NextGen Knowledge Center

Manually Update the Advisor to View Real-Time Practice Statistics

You can manually update the Advisor window, which provides quick, at-a-glance details about practice locations and providers, to view a real-time summary of information and statistics, especially if the nightly update process fails to run.

  1. Open NextGen® Enterprise PM, and select File > Processes > Advisor Update.
  2. In the confirmation message that appears, select Yes to continue and run the process.
    When the process is completed, an application message appears stating that the Advisor Update is successfully completed.
  3. Select OK.
Manually Update the Advisor to View Real-Time Practice Statistics