Setup Default General Preferences

File Maintenance Help for NextGen® Enterprise 8

Set Up Default General Preferences - Tasks Tab

The Tasks user preferences enable you to make settings that have an impact on tasks and the Worklog Manager window in NextGen® Enterprise PM. From the Default User Prefs - General List window, open a master file. The Default User Preferences - General window opens. Select the Tasks tab. SeeTask Optionsto select task options as needed. To save changes and close the window, selectOK. Task Options Parent topic: Default User Prefs - General

File Maintenance Help for NextGen® Enterprise 8

Setup Default General Preferences - Advisor Tab

The Advisor user preferences enable you to make settings that have an impact on the display of the Advisor window in NextGen® Enterprise PM. From the Default User Prefs - General List window, open a master file. The Default User Preferences - General window opens. Select the Advisor tab. To automatically display theAdvisorwindow after logging in toNextGen® Enterprise PM, select theShow upon logoncheck box. To automatically display theAdvisorwindow after changing practices inNextGen® Enterprise PM, select theShow after practice changecheck box. In the list on the left, select the check boxes for sections to display on the left side of theAdvisorwindow. In the list on the right, select the check boxes for sections to display on the right side of theAdvisorwindow. To change the order that sections display on either sides of theAdvisorwindow, select a section name in the list, and then selectorbuttons to move the section name. To save changes and close the window, selectOK. Parent topic: D

File Maintenance Help for NextGen® Enterprise 8

Setup Default General Preferences - Lookup Limits Tab

The Lookup Limits user preferences enable you to make settings that have an impact on the maximum number of results displayed when searching from various lookup windows in NextGen® Enterprise PM. From the Default User Prefs - General List window, open a master file. The Default User Preferences - General window opens. Select the Lookup Limits tab. Select lookup limit settings for specific windows as needed. Select the arrowsto increase or decrease the values in increments of 100. Each field can have a minimum value of 100 and a maximum value of 5000. The default value is 1000. Note: Only change the initial values if it is necessary. If your computer has less hard drive space, using higher limits could result in errors when you try to perform other actions inNextGen® Enterprise PM. For example, billing 5000 encounters may not work on a low-end computer due to the hard drive space requirements for such an intensive task. If your computer runs slowly during memory-intensive tasks, set you

File Maintenance Help for NextGen® Enterprise 8

Set Up Default General Preferences - Forms Enhanced Tab

The Forms Enhanced user preferences enable you to make settings that have an impact on the list of Form Groups that displays when printing enhanced forms in NextGen® Enterprise PM. From the Default User Prefs - General List window, open a master file. The Default User Preferences - General window opens. Select the Forms Enhanced tab. To configure the display order of groups on thePrint Formswindow, do one of the following: To display all form groups in alphabetical order, leave all check boxes blank. To customize the display order, select a form group and then selectandbuttons to move the form group to the desired order. To display only your selected form groups on thePrint Formswindow, select theOnly show preferred Form Groupscheck box. To save changes and close the window, selectOK. Parent topic: Default User Prefs - General

File Maintenance Help for NextGen® Enterprise 8

Setup Default General Preferences - Chart Tab

The Chart user preferences enable you to make settings that have an impact on specific areas of the Patient Chart in NextGen® Enterprise PM. From the Default User Prefs - General List window, open a master file. The Default User Preferences - General window opens. Select the Chart tab. In theDefault Word Processorfield, select one of the following to use as the default processor when creating notes in patient charts: Wordpad Word ® In theEncounter List Default Displaysection, select from the following options for the default display of encounters in patient charts: Encounter Date: view encounters listed by date. Encounter Number (default): Select this check box to view encounters listed by number. Both: view encounters listed by date and number. Note: You must select at least one check box. If only one check box is selected and you clear it, then the other check box is automatically selected. Select preferences for the display and color of the Patient Information Bar inNextGen® Enterpr

Help Guide for NextGen® Enterprise PM 8

Set up General Preferences

You can customize the display of the main toolbar, mails, batch posting default, lookups, and eligibility verification responses in NextGen® Enterprise PM. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > General. The User Preferences window opens. User preferences General tab Select the General tab, and select your preferences. Select OK. Parent topic: Configuring General User Preferences

Setup Default General Preferences - General Tab

Recommendations

Set Up Default General Preferences - Tasks Tab

Setup Default General Preferences - Advisor Tab

Setup Default General Preferences - Lookup Limits Tab

Set Up Default General Preferences - Forms Enhanced Tab

Setup Default General Preferences - Chart Tab

Set up General Preferences

Set Up Default General Preferences - Tasks Tab

Setup Default General Preferences - Advisor Tab

Setup Default General Preferences - Lookup Limits Tab

Set Up Default General Preferences - Forms Enhanced Tab

Setup Default General Preferences - Chart Tab

Set up General Preferences