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You can view a summary of information and statistics for the practice using the Advisor window in NextGen® Enterprise PM. It includes several sections that provide quick, at-a-glance details about locations and providers within the practice.
| Field/Section | Description |
|---|---|
| Location | Display information for all locations within the current practice. Select a specific location to display information for the selected location only.
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| Provider | Display information for all rendering providers within the current practice. Select a specific provider to display information for the selected provider only.
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| Refresh Advisor | Refresh and update the information displayed in the Advisor window.
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| Print Advisor | Print the information displayed in the window. |
| Close Advisor | Close the Advisor window. |
| Hyperlink | Create a custom link from and set it up to display in the Advisor window. |
| Messages | Create a custom message from and set it up to display in the Advisor window. |
| Appointments | Display appointment statistics for the current practice. The statistics are shown in real time and are updated when the Advisor window is refreshed. |
| Encounters | Display encounter statistics for the current practice. The statistics are shown from last night and are updated when the nightly advisor update process runs. |
| Claims | Display claim statistics for the current practice. The statistics are shown from last night and are updated when the nightly advisor update process runs.
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| NextGen Email | Display email statistics for the current user. The statistics are shown in real time and updated when the Advisor window is refreshed. |
| System Support | Display system support statistics for the current practice. The statistics are shown from last night and are updated when the nightly advisor update process runs.
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| Accounts Receivable | Display charge, payment, adjustment, and refund statistics for the current practice. The statistics are shown from last night and are updated when the nightly advisor update process runs. By default, the Date Range field displays All To Date. You can select a specific date range to display total charges, payments, adjustments, refunds processed, and the outstanding AR for the selected date. |
| Statements/Invoices | Display statement and invoice statistics for the current practice. The statistics are shown from last night and are updated when the nightly advisor update process runs. |
| Letters | Display statistical information about letters related to appointment reminders, budget, collections, and recalls for the current practice. The statistics are shown from last night and are updated when the nightly advisor update process runs. |
| Tasks | Display task statistics for the current user. The statistics are shown in real time and are updated whenever the Advisor window is refreshed. |