Task Practice Preferences

File Maintenance Help for NextGen® Enterprise 8

General Practice Preferences

The General Practice Preferences enable you to set up general default information to be used throughout your practice and all related service locations. General Tab Practice Preference Descriptions The table provides descriptions for the fields located in the General practice preferences. Set NextGen Enterprise PM to Automatically Minimize Checking for Duplicate Payers Parent topic: Practice Preferences

File Maintenance Help for NextGen® Enterprise 8

Provider Practice Preferences

The Provider Practice Preferences enable you to set up user-defined patient provider fields that define, at the practice level, the different types of providers that a patient has seen or is scheduled to see. It also enables you to track multiple user-defined patient providers at a demographic level. The information you enter here displays: The provider in the Provider master file on the Provider Types tab. The Preference Name field on the Add Patient Provider window in NextGen® Enterprise PM. Parent topic: Practice Preferences

File Maintenance Help for NextGen® Enterprise 8

Printing Practice Preferences

The Printing Practice Preferences enables you to set printing defaults for documents that are used in NextGen® Enterprise PM. You can store printer settings at the practice level for NextGen documents and reports and for user-configured documents such as labels and forms. The settings include orientation, printer source, paper size, and number of copies. Each document type can have its own default printer setting. Instead of the users manually changing the print settings each time they print a different item, the default print settings are used for each document type being printed. Printer settings can also be set at the user level. The defaults set at the user level override the defaults at the practice level. If a user does not have user-level printer settings, the practice-level settings apply when the user prints a document. Note: Users can still change the settings at the time of printing. The columns in this window are: Available Documents: Lists the documents that can be printed

File Maintenance Help for NextGen® Enterprise 8

Requiring Task Fields By Task Type

You can select which fields on the Task Info tab in NextGen® Enterprise PM are required or have default settings when a user opens a task or when the task status is set to Completed. Fields that are selected as being required in Practice Preferences are automatically selected as required in all task type master files. You cannot clear these selections in the Task Type master files. To select required fields, perform the following steps: In the Task Types master file, select the Required tab. Select in the column to the right of the fields. A displays to indicate the field is required. Field Description Required Fields Select the fields that you want to be required fields when a user opens a task: Subject Details Status Priority Assigned To Start Date Follow Up Date Expiration Date Task Subgrouping 1 Task Subgrouping 2 Parent topic: Task Types

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

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

Task Practice Preferences

Recommendations

General Practice Preferences

Provider Practice Preferences

Printing Practice Preferences

Requiring Task Fields By Task Type

Set Up Default General Preferences - Tasks Tab

Open the Practice Preferences

General Practice Preferences

Provider Practice Preferences

Printing Practice Preferences

Requiring Task Fields By Task Type

Set Up Default General Preferences - Tasks Tab

Open the Practice Preferences