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 - General Tab

The General user preferences enable you to make settings that have an impact on specific areas in NextGen® Enterprise PM, such as the main toolbar, mail, transactions and lookups. From the Default User Prefs - General List window, open a master file. The Default User Preferences - General window opens. Select the General tab. On theGeneraltab, specify the general options as applicable. To save changes and close the window, selectOK. General Preferences - Fields and Descriptions 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

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

Lookup Limit Settings

The following table describes the field and window names in NextGen® Enterprise PM. Field Description Accounts Account Lookup Appointments Appointment Lookup Batches Batch Posting Claim Requests Claim Request Lookup Eligibility Referral Eligibility Referral Lookup Note: Eligibility Referral field appears only if your practice is licensed for NextGen® Eligibility Verification Encounters Encounter Lookup Letters Lookup windows for appointment reminders, batch account collection letters, budget letters, batch encounter collection letters and recall letters Payers Payer Lookup People People Lookup Waitlist Waitlist Lookup Worklog Worklog Manager Service Items Charge Posting PM Appts List Data Retention and Archiving Utility (DRAU) Lookup Note: NextGen® Enterprise PM archived appointments information lookup setting. Significant Events Data Retention and Archiving Utility (DRAU) Lookup Note: NextGen® Enterprise PM archived significant events information lookup setting PM Worklog Manager Data

File Maintenance Help for NextGen® Enterprise 8

Setup Default User Preferences - Locations Tab

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, 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 - Locations window opens. If this is a new set of user preferences, enter a name for them. You can also change an existing name. Note: If you upgraded from a version prior to 5.7, locations that were defined on the Locations tab of the Default User Preferences - General master file have been transferred to this new master file. Select the locations you want to set up as preferred locations. To change the order in which the preferred locations display in the lists, highlight a location, and then select

Setup Default General Preferences - Lookup Limits Tab

Recommendations

Set Up Default General Preferences - Tasks Tab

Setup Default General Preferences - General Tab

Setup Default General Preferences - Chart Tab

Setup Default General Preferences - Advisor Tab

Lookup Limit Settings

Setup Default User Preferences - Locations Tab

Set Up Default General Preferences - Tasks Tab

Setup Default General Preferences - General Tab

Setup Default General Preferences - Chart Tab

Setup Default General Preferences - Advisor Tab

Lookup Limit Settings

Setup Default User Preferences - Locations Tab