System > Practices, double-click a practice name, and then select Preferences.
  2. From Preference List, select AutoFlow.
  3. To apply an autoflow sequence for a check-in, a new encounter, or a checkout, select a location or all locations.
  4. If appropriate, select Enable AutoFlow button after workable tasks have been completed and Insurance must be confirmed before proceeding to the next autoflow sequence.
    When the checkbox is selected and the Insurance Selection window is included in the Autoflow Sequences master file, the Insurance Confirmed field is added to the Encounter Insurance Selection window. The user must select Yes for the field during the autoflow checkout process to proceed to the next step in the autoflow. If the user does not select Yes, the Insurance not confirmed during Autoflow significant event is recorded.
  5. Select OK.
Set Up AutoFlow Preferences for Practices