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Configuring User Preferences
Configuring User Preferences
In
NextGen® Enterprise PM
, you can customize the following types of user-level preferences.
General
Locations
Scheduling
Configuring General User Preferences
You can set up general preferences to control how specific functions and tasks work in
NextGen® Enterprise PM
.
Configuring User Preferences for Locations
You can define your preferred locations in
NextGen® Enterprise PM
and
NextGen® Enterprise EHR
.
Appointment Scheduling Preferences
You can control specific functions and tasks in the Appointment Book in
NextGen® Enterprise PM
through Scheduling User Preferences.
Help Guide for NextGen® Enterprise PM 8
Scheduling Administration
Scheduling Administration is an important function in NextGen® Enterprise PM. The Scheduling Administration creates the Appointment Book window and helps you schedule appointments for patients in a practice. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window, the Scheduling Admin option on the Admin menu displays the following two options: Enterprise Practice The following tabs are available in the Scheduling Administration window: Classes Resources Events Event Chains Categories Weekly Templates Daily Templates For scheduling appointments on the practice level using the Appointment Search Ahead window, you must complete the configuration for the practice in Practice Scheduling Administration for each practice. For searching an appointment at the enterprise level from the Enterprise Appointment Search Ahead window, you must complete the configuration for the practices of an enterprise both in Practice Scheduling Administration and E
Help Guide for NextGen® Enterprise PM 8
Configuring User Preferences
In NextGen® Enterprise PM, you can customize the following types of user-level preferences. General Locations Scheduling Configuring General User Preferences You can set up general preferences to control how specific functions and tasks work in NextGen® Enterprise PM. Configuring User Preferences for Locations You can define your preferred locations in NextGen® Enterprise PM and NextGen® Enterprise EHR. Appointment Scheduling Preferences You can control specific functions and tasks in the Appointment Book in NextGen® Enterprise PM through Scheduling User Preferences.
Help Guide for NextGen® Enterprise PM 8
Configuring User Preferences for Locations
You can define your preferred locations and configure the order of those locations in NextGen® Enterprise PM and NextGen® Enterprise EHR. You can also define whether the Location fields throughout the NextGen® Enterprise PM and NextGen® Enterprise EHR applications and reporting are limited to only your preferred locations. In File Maintenance, location preferences can be defined in the Default User Prefs - Locations 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 location preferences in Admin > Preferences > User > Locations. Your settings override any default settings that were assigned to you in System Administrator. Set up Locations Preferences You can set up your preferred locations and the order in which they are displayed in the list boxe
System Administrator Help
User Preferences
User Preferences contain the: same list of preferences as Universal Preferences. However, user Preferences override Universal Preferences. For details about each of these preferences, see Universal Preferences. same fields that assign the NextGen® Enterprise PM User Prefs master files to the user that are on the Groups > General tab. Selections in these fields override any selections made previously on the Locations tab, at the group level, or at the user level in the NextGen® Enterprise PM User Preferences. Select the required user. Select the Preferences tab. In the list on the left side of the Preferences tab, select the folder you want to set up. The list on the right side updates to display all available preferences in the folder and any defined values. In the Preference column, double-click the preference you want to set up. A window for the selected preference appears. Select the desired value for the preference. If you want to assign default settings for this user's User Prefer
System Administrator User Guide
User Preferences
User Preferences contain the: same list of preferences as Universal Preferences. However, user Preferences override Universal Preferences. same fields that assign the NextGen® Enterprise PM User Prefs master files to the user that are on the Groups > General tab. Selections in these fields override any selections made previously on the Locations tab, at the group level, or at the user level in the NextGen® Enterprise PM User Preferences. Select the required user. Select the Preferences tab. In the list on the left side of the Preferences tab, select the folder you want to set up.The list on the right side updates to display all available preferences in the folder and any defined values. In the Preference column, double-click the preference you want to set up.A window for the selected preference appears. Select the desired value for the preference. If you want to assign default settings for this user's User Preferences in NextGen® Enterprise PM, you can select a general preferences mast
Help Guide for NextGen® Enterprise PM 8
Configuring User Preferences for Locations
You can define your preferred locations and configure the order of those locations in NextGen® Enterprise PM and NextGen® Enterprise EHR. You can also define whether the Location fields throughout the NextGen® Enterprise PM and NextGen® Enterprise EHR applications and reporting are limited to only your preferred locations. In File Maintenance, location preferences can be defined in the Default User Prefs - Locations 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 location preferences in Admin > Preferences > User > Locations. Your settings override any default settings that were assigned to you in System Administrator. Set up Locations Preferences You can set up your preferred locations and the order in which they are displayed in the list bo
