Configuring User Preferences for Locations

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 forNextGen®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 Yo

Help Guide for NextGen® Enterprise PM 8

Set up Locations Preferences

Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > Locations. The User Preferences window opens. User Prefs Locations tab Select the locations you want to set up as preferred locations. To change the order of the display of preferred locations in the list boxes, select a location and then select and buttons to move the location to the desired order. The and buttons move your selection to the top or bottom of the list. To save changes and close the window, select OK. Parent topic: Configuring User Preferences for Locations

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. Parent topic: About NextGen Enterprise PM

File Maintenance Help for NextGen® Enterprise 8

Setup Default User Preferences - Locations Tab

To select preferred locations for a user: From the Master Files - Practice list, select Default User Prefs - Locations. The Default User Prefs - Locations List window opens. Do one of the following: To add a new item, selectOpen Menu, and then selectNew. To modify an existing item, select the item in the list, selectOpen Menu, and then selectOpen. You can also double-click to open the item. When the above step is performed, the below mentioned window appears. The Default User Preferences - Locations window opens. If this is a new set of user preferences, enter a name for them. You can also change an existing name. Note: If you upgraded from a version prior to 5.7, locations that were defined on the Locations tab of the Default User Preferences - General master file have been transferred to this new master file. Select the locations you want to set up as preferred locations. To change the order in which the preferred locations display in the lists, highlight a location, and then select

File Maintenance Help for NextGen® Enterprise 8

Default User Prefs - Locations

You can select default preferred locations for all users that the user preference is assigned to. In all the location lists in NextGen® Enterprise PM, the preferred locations display above the non-preferred locations. If your practice has a lot of locations, then setting the preferred locations helps users to quickly select the locations they use most. The Locations tab displays only when you have more than one location set up for the practice. Note: You can use the System Administrator application to set the preferred locations for a specific user. To select preferred locations for a user: From the Master Files - Practice list, select Default User Prefs - Locations. The Default User Prefs - Locations List window opens. Do one of the following: To add a new item, select Open Menu , and then select New. To modify an existing item, select the item in the list, select Open Menu , and then select Open. You can also double-click to open the item. The Default User Preferences - Locations win

System Administrator Help

Preferred Locations and Location Restrictions

If a practice contains a large number of service locations, you can apply an additional method of security that restricts user activity within specific service locations. Defining access for each user by their “preferred locations” provides greater control over which functions the users can perform and lowers the incidence of data entry errors. For example, preferred location limits can prevent someone in the downtown office from performing billing functions for the east side office. The preferred location settings include the following: Limit which locations a user can access when searching for information within NextGen® Enterprise PM Limit reports to only display data from the user’s preferred locations. Limit users to generate letters associated only with preferred locations. Limit creation of new medical record information according to the user’s preferred location settings. Places where preferred locations can be set The preferences can be assigned to the user from the following

Configuring User Preferences for Locations

Recommendations

Configuring General User Preferences

Set up Locations Preferences

Configuring User Preferences

Setup Default User Preferences - Locations Tab

Default User Prefs - Locations

Preferred Locations and Location Restrictions

Configuring General User Preferences

Set up Locations Preferences

Configuring User Preferences

Setup Default User Preferences - Locations Tab

Default User Prefs - Locations

Preferred Locations and Location Restrictions