NextGen Knowledge Center

Set Up Advisor Window Preferences

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.
  1. Open NextGen® Enterprise PM, and select Admin > Preferences > User > General.
  2. In the User Preferences window, select the Advisor tab.
  3. To automatically display the Advisor window after logging on to NextGen® Enterprise PM, select the Show upon logon checkbox.
  4. To automatically display the Advisor window after changing practices in NextGen® Enterprise PM, select the Show after practice change checkbox.
  5. Select the checkboxes for sections to display on the left and right sides of the Advisor window.
  6. Clear the checkboxes for sections you want to remove from the Advisor window.
  7. To save changes and close the window, select OK.
Set Up Advisor Window Preferences