Set up Provider Preferences

NextGen® Enterprise EHR Help

Set up Location Preferences

Setting up Location preferences enables NextGen® Enterprise EHR to automatically enter the location of a selected provider into the associated fields throughout the application. In the Location section of the Medical Records tab, select the Ellipsis button. The Select Location window opens. Do one of the following: Search for a location by name, contact, address, or phone number. Select Search. Double-click the location in the search results, or select the location, and select OK. To exit without selecting a location, select Cancel. To perform another search, select Clear and specify different parameters. To clear the ID and name in the Location field on the Preferences window, select Clear. If the location ID and name are cleared, at the initial logon, the Select Location window opens. You can then select a location to begin using the application. To display the location that was last selected, select the Default to Last Selected check box. NextGen Healthcare suggests beginner users l

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

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

NextGen® Enterprise EHR Help

Change User Preferences

You can change many of the default user preferences within NextGen® Enterprise EHR. Access NextGen® Enterprise EHR. Open Preferences window. Select the tab that contains the preferences to change. Change the preference in the selected tab. Select Apply. Depending on your selections, a warning message may appear, informing you that the preference changes are not in effect until the next time you open the application. Select OK to close the message. Select OK to accept the changes you have made and exit from the Preferences window. To exit without saving changes, select Cancel. Parent topic: User Preferences

Help Guide for NextGen® Enterprise PM 8

Set up Primary Care Providers for Patients

Each patient must be assigned a primary care provider. Open NextGen® Enterprise PM. From the Tasks menu, select Lookup > Charts. The Patient Lookup window opens. To search for a patient, enter the search criteria data. You can use different combinations of the search criteria to search for a patient. Select Find. Patient records that match the search criteria, appear in the Matching Records section. Double-click the patient to open. The Update Patient Information window opens. Select the Provider tab. Select open menu Open Menu button and select New. The Add Patient Provider window opens. Select the provider type in Preference Name. Provider types are set up on the Providers tab in Practice Preferences. Select the applicable provider from the Provider list. Select the Primary Preference Name check box. This field is required. Enter an Effective Date and Expiration Date for the provider. These fields are optional. Effective date is the date the provider became the default provider for t

Set up Provider Preferences

Recommendations

Set up Location Preferences

Set up the Link Location and Provider Fields Preference

Medical Records Preferences

Select a Provider Associated with a Location

Change User Preferences

Set up Primary Care Providers for Patients

Set up Location Preferences

Set up the Link Location and Provider Fields Preference

Medical Records Preferences

Select a Provider Associated with a Location

Change User Preferences

Set up Primary Care Providers for Patients