Advisor Window

The Advisor window displays a summary of information and statistics for the practice. You can determine what information displays on the window by customizing your user preferences. You can also select whether you want the window to automatically display when logging in or when changing practices in NextGen® Enterprise PM.

The Location field at the top of the window displays All Locations by default. Therefore, the window displays information for all locations within the current practice. Select a specific location to display information for the selected location only.

The Provider field at the top of the window displays All Providers by default. Therefore, the window displays information for all rendering providers within the current practice. Select a specific provider to display information for the selected provider only.

To refresh and update the information displayed on the Advisor window, select the Refresh Advisor button in the upper-right corner. The information in some sections does not refresh and update until the Advisor Update process runs overnight.

To print the information displayed on the window, select the Print Advisor button in the upper-right corner.

To close the window, select the Close Advisor button in the upper-right corner. The window can be reopened by selecting the Tasks menu and the selecting Advisor.

The Advisor window includes various sections that provide quick at-a-glance summary information for locations and providers within the practice. For more information, see Sections Displayed on the Advisor.