Lookup Limit Settings

Field	Description
Accounts	Account Lookup
Appointments	Appointment Lookup
Batches	Batch Posting
Claim Requests	Claim Request Lookup
Eligibility Referral	Eligibility Referral Lookup Note: Eligibility Referral field appears only if your practice is licensed for NextGen® Eligibility Verification
Encounters	Encounter Lookup
Letters	Lookup windows for appointment reminders, batch account collection letters, budget letters, batch encounter collection letters and recall letters
Payers	Payer Lookup
People	People Lookup
Waitlist	Waitlist Lookup
Worklog	Worklog Manager
Service Items	Charge Posting
PM Appts List	Data Retention and Archiving Utility (DRAU) Lookup Note: NextGen® Enterprise PM archived appointments information lookup setting.
Significant Events	Data Retention and Archiving Utility (DRAU) Lookup Note: NextGen® Enterprise PM archived significant events information lookup setting
PM Worklog Manager	Data Retention and Archiving Utility (DRAU) Lookup Note: NextGen® Enterprise PM archived NextGen® Enterprise PM tasks information lookup setting

File Maintenance Help for NextGen® Enterprise 8

Setup Default General Preferences - Lookup Limits Tab

The Lookup Limits user preferences enable you to make settings that have an impact on the maximum number of results displayed when searching from various lookup windows in NextGen® Enterprise PM. From the Default User Prefs - General List window, open a master file. The Default User Preferences - General window opens. Select the Lookup Limits tab. Select lookup limit settings for specific windows as needed. Select the arrowsto increase or decrease the values in increments of 100. Each field can have a minimum value of 100 and a maximum value of 5000. The default value is 1000. Note: Only change the initial values if it is necessary. If your computer has less hard drive space, using higher limits could result in errors when you try to perform other actions inNextGen® Enterprise PM. For example, billing 5000 encounters may not work on a low-end computer due to the hard drive space requirements for such an intensive task. If your computer runs slowly during memory-intensive tasks, set you

Help Guide for NextGen® Enterprise PM 8

Tasks Menu

The Tasks menu enables you to access commonly used features and different applications from one location. The Tasks menu options also enable you to demand bills, letters, and statements, change your password, change the practice, and set your session settings. Tasks Menu Items Function Lookup Enables you to look up specific information using basic search criteria for the following options. Accounts Appointments Charts Claims DRAU Lookup Eligibility/Referral Employers Encounters Fee Tickets Files People Waitlists For more information on looking up specific information go to NextGen Healthcare Success Community and download the latest Encounter Maintenance User Guide forNextGen®Enterprise PM. Advisor Provides a snap shot of your practice's financial and operational performance. Displays current tasks and emails that you can access without leaving the system. You can customize the Advisor to display only the elements that you want the logged in user to see. Appt Book Opens the Appointment

System Administrator Help

Scheduling Operation

Subgroup Used in Description Appointment Book NextGen® Enterprise PM Enables users to access the Appointment Book, but not to schedule appointments. Appointment Book Multi-view NextGen® Enterprise PM Enables users to access the Multi-view tab within the Appointment Book. To access the Appointment Book, users must have access to this also. Appointment Search NextGen® Enterprise PM Enables users to access the Appt List toolbar button to search for scheduled appointments and to print batch fee tickets. Appointment Search Engine Updates NextGen® Enterprise PM Enables users to access the Scheduling Update program immediately after making modifications within Scheduling Administration. Note: You must also select the Prompt to defer scheduling admin changes until automated nightly processoption in Appointment Scheduling Practice Preferences. Default Appt Request/ Confirm Recipient NextGen® Enterprise PM Enables users to be included in a default address when attaching appointments to NextGen®

Help Guide for NextGen® Enterprise PM 8

Person Data Collected

The procedure to add a new person is the same in NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management, but the data collected by each application differs, as shown in the following table. Tab Data Collected Application Demographics Demographic information such as (but not limited to) first and last name, Social Security number, date of birth, sex, address, race, language, religion, ethnicity, and phone number. Note: : The NextGen® Enterprise PM Add/Modify Person Information window has an Account button that enables you to access the patient's Account Profile. For more information on patient accounts, go to the NextGen Healthcare Success Community, and download the latest Accounts and Patient Records Guide for NextGen Enterprise PM . NextGen® Enterprise EHR and NextGen® Enterprise PM Status The patient's status at your practice. Additionally, when modified, you can list the reason for the change. NextGen® Enterprise EHR and NextGen® Enterprise PM Client Defin

NextGen® Enterprise EHR Help

Person Data Collected

The procedure to add a new person is the same in NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management, but the data collected by each application differs, as shown in the following table. Tab Data Collected Application Demographics Demographic information such as (but not limited to) first and last name, Social Security number, date of birth, sex, address, race, language, religion, ethnicity, and phone number. Note: : The NextGen® Enterprise PM Add/Modify Person Information window has an Account button that enables you to access the patient's Account Profile. For more information on patient accounts, go to the NextGen Healthcare Success Community, and download the latest Accounts and Patient Records Guide for NextGen Enterprise PM . NextGen® Enterprise EHR and NextGen® Enterprise PM Status The patient's status at your practice. Additionally, when modified, you can list the reason for the change. NextGen® Enterprise EHR and NextGen® Enterprise PM Client Defin

File Maintenance Help for NextGen® Enterprise 8

System Level Significant Events Reference List

The following table describes the System Level Significant Events. Field Description Crystal Report Viewed Tracks when users view Crystal Reports in NextGen® Enterprise EHR. EHR Report Exported Tracks when users export NextGen® Enterprise EHR reports. Enterprise Credit Card Processing Settings Changed Indicates credit card processing settings have been changed at the enterprise level. Document Management Batch Cancelled Creates a significant event when a batch is canceled. Document Management Batch Created Creates a significant event when a batch is created. Document Management Batch Name Changed Creates a significant event when a batch name is changed. Document Management Batch Posted Creates a significant event when a batch is posted. Document Management Batch Unlocked Creates a significant event when a batch is unlocked. Document Management Image Recalled from Patient Portal, Image not viewed Creates a significant event when images that have not been viewed are recalled from NextGen

Lookup Limit Settings

Recommendations

Setup Default General Preferences - Lookup Limits Tab

Tasks Menu

Scheduling Operation

Person Data Collected

Person Data Collected

System Level Significant Events Reference List

Setup Default General Preferences - Lookup Limits Tab

Tasks Menu

Scheduling Operation

Person Data Collected

Person Data Collected

System Level Significant Events Reference List