Set up the Link Location and Provider Fields Preference

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 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

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

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® Adaptive Content Engine Help Enterprise 8

Add a Referral

You can select the Medications or Immunizations links at any time during the encounter to access the associated module. You can use the Referrals Order template to add a referral. Select any of the informational buttons to learn more about the Referrals Order template. Open NextGen® Enterprise EHR. On the Referrals Order template, in the Insurance name field, select to select from the patient's available options. Enter the insurance policy number in the Policy # field. In the To section, select Specialty/specialist name/site. To select a value from the list, select the Specialty field. Referrals Order The Provider name field fills based on the set default referral provider recipient. The Preferred Provider Picklist window opens if there are multiple referral providers (individual providers and practices) that are configured to the specialty via File Maintenance. Note: When you select a specialty and a referral provider (recipient) is set as default to that specialty; then the provider

Set up the Link Location and Provider Fields Preference

Recommendations

Set up Location Preferences

Set up Provider Preferences

Medical Records Preferences

Select a Provider Associated with a Location

Configuring User Preferences for Locations

Add a Referral

Set up Location Preferences

Set up Provider Preferences

Medical Records Preferences

Select a Provider Associated with a Location

Configuring User Preferences for Locations

Add a Referral