Set up General Preferences

Help Guide for NextGen® Enterprise PM 8

Set up Advisor Preferences

The Advisor user preferences enable you to make settings that have an impact on the display of the Advisor window in NextGen® Enterprise PM. Access NextGen® Enterprise PM. From the Admin menu, select Preferences > User > General. The User Preferences window opens. Select the Advisor tab. To automatically display the Advisor window after logging in toNextGen® Enterprise PM, select the Show upon logon check box. To automatically display the Advisor window after changing practices in NextGen® Enterprise PM, select the Show after practice change check box. In the list on the left, select the check boxes for sections to display on the left side of the Advisor window. In the list on the right, select the check boxes for sections to display on the right side of the Advisor window. To change the order that sections display on either sides of the Advisor window, select a section name in the list, and then select or buttons to move the section name. To save changes and close the window, select O

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 for NextGen® Enterprise. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > General. The User Preferences 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: Configuring General

Help Guide for NextGen® Enterprise PM 8

Set up General Preferences

You can customize the display of the main toolbar, mails, batch posting default, lookups, and eligibility verification responses in NextGen® Enterprise PM. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > General. The User Preferences window opens. User preferences General tab Select the General tab, and select your preferences. Select OK. Parent topic: Configuring General User Preferences

File Maintenance Help for NextGen® Enterprise

Setup Default General Preferences - General Tab

The General user preferences enable you to make settings that have an impact on specific areas in NextGen® Enterprise PM, such as the main toolbar, mail, transactions and lookups. From the Default User Prefs - General List window, open a master file. The Default User Preferences - General window opens. Select the General tab. On theGeneraltab, specify the general options as applicable. To save changes and close the window, selectOK. General Preferences - Fields and Descriptions Parent topic: Default User Prefs - General

File Maintenance Help for NextGen® Enterprise 8

Setup Default General Preferences - General Tab

The General user preferences enable you to make settings that have an impact on specific areas in NextGen® Enterprise PM, such as the main toolbar, mail, transactions and lookups. From the Default User Prefs - General List window, open a master file. The Default User Preferences - General window opens. Select the General tab. On theGeneraltab, specify the general options as applicable. To save changes and close the window, selectOK. General Preferences - Fields and Descriptions Parent topic: Default User Prefs - General

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 General Preferences

Recommendations

Set up Advisor Preferences

Set up Forms Enhanced Preferences

Set up General Preferences

Setup Default General Preferences - General Tab

Setup Default General Preferences - General Tab

Configuring General User Preferences

Set up General Preferences

Set up Advisor Preferences

Set up Forms Enhanced Preferences

Set up General Preferences

Setup Default General Preferences - General Tab

Setup Default General Preferences - General Tab

Configuring General User Preferences