Set up Location Preferences

NextGen® Enterprise EHR Help

Set up Provider Preferences

Setting up Provider preferences enables NextGen® Enterprise EHR to automatically enter provider information into the associated fields throughout the application. In the Provider section of the Medical Records tab, select the Ellipsis button . The Select Provider window opens. Do one of the following: Search for a provider by specifying searchable parameters, such as Degree or Name of the provider. Select Search. Double-click the provider in the search results, or select the provider and select OK. To exit without selecting a provider, select Cancel. To search again, select Clear and specify different parameters. To clear the name in the Provider field, on the Preferences window, select Clear. If the name is cleared, at the initial logon, the Select Provider window opens. You can then select a provider to begin using the application. To display the provider that was last selected, select the Default to Last Selected check box. NextGen Healthcare suggests beginner users leave this prefe

NextGen® Enterprise EHR Help

Set up the Link Location and Provider Fields Preference

Select the Use link between Location and Provider check box in the Medical Records tab to use the provider-location associations from File Maintenance when selecting providers for a location. The Location and Provider fields are not linked by default. When you enable the link, a message window notifies you that it will be in effect the next time you log on to NextGen® Enterprise EHR. Select a Provider Associated with a Location Parent topic: Medical Records Preferences

NextGen® Enterprise EHR Help

Medical Records Preferences

Use the Medical Records preferences to set up the default provider and location. When the preferences are saved, the selected location and provider are retained the next time when you open NextGen® Enterprise EHR. If the location and provider have not been set, when you log on, the Select Location window opens followed by the Select Provider window. These windows also appear if the location and provider are blank when you perform a patient lookup (select the Patient button or Select Patient from the File menu). You can select a different provider for the same location or a different location for the same provider, or change both the location and provider. You can also filter provider selection by the associated location. Set up Location Preferences Set up Provider Preferences Set up the Link Location and Provider Fields Preference Parent topic: User Preferences

Help Guide for NextGen® Enterprise PM 8

Configuring User Preferences for Locations

You can define your preferred locations and configure the order of those locations in NextGen® Enterprise PM and NextGen® Enterprise EHR. You can also define whether the Location fields throughout the NextGen® Enterprise PM and NextGen® Enterprise EHR applications and reporting are limited to only your preferred locations. In File Maintenance, location preferences can be defined in the Default User Prefs - Locations master file, and then assigned to groups of users or individual users in System Administrator. For more information, go to NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide forNextGen®Enterprise. In NextGen® Enterprise PM, you can modify your own location preferences in Admin > Preferences > User > Locations. Your settings override any default settings that were assigned to you in System Administrator. Set up Locations Preferences You can set up your preferred locations and the order in which they are displayed in the list boxe

NextGen® Enterprise EHR Help

Select a Provider Associated with a Location

If you enable the Use link between Location and Provider Medical Records preference, follow the workflow below to select a provider. Note: You must select a location and provider to use NextGen® Enterprise EHR. When these fields are filled in, you cannot leave them blank. Log on to NextGen® Enterprise EHR. If you have set up Location and Provider preferences, the location and provider appear in the Top toolbar. No action is needed. If you have not set up a location and provider, the Select Location window opens. Select the location. If the selected location has associated providers, the Select Provider (Filtered by Location) window opens, listing only those providers. Select the provider. The selected provider appears in the Provider field on the Top toolbar. All providers associated with the location are available for selection in the Provider field list. If the selected location does not have linked providers, a message window opens, asking if you want to load all providers to the Pr

File Maintenance Help for NextGen® Enterprise 8

Setup Default User Preferences - Locations Tab

To select preferred locations for a user: From the Master Files - Practice list, select Default User Prefs - Locations. The Default User Prefs - Locations List window opens. Do one of the following: To add a new item, selectOpen Menu, and then selectNew. To modify an existing item, select the item in the list, selectOpen Menu, and then selectOpen. You can also double-click to open the item. When the above step is performed, the below mentioned window appears. The Default User Preferences - Locations window opens. If this is a new set of user preferences, enter a name for them. You can also change an existing name. Note: If you upgraded from a version prior to 5.7, locations that were defined on the Locations tab of the Default User Preferences - General master file have been transferred to this new master file. Select the locations you want to set up as preferred locations. To change the order in which the preferred locations display in the lists, highlight a location, and then select

Set up Location Preferences

Recommendations

Set up Provider Preferences

Set up the Link Location and Provider Fields Preference

Medical Records Preferences

Configuring User Preferences for Locations

Select a Provider Associated with a Location

Setup Default User Preferences - Locations Tab

Set up Provider Preferences

Set up the Link Location and Provider Fields Preference

Medical Records Preferences

Configuring User Preferences for Locations

Select a Provider Associated with a Location

Setup Default User Preferences - Locations Tab