NextGen Knowledge Center

Copy User Preferences

The Copy User Preferences function enables you to copy specific user preferences, tasks, appointments preferences, and PAQ options from one user to another user or to another user group within the same practice. For more information on tasks, appointments preferences, and PAQ options, go to NextGen Healthcare Success Community and download the latest Workflow Module Guide for NextGen® Enterprise EHR .
  1. Access NextGen® Enterprise EHR.
  2. From the Admin menu, select Copy User Preferences.
    The Copy User Preferences window opens.

  3. From the Copy From section, select the User to copy preferences from and the specific Preference to copy.

  4. From the Copy To pane, do one of the following:
    • Select the user or a user group to copy the selected preference to, and select Add Selected.
    • Drag and drop specific users or the user group to the right pane.
    • Select Add All to select all users in the practice.
    The selected user or user group is listed in the right pane.

  5. From the If user has preference list, select Overwrite Always, Leave Always, or Prompt.
  6. Select Copy.
  7. Repeat Steps 2 through 5 to copy any additional preferences.