Set up Locations Preferences

Help Guide for NextGen® Enterprise PM 8

Configuring User Preferences for Locations

You can define your preferred locations and configure the order of those locations in NextGen® Enterprise PM and NextGen® Enterprise EHR. You can also define whether the Location fields throughout the NextGen® Enterprise PM and NextGen® Enterprise EHR applications and reporting are limited to only your preferred locations. In File Maintenance, location preferences can be defined in the Default User Prefs - Locations 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 location preferences in Admin > Preferences > User > Locations. Your settings override any default settings that were assigned to you in System Administrator. Set up Locations Preferences You can set up your preferred locations and the order in which they are displayed in the list boxe

File Maintenance Help for NextGen® Enterprise 8

Default User Prefs - Locations

You can select default preferred locations for all users that the user preference is assigned to. In all the location lists in NextGen® Enterprise PM, the preferred locations display above the non-preferred locations. If your practice has a lot of locations, then setting the preferred locations helps users to quickly select the locations they use most. The Locations tab displays only when you have more than one location set up for the practice. Note: You can use the System Administrator application to set the preferred locations for a specific user. To select preferred locations for a user: From the Master Files - Practice list, select Default User Prefs - Locations. The Default User Prefs - Locations List window opens. Do one of the following: To add a new item, select Open Menu , and then select New. To modify an existing item, select the item in the list, select Open Menu , and then select Open. You can also double-click to open the item. The Default User Preferences - Locations win

File Maintenance Help for NextGen® Enterprise 8

Setup Default User Preferences - Locations Tab

To select preferred locations for a user: From the Master Files - Practice list, select Default User Prefs - Locations. The Default User Prefs - Locations List window opens. Do one of the following: To add a new item, selectOpen Menu, and then selectNew. To modify an existing item, select the item in the list, selectOpen Menu, and then selectOpen. You can also double-click to open the item. When the above step is performed, the below mentioned window appears. The Default User Preferences - Locations window opens. If this is a new set of user preferences, enter a name for them. You can also change an existing name. Note: If you upgraded from a version prior to 5.7, locations that were defined on the Locations tab of the Default User Preferences - General master file have been transferred to this new master file. Select the locations you want to set up as preferred locations. To change the order in which the preferred locations display in the lists, highlight a location, and then select

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 User Preferences Rights

You can determine whether users can change their own User Preferences in NextGen® Enterprise PM. If these rights are enabled and you apply default user preferences to the users, then the users can change the preferences. If you disable the rights, the users are restricted from making changes. Open System Administrator. Select a group. On the Rights tab, select: Under OPERATIONS > Preferences > Location, set whether the users can access the location User Preferences to set up preferred locations. If this Operations right is turned off, then the Locations menu item in NextGen® Enterprise PM (under Admin > Preferences > User) is disabled. Under OPERATIONS > Preferences > Scheduling, set whether the users can access the scheduling User Preferences. If this Operations right is turned off, then the Scheduling menu item in NextGen® Enterprise PM (under Admin > Preferences > User) is disabled. Under OPERATIONS > Preferences > User, set whether the users can access the general User Preferences.

Set up Locations Preferences

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