NextGen Knowledge Center

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.

  1. Open File Maintenance.
  2. Select Practice Master Files, then PM, and then Default User Prefs - Scheduling.
    The Default User Prefs - Scheduling List window opens.
  3. 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.
  4. When the above step is performed, the below mentioned window appears.
    The Default User Preferences - Appointment Scheduling window opens.

  5. In the Default User Preference Name field, enter an name for the scheduling preferences. This field is required.
  6. 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
  7. To save changes and close the window, select OK.
  8. In System Administrator, apply the default preferences to users or groups and, if necessary, set the appropriate rights to restrict users from changing the default scheduling preferences.