Enable or Disable Patient Synchronization

NextGen® Enterprise EHR Help

Patient Synchronization

Patient synchronization controls if a patient currently open or active in NextGen® Enterprise PM or NextGen Optical Management appears in NextGen® Enterprise EHR when you access it. For example, if the chart for patient John Smith is currently open in NextGen® Enterprise PM or NextGen Optical Management, when you access NextGen® Enterprise EHR, the chart for John Smith automatically opens. When patient synchronization is enabled in user preferences, it works as follows: In NextGen® Enterprise PM or NextGen Optical Management, open a patient's chart. From the Main toolbar, select the EHR button. NextGen® Enterprise EHR opens and the chart for the same patient automatically opens. Enable or Disable Patient Synchronization Patient synchronization in NextGen® Enterprise EHR is enabled or disabled from the Suspend patient synchronization setting in your user preferences. Parent topic: Person and Patient Lookup in NextGen Enterprise EHR

Help Guide for NextGen® Enterprise PM 8

Manage Patient Synchronization

You can configure patient synchronization in NextGen® Enterprise PM from the Suspend PM/EHR application sync setting in your user preferences. From the Admin menu, select Preferences > User > General. The User Preferences window opens. Select the General tab. In the Suspend PM/EHR application sync check box, do one of the following: Clear the check box to enable patient synchronization. Select the check box to disable patient synchronization. To save your changes and close the User Preferences window, select OK. Parent topic: Configuring Patient Synchronization in NextGen Enterprise PM

NextGen® Enterprise EHR Help

Set up Synchronization Settings Preferences

By default all NextGen® applications are synchronized to show the same selected patient when you switch from one application to another. For example, if you select Jane Doe in NextGen® Enterprise EHR and switch to NextGen® Enterprise PM, Jane Doe is automatically selected. Do the following in the Synchronization Settings section: To turn off synchronization, select the Suspend Patient Synchronization check box. To display a window prompting you to automatically create an encounter for the selected patient when you switch from another NextGen application to NextGen® Enterprise EHR, select the Prompt for encounter auto creation check box. Parent topic: General Preferences

Help Guide for NextGen® Enterprise PM 8

Configuring Patient Synchronization in NextGen® Enterprise PM

Patient synchronization sets a patient as active in NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management. When you set a patient as active in NextGen® Optical Management, the same patient is automatically set as an active patient in NextGen® Enterprise EHR and NextGen® Enterprise PM. For example, assume John Smith is the active patient and the chart for John Smith is currently open in NextGen® Enterprise EHR or NextGen® Optical Management. When you access NextGen® Enterprise PM, the chart for John Smith automatically opens. You can do the following when you have patient synchronization set up in user preferences: Open a patient's chart in NextGen® Enterprise PM or NextGen® Optical Management. Open NextGen® Enterprise PM by selecting PM on the main toolbar. NextGen® Enterprise PM opens and the chart for the same patient automatically opens. Manage Patient Synchronization You can set the user preferences to enable patient synchronization between NextGen® Enter

NextGen® Document Management User Guide,

Synchronize NextGen® Document Management Data with NextGen Enterprise EHR

Before you begin As a NextGen® Enterprise EHR user, you must have: Permissions assigned in all of the practices where images may exist for the patient. Access to the document types in the practices. When the Enterprise Chart feature is not turned on, NextGen® Enterprise EHR users can only view the NextGen® Document Management images that are maintained for the same practice. However, by turning on Enterprise Chart, the users can view NextGen® Document Management images that are maintained in any of the practices within the enterprise. Open File Maintenance. In Master Files, select System > Enterprises. In the Enterprises List window, double-click the enterprise from the list. In the Modify Enterprise Information window, select Preferences. The General tab opens in the Enterprise Preferences window. Select the Enterprise Chart checkbox. A message appears to confirm that you want to set the option. Note: After you select the Enterprise Chart checkbox, you cannot turn it off. Select Yes.

NextGen® Enterprise EHR Help

General Preferences

The General tab enables you to set the following preferences: Patient selection Orders CPOE Queue Synchronization settings Logout time Knowledgebase Notifications Initial module Spell check Set up Patient Selection Preferences Orders Preferences Disable Incomplete Orders Notification You can disable the CPOE incomplete orders notification in NextGen® Enterprise EHR in Tools > Preferences. Set up Synchronization Settings Preferences Logout After Preference The Logout After preference enables you to set up a time interval for automatic log off in NextGen® Enterprise EHR. Set up the Knowledgebase Preference Set up the Notifications Preference Set up the Initial Module Preference Spell Check Preference Parent topic: User Preferences

Enable or Disable Patient Synchronization

Recommendations

Patient Synchronization

Manage Patient Synchronization

Set up Synchronization Settings Preferences

Configuring Patient Synchronization in NextGen® Enterprise PM

Synchronize NextGen® Document Management Data with NextGen Enterprise EHR

General Preferences

Patient Synchronization

Manage Patient Synchronization

Set up Synchronization Settings Preferences

Configuring Patient Synchronization in NextGen® Enterprise PM

Synchronize NextGen® Document Management Data with NextGen Enterprise EHR

General Preferences