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

Configuring General User Preferences

You can configure General User Preferences to control how specific functions and tasks work for you in NextGen® Enterprise PM. Some settings are strictly for display purposes, while others affect the application behavior. In File Maintenance, general preferences can be defined in the Default User Prefs - General 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 for NextGen® Enterprise. In NextGen® Enterprise PM, you can modify your own general preferences in Admin > Preferences > User > General. Your settings override any default settings that were assigned to you in System Administrator. General User Preferences include a variety of options and settings on the following tabs: General Chart Printing Lookup Limits Advisor Tasks Doc Mgmt AutoFlow Payment Processing Anes Printing Forms Enhanced Set up General Preferences

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

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 the Fee Tickets section, do the following: To preview before printing fee tickets, select the Print preview check box. To view the Print Fee Tickets window before printing, where you can change your default printer settings or select an alternate fee ticket body, select the Prompt for options dialog check box. For more information on printing Fee Tickets go to NextGen Healthcare Success Community, and download the latest Appointment Scheduling User Guide for NextGen® Enterprise PM. To concurrently

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

Configuring General User Preferences

Recommendations

Appointment Scheduling Preferences

Configuring General User Preferences

Set up Chart Preferences

Set up Forms Enhanced Preferences

Set Up Default General Preferences - Printing Tab

Set Up Default General Preferences - Printing Tab

Configuring General User Preferences

Appointment Scheduling Preferences

Configuring General User Preferences

Set up Chart Preferences

Set up Forms Enhanced Preferences

Set Up Default General Preferences - Printing Tab

Set Up Default General Preferences - Printing Tab