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 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 Default User Preferences - General master file > Locations 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 or to move it up or down. You can also use the double arrows to move the location to the top or bottom of the list.

Note: If no limits for the preferred locations are set, locations in NextGen Enterprise PM that are not designated as preferred will display in drop down lists in alphabetical order after preferred locations.
Set the limitations inNextGen® Enterprise EHRandNextGen® Enterprise PMfor the preferred locations. If you set limits for one application, but not for the other, the application without the limit will have a longer list of locations.
- Limit lists of PM locations to only preferred locationscheck box – If this option is selected, only the user's preferred locations display in drop-down fields and in the Location User Preferences inNextGen® Enterprise PM. The user cannot access certain functions at non-preferred locations.
- Limit lists of EHR locations to only preferred locationscheck box – If this option is selected, only the user's preferred locations display in location drop-down fields in theNextGen® Enterprise EHRtoolbar and modules and in theSelect Locationwindow.
- Limit PM reporting to only preferred locationscheck box – If this option is selected, the user can report only on data associated with his or her preferred locations withinNextGen® Enterprise PMdespite which locations are selected in the report filter. The limit applies to new and memorized reports. Process-generated reports are not affected by this limit and display data from all locations when they are run.
  If you select this check box and also want a message to remind the user that report data is filtered to the preferred location settings, access the Reports Practice Preferences in File Maintenance and select thePrompt when report limited by preferred locationscheck box. The message will display inNextGen® Enterprise PMeach time the user runs a memorized report that has more locations selected than what the user has access to.
  
  For example, if the user runs a memorized report that uses five locations but the user has access to only two of them, the message displays and the report contains data for the two preferred locations.
- Limit EHR reporting to only preferred locationscheck box – If this option is selected, users will only be able to report on data associated with preferred locations withinNextGen® Enterprise EHRdespite which locations are selected in the report filter. When the user runs a memorized report that has more locations selected than what the user has access to, a message displays to remind the user that report data is filtered to the preferred location settings. InNextGen® Enterprise EHR, the message is automatic and cannot be disabled.
Note: Even though the limits prevent the user from performing certain actions with non-preferred location encounters, they can still view the encounters. However, encounter searches with no defined service location result in a display of encounters that fit the criteria for all the user's preferred locations.
When a memorized report is re-saved, the system saves only the locations that the user who generated the report can access regardless of which locations the report was associated with when it was first memorized.
Select OK.

Default User Prefs - Locations

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 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 Default User Preferences - General master file > Locations 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 or to move it up or down. You can also use the double arrows to move the location to the top or bottom of the list.

Note: If no limits for the preferred locations are set, locations in NextGen Enterprise PM that are not designated as preferred will display in drop down lists in alphabetical order after preferred locations.
Set the limitations inNextGen® Enterprise EHRandNextGen® Enterprise PMfor the preferred locations. If you set limits for one application, but not for the other, the application without the limit will have a longer list of locations.
- Limit lists of PM locations to only preferred locationscheck box – If this option is selected, only the user's preferred locations display in drop-down fields and in the Location User Preferences inNextGen® Enterprise PM. The user cannot access certain functions at non-preferred locations.
- Limit lists of EHR locations to only preferred locationscheck box – If this option is selected, only the user's preferred locations display in location drop-down fields in theNextGen® Enterprise EHRtoolbar and modules and in theSelect Locationwindow.
- Limit PM reporting to only preferred locationscheck box – If this option is selected, the user can report only on data associated with his or her preferred locations withinNextGen® Enterprise PMdespite which locations are selected in the report filter. The limit applies to new and memorized reports. Process-generated reports are not affected by this limit and display data from all locations when they are run.
  If you select this check box and also want a message to remind the user that report data is filtered to the preferred location settings, access the Reports Practice Preferences in File Maintenance and select thePrompt when report limited by preferred locationscheck box. The message will display inNextGen® Enterprise PMeach time the user runs a memorized report that has more locations selected than what the user has access to.
  
  For example, if the user runs a memorized report that uses five locations but the user has access to only two of them, the message displays and the report contains data for the two preferred locations.
- Limit EHR reporting to only preferred locationscheck box – If this option is selected, users will only be able to report on data associated with preferred locations withinNextGen® Enterprise EHRdespite which locations are selected in the report filter. When the user runs a memorized report that has more locations selected than what the user has access to, a message displays to remind the user that report data is filtered to the preferred location settings. InNextGen® Enterprise EHR, the message is automatic and cannot be disabled.
Note: Even though the limits prevent the user from performing certain actions with non-preferred location encounters, they can still view the encounters. However, encounter searches with no defined service location result in a display of encounters that fit the criteria for all the user's preferred locations.
When a memorized report is re-saved, the system saves only the locations that the user who generated the report can access regardless of which locations the report was associated with when it was first memorized.
Select OK.

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