The Advisor window includes several sections that provide quick, at-a-glance details about locations and providers within the practice. You can control what information appears in the Advisor window by customizing your user preferences in NextGen® Enterprise PM.
You can customize the
Advisor window in
NextGen® Enterprise PM in two ways:
- For multiple users, the system administrator creates a Default User Prefs - General master file in File Maintenance and then assigns it to groups of users in System Administrator.
- For individual user, each user can assign from the General User Preferences in NextGen® Enterprise PM.
- Open NextGen® Enterprise PM, and select .
- In the User Preferences window, select the Advisor tab.
- To automatically display the Advisor window after logging on to NextGen® Enterprise PM, select the Show upon logon checkbox.
- To automatically display the Advisor window after changing practices in NextGen® Enterprise PM, select the Show after practice change checkbox.
- Select the checkboxes for sections to display on the left and right sides of the Advisor window.
Note: You can change the order that sections display on either sides of the Advisor window by selecting a section name in the list and then using the up or down arrow to move the section name.
- Clear the checkboxes for sections you want to remove from the Advisor window.
Note: You can remove sections from
Advisor window itself by selecting the
Close 
button in the header of the section.
- To save changes and close the window, select OK.
