System Support

Help Guide for NextGen® Enterprise PM 8

NextGen® Email

You can view email statistics for the current user. The statistics shown are Real-Time and are updated when the Advisor window is refreshed. NextGen® Mail statistics include: Unread: Total NextGen Mail messages for the current user that have not yet been read Pending Action: Total NextGen Mail messages for the current user that have an appointment in Pending status linked to the mail Note: Select the Unread link to access the NextGen Mailbox window. Parent topic: Sections Displayed on the Advisor

Help Guide for NextGen® Enterprise PM 8

Appointments

This section displays appointment statistics for the current practice. The statistics shown are Real-Time and are updated when the Advisor window is refreshed. Appointment statistics include: Scheduled Today: Total appointments scheduled on the current date Checked-In Today: Total appointments checked-in on the current date Checked-Out Today: Total appointments checked-out on the current date Canceled Today: Total appointments canceled on the current date Scheduled Tomorrow: Total appointments scheduled tomorrow Total Kept (YTD): Total appointments kept year-to-date Parent topic: Sections Displayed on the Advisor

Help Guide for NextGen® Enterprise PM 8

Letters

You can view letter statistics for the current practice. Statistics shown are As of Last Night and are updated when the nightly Advisor Update Process runs. Letter statistics include: Appointment Reminder: Total appointment reminder letters to be processed (printed or exported) Budget: Total budget letters to be processed (printed or exported) Collection: Total collection/demand encounter letters to be processed (printed or exported) Recall: Total recall letters to be processed (printed or exported) Parent topic: Sections Displayed on the Advisor

Help Guide for NextGen® Enterprise PM 8

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. Statement/Invoice statistics include: Pending Statements: Total statements (including budget statements) to be processed (printed or exported) and the total patient balance on those statements Pending Invoices: Total invoices to be processed (printed) in Pending status and the total charges on those invoices Parent topic: Sections Displayed on the Advisor

Help Guide for NextGen® Enterprise PM 8

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. The hyperlink is created in Practice Preferences > General and you can set it up to display the URL for a website (e.g. www.nextgen.com) or specific text for the URL (e.g. NextGen Healthcare Website). The Messages section of the Advisor window displays a custom message that you create to notify users about practice-specific information. This message is also created in Practice Preferences > General. For more information on setting up a hyperlink and message, go to the NextGen Healthcare Success Community and download the latest File Maintenance Preferences Guide for NextGen Enterprise. Parent topic: Sections Displayed on the Advisor

Help Guide for NextGen® Enterprise PM 8

Tasks

You can view task statistics for the current user. Statistics shown are Real-Time and are updated when the Advisor window is refreshed. Task statistics include: Open: Total tasks for the current user in a Not Started or In Progress status Overdue: Total tasks for the current user where the current date is past the Due Date within the task Completed: Total tasks for the current user in a Completed status Note: Select Open, Overdue, or Completed link to access the Worklog Manager window. Parent topic: Sections Displayed on the Advisor

System Support

Recommendations

NextGen® Email

Appointments

Letters

Statements/Invoices

Hyperlink and Messages

Tasks

NextGen® Email

Appointments

Letters

Statements/Invoices

Hyperlink and Messages

Tasks