Default User Preferences - Locations tab
Setup Default User Preferences - Locations Tab
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File Maintenance Help for NextGen® Enterprise 8
Default User Prefs - Locations
You can select default preferred locations for all users that the user preference is assigned to. In all the location lists in NextGen® Enterprise PM, the preferred locations display above the non-preferred locations. If your practice has a lot of locations, then setting the preferred locations helps users to quickly select the locations they use most. The Locations tab displays only when you have more than one location set up for the practice. Note: You can use the System Administrator application to set the preferred locations for a specific user. To select preferred locations for a user: From the Master Files - Practice list, select Default User Prefs - Locations. The Default User Prefs - Locations List window opens. Do one of the following: To add a new item, select Open Menu , and then select New. To modify an existing item, select the item in the list, select Open Menu , and then select Open. You can also double-click to open the item. The Default User Preferences - Locations win
File Maintenance Help for NextGen® Enterprise 8
Default User Prefs - Scheduling
You can designate default scheduling user preference settings in File Maintenance and then apply them to all users within a group or to individual users in System Administrator. Open File Maintenance. Select Practice Master Files, then PM, and then Default User Prefs - Scheduling. The Default User Prefs - Scheduling List window opens. Do one of the following: To add a new item, selectOpen Menu, and then selectNew. To modify an existing item, select the item in the list, selectOpen Menu, and then selectOpen. You can also double-click to open the item. When the above step is performed, the below mentioned window appears. The Default User Preferences - Appointment Scheduling window opens. In the Default User Preference Name field, enter an name for the scheduling preferences. This field is required. Set the default scheduling preferences on the following tabs as needed: General Tab Multi View Tab The Daily View Tab Resources Tab Events Tab Appointment Search/Waitlist Tab Tooltip Tab To sa
File Maintenance Help for NextGen® Enterprise 8
Set User Preferences Rights
You can determine whether users can change their own User Preferences in NextGen® Enterprise PM. If these rights are enabled and you apply default user preferences to the users, then the users can change the preferences. If you disable the rights, the users are restricted from making changes. Open System Administrator. Select a group. On the Rights tab, select: Under OPERATIONS > Preferences > Location, set whether the users can access the location User Preferences to set up preferred locations. If this Operations right is turned off, then the Locations menu item in NextGen® Enterprise PM (under Admin > Preferences > User) is disabled. Under OPERATIONS > Preferences > Scheduling, set whether the users can access the scheduling User Preferences. If this Operations right is turned off, then the Scheduling menu item in NextGen® Enterprise PM (under Admin > Preferences > User) is disabled. Under OPERATIONS > Preferences > User, set whether the users can access the general User Preferences.
File Maintenance Help for NextGen® Enterprise 8
Default User Prefs - General
You can designate default general user preference settings in File Maintenance and then apply them to all users within a group or to individual users in System Administrator. Open File Maintenance. Select Practice Master Files, then PM, and then select Default User Prefs - General. Do one of the following: To add a new item, select New. To modify an existing item, select the item in the list, select Open Menu , and then select Open. You can also double-click to open the item. The Default User Preferences - General window opens. In the Default User Preference Name field, enter the name for the general preferences. This field is required. Set the default general preferences on the following tabs as needed: General Tab Chart Tab Printing Tab Lookup Limits Tab Advisor Tab Tasks Tab Doc Mgmt Tab AutoFlow Tab Payment Processing Tab Anes Printing Tab Forms Enhanced Tab To save changes and close the window, select OK. In System Administrator, apply the default preferences to users or groups an
File Maintenance Help for NextGen® Enterprise 8
Defaults 2 Tab - Locations
From the Location Information window, select the Defaults 2 tab. Enter your location information. To save changes and close the window, select OK. Location Information - Defaults 2 Tab Field Descriptions Parent topic: Create or Modify Locations
File Maintenance Help for NextGen® Enterprise 8
Setup Default User Preferences - Locations Tab
To select preferred locations for a user: From the Master Files - Practice list, select Default User Prefs - Locations. The Default User Prefs - Locations List window opens. Do one of the following: To add a new item, selectOpen Menu, and then selectNew. To modify an existing item, select the item in the list, selectOpen Menu, and then selectOpen. You can also double-click to open the item. When the above step is performed, the below mentioned window appears. The Default User Preferences - Locations window opens. If this is a new set of user preferences, enter a name for them. You can also change an existing name. Note: If you upgraded from a version prior to 5.7, locations that were defined on the Locations tab of the Default User Preferences - General master file have been transferred to this new master file. Select the locations you want to set up as preferred locations. To change the order in which the preferred locations display in the lists, highlight a location, and then select
