Admin Menu

Tools Option	Function
Advanced Audit Setup	To select items for the Advanced Audit Report Tool. For more information, go to the NextGen Healthcare Success Community and download the latest Audit Report Tool User Guide forNextGen®Enterprise.
Preferences	To configure certain windows at the enterprise and practice levels for the following options: Enterprise Practice Significant Events User - General, Locations, Scheduling For more information on configuring preferences at the enterprise and practice levels go to NextGen Healthcare Success Community and download the latest File Maintenance Preferences Guide forNextGen®Enterprise .
Scheduling Admin	To set up the following: Your resources and classes The type of events and event chains that can be scheduled Categories Templates that help control your practice's scheduling

Help Guide for NextGen® Enterprise PM 8

Reports Menu

The Reports menu includes preconfigured reports, ranging from daily appointments to monthly transactions, that provide information on specific areas of your practice. You can generate many types of reports such as claims, alerts schedules, tasks and more. System-generated reports use default settings to filter the data to determine which information to include in the report and how to display the information. When you open a report from the Reports menu, the Report Filter window opens, where you can select options and parameters to filter the data. Based on the options you select, NextGen® Enterprise PM quickly runs the requested information and displays reports in the order and format you choose. For more information on configuring and generating reports in NextGen® Enterprise PM go to NextGen Healthcare Success Community and download the latest Reports User Guide forNextGen®Enterprise PM. Parent topic: Desktop Menu Bar

Help Guide for NextGen® Enterprise PM 8

Tasks Menu

The Tasks menu enables you to access commonly used features and different applications from one location. The Tasks menu options also enable you to demand bills, letters, and statements, change your password, change the practice, and set your session settings. Tasks Menu Items Function Lookup Enables you to look up specific information using basic search criteria for the following options. Accounts Appointments Charts Claims DRAU Lookup Eligibility/Referral Employers Encounters Fee Tickets Files People Waitlists For more information on looking up specific information go to NextGen Healthcare Success Community and download the latest Encounter Maintenance User Guide forNextGen®Enterprise PM. Advisor Provides a snap shot of your practice's financial and operational performance. Displays current tasks and emails that you can access without leaving the system. You can customize the Advisor to display only the elements that you want the logged in user to see. Appt Book Opens the Appointment

Help Guide for NextGen® Enterprise PM 8

Desktop Menu Bar

Desktop menu bar The menu bar on the main window in NextGen® Enterprise PM comprises the following menus: File Edit Tasks Reports Admin Window Help File Menu The File menu contains printer settings, print forms, processes and tools related to the handling of reports and various menu options. Edit Menu The Edit menu contains standard windows commands to cut, copy, and paste text. Tasks Menu The Tasks menu contains options, such as Lookup, Advisor, Appointment Book, and Appointment Search in NextGen® Enterprise PM. Reports Menu You can can create reports or view preconfigured reports that provide information on specific areas of your practice. Admin Menu The Admin menu enables you to set up Advance Audit and customize preferences. Window Menu The Window menu displays a list of all windows currently open in NextGen® Enterprise PM. Help Menu The Help menu provides access to help files and information about your current settings. Parent topic: Viewing the Desktop Layout

NextGen® Document Management User Guide,

Select Event Tracking with Advanced Auditing

Advanced auditing tracks the events across all NextGen® Enterprise applications. You can access the setup for Advance Auditing in the NextGen® Enterprise EHR, NextGen® Enterprise PM, NextGen® Document Management, and System Administrator. Open NextGen® Document Management. On the toolbar, select Admin, and then select Advanced Audit Setup. The Advanced Audit Setup window opens with the Events Setup tab displaying the current enterprise name. Advanced Audit Setup window Select which events to track by doing one of the following: To track all events within an enterprise, select the enterprise name checkbox. To track all events within a practice, expand the enterprise name, and then select the practice name checkbox. To track specific events, expand the enterprise and then practice, then select the event options that you want to audit. Select OK. Parent topic: Configure NextGen Document Management

NextGen® Enterprise EHR Help

Admin Menu

All of the options in the Admin menu require specific user rights and permissions and are available only to users in a System Administrator role. The basic options included in the Admin menu are as follows: Tools Option Description Work Flow Manager Enables setting up Out-of-Office status, PAQ, and Workflow Delegates. For more information, go to NextGen Healthcare Success Community, and download the latest Workflow Module Guide for NextGen® Enterprise EHR. Advanced Audit Setup Enables selection of items for the Advanced Audit application. For more information on the Advanced Audit application, go to NextGen Healthcare Success Community, and download the Advanced Auditing Installation Guide and the Advanced Audit and Significant Events Cross Reference Overview. User Password Displays the Change Password window and enables you to change your password. Copy User Preferences Displays the Copy User Preferences window. This function is available only when no patients are selected. E-mail Pro

System Administrator Help

Advanced Auditing

Advanced auditing tracks events across all NextGen applications. You can access the setup for Advanced Auditing in NextGen® Enterprise EHR, NextGen® Enterprise PM, NextGen® Document Management, and the System Administrator application. Note: You must first install Advanced Audit. For more information, go to NextGen Healthcare Success Community and download the latest Advanced Auditing Installation Guide for NextGen Enterprise. Set Up Advanced Auditing You can set up the advanced auditing feature in System Administrator. Email Notifications for Messages Stuck in the Outgoing Audit Message Queue In the Audit Report Tool, audit messages can sometimes get stuck in the outgoing message queue. To send notifications of such messages to concerned individuals, you can enable and configure the email notification feature in the System Administrator application. The email notification feature is disabled by default. Auditing in System Administrator The activities done on the fields in the System A

Admin Menu

Recommendations

Reports Menu

Tasks Menu

Desktop Menu Bar

Select Event Tracking with Advanced Auditing

Admin Menu

Advanced Auditing

Reports Menu

Tasks Menu

Desktop Menu Bar

Select Event Tracking with Advanced Auditing

Admin Menu

Advanced Auditing