Chart Tracking Office Holidays

File Maintenance Help for NextGen® Enterprise 8

Set Up Chart Tracking Printer

You can set up all the printers used with tracking patient charts in the Chart Tracking Preferences master file. Associate a home location with each printer. In File Maintenance, under Master Files, select System > Chart Tracking Preferences. The Chart Tracking Preferences window opens. Select the Printer Setup tab. Do one of the following: To add a new item, select Open Menu , then select New. To modify an item, select the item in the list, select Open Menu , then select Open. The Printer Setup window opens. In the Home Location field, select the home location, for example, the specific location in the office for the printer. Note: Each location can have only one default printer. In the Available Printers field, select the correct printer. In the Print Type field, select the print type to assign to the selected printer. Select Next to add another item or select OK to return to the Office Holidays tab. Note: If you are editing an existing holiday, the Next button does not display. Afte

File Maintenance Help for NextGen® Enterprise 8

Chart Tracking Preferences

There are three preferences that you can set up for Chart Tracking: Preference Description Office Holidays You can set up any date as an office holiday. These dates can include national holidays like Thanksgiving and Fourth of July as well as practice-specific dates when the office is not open for business. Printer Setup Set up available printers and locations with this preference. Note: Before you can complete the setup for home locations, first set up the home locations and the printers. Options The options you can set up here are: Outguide printing Default Home location Home Location Source Specify printing at a drop location Chart Tracking Office Holidays Set Up Chart Tracking Printer Set Up Chart Tracking Preference Options Parent topic: Master Files - System

File Maintenance Help for NextGen® Enterprise 8

Set Up Holiday Practice Preferences

Open Practice Preferences, and then select the Holidays Practice Preferences. Select Open Menu , and then select New. To add a new holiday, select Open Menu , and then select New. To modify a holiday, select the holiday in the list, select Open Menu , and then select Open. You can also double-click the item to open it. The Holidays window opens. Enter a Description, Start Date, End Date, Start Time and End Time for the holiday. These fields are required. Complete the remaining fields to complete your holiday setup. When you are done setting up your holiday preference, select OK to save and close the window. Parent topic: Holidays Practice Preferences

File Maintenance Help for NextGen® Enterprise 8

Add or Modify Chart Tracking Resource Preferences

You can set whether an outguide prints when an appointment is made for specific combinations of resources and events. In File Maintenance, select Master Files > System > Chart Tracking Resource Preferences. The Chart Tracking Resources Preferences List window opens. Do one of the following: To add a new item, select Open Menu and the select New. To modify an existing item, select the item in the list, select Open Menu and the select Open. You can also double-click to open the item. The Chart Tracking Resource Preferences window opens. Select the resource and the event to assign to the resource. Select the Print Outguide check box if you want an outguide to print whenever an appointment is made with the selected resource and event. If you want to hide the item in the list, select the Hide check box. Select Next to add another item or select OK to return to the Chart Tracking Resources Preferences List window. Note: If you are editing an existing item, the Next button is not an option. P

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

Chart Tracking Office Holidays

Recommendations

Set Up Chart Tracking Printer

Chart Tracking Preferences

Set Up Holiday Practice Preferences

Add or Modify Chart Tracking Resource Preferences

Chart Tracking Locations

Set up of Chart Tracking Location

Set Up Chart Tracking Printer

Chart Tracking Preferences

Set Up Holiday Practice Preferences

Add or Modify Chart Tracking Resource Preferences

Chart Tracking Locations

Set up of Chart Tracking Location