AutoFlow

Help Guide for NextGen® Enterprise PM 8

Setting Up AutoFlow

To set up the AutoFlow feature: Create AutoFlow Sequence master files in File Maintenance. Assign the AutoFlow sequences created in File Maintenance to specific practice locations on the AutoFlow Sequences tab in Practice Preferences. Note: You can set default user preferences for AutoFlow that override the practice-level settings in Practice Preferences. Create or Modify an AutoFlow Sequence AutoFlow sequences enable you to set the sequence for a series of actions that process encounters for patient check-in and check-out. You must create an AutoFlow Sequences master file for each AutoFlow sequence that the practice uses. AutoFlow Practice Preferences The AutoFlow Practice Preferences enable you to select an Autoflow Sequences Master File that contains a series of actions for processing encounters during check-in and check-out processes. Assign Practice-Level AutoFlow Sequences You can assign AutoFlow sequences to specific locations for the practice in Practice Preferences. Set up Aut

Help Guide for NextGen® Enterprise PM 8

AutoFlow Overview

AutoFlow sequences define a set series of windows that users follow when performing the check-in and check-out processes. You can create AutoFlow sequences for the: Practice - All users in the Practice use the same sequence Location - All users within a Location in the Practice use a different sequence User -Specific user(s) in the Practice use a different sequence Note: There are pre-existing (Check-In Default) and (Check-Out Default) sequences for each Practice. You can modify these sequences and create additional sequences as needed. Parent topic: AutoFlow

File Maintenance Help for NextGen® Enterprise 8

Default General Preferences - AutoFlow Tab

TheAutoFlowuser preferences enable you to select AutoFlow Sequencesthat affect the check-in and check-out processes inNextGen® Enterprise PM. An AutoFlow sequence includes a defined series of windows that you must follow when you check-in patients prior to their appointments, and check-out patients after their appointments. Default AutoFlow sequences for all users in the practice are selected by location in yourAutoFlowpractice preferences. You can also select AutoFlow sequences by location in your user preferences. User-level settings override practice-level settings. Set Up Default General Preferences - AutoFlow Tab Parent topic: Default User Prefs - General

File Maintenance Help for NextGen® Enterprise 8

AutoFlow Sequences

The AutoFlow Sequences master file gives you the flexibility to set up NextGen® Enterprise PM to match your clinic's workflow. It enables you to select and set the sequence for a series of actions for processing encounters for patient check-in and check-out. You can assign these AutoFlow Sequences to locations and as the default sequences for users. Set AutoFlow Sequences Add NextGen PxP Portal Enrollment Workflow to the AutoFlow Sequence You can add the NextGen® PxP Portal enrollment workflows to the AutoFlow Sequence so that practice users can send enrollment invitation email to patients from NextGen® Enterprise PM. Parent topic: Master Files - System

Help Guide for NextGen® Enterprise PM 8

Set up AutoFlow Preferences

TheAutoFlowuser preferences enable you to select AutoFlow Sequencesthat affect the check-in and check-out processes inNextGen® Enterprise PM. An AutoFlow sequence includes a defined series of windows that you must follow when you check-in patients prior to their appointments, and check-out patients after their appointments. Default AutoFlow sequences for all users in the practice are selected by location in yourAutoFlowpractice preferences. You can also select AutoFlow sequences by location in your user preferences. User-level settings override practice-level settings. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > General. User preferences Autoflow tab Select the AutoFlow tab. To select the AutoFlow Sequences for check-in and check-out, in theAutoFlow Sequences for menu option "Check-in/Create Encounter"andAutoFlow Sequences for menu option "Checkout"sections, do the following: In the<All Locations>row, select theAutoFlow Sequenceyou use at all locations

File Maintenance Help for NextGen® Enterprise 8

AutoFlow Practice Preference

The AutoFlow Practice Preferences enables you to select an autoflow sequence that contains a series of actions for processing encounters during check-in and check-out processes. You can apply a sequence to all locations or to individuals. You can also set default user preferences for autoflow that override these practice-level settings. Set Up AutoFlow Practice Preferences You can set autoflow sequence to enable check-in and check-out process for encounters. Parent topic: Practice Preferences

AutoFlow

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Setting Up AutoFlow

AutoFlow Overview

Default General Preferences - AutoFlow Tab

AutoFlow Sequences

Set up AutoFlow Preferences

AutoFlow Practice Preference

Setting Up AutoFlow

AutoFlow Overview

Default General Preferences - AutoFlow Tab

AutoFlow Sequences

Set up AutoFlow Preferences

AutoFlow Practice Preference