Set up of Chart Tracking Location

File Maintenance Help for NextGen® Enterprise 8

Defaults 2 Tab - Locations

From the Location Information window, select the Defaults 2 tab. Enter your location information. To save changes and close the window, select OK. Location Information - Defaults 2 Tab Field Descriptions Parent topic: Create or Modify Locations

File Maintenance Help for NextGen® Enterprise 8

Credentialing Tab

The Credentialing tab in the Location and Provider master files enable you to track the credentials, such as certificates and licenses, of your locations and providers. You can report on credentialing for Locations in the Location master file report by selecting credentialing-related columns. You can also report on Providers in the Provider With Credentialing report on the Providers master file. Create the credentials in the Credentialing master list. Open the appropriate location or provider master file, and then select the Credentialing tab. Do one of the following: To add a new credential, select Open Menu, and then select New. To modify a credential, select it in the list, select Open Menu, and then select Open. The Credentialing window opens. In the Effective Date field, enter the date that the credential becomes effective. In the Expiration Date field, enter the date that the credential expires. In the Credentialing Type field, select the type of credential. Note: These types are

File Maintenance Help for NextGen® Enterprise 8

Providers Chart Tracking Tab

Within the Providers master file, you can set up the home and drop locations for the Chart Tracking locations. The Chart Tracking tab is only available when a Chart Tracking license is installed. The information you set here becomes available on the Options tab in the Chart Tracking Preferences master file. To access the Providers master file: From the Master Files > System list, select Providers. Double-click a provider. The Modify Provider Information dialog box displays. Select the Chart Tracking tab. In the Home Location field, select a location to activate as the provider's home location. In the Default Drop Location field, select the location to be the default drop location for the provider. In the Label Count field, select the arrows to specify the correct number of labels to print with each chart request. Under Service/Drop Locations, you can establish a drop location for each service location. There can be only one drop location assigned to each service location for a provider

File Maintenance Help for NextGen® Enterprise 8

Chart Tracking Locations

You can set up drop and storage locations for your charts in the Chart Tracking Locations master file. These are global locations that any practice within the enterprise can access. In File Maintenance, under Master Files, select System > Chart Tracking Locations. The Chart Tracking Locations List window opens. Select on Open Menu and select New from the menu. The Chart Locations window opens. In the Name field, enter the name of the chart location. In the Location Type field, select whether this location is a storage or a drop location. Enter any necessary notes about this location in the Notes field. Do one of the following: To save this location and create another, select Next. To save this location and close this window, select OK. Parent topic: Master Files - System

File Maintenance Help for NextGen® Enterprise 8

Set Up Chart Tracking Printer

You can set up all the printers used with tracking patient charts in the Chart Tracking Preferences master file. Associate a home location with each printer. In File Maintenance, under Master Files, select System > Chart Tracking Preferences. The Chart Tracking Preferences window opens. Select the Printer Setup tab. Do one of the following: To add a new item, select Open Menu , then select New. To modify an item, select the item in the list, select Open Menu , then select Open. The Printer Setup window opens. In the Home Location field, select the home location, for example, the specific location in the office for the printer. Note: Each location can have only one default printer. In the Available Printers field, select the correct printer. In the Print Type field, select the print type to assign to the selected printer. 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. Afte

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

Set up of Chart Tracking Location

Recommendations

Defaults 2 Tab - Locations

Credentialing Tab

Providers Chart Tracking Tab

Chart Tracking Locations

Set Up Chart Tracking Printer

Set Up Chart Tracking Preference Options

Defaults 2 Tab - Locations

Credentialing Tab

Providers Chart Tracking Tab

Chart Tracking Locations

Set Up Chart Tracking Printer

Set Up Chart Tracking Preference Options