Copy a Provider's Document Type Preferences

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Copy Preferences to All Providers in a Practice

On the Document Configuration template, Provider Level Configurations section, select the Copy to all providers in the practice checkbox. Click the From field and select the name of the provider to copy preferences from. Click Copy. An alert message appears. Do one of the following: Click Yes to overwrite any existing preferences and copy the selected From provider's preferences to all providers in the practice. Click No to cancel the changes. Click Save and Close. Save and Close button on Provider Level Configurations Parent topic: Set Up Preferences by Document Type

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Delete a Document Type Preference

On the Document Configuration template, Provider Level Configuration section, highlight a document type in the Configured Document Types grid. Click Delete. The document type preference is removed from the grid. Click Save and Close. Save and Close button on Provider Level Configurations Parent topic: Set Up Preferences by Document Type

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Set Up Preferences by Document Type

In the Provider Level Configuration section, the provider name selected in the Four Point Check automatically populates in the Provider field. Access the Documentation Configuration template. To select a different provider name, click the Provider field. In the Document Type field, click to select a value from the resulting list. Select the Consult Note or Referral Letter document type to add personalized information in the Opening statement and Closing statement fields. Document Type on Document Configuration Template Select the preferred elements to display in the generated document. Provider Level Configurations Select the Past Medical History, Family History, and Social History checkboxes to include the details entered for these elements on the templates in the generated documents. Note: The Social History Confidential sections are not included in any document. Select from the options to load defaults for all documents or just the selected document type. Load defaults for all docum

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Disable or Enable APSO Summary Document

By default, the APSO document generation is turned on in the application. You can disable or enable APSO document generation anytime. Open the Document Configuration practice template. In the APSO Summary Document options section, do one of the following: To disable APSO document generation, select Disable APSO Document generation. To enable APSO document generation, clear Disable APSO Document generation. Click Save and Close. Parent topic: Practice Level Document Configurations

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Access the Document Configuration Practice Template

From the File menu, select System\Practice Template. On the Select Template window, click the Practice tab. In the Show section, select All to see a complete list of practice templates. To access the Document Configuration template, do one of the following: Double-click Document Configuration. Select Document Configuration, and then click OK. The Document Configuration template opens. Document Configuration Parent topic: Document Display Settings

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Provider Level Document Configurations

In the Provider Level Configurations section, you can: Set the document type preferences Load default options for all or selected document types Copy the preferences from one provider to the other provider or all the providers in the practice Set the option to generate the master document online or offline. These options only apply to the name that appears in the Provider field at the top of the section. Set Up Preferences by Document Type Parent topic: Document Configuration Practice Template

Copy a Provider's Document Type Preferences

Recommendations

Copy Preferences to All Providers in a Practice

Delete a Document Type Preference

Set Up Preferences by Document Type

Disable or Enable APSO Summary Document

Access the Document Configuration Practice Template

Provider Level Document Configurations

Copy Preferences to All Providers in a Practice

Delete a Document Type Preference

Set Up Preferences by Document Type

Disable or Enable APSO Summary Document

Access the Document Configuration Practice Template

Provider Level Document Configurations