Desktop 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.

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

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

Status Bar Buttons

One or more of the following icons may appear in the Status Bar in NextGen® Enterprise PM. Icon Description Appears when you have new unread email. Opens the NextGen Mailbox window. Appears when you cut an appointment in the Appointment Book and disappears after you paste the appointment. Appears when you copy an appointment in the Appointment Book. Appears when you view a patient's records. Opens the Patient Chart window. Appears when you view an account. Opens the Account Profile window. Appears when you have open tasks. Enables you to access the Worklog Manager window. Appears when you view a patient's records. Indicates the patient's enrollment status in NextGen® PxP Portal. Parent topic: Desktop Status Bar

Help Guide for NextGen® Enterprise PM 8

Viewing the Desktop Layout

NextGen® Enterprise PM opens to the main desktop window, when you log on using your credentials. You can access various areas and functions of NextGen® Enterprise PM from the main desktop window. The NextGen® Enterprise PM main window comprises the following components. Title bar Menu bar Toolbar Status bar PM Desktop Layout and User Preferences User Guide for NextGen® Enterprise PM provides details regarding the basic desktop layout and about the general, location, and appointment scheduling user preferences. Desktop Menu Bar The menu bar options on the main menu bar of NextGen® Enterprise PM enable you to access commonly-used features of the application and customize preferences. Desktop Toolbar You can customize the display settings of NextGen® Enterprise PM toolbar to change the background color, display captions and tooltips. Desktop Status Bar You can view status of the NextGen® Enterprise PM application on the Status Bar. Desktop Settings You can customize and reposition various

Help Guide for NextGen® Enterprise PM 8

Status Bar Buttons

One or more of the following icons may appear in the Status Bar in NextGen® Enterprise PM. Icon Description Appears when you have new unread email. Opens the NextGen Mailbox window. Appears when you cut an appointment in the Appointment Book and disappears after you paste the appointment. Appears when you copy an appointment in the Appointment Book. Appears when you view a patient's records. Opens the Patient Chart window. Appears when you view an account. Opens the Account Profile window. Appears when you have open tasks. Enables you to access the Worklog Manager window. Appears when you view a patient's records. Indicates the patient's enrollment status in NextGen® PxP Portal. Parent topic: Desktop Status Bar

Desktop Status Bar

Recommendations

Desktop Menu Bar

Patient Information Bar

Desktop Status Bar

Status Bar Buttons

Viewing the Desktop Layout

Status Bar Buttons

Desktop Menu Bar

Patient Information Bar

Desktop Status Bar

Status Bar Buttons

Viewing the Desktop Layout

Status Bar Buttons