Configuring General User Preferences

Help Guide for NextGen® Enterprise PM 8

Appointment Scheduling Preferences

Appointment Scheduling Preferences control how specific functions and tasks work in the Appointment Book in NextGen® Enterprise PM. While some settings are strictly for customizing the display, others affect the application behavior. You must complete these settings before opening the Appointment Book for the first time. In File Maintenance, scheduling preferences can be defined in the Default User Prefs - Scheduling master file, and then assigned to groups of users or individual users in System Administrator. For more information, go to NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide forNextGen®Enterprise. In NextGen® Enterprise PM, you can modify your own scheduling preferences in Admin > Preferences > User > Scheduling. Your settings override any default settings that were assigned to you in System Administrator. Appointment Scheduling Preferences include a variety of options and settings on the following tabs: General Multi View Dail

Help Guide for NextGen® Enterprise PM 8

Set up Chart Preferences

You can configure specific areas of a patient chart in NextGen® Enterprise PM. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > General. The User Preferences window opens. Select the Chart tab. User preferences 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® Enterprise PM. In thePreferred Recall Planss

Help Guide for NextGen® Enterprise PM 8

Set up Forms Enhanced Preferences

You can configure the list of Form Groups that appears when printing enhanced forms in NextGen® Enterprise PM. Form Groups are created in the Forms Enhanced master file in File Maintenance. For more information, go to the NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide forNextGen®Enterprise. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > General. The User Preferences window opens. Select the Forms Enhanced tab. User Preferences Forms enhanced tab To configure the display order of groups on thePrint Formswindow, do one of the following: To display all form groups in alphabetical order, leave all check boxes blank. To customize the display order, select a form group and then selectandbuttons to move the form group to the desired order. To display only your selected form groups on thePrint Formswindow, select theOnly show preferred Form Groupscheck box. To save changes and close the window, selectOK. Parent to

File Maintenance Help for NextGen® Enterprise 8

Set Up Default General Preferences - Printing Tab

The Printing user preferences enable you to make settings that have an impact on the various types of documents that can be printed in NextGen® Enterprise PM. Note: Settings made in Practice Preferences > Printing apply to all users in the practice. Settings made in your General User Preferences > Printing override the practice-level settings. From the Default User Prefs - General List window, open a master file. The Default User Preferences - General window opens. Select the Printing tab. In theFee Ticketssection, do the following: To preview before printing fee tickets, select thePrint previewcheck box. To view thePrint Fee Ticketswindow before printing, where you can change your default printer settings or select an alternate fee ticket body, select thePrompt for options dialogcheck box. For more information on printing Fee Tickets go toNextGen Healthcare Success Community, and download the latestAppointment Scheduling User Guide forNextGen® Enterprise PM. To concurrently printNextG

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

Practice Preferences

Practice Preferences enable you to designate user-defined fields for the chart, the encounter, and the appointment. You can also set header and footer messages for forms and invoices, as well as set default codes to use throughout the system. Note: All of the features in Practice Preferences are optional. You can choose to use them based on the needs of your practice. The following sections explain each item in the Practice Preferences window to help ensure a clear understanding of how best to set up the system for your practice. Open the Practice Preferences Alerts Practice Preferences The Alerts practice preferences control when the Chart, Account, Appointment Scheduling, Managed Care, Payer, and System alerts display in NextGen® Enterprise PM and NextGen® Optical Management. Appt Scheduling Practice Preferences AutoFlow Practice Preference Autoflow allows you to set a sequence of actions that will enable check-in and check-out processes for encounters. Budget Accounts Practice Prefe

Configuring General User Preferences

Recommendations

Appointment Scheduling Preferences

Set up Chart Preferences

Set up Forms Enhanced Preferences

Set Up Default General Preferences - Printing Tab

Setup Default General Preferences - Chart Tab

Practice Preferences

Appointment Scheduling Preferences

Set up Chart Preferences

Set up Forms Enhanced Preferences

Set Up Default General Preferences - Printing Tab

Setup Default General Preferences - Chart Tab

Practice Preferences