Desktop Menu Bar
The menu bar on the main window in
NextGen® Enterprise PM
comprises the following menus:
File
Edit
Tasks
Reports
Admin
Window
Help
File Menu
The File menu contains printer settings, print forms, processes and tools related to the handling of reports and various menu options.
Edit Menu
The
Edit
menu contains standard windows commands to cut, copy, and paste text.
Tasks Menu
The Tasks menu contains options, such as Lookup, Advisor, Appointment Book, and Appointment Search in
NextGen® Enterprise PM
.
Reports Menu
You can can create reports or view preconfigured reports that provide information on specific areas of your practice.
Admin Menu
The Admin menu enables you to set up Advance Audit and customize preferences.
Window Menu
The Window menu displays a list of all windows currently open in
NextGen® Enterprise PM
.
The Help menu provides access to help files and information about your current settings.
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Desktop Menu Bar
Help Guide for NextGen® Enterprise PM 8
Desktop Settings
In NextGen® Enterprise PM, you can resize windows and reposition them on your screen. For example, you can make the Add Appointment window larger or smaller and move it to the right or left side of the screen. You can also customize the order and width of columns on some windows. For example, on the Appointment Lookup window, you can add or remove columns in the Appointment List section and change the order and width of the columns. The changes you make in NextGen® Enterprise PM are saved to your desktop settings, and your customizations appear whenever you open a window. A Reset Desktop Settings option is available to undo your customizations and reset all windows to their original default settings. Reset Desktop Settings You can reset all windows and columns to their original size and position in NextGen® Enterprise PM. Parent topic: Viewing the Desktop Layout
Help Guide for NextGen® Enterprise PM 8
Desktop Menu Bar
Desktop menu bar The menu bar on the main window in NextGen® Enterprise PM comprises the following menus: File Edit Tasks Reports Admin Window Help File Menu The File menu contains printer settings, print forms, processes and tools related to the handling of reports and various menu options. Edit Menu The Edit menu contains standard windows commands to cut, copy, and paste text. Tasks Menu The Tasks menu contains options, such as Lookup, Advisor, Appointment Book, and Appointment Search in NextGen® Enterprise PM. Reports Menu You can can create reports or view preconfigured reports that provide information on specific areas of your practice. Admin Menu The Admin menu enables you to set up Advance Audit and customize preferences. Window Menu The Window menu displays a list of all windows currently open in NextGen® Enterprise PM. Help Menu The Help menu provides access to help files and information about your current settings. Parent topic: Viewing the Desktop Layout
Help Guide for NextGen® Enterprise PM 8
Viewing the Desktop Layout
NextGen® Enterprise PM opens to the main desktop window, when you log on using your credentials. You can access various areas and functions of NextGen® Enterprise PM from the main desktop window. The NextGen® Enterprise PM main window comprises the following components. Title bar Menu bar Toolbar Status bar PM Desktop Layout and User Preferences User Guide forNextGen®Enterprise PM provides details regarding the basic desktop layout and about the general, location, and appointment scheduling user preferences. Desktop Title Bar The title bar on NextGen® Enterprise PMdisplays the name of the practice you are currently logged on. Desktop Menu Bar The menu bar options on the main menu bar of NextGen® Enterprise PMenable you to access commonly-used features of the application and customize preferences. Desktop Toolbar You can customize the display settings of NextGen® Enterprise PM toolbar to change the background color, display captions and tooltips. Desktop Status Bar You can view status o
Help Guide for NextGen® Enterprise PM 8
Reports Menu
The Reports menu includes preconfigured reports, ranging from daily appointments to monthly transactions, that provide information on specific areas of your practice. You can generate many types of reports such as claims, alerts schedules, tasks and more. System-generated reports use default settings to filter the data to determine which information to include in the report and how to display the information. When you open a report from the Reports menu, the Report Filter window opens, where you can select options and parameters to filter the data. Based on the options you select, NextGen® Enterprise PM quickly runs the requested information and displays reports in the order and format you choose. For more information on configuring and generating reports in NextGen® Enterprise PM go to NextGen Healthcare Success Community and download the latest Reports User Guide forNextGen®Enterprise PM. Parent topic: Desktop Menu Bar
Help Guide for NextGen® Enterprise PM 8
Admin Menu
The options in the Admin menu may require specific user rights and permissions that are only available to the System Administrator. Note: Check with your System Administrator before making any changes to the settings. Tools Option Function Advanced Audit Setup To select items for the Advanced Audit Report Tool. For more information, go to the NextGen Healthcare Success Community and download the latest Audit Report Tool User Guide forNextGen®Enterprise. Preferences To configure certain windows at the enterprise and practice levels for the following options: Enterprise Practice Significant Events User - General, Locations, SchedulingFor more information on configuring preferences at the enterprise and practice levels go to NextGen Healthcare Success Community and download the latest File Maintenance Preferences Guide forNextGen®Enterprise . Scheduling Admin To set up the following: Your resources and classes The type of events and event chains that can be scheduled Categories Templates
Help Guide for NextGen® Enterprise PM 8
Tasks Menu
The Tasks menu enables you to access commonly used features and different applications from one location. The Tasks menu options also enable you to demand bills, letters, and statements, change your password, change the practice, and set your session settings. Tasks Menu Items Function Lookup Enables you to look up specific information using basic search criteria for the following options. Accounts Appointments Charts Claims DRAU Lookup Eligibility/Referral Employers Encounters Fee Tickets Files People Waitlists For more information on looking up specific information go to NextGen Healthcare Success Community and download the latest Encounter Maintenance User Guide forNextGen®Enterprise PM. Advisor Provides a snap shot of your practice's financial and operational performance. Displays current tasks and emails that you can access without leaving the system. You can customize the Advisor to display only the elements that you want the logged in user to see. Appt Book Opens the Appointment
