Hyperlink and Messages

Help Guide for NextGen® Enterprise PM 8

Sections Displayed on the Advisor

The following sections display on the Advisor window: Hyperlink and Messages You can create a custom Hyperlink to display in the upper-left corner of the Advisor window. This provides a way for users in the practice to easily access a website of your choice. Appointments You can view appointment statistics for the current practice. Encounters You can view encounter statistics for the current practice. The statistics shown are As of Last Night and are updated when the nightly Advisor Update Process runs. Statements/Invoices You can view statement and invoice statistics for the current practice. The statistics shown are As of Last Night and are updated when the nightly Advisor Update Process runs. Claims You can view claim statistics for the current practice. Statistics shown are As of Last Night and are updated when the nightly Advisor Update Process runs. Letters You can view letter statistics for the current practice. Statistics shown are As of Last Night and are updated when the nigh

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

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

Customizing the Advisor

There are two ways users can customize the Advisor window in NextGen® Enterprise PM: Multiple Users This is done by a system administrator by creating a Default User Prefs - General master file in File Maintenance, and then assigning it to groups of users in System Administrator. For more information on setting up user preferences in File Maintenance and System Administrator, go to the NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide for NextGen Enterprise. Individual User This is done by each user by accessing their General User Preferences in NextGen® Enterprise PM. For more information, see Set Up General Preferences - Advisor Tab and Reposition Sections on the Advisor. Set up Advisor Preferences The Advisor user preferences enable you to control the display of the Advisor window in NextGen Enterprise PM. Reposition Sections on the Advisor Remove Sections from the Advisor Parent topic: Advisor Window

NextGen® Enterprise EHR Help

Open the Practice Preferences

Do one of the following: In File Maintenance, select Master Files > System > Practices. In NextGen® Enterprise PM, select the Admin > Preferences > Practice. Double-click a practice, and then select Preferences. The Practice Preferences window opens. In the Preference List, select the desired practice preference name. The window displays the Practice Preferences related to your selection. Set NextGen Adaptive Content Engine Save Action for Internal Documents Assign External Resource Links in Practice Preferences to be added later. Parent topic: Internal and External Educational Resources Setup

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

Hyperlink and Messages

Recommendations

Sections Displayed on the Advisor

Set up Advisor Preferences

Set up Advisor Preferences

Customizing the Advisor

Open the Practice Preferences

Setup Default General Preferences - Advisor Tab

Hyperlink and Messages

Sections Displayed on the Advisor

Set up Advisor Preferences

Set up Advisor Preferences

Customizing the Advisor

Open the Practice Preferences

Setup Default General Preferences - Advisor Tab