Set up General Preferences

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

File Maintenance Help for NextGen® Enterprise 8

Setup Default General Preferences - General Tab

The General user preferences enable you to make settings that have an impact on specific areas in NextGen® Enterprise PM, such as the main toolbar, mail, transactions and lookups. From the Default User Prefs - General List window, open a master file. The Default User Preferences - General window opens. Select the General tab. On theGeneraltab, specify the general options as applicable. To save changes and close the window, selectOK. General Preferences - Fields and Descriptions Parent topic: Default User Prefs - General

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

System Administrator Help

User Preferences

User Preferences contain the: same list of preferences as Universal Preferences. However, user Preferences override Universal Preferences. For details about each of these preferences, see Universal Preferences. same fields that assign the NextGen® Enterprise PM User Prefs master files to the user that are on the Groups > General tab. Selections in these fields override any selections made previously on the Locations tab, at the group level, or at the user level in the NextGen® Enterprise PM User Preferences. Select the required user. Select the Preferences tab. In the list on the left side of the Preferences tab, select the folder you want to set up. The list on the right side updates to display all available preferences in the folder and any defined values. In the Preference column, double-click the preference you want to set up. A window for the selected preference appears. Select the desired value for the preference. If you want to assign default settings for this user's User Prefer

Help Guide for NextGen® Enterprise PM 8

Configuring User Preferences

In NextGen® Enterprise PM, you can customize the following types of user-level preferences. General Locations Scheduling Configuring General User Preferences You can set up general preferences to control how specific functions and tasks work in NextGen® Enterprise PM. Configuring User Preferences for Locations You can define your preferred locations in NextGen® Enterprise PM and NextGen® Enterprise EHR. Appointment Scheduling Preferences You can control specific functions and tasks in the Appointment Book in NextGen® Enterprise PM through Scheduling User Preferences. Parent topic: About NextGen Enterprise PM

File Maintenance Help for NextGen® Enterprise 8

Set Up Default General Preferences - Tasks Tab

The Tasks user preferences enable you to make settings that have an impact on tasks and the Worklog Manager 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 Tasks tab. SeeTask Optionsto select task options as needed. To save changes and close the window, selectOK. Task Options Parent topic: Default User Prefs - General

Set up General Preferences

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Set up Advisor Preferences

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Set Up Default General Preferences - Tasks Tab

Set up Advisor Preferences

Setup Default General Preferences - General Tab

Configuring General User Preferences

User Preferences

Configuring User Preferences

Set Up Default General Preferences - Tasks Tab