Set up Document Management Enterprise Preferences

File Maintenance Help for NextGen® Enterprise 8

Setting Up Document Management Preferences in Enterprise Preferences

The Document Management tab on the Enterprise Preferences window displays only if you have a license for NextGen® Document Management. This tab enables you to set some NextGen® Document Management options at the enterprise level. To set the enterprise preferences, you must: Set a network share location to store all documents and images used by NextGen® Document Management. Enable network impersonation so you can set restrictions on access to the network location where the actual documents and image files are stored. Set up Document Management Enterprise Preferences Parent topic: Enterprise Preferences

File Maintenance Help for NextGen® Enterprise

Set Up NextGen® Document Management Enterprise Preferences

Before you begin Ensure that you have a license for NextGen® Document Management to view the Document Management tab in the Enterprise Preferences window. To set enterprise preferences, you must do the following: Set a network share location to store all documents and images used by NextGen® Document Management. Allow network impersonation so you can set restrictions on access to the network location where the actual documents and image files are stored. To open the Enterprise Preferences window, do one of the following: From NextGen® Enterprise PM, select Admin > > Preferences > Enterprise. From File Maintenance, select Master Files > System > Enterprises, and from the list, choose an enterprise and then select Preferences. From Preference List, select Document Management. Enter information in the relevant fields. Note: For more detailed information, go to NextGen Healthcare Success Community, and download the latest User Guide for NextGen Document Management.

File Maintenance Help for NextGen® Enterprise

Set Up Enterprise Preferences

You can set preferences for all practices in your enterprise from NextGen® Enterprise PM or File Maintenance. To open the Enterprise Preferences window, do one of the following: From NextGen® Enterprise PM, select Admin > > Preferences > Enterprise. From File Maintenance, select Master Files > System > Enterprises, and from the list, choose an enterprise and then select Preferences. Set your preferences on the various tabs in the Enterprise Preferences window.

File Maintenance Help for NextGen® Enterprise 8

Access Enterprise Preferences

To access Enterprise Preferences, do one of the following: In NextGen® Enterprise PM, select the Admin menu. Select Preferences > Enterprise In File Maintenance, select Master Files > System > Enterprises Double-click an enterprise, and then select Preferences. The Enterprise Preferences window opens. Parent topic: Enterprise Preferences

File Maintenance Help for NextGen® Enterprise

Set Up Practice Preferences

You can set preferences for your practice from NextGen® Enterprise PM or File Maintenance. To open the Practice Preferences window, do one of the following: In NextGen® Enterprise PM, select Admin > > Preferences > Practice. In File Maintenance, select Master Files > System > Practices, double-click a practice name, and then select Preferences. Set preferences on various tabs in the Practice Preferences window.

NextGen® Enterprise EHR Help

Set Up Practice Preferences

You can set preferences for your practice from NextGen® Enterprise PM or File Maintenance. To open the Practice Preferences window, do one of the following: In NextGen® Enterprise PM, select Admin > > Preferences > Practice. In File Maintenance, select Master Files > System > Practices, double-click a practice name, and then select Preferences. Set preferences on various tabs in the Practice Preferences window. Set NextGen Adaptive Content Engine Save Action for Internal Documents Assign External Resource Links in Practice Preferences to be added later. Parent topic: Internal and External Educational Resources Setup

Set up Document Management Enterprise Preferences

Recommendations

Setting Up Document Management Preferences in Enterprise Preferences

Set Up NextGen® Document Management Enterprise Preferences

Set Up Enterprise Preferences

Access Enterprise Preferences

Set Up Practice Preferences

Set Up Practice Preferences

Set up Document Management Enterprise Preferences

Setting Up Document Management Preferences in Enterprise Preferences

Set Up NextGen® Document Management Enterprise Preferences

Set Up Enterprise Preferences

Access Enterprise Preferences

Set Up Practice Preferences

Set Up Practice Preferences