NextGen Knowledge Center

Create or Modify an AutoFlow Sequence

You must create an AutoFlow Sequences master file for each AutoFlow sequence that the practice uses. AutoFlow sequences enable you to set the sequence for a series of actions that process encounters for patient check-in and check-out. After you create the AutoFlow sequences, you must assign them to each practice location in Practice Preferences or User Preferences.

  1. Access File Maintenance.
  2. Select System Master Files, then PM, and then AutoFlow Sequences.
    The AutoFlow Sequences List window opens.
  3. Do one of the following:
    • To add a new item, select the open menu button, and then select New.
    • To modify an existing item, select the item in the list, select the Open Menu button, and then select Open. You can also double-click to open the item.
    The Autoflow Sequence Information window opens and displays the items that are included in the sequence. The Forms section, Label Templates section, or both display if you add Print Forms or Print Labels to the Screen/Item list.

  4. To add or remove items from the Screen/Item list, select the Open Record button.
    The AutoFlow Screen/Item Selection window appears.
  5. Do one of the following:
    • To add a screen/item to the sequence, select it in the Available section on the left, and then select the Add button to move it to the Included section on the right.
    • To remove a screen/item from the sequence, select it in the Included section on the right, and then select the Remove button to move it to the Available section on the left.
  6. To save changes and close the window, select OK.
  7. For items you want to display in NextGen® Enterprise PM when a chart is created or to display regardless of whether self payment is due, select in the appropriate column for those items:
    • Perform only when creating a chart column - This option pertains to Patient Information and Chart Details autoflow items.
    • Perform even if self payment is not due column - This option pertains to Payment Entry and Encounter Bill autoflow items.
    A displays in the column. If the column is not relevant to the item, you cannot select the column.
  8. If the Print Forms item is included in the auto-flow sequence, a Forms section displays. Select in the Print column to indicate which forms will automatically print. If no forms are selected to print, the Print window displays during AutoFlow so users can select the forms they want to print.
  9. If the Print Labels item is included in the auto-flow sequence, a Label Templates section displays. Select in the Print column to indicate which labels will automatically print. If no labels are selected to print, the Print window displays during AutoFlow so users can select the labels they want to print.
  10. To change the order of the items in the flow, select an item and then do one of the following:
    • Select the up or down arrow to move the item up or down in the list.
    • Select the double arrows to move the item to the top or bottom of the list.