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 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 8

Open the Practice Preferences

Do one of the following: In File Maintenance, select Master Files > System > Practices. In NextGen® Enterprise PM, select the Admin > Preferences > Practice. Double-click a practice, and then select Preferences. The Practice Preferences window opens. In the Preference List, select the desired practice preference name. The window displays the Practice Preferences related to your selection. Parent topic: Practice Preferences

NextGen® Enterprise EHR Help

Open the Practice Preferences

Do one of the following: In File Maintenance, select Master Files > System > Practices. In NextGen® Enterprise PM, select the Admin > Preferences > Practice. Double-click a practice, and then select Preferences. The Practice Preferences window opens. In the Preference List, select the desired practice preference name. The window displays the Practice Preferences related to your selection. 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

Help Guide for NextGen® Enterprise PM 8

Configuring User Preferences for Locations

You can define your preferred locations and configure the order of those locations in NextGen® Enterprise PM and NextGen® Enterprise EHR. You can also define whether the Location fields throughout the NextGen® Enterprise PM and NextGen® Enterprise EHR applications and reporting are limited to only your preferred locations. In File Maintenance, location preferences can be defined in the Default User Prefs - Locations master file, and then assigned to groups of users or individual users in System Administrator. For more information, go to NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide forNextGen®Enterprise. In NextGen® Enterprise PM, you can modify your own location preferences in Admin > Preferences > User > Locations. Your settings override any default settings that were assigned to you in System Administrator. Set up Locations Preferences You can set up your preferred locations and the order in which they are displayed in the list boxe

NextGen® Document Management User Guide,

Synchronize NextGen® Document Management Data with NextGen Enterprise EHR

Before you begin As a NextGen® Enterprise EHR user, you must have: Permissions assigned in all of the practices where images may exist for the patient. Access to the document types in the practices. When the Enterprise Chart feature is not turned on, NextGen® Enterprise EHR users can only view the NextGen® Document Management images that are maintained for the same practice. However, by turning on Enterprise Chart, the users can view NextGen® Document Management images that are maintained in any of the practices within the enterprise. Open File Maintenance. In Master Files, select System > Enterprises. In the Enterprises List window, double-click the enterprise from the list. In the Modify Enterprise Information window, select Preferences. The General tab opens in the Enterprise Preferences window. Select the Enterprise Chart checkbox. A message appears to confirm that you want to set the option. Note: After you select the Enterprise Chart checkbox, you cannot turn it off. Select Yes.

Set up Document Management Enterprise Preferences

Recommendations

Setting Up Document Management Preferences in Enterprise Preferences

Access Enterprise Preferences

Open the Practice Preferences

Open the Practice Preferences

Configuring User Preferences for Locations

Synchronize NextGen® Document Management Data with NextGen Enterprise EHR

Setting Up Document Management Preferences in Enterprise Preferences

Access Enterprise Preferences

Open the Practice Preferences

Open the Practice Preferences

Configuring User Preferences for Locations

Synchronize NextGen® Document Management Data with NextGen Enterprise EHR