Set User Preferences Rights

File Maintenance Help for NextGen® Enterprise 8

Default User Prefs - Locations

You can select default preferred locations for all users that the user preference is assigned to. In all the location lists in NextGen® Enterprise PM, the preferred locations display above the non-preferred locations. If your practice has a lot of locations, then setting the preferred locations helps users to quickly select the locations they use most. The Locations tab displays only when you have more than one location set up for the practice. Note: You can use the System Administrator application to set the preferred locations for a specific user. To select preferred locations for a user: From the Master Files - Practice list, select Default User Prefs - Locations. The Default User Prefs - Locations List window opens. Do one of the following: To add a new item, select Open Menu , and then select New. To modify an existing item, select the item in the list, select Open Menu , and then select Open. You can also double-click to open the item. The Default User Preferences - Locations win

File Maintenance Help for NextGen® Enterprise 8

Assigning User Preferences to Users and Groups

When you apply a Default User Prefs master file at either the user or group level, they overwrite any previous settings. For example: If a user is in Group A and in Group B and you apply a Default User Prefs master file first to Group A and then apply a different Default User Prefs master file to Group B, the user will have the preferences applied to Group B. If individual users have already set up their User Preferences in NextGen® Enterprise PM, their settings are overwritten when you apply a Default User Prefs master file. Applying the Default User Prefs master file only resets the preferences until the next time preference changes are saved. The settings are not retained, therefore, a user can change the default preferences in NextGen® Enterprise PM and the user-saved preferences will be saved. If necessary, you can modify the rights to prevent users from changing the User Preferences in NextGen® Enterprise PM. Assign User Preferences to Users and Groups Parent topic: Default User

File Maintenance Help for NextGen® Enterprise 8

Default User Prefs - Scheduling

You can designate default scheduling user preference settings in File Maintenance and then apply them to all users within a group or to individual users in System Administrator. Open File Maintenance. Select Practice Master Files, then PM, and then Default User Prefs - Scheduling. The Default User Prefs - Scheduling List window opens. Do one of the following: To add a new item, selectOpen Menu, and then selectNew. To modify an existing item, select the item in the list, selectOpen Menu, and then selectOpen. You can also double-click to open the item. When the above step is performed, the below mentioned window appears. The Default User Preferences - Appointment Scheduling window opens. In the Default User Preference Name field, enter an name for the scheduling preferences. This field is required. Set the default scheduling preferences on the following tabs as needed: General Tab Multi View Tab The Daily View Tab Resources Tab Events Tab Appointment Search/Waitlist Tab Tooltip Tab To sa

File Maintenance Help for NextGen® Enterprise 8

Default User Prefs

You can specify default user preferences settings in the Default User Prefs master files. After you apply the master files to individual users or to all users within a group, the settings become the default User Preferences in NextGen® Enterprise PM for those users. In addition, you can restrict users from changing the defaults. Default User Prefs - General Default User Prefs - Locations Default User Preferences - Locations tab Default User Prefs - Scheduling Assigning User Preferences to Users and Groups Set User Preferences Rights Parent topic: Master Files - Practice

System Administrator Help

NextGen® Enterprise PM User Location Preferences Module

The PM User Location Preferences module subgroup in the System Administrator application enables users to view, modify, and update: their own location in the User Preferences settings in NextGen® Enterprise PM. If the Access Rights are cleared, users can view the User Preferences but cannot save changes to them. the Default User Prefs - Locations master file in File Maintenance. Note: The right under Operations > Preferences > User controls whether the users can access the NextGen® Enterprise PM User Preferences. If the Operations right is turned off, then the NextGen® Enterprise PM menu item Locations (under PM > Admin menu > Preferences > User) is disabled. Parent topic: Subgroups of the Modules Permissions Group

System Administrator Help

NextGen® Enterprise PM User General Preferences Module

The PM User General Preferences module subgroup in the System Administrator application enables users to view, modify, and update: their own general User Preferences settings in NextGen® Enterprise PM. If the Access Rights are cleared, users can view the User Preferences but cannot save changes to them. the Default User Prefs - General master file in File Maintenance. Note: The right under Operations > Preferences > User controls whether the users can access the NextGen® Enterprise PM User Preferences. If the Operations right is turned off, then the NextGen® Enterprise PM menu item General (under PM > Admin menu > Preferences > User) is disabled. The PM User General Preferences module is used in NextGen® Enterprise PM. Parent topic: Subgroups of the Modules Permissions Group

Set User Preferences Rights

Recommendations

Default User Prefs - Locations

Assigning User Preferences to Users and Groups

Default User Prefs - Scheduling

Default User Prefs

NextGen® Enterprise PM User Location Preferences Module

NextGen® Enterprise PM User General Preferences Module

Default User Prefs - Locations

Assigning User Preferences to Users and Groups

Default User Prefs - Scheduling

Default User Prefs

NextGen® Enterprise PM User Location Preferences Module

NextGen® Enterprise PM User General Preferences Module