Viewing the Desktop Layout

Help Guide for NextGen® Enterprise PM 8

Desktop Status Bar

You can view the current status of the application as well as information about the system on the Status Bar on the main desktop in NextGen® Enterprise PM. PM Desktop The following information appears on the Status Bar. Status Bar Items Details Status Displays the current status of the application. For example, Ready, or Loading form, please wait. Message Displays text from the Status Bar Information field in Practice Preferences. Icons Displays one or more icons, when applicable. Database Displays the name of the current database. For example, NGProd. User Displays your username and user ID. Version Displays the current version of the application. Date/Time Displays the system's current date and time. Status Bar Buttons You can view details of the mailbox, appointments, tasks, and patient portal enrollment on the Status Bar 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

Patient Information Bar

You can quickly view a patient’s general, demographic, and encounter-based information through the Patient Information Bar as you work in the patient chart in NextGen® Enterprise PM. The information includes patient alerts, appointments, insurance, balances, NextGen® PxP Portal status, and recall plans. Viewing the Patient Information Bar You can configure the Patient Information Bar to appear or be hidden in the Patient Chart in NextGen® Enterprise PM and customize the patient information that appear on the patient information bar. Managing the Patient Information Bar You can maximize, minimize, or close the Patient Information Bar. Patient Information Bar Buttons The buttons on the Patient Information bar display information regarding, alerts, appointments, insurance, patient balance, and recall plans. Viewing Hidden Payers in the Patient Chart You can view hidden payers in the Insurance Listing section only when you select the Show Hidden option. Parent topic: Viewing the Desktop La

Help Guide for NextGen® Enterprise PM 8

About NextGen® Enterprise PM

NextGen® Enterprise PM automates and streamlines the administrative and billing functions of a practice. With NextGen® Enterprise PM, your practice can increase efficiency and improve office visit and billing workflows. The NextGen® Enterprise PM application system enables you to capture patient demographics, manage charge capture, perform billing, generate reports, check insurance eligibility, and schedule appointments. NextGen® Enterprise PM fully integrates with NextGen® Enterprise EHR to let your practice schedule appointments, document office visits, and bill for your services, all in one place. Key features of NextGen® Enterprise PM include the following: Appointment management and scheduling Billing and statements management NextGen® Background Business Processor to automate common procedures, such as claims generation, running reports, and printing statements Worklog and task assignment Claims management Cost estimation for a service Viewing the Desktop Layout The different com

Help Guide for NextGen® Enterprise PM 8

Keyboard Shortcuts

The following keyboard shortcuts can be used in NextGen® Enterprise PM to perform common actions. Keyboard Shortcut Action Alt+F4 Closes NextGen® Enterprise PM. Ctrl+F4 Closes the active window in NextGen® Enterprise PM. Alt+Underlined Letter Selects an option. Example: Alt+N selects Next Alt+Down Arrow Opens a menu of picklist items. Up/Down Arrows Highlights a picklist item. Ctrl+Shift+End Highlights all picklist items. Space Bar Selects or clears a highlighted picklist item. Shift+End+Space Bar Selects all pickist items. Alt+Tab Toggles between open applications. Ctrl+Tab Toggles between open windows in NextGen® Enterprise PM. Tab Moves to the next field. Shift+Tab Moves to the previous field. Ctrl+C Copies the highlighted text. Ctrl+X Cuts the highlighted text. Ctrl+V Pastes cut or copied text. Esc Closes alerts in NextGen® Enterprise PM. Parent topic: Viewing the Desktop Layout

Help Guide for NextGen® Enterprise PM 8

Configuring Session Settings

You can select specific parameters that are used as defaults during your current login session. Session settings remain active for the current login session. When you log out from NextGen® Enterprise PM, the settings are cleared. You must re-enter the settings the next time you login. Note: To display the Session Settings window each time you log in to NextGen® Enterprise PM, you can select Prompt for session settings in the general user preferences. You can select a service date and service location to default to new encounters. You can use this setting while creating batches for multiple encounters for the same location that have charges with the same date of service. You can also select a process date to default to new charges. This setting is useful when entering charges for the services that took place on a previous date, to ensure those charges appear on reports for the correct financial period. Add or Modify Session Settings You can add or modify the session settings on the Sess

Viewing the Desktop Layout

Recommendations

Desktop Status Bar

Desktop Menu Bar

Patient Information Bar

About NextGen® Enterprise PM

Keyboard Shortcuts

Configuring Session Settings

Viewing the Desktop Layout

Desktop Status Bar

Desktop Menu Bar

Patient Information Bar

About NextGen® Enterprise PM

Keyboard Shortcuts

Configuring Session Settings