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

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

File Maintenance Help for NextGen® Enterprise

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 the Advisor window after logging in toNextGen® Enterprise PM, select the Show upon logon check box. To automatically display the Advisor window after changing practices in NextGen® Enterprise PM, select the Show after practice change check box. In the list on the left, select the check boxes for sections to display on the left side of the Advisor window. In the list on the right, select the check boxes for sections to display on the right side of the Advisor window. To change the order that sections display on either sides of the Advisor window, select a section name in the list, and then select or buttons to move the section name. To save changes and close the window, select O

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 the Advisor window after logging in toNextGen® Enterprise PM, select the Show upon logon check box. To automatically display the Advisor window after changing practices in NextGen® Enterprise PM, select the Show after practice change check box. In the list on the left, select the check boxes for sections to display on the left side of the Advisor window. In the list on the right, select the check boxes for sections to display on the right side of the Advisor window. To change the order that sections display on either sides of the Advisor window, select a section name in the list, and then select or buttons to move the section name. To save changes and close the window, select O

Help Guide for NextGen® Enterprise PM 8

Set Up Advisor Window Preferences

The Advisor window includes several sections that provide quick, at-a-glance details about locations and providers within the practice. You can control what information appears in the Advisor window by customizing your user preferences in NextGen® Enterprise PM. You can customize the Advisor window in NextGen® Enterprise PM in two ways: For multiple users, the system administrator creates a Default User Prefs - General master file in File Maintenance and then assigns it to groups of users in System Administrator. For individual user, each user can assign from the General User Preferences in NextGen® Enterprise PM. Open NextGen® Enterprise PM, and select Admin > Preferences > User > General. In the User Preferences window, select the Advisor tab. To automatically display the Advisor window after logging on to NextGen® Enterprise PM, select the Show upon logon checkbox. To automatically display the Advisor window after changing practices in NextGen® Enterprise PM, select the Show after p

Customizing the Advisor

Multiple Users

Individual User

Recommendations

Access the Advisor

Set up Advisor Preferences

Configuring General User Preferences

Setup Default General Preferences - Advisor Tab

Set up Advisor Preferences

Set Up Advisor Window Preferences

Customizing the Advisor

Multiple Users

Individual User

Access the Advisor

Set up Advisor Preferences

Configuring General User Preferences

Setup Default General Preferences - Advisor Tab

Set up Advisor Preferences

Set Up Advisor Window Preferences