| Start location for cursor on chart/patient lookup | Select the field you want the cursor to default to when you access the Person Lookup or Patient Lookup windows in any NextGen® Enterprise application. You can select from the following fields:
- Birth Date
- Enc Number
- Home Phone
- Last Name
- Med Rec Nbr
- Policy Nbr
- Social Sec Nbr
Selecting a default field saves time during patient and person searches because instead of navigating to the field, the cursor will already be in the field you need. For example, if you often use the date of birth to conduct searches, select Birth Date. Then when you look up a patient, the cursor will automatically display in the Birth Date field.
Note: If a patient has an invalid birth date as a result of data being imported from an external source, you can adjust this. For more information, go to the NextGen Healthcare Success Community and download the Patient Demographics Guide for NextGen® Enterprise.
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| Use phonetic search | Select this check box if you want the Phonetic Search check box to be selected by default on the Patient/Person Lookup window. The setting applies to all applications that use the Patient/Person Lookup window.
Note: The Use phonetic search check box is enabled on when the Display phonetic search check box is selected in the General Practice Preferences.
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| Do not refresh search list after updating | Select this check box to "save your place" in the search results list while you make changes to a record in the list. This setting is helpful when the search results contain a long list of records and several need to be updated. The record you modified will still be selected after you save the changes. If the check box is not selected and you open a record further down in the list and save changes to it, the list updates and the first record will be selected instead of the one you modified. |
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| Limit Charge Entry diagnosis search ahead to selected category | To set a default list of categories for the search ahead in charge entry, select the check box and then select a diagnosis category. Only codes contained within the selected diagnosis category are available in the search ahead. This lookup expedites coding because having a category of your most commonly used diagnosis codes prevents you from having to search the entire Diagnosis Code library. You will still be able to select additional diagnosis codes by performing a diagnosis lookup.
Note: Diagnosis categories are defined in the Diagnosis Categories master file in File Maintenance.
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