Patient Information Bar Practice Preferences

File Maintenance Help for NextGen® Enterprise 8

Alerts Practice Preferences

The Alerts practice preferences control when the Chart, Account, Appointment Scheduling, Managed Care, Payer, and System alerts display in NextGen® Enterprise PM and NextGen® Optical Management. You are also able to select which system generated alerts should or should not appear for patients. Note: NextGen® Enterprise PM alerts can also display in NextGen® Enterprise EHR from the Patient Information Bar. For more information on enabling NextGen® Enterprise PM alerts in NextGen® Enterprise EHR, go to the NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide for NextGen® Enterprise. Display Enterprise-Wide Patient Balance Alerts Alerts Options - Practice Preferences Parent topic: Practice Preferences

File Maintenance Help for NextGen® Enterprise

Practice Preferences for the Patient Information Bar in NextGen® Enterprise PM

The table describes the preferences that you can set for the patient information bar in NextGen® Enterprise PM. Field Description Show Patient Information Bar Select this option to display the patient information bar in NextGen® Enterprise PM. Select In Charge Entry to display the patient information bar in the Charge Posting window. Select In Payment Entry to display the patient information bar in the Payment Entry window Patient Demographic Information Select the demographic data that you want to display on the patient information bar. Table Select a table from which you want to add a field to the patient information bar. Field Select the field to display from the list. Display Label Enter the field label to display on the patient information bar. Appointment Hover Select the number of historical and future appointments to display when you hover over the Appointment section on the patient information bar.

Help Guide for NextGen® Enterprise PM 8

Viewing the Patient Information Bar

To use the Patient Information Bar in NextGen® Enterprise PM, you must configure the Practice Preferences. For more information on configuring Practice Preferences for the Patient Information Bar, go to NextGen Healthcare Success Community and download the latest File Maintenance Preferences Guide for NextGen® Enterprise, and then see the Patient Information Bar Preferences section. The chart user preferences must be set up to enable the Patient Information Bar to appear on the patient chart during charge posting and payment entry in NextGen® Enterprise PM. User preferences override the practice preferences. Open the Patient Information Bar in the Patient Chart You can open the Patient Information Bar in the patient chart. Open the Patient Information Bar in Charge Posting You can open the Patient Information Bar in the Charge Posting window. Open the Patient Information Bar in Payment Entry Parent topic: Patient Information Bar

Help Guide for NextGen® Enterprise PM 8

Viewing the Patient Information Bar

To use the Patient Information Bar in NextGen® Enterprise PM, you must configure the Practice Preferences. For more information on configuring Practice Preferences for the Patient Information Bar, go to NextGen Healthcare Success Community and download the latest File Maintenance Preferences Guide forNextGen®Enterprise, and then see the Patient Information Bar Preferences section. The chart user preferences must be set up to enable the Patient Information Bar to appear on the patient chart during charge posting and payment entry in NextGen® Enterprise PM. User preferences override the practice preferences. Open the Patient Information Bar in the Patient Chart You can open the Patient Information Bar in the patient chart. Open the Patient Information Bar in Charge Posting You can open the Patient Information Bar in the Charge Posting window. Open the Patient Information Bar in Payment Entry Parent topic: Patient Information Bar

File Maintenance Help for NextGen® Enterprise

Practice Preferences for the Patient Information Bar in NextGen® EDR

The table describes the preferences that you can set for the patient information bar in NextGen® EDR. Field Name Description Show Patient Information Bar Select this option to display the patient information bar in NextGen® EDR. Patient Information Select this option to display a maximum of three types of information on the patient information bar in NextGen® EDR. Display PM Alerts Select this option to display the PM tab in the Patient Alerts window for viewing NextGen® Enterprise PM alerts. PM Visual Indicators Select this option to display the count of NextGen® Enterprise PM alerts on the Alerts button on the patient information bar. If both NextGen® Enterprise EHR and NextGen® Enterprise PM alerts exist, the total count includes both alerts. Appointment Hover Select the number of historical and future appointments to display when you hover over the Appointment section on the patient information bar. Future appointments with Booked status are displayed. Appointments with KEPT and No

Help Guide for NextGen® Enterprise PM 8

Configuring User Preferences for the Patient Information Bar

You can set up user preferences to display the Patient Information Bar in the following areas in NextGen® Enterprise PM: Patient chart Charge entry Payment entry You can also select the following background color options for the Patient Information Bar. Default color Custom colors Web colors System colors The options available for selection in User Preferences are based on the settings in practice preferences. User Preferences Available Practice Preferences Show Patient Information Bar in PM In Charge Entry In Payment Entry Patient Information Bar Color Show Patient Information Bar in PM is not enabled _ _ _ _ Only Show Patient Information Bar in PM is enabled X _ _ X Show Patient Information Bar in PM and In Charge Entry are enabled X X _ X Show Patient Information Bar in PM and In Payment Entry are enabled X _ X X Show Patient Information Bar in PM, In Charge Entry, and In Payment Entry are enabled X X X X Note: User Preferences settings override Practice Preference settings for the

Patient Information Bar Practice Preferences

Recommendations

Alerts Practice Preferences

Practice Preferences for the Patient Information Bar in NextGen® Enterprise PM

Viewing the Patient Information Bar

Viewing the Patient Information Bar

Practice Preferences for the Patient Information Bar in NextGen® EDR

Configuring User Preferences for the Patient Information Bar

Patient Information Bar Practice Preferences

Alerts Practice Preferences

Practice Preferences for the Patient Information Bar in NextGen® Enterprise PM

Viewing the Patient Information Bar

Viewing the Patient Information Bar

Practice Preferences for the Patient Information Bar in NextGen® EDR

Configuring User Preferences for the Patient Information Bar