You can set up all the printers to use with tracking patient charts in the Chart Tracking Preferences master file. You can also set the drop location, which determines where the chart should be delivered when a patient encounters a provider. There can be one drop location for each patient, or multiple drop locations for each patient depending upon which provider he or she encounters.
- In File Maintenance, select .
The Chart Tracking Preferences window opens.
- Select the Options tab.
- In the Outguide Preferences section, use the arrows to specify the number of days for the Auto print appointments.
Note: The Auto print field determines how many days in advance the outguides, or placeholders for charts, print. Setting the number of days forces an outguide to print if an appointment falls in that time frame. If the appointment does not, you must manually print the outguide.
- Select the Print at drop location check box to select whether you want an outguide to automatically print at the drop location.
- In the Default Home Location field, select the home location where reports will be printed or select <none>.
The Chart Home Locations master list determines the locations listed in this field.
If the home location of the chart does not have any printers assigned to it, then Chart Tracking uses the Default Home Location.
- In the Home Location Source field, select the information to use as the home location:
| Select this field... | To determine home location by using... |
|---|
| Patient | Home location column in the Patient template. Usually assigned in NextGen® Enterprise PM. |
| Provider | The home location assigned to the provider. |
| Service Location | The home location assigned to the service location. |
The provider home and service location defaults are set on the Chart Tracking tab of the Add/Modify Provider Information window in the Providers master file.
- In the Drop Location Source field, specify how Chart Tracking determines the drop location.
- Provider – Uses the default drop location assigned to the provider.
- Provider Location – Uses the combination of the provider drop location and service location to identify the drop location.
These defaults are set on the Chart Tracking tab of the Add/Modify Provider Information window in the Providers master file.
- To save your settings, select OK.
