Set up Forms Enhanced Preferences

Help Guide for NextGen® Enterprise PM 8

Set up Forms Enhanced Preferences

You can configure the list of Form Groups that appears when printing enhanced forms in NextGen® Enterprise PM. Form Groups are created in the Forms Enhanced master file in File Maintenance. For more information, go to the NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide forNextGen®Enterprise. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > General. The User Preferences window opens. Select the Forms Enhanced tab. User Preferences Forms enhanced tab To configure the display order of groups on thePrint Formswindow, do one of the following: To display all form groups in alphabetical order, leave all check boxes blank. To customize the display order, select a form group and then selectandbuttons to move the form group to the desired order. To display only your selected form groups on thePrint Formswindow, select theOnly show preferred Form Groupscheck box. To save changes and close the window, selectOK. Parent to

File Maintenance Help for NextGen® Enterprise

Set Up Default General Preferences - Forms Enhanced Tab

The Forms Enhanced user preferences enable you to make settings that have an impact on the list of Form Groups that displays when printing enhanced forms in NextGen® Enterprise PM. From the Default User Prefs - General List window, open a master file. The Default User Preferences - General window opens. Select the Forms Enhanced tab. To configure the display order of groups on the Print Forms window, do one of the following: To display all form groups in alphabetical order, leave all check boxes blank. To customize the display order, select a form group and then select and buttons to move the form group to the desired order. To display only your selected form groups on the Print Forms window, select the Only show preferred Form Groups check box. To save changes and close the window, select OK. Parent topic: Default User Prefs - General

File Maintenance Help for NextGen® Enterprise 8

Set Up Default General Preferences - Forms Enhanced Tab

The Forms Enhanced user preferences enable you to make settings that have an impact on the list of Form Groups that displays when printing enhanced forms in NextGen® Enterprise PM. From the Default User Prefs - General List window, open a master file. The Default User Preferences - General window opens. Select the Forms Enhanced tab. To configure the display order of groups on thePrint Formswindow, do one of the following: To display all form groups in alphabetical order, leave all check boxes blank. To customize the display order, select a form group and then selectandbuttons to move the form group to the desired order. To display only your selected form groups on thePrint Formswindow, select theOnly show preferred Form Groupscheck box. To save changes and close the window, selectOK. Parent topic: Default User Prefs - General

Help Guide for NextGen® Enterprise PM 8

Print Enhanced Forms

Wherever you can print Forms in NextGen® Enterprise PM, you can select to print Forms Enhanced. The Print Forms window includes separate tabs for each type of form. Note: The below procedure is also used to print Fee Tickets or Patient Data Sheets that are setup as Enhanced Forms in File Maintenance. This procedure replaces the legacy Print > Fee Tickets or Print > Patient Data Sheets menu options that are used to print the "standard" version of these forms. In NextGen® Enterprise PM, select the Print > Forms option from a right-click menu. The Print Forms window appears. Select the Forms Enhanced tab. The Form Group field defaults to (All Forms). This allows you to select and print forms from any group. Select a specific Form Group to select and print forms from that group only. In the Forms section, select the form(s) to be printed. All forms are selected by default. Select the Sort button to modify the sort for a specific form, if needed. The sort is used only when the form is print

Help Guide for NextGen® Enterprise PM 8

Print Enhanced Forms

You can create enhanced forms in File Maintenance. These include forms for electronic signatures, patient correspondence for documentation purposes, and customized options such as alternate fee tickets and patient data sheets. Wherever forms can be printed in NextGen® Enterprise PM, you can choose to print Enhanced Forms. Note: You can print Fee Tickets or Patient Data Sheets that are setup as Enhanced Forms in File Maintenance. Printing enhanced forms replaces the legacy Print > Fee Tickets or Print > Patient Data Sheets menu options that are used to print the standard version of these forms. Open NextGen® Enterprise PM. Select File > Print Forms > Forms or select the desired patient from Encounter Lookup window, and then right-click, and select Print > Forms. The Print Forms window appears. Select File > Print Forms > Forms or select the desired patient from Encounter Lookup window, and then right-click, and select Print > Forms. The Print Forms window appears. Select the Forms Enhan

Help Guide for NextGen® Enterprise PM 8

Configuring General User Preferences

You can configure General User Preferences to control how specific functions and tasks work for you in NextGen® Enterprise PM. Some settings are strictly for display purposes, while others affect the application behavior. In File Maintenance, general preferences can be defined in the Default User Prefs - General 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 general preferences in Admin > Preferences > User > General. Your settings override any default settings that were assigned to you in System Administrator. General User Preferences include a variety of options and settings on the following tabs: General Chart Printing Lookup Limits Advisor Tasks Doc Mgmt AutoFlow Payment Processing Anes Printing Forms Enhanced Set up General Preferences

Set up Forms Enhanced Preferences

Recommendations

Set up Forms Enhanced Preferences

Set Up Default General Preferences - Forms Enhanced Tab

Set Up Default General Preferences - Forms Enhanced Tab

Print Enhanced Forms

Print Enhanced Forms

Configuring General User Preferences

Set up Forms Enhanced Preferences

Set Up Default General Preferences - Forms Enhanced Tab

Set Up Default General Preferences - Forms Enhanced Tab

Print Enhanced Forms

Print Enhanced Forms

Configuring General User Preferences