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.
Recommendations
Explore
Configuring User 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 for NextGen® 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 bo
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
System Administrator User Guide
User Preferences
User Preferences contain the: same list of preferences as Universal Preferences. However, user Preferences override 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 Preferences in NextGen® Enterprise PM, you can select a general preferences mast
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 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
You can specify default user preferences settings in the Default User Prefs master files. After you apply the master files to individual users or to all users within a group, the settings become the default User Preferences in NextGen® Enterprise PM for those users. In addition, you can restrict users from changing the defaults. Default User Prefs - General Default User Prefs - Locations Default User Preferences - Locations tab Default User Prefs - Scheduling Assigning User Preferences to Users and Groups Set User Preferences Rights Parent topic: Master Files - Practice
