View a Practice Summary in Advisor

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. Note: By default, it displays All Locations.
Provider	Display information for all rendering providers within the current practice. Select a specific provider to display information for the selected provider only. Note: By default, it displays All Providers.
Refresh Advisor button	Refresh and update the information displayed in the Advisor window. Note: The information in some sections does not refresh and update until the advisor update process runs overnight.
Print Advisor button	Print the information displayed in the window.
Close Advisor button	Close the Advisor window.
Hyperlink	Create a custom link from Practice Preferences > General and set it up to display in the Advisor window.
Messages	Create a custom message from Practice Preferences > General 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. Note: Each time a claim is created for an encounter, it is added to the YTD totals.
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. Note: Any numbers other than zero in this section should be reported to NextGen Healthcare Support.
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. Note: You can double-click charges, payments, adjustments, or refunds to see a graphical representation of the total. The graph displayed is dependent on the selected date range.
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.

Help Guide for NextGen® Enterprise PM 8

Sections Displayed on the Advisor

The following sections display on the Advisor window: Hyperlink and Messages You can create a custom Hyperlink to display in the upper-left corner of the Advisor window. This provides a way for users in the practice to easily access a website of your choice. Appointments You can view appointment statistics for the current practice. Encounters You can view encounter statistics for the current practice. The statistics shown are As of Last Night and are updated when the nightly Advisor Update Process runs. Statements/Invoices You can view statement and invoice statistics for the current practice. The statistics shown are As of Last Night and are updated when the nightly Advisor Update Process runs. Claims You can view claim statistics for the current practice. Statistics shown are As of Last Night and are updated when the nightly Advisor Update Process runs. Letters You can view letter statistics for the current practice. Statistics shown are As of Last Night and are updated when the nigh

Help Guide for NextGen® Enterprise PM 8

Advisor Window

The Advisor window displays a summary of information and statistics for the practice. You can determine what information displays on the window by customizing your user preferences. You can also select whether you want the window to automatically display when logging in or when changing practices in NextGen® Enterprise PM. The Location field at the top of the window displays All Locations by default. Therefore, the window displays information for all locations within the current practice. Select a specific location to display information for the selected location only. The Provider field at the top of the window displays All Providers by default. Therefore, the window displays information for all rendering providers within the current practice. Select a specific provider to display information for the selected provider only. To refresh and update the information displayed on the Advisor window, select the Refresh Advisor button in the upper-right corner. The information in some section

Help Guide for NextGen® Enterprise PM 8

Run the Advisor Update Process

The statistics and information displayed on the Advisor window is automatically updated by an Advisor Update process that is scheduled to run each night. If for some reason the nightly process does not run, the Advisor can be updated by manually running the process. CAUTION: The Advisor Update is a database intensive process that requires a large number of system resources that will affect users on the system. NextGen Healthcare recommends that this process be run after business hours and after all users have logged out of the system. Access NextGen® Enterprise PM. From the File menu, select Processes, and then Advisor Update. The following prompt appears: The Advisor Update process is extremely database intensive and should only be run after hours. This process could take several minutes to several hours to run and will impact all users currently on the system. Are you sure you want to continue? To continue and run the process, select Yes. When the process is complete, the following p

Help Guide for NextGen® Enterprise PM 8

Manually Update the Advisor to View Real-Time Practice Statistics

You can manually update the Advisor window, which provides quick, at-a-glance details about practice locations and providers, to view a real-time summary of information and statistics, especially if the nightly update process fails to run. CAUTION: The Advisor Update is a database-intensive process that requires a large amount of system resources that affect users on the system. NextGen Healthcare recommends that this process be run after business hours and after all users have logged off from the system. Open NextGen® Enterprise PM, and select File > Processes > Advisor Update. In the confirmation message that appears, select Yes to continue and run the process.When the process is completed, an application message appears stating that the Advisor Update is successfully completed. Select OK.

Help Guide for NextGen® Enterprise PM 8

Default New Encounters to In Progress Status

When the Enable In Progress billing status option is enabled in Practice Preferences > Encounters, you can enable additional options to ensure that new encounters created in the practice automatically default to In Progress status. Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. From the Preferences List, select Encounters. Enable In Progress Billing. CAUTION: Once In Progress Billing has been enabled, it cannot be disabled. It should only be enabled when needed. To default all new encounters created in the practice to In Progress status, select the Default all new encounters to In Progress check box. To limit the default In Progress status to only new encounters created with a specific location or specialty or program, complete the following fields: Limit to Valid Locations: To limit the default In Progress status to only new encounters created with a specific location, select the locations here. The In

Help Guide for NextGen® Enterprise PM 8

Default New Encounters to In Progress Status

When the Enable In Progress billing status option is enabled in Practice Preferences > Encounters, you can enable additional options to ensure that new encounters created in the practice automatically default to In Progress status. Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. From the Preferences List, select Encounters. Enable In Progress Billing. CAUTION: Once In Progress Billing has been enabled, it cannot be disabled. It should only be enabled when needed. To default all new encounters created in the practice to In Progress status, select the Default all new encounters to In Progress check box. To limit the default In Progress status to only new encounters created with a specific location or specialty or program, complete the following fields: Limit to Valid Locations: To limit the default In Progress status to only new encounters created with a specific location, select the locations here. The In

View a Practice Summary in Advisor

Recommendations

Sections Displayed on the Advisor

Advisor Window

Run the Advisor Update Process

Manually Update the Advisor to View Real-Time Practice Statistics

Default New Encounters to In Progress Status

Default New Encounters to In Progress Status

Sections Displayed on the Advisor

Advisor Window

Run the Advisor Update Process

Manually Update the Advisor to View Real-Time Practice Statistics

Default New Encounters to In Progress Status

Default New Encounters to In Progress Status