Customizing the Advisor

Help Guide for NextGen® Enterprise PM 8

Access the Advisor

You can access the Advisor window by doing one of the following: Log in to NextGen® Enterprise PM. If the Show upon logon option is selected in the General User Preferences > Advisor tab, the Advisor window opens automatically after you log in. For more information, see Set Up General Preferences - Advisor Tab. From the Tasks menu, select Advisor. Parent topic: Advisor Window

Help Guide for NextGen® Enterprise PM 8

Set up Advisor Preferences

The Advisor user preferences enable you to make settings that have an impact on the display of the Advisor window in NextGen® Enterprise PM. Access NextGen® Enterprise PM. From the Admin menu, select Preferences > User > General. The User Preferences window opens. Select the Advisor tab. To automatically display theAdvisorwindow after logging in toNextGen® Enterprise PM, select theShow upon logoncheck box. To automatically display theAdvisorwindow after changing practices inNextGen® Enterprise PM, select theShow after practice changecheck box. In the list on the left, select the check boxes for sections to display on the left side of theAdvisorwindow. In the list on the right, select the check boxes for sections to display on the right side of theAdvisorwindow. To change the order that sections display on either sides of theAdvisorwindow, select a section name in the list, and then selectorbuttons to move the section name. To save changes and close the window, selectOK. Parent topic: C

Help Guide for NextGen® Enterprise PM 8

Reposition Sections on the Advisor

You can reposition the various sections on left and right sides of the Advisor window in NextGen® Enterprise PM with "drag and drop" functionality. Access the Advisor Access the Advisor. Select the header of the section to be moved (for example, Encounters) and hold the mouse button down. Drag the mouse to move the section to the desired position on the window. Release the mouse button to drop the section in the new location. Note: Sections can also be rearranged from your General User Preferences > Advisor tab. Parent topic: Customizing the Advisor

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

Run the Advisor Update Process

The statistics and information displayed on the Advisor window is automatically updated by an Advisor Update process that is scheduled to run each night. If for some reason the nightly process does not run, the Advisor can be updated by manually running the process. CAUTION: The Advisor Update is a database intensive process that requires a large number of system resources that will affect users on the system. NextGen Healthcare recommends that this process be run after business hours and after all users have logged out of the system. Access NextGen® Enterprise PM. From the File menu, select Processes, and then Advisor Update. The following prompt appears: The Advisor Update process is extremely database intensive and should only be run after hours. This process could take several minutes to several hours to run and will impact all users currently on the system. Are you sure you want to continue? To continue and run the process, select Yes. When the process is complete, the following p

File Maintenance Help for NextGen® Enterprise 8

Setup Default General Preferences - Advisor Tab

The Advisor user preferences enable you to make settings that have an impact on the display of the Advisor window 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 Advisor tab. To automatically display theAdvisorwindow after logging in toNextGen® Enterprise PM, select theShow upon logoncheck box. To automatically display theAdvisorwindow after changing practices inNextGen® Enterprise PM, select theShow after practice changecheck box. In the list on the left, select the check boxes for sections to display on the left side of theAdvisorwindow. In the list on the right, select the check boxes for sections to display on the right side of theAdvisorwindow. To change the order that sections display on either sides of theAdvisorwindow, select a section name in the list, and then selectorbuttons to move the section name. To save changes and close the window, selectOK. Parent topic: D

Customizing the Advisor

Multiple Users

Individual User

Recommendations

Access the Advisor

Set up Advisor Preferences

Reposition Sections on the Advisor

Configuring General User Preferences

Run the Advisor Update Process

Setup Default General Preferences - Advisor Tab

Access the Advisor

Set up Advisor Preferences

Reposition Sections on the Advisor

Configuring General User Preferences

Run the Advisor Update Process

Setup Default General Preferences - Advisor Tab