AutoFlow Practice Preferences

Help Guide for NextGen® Enterprise PM 8

Set up AutoFlow User Preferences

Open NextGen® Enterprise PM. Select Admin > Preferences > User > General. The User Preferences window opens. Select the AutoFlow tab. To select the AutoFlow Sequences for check-in and check-out, in the respective sections, do the following: In the <All Locations> row, select the AutoFlow Sequence you use at all locations in the practice. In the location specific rows, select the sequence you use at each location in the practice, if different from the <All Locations> sequence. Note: A location-specific sequence overrides the <All Locations> sequence. Select OK to save the changes and close the window. Note: User-level settings override practice-level settings. Parent topic: Configuring General User Preferences Parent topic: AutoFlow Sequences

Help Guide for NextGen® Enterprise PM 8

AutoFlow Sequences

AutoFlow sequences define a set series of windows that users follow when performing the check-in and check-out processes. You can create AutoFlow sequences for the: Practice - All users in the Practice use the same sequence Location - All users within a Location in the Practice use a different sequence User -Specific user(s) in the Practice use a different sequence Note: There are pre-existing (Check-In Default) and (Check-Out Default) sequences for each Practice. You can modify these sequences and create additional sequences as needed. Create or Modify an AutoFlow Sequence AutoFlow sequences enable you to set the sequence for a series of actions that process encounters for patient check-in and check-out. You must create an AutoFlow Sequences master file for each AutoFlow sequence that the practice uses. AutoFlow Practice Preferences The AutoFlow Practice Preferences enable you to select an Autoflow Sequences Master File that contains a series of actions for processing encounters durin

File Maintenance Help for NextGen® Enterprise 8

Set Up AutoFlow Practice Preferences

In File Maintenance, select Master Files > System > Practices. Double click on a practice to open Modify Practice Information window. Select Preferences, and then select AutoFlow in Practice Preferences. To apply an autoflow Sequence for check-in or when a user creates an encounter, do one of the following in AutoFlow Sequences for menu option "Check-in/Create Encounter" section: For all locations, select a sequence in the <All Locations> row. For a specific location, select a sequence in the location's row. To apply an AutoFlow Sequence for check-out, repeat the previous step in AutoFlow Sequences for menu option "Checkout" section. If you want users to have the option to return to AutoFlow after completing all tasks, select Enable AutoFlow button after workable tasks have been completed. When the check box is selected, the Autoflow button is enabled so that users can return to Autoflow after tasks have been completed in the Work Tasks window. If you require users to confirm the patie

File Maintenance Help for NextGen® Enterprise

Set Up AutoFlow Preferences for Practices

You can select an autoflow sequence that contains a series of actions for processing encounters during check-in and check-out processes from the AutoFlow practice preference. You can apply a sequence to all locations or to individuals. You can also set default user preferences for autoflow that override the practice-level settings. To open the Practice Preferences window, do one of the following: In NextGen® Enterprise PM, select Admin > > Preferences > Practice. In File Maintenance, select Master Files > System > Practices, double-click a practice name, and then select Preferences. From Preference List, select AutoFlow. To apply an autoflow sequence for a check-in, a new encounter, or a checkout, select a location or all locations. If appropriate, select Enable AutoFlow button after workable tasks have been completed and Insurance must be confirmed before proceeding to the next autoflow sequence. When the checkbox is selected and the Insurance Selection window is included in the Autof

Help Guide for NextGen® Enterprise PM 8

AutoFlow Practice Preferences

The AutoFlow Practice Preferences enable you to select an Autoflow Sequences Master File that contains a series of actions for processing encounters during check-in and check-out processes. You can apply a sequence to all locations or to individual ones. You can also set default user preferences for autoflow that override these practice-level settings. To assign AutoFlow Sequences, do the following: Open the AutoFlow Practice Preferences: Master Files > System > Practices > Preferences > AutoFlow. To apply an AutoFlow Sequence for check-in or when a user creates an encounter, do one of the following in the AutoFlow Sequences for menu option "Check-in/Create Encounter" section: For all locations, select a sequence in the All Locations row. For a specific location, select a sequence in the location's row. To apply an AutoFlow Sequence for check-out, repeat the previous step in the AutoFlow Sequences for menu option "Checkout" section. If you want users to have the option to return to Aut

Help Guide for NextGen® Enterprise PM 8

Set up AutoFlow Preferences

TheAutoFlowuser preferences enable you to select AutoFlow Sequencesthat affect the check-in and check-out processes inNextGen® Enterprise PM. An AutoFlow sequence includes a defined series of windows that you must follow when you check-in patients prior to their appointments, and check-out patients after their appointments. Default AutoFlow sequences for all users in the practice are selected by location in yourAutoFlowpractice preferences. You can also select AutoFlow sequences by location in your user preferences. User-level settings override practice-level settings. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > General. User preferences Autoflow tab Select the AutoFlow tab. To select the AutoFlow Sequences for check-in and check-out, in theAutoFlow Sequences for menu option "Check-in/Create Encounter"andAutoFlow Sequences for menu option "Checkout"sections, do the following: In the<All Locations>row, select theAutoFlow Sequenceyou use at all locations

AutoFlow Practice Preferences

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