Set Up Chart Tracking Printer

File Maintenance Help for NextGen® Enterprise 8

Set Up Chart Tracking Preference Options

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 Master Files > System > Chart Tracking Preferences. 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

File Maintenance Help for NextGen® Enterprise 8

Chart Tracking Office Holidays

You can designate specific days that your practice is closed for business. In File Maintenance, under Master Files, select System > Chart Tracking Preferences. The Chart Tracking Preferences window opens. Select the Office Holidays tab. Do one of the following: To add a new item, select Open Menu , and then select New. To modify an item, select the item in the list, select Open Menu , and then select Open. The Office Holidays window opens. In the Name field, enter the name of the holiday, for example, Thanksgiving. In the Date field you can either enter the date or select the Calendar button and then select the date. Select Next to add another item or select OK to return to the Office Holidays tab. Note: If you are editing an existing holiday, the Next button does not display. If you want to delete a holiday, right-click a holiday in the Holiday list, and then select Delete. To save your office holiday list, select OK. Parent topic: Chart Tracking Preferences

File Maintenance Help for NextGen® Enterprise 8

Chart Tracking Preferences

There are three preferences that you can set up for Chart Tracking: Preference Description Office Holidays You can set up any date as an office holiday. These dates can include national holidays like Thanksgiving and Fourth of July as well as practice-specific dates when the office is not open for business. Printer Setup Set up available printers and locations with this preference. Note: Before you can complete the setup for home locations, first set up the home locations and the printers. Options The options you can set up here are: Outguide printing Default Home location Home Location Source Specify printing at a drop location Chart Tracking Office Holidays Set Up Chart Tracking Printer Set Up Chart Tracking Preference Options Parent topic: Master Files - System

File Maintenance Help for NextGen® Enterprise 8

Set Up Chart Tracking Print Priority

You can set the priorities for printing. After you create the priorities, you can assign them to the print types in the Chart Tracking Print Types master file. In File Maintenance, select Master Files > System > Chart Tracking Print Priority. The Chart Tracking Print Priority List window opens. Select on Open Menu and then select New from the menu. The Print Priority window opens. In the Name field, enter the name of the print priority. In the Priority field, enter the specific print priority. You can enter text or a number. Enter any necessary notes about this priority in the Notes field. Do one of the following: To save the print priority and create another, select Next. To save the print priority and close the window, select OK. Parent topic: Master Files - System

File Maintenance Help for NextGen® Enterprise 8

Add or Modify Chart Tracking Resource Preferences

You can set whether an outguide prints when an appointment is made for specific combinations of resources and events. In File Maintenance, select Master Files > System > Chart Tracking Resource Preferences. The Chart Tracking Resources Preferences List window opens. Do one of the following: To add a new item, select Open Menu and the select New. To modify an existing item, select the item in the list, select Open Menu and the select Open. You can also double-click to open the item. The Chart Tracking Resource Preferences window opens. Select the resource and the event to assign to the resource. Select the Print Outguide check box if you want an outguide to print whenever an appointment is made with the selected resource and event. If you want to hide the item in the list, select the Hide check box. Select Next to add another item or select OK to return to the Chart Tracking Resources Preferences List window. Note: If you are editing an existing item, the Next button is not an option. P

File Maintenance Help for NextGen® Enterprise 8

Set up of Chart Tracking Location

Within the Locations master file, you can set up basic defaults for the Chart Tracking locations. These fields are only available when a Chart Tracking License is installed. Open the Locations master file and select a location. The Location Information window opens. Select the Chart Tracking tab. In the Operations Schedule list, select next to the appropriate days of operation to select them. In the Chart Tracking Location field, select the home location you want to activate. Note: These options are set up in the Chart Home Location master list. To save your chart tracking location and operations settings, select OK. Parent topic: Create or Modify Locations

Set Up Chart Tracking Printer

Recommendations

Set Up Chart Tracking Preference Options

Chart Tracking Office Holidays

Chart Tracking Preferences

Set Up Chart Tracking Print Priority

Add or Modify Chart Tracking Resource Preferences

Set up of Chart Tracking Location

Set Up Chart Tracking Preference Options

Chart Tracking Office Holidays

Chart Tracking Preferences

Set Up Chart Tracking Print Priority

Add or Modify Chart Tracking Resource Preferences

Set up of Chart Tracking Location