Set Up Universal Preferences for Task Recipients by Practice

NextGen® Enterprise EHR Help

Set Up Universal Preferences for the Orders Group

Open Sysytem Administrator and enter your credentials. From the menu bar select View > Universal Preferences. Select Orders Group. The Orders Group Preferences window opens. For each preference, select it and define a value, if necessary. If you define or update a value, select OK to save it. NextGen Clinical Message Manager Preferences Orders Group Universal Preferences Parent topic: Setting Up Universal Preferences for the Orders Group and NextGen Clinical Message Manager Related reference NextGen Clinical Message Manager Preferences Orders Group Universal Preferences

NextGen® Enterprise EHR Help

Set Up Universal Preferences for the NextGen® Clinical Message Manager

Select System Administrator > View > Universal Preferences. Select Clinical Message Manager. Set the universal preferences for NextGen® Clinical Message Manager. When the setting selections are complete, select the "X" to close the System Administrator window. NextGen Clinical Message Manager Universal Preferences Parent topic: Setting Up Universal Preferences for the Orders Group and NextGen Clinical Message Manager Related reference NextGen Clinical Message Manager Universal Preferences

NextGen® Enterprise EHR Help

Set up the Task Recipients by Practice

Users can view and assign tasks to other users or groups while saving an order, when Task Recipients by Practice preference is set to True. In System Administrator, select View > Universal Preferences. Select Workflow. Double-click Task Recipients by Practice. To display users for a current practice while working in the NextGen® Enterprise EHR Orders module or Immunizations module, set the Task Recipients by Practice value to True. Select OK to save the value. Parent topic: Setting up Rights and Preferences for the Immunizations Module

NextGen® Enterprise EHR Help

Setting Up Universal Preferences for the Orders Group and NextGen® Clinical Message Manager

There are Universal Preferences settings for the Orders Group and the Holding Tank that have to be defined before you can use all functions in the Orders module. Set Up Universal Preferences for the Orders Group Set Up the Disable Lab Signoff Security Universal Preference Set Up Universal Preferences for the NextGen Clinical Message Manager Set Up Universal Preferences for Task Recipients by Practice Parent topic: System Administrator Settings for the Orders module

System Administrator Help

Workflow Universal Preferences

The following lists all the Workflow Universal Preferences. Preference Description Email DSN Sets up the Data Source Name used for storage if Replication is selected. Use FTP Determines if FTP is used to store image files. If your practice uses FTP to store information, set theUse FTPvalue toTrue, and then set the following usage specifications: FTP Server– Use if data is stored on an FTP server instead of a regular server. FTP User Id– Enter the user ID used to access the FTP server. FTP Password– Enter the password used to access the FTP server. If you are not using FTP, set theUse FTPvalue toFalseand disregard the remaining FTP-related Universal Preferences. Generate Read Receipt Set the preference to True to automatically generate a read receipt for the selected user when sending Patient Portal messages from either NextGen® Enterprise EHR or NextGen® Enterprise PM. Users can override this setting in the Properties section of a Patient portal Message window Minimum Refresh Rate For

NextGen® Enterprise EHR Help

Select Task Recipients for New Task trigger

When you execute an Add New Task trigger, the Select Task Recipients window may open, enabling you to select one or more users or workgroups to assign the task to. The Available Users/Workgroups pane contains folders for Favorites, Workgroups, and All Users. Note: The display of task recipients can be practice-specific. For assistance with system settings, contact your system administrator. If you do not select a recipient for the task you are creating, the task is assigned to you. For more information on setting up workgroups and favorites, go to NextGen Healthcare Success Community and download the latest Workflow Module Guide for NextGen® Enterprise EHR. From the Priority list, select one of the following: High Normal Low (default) To assign the task to users under Favorites, do one of the following: To assign the task to all favorite users, select the Favorites folder, and then select Add . Expand the Favorites folder, and select each user to be assigned the task. Select Add. Your

Set Up Universal Preferences for Task Recipients by Practice

Recommendations

Set Up Universal Preferences for the Orders Group

Set Up Universal Preferences for the NextGen® Clinical Message Manager

Set up the Task Recipients by Practice

Setting Up Universal Preferences for the Orders Group and NextGen® Clinical Message Manager

Workflow Universal Preferences

Select Task Recipients for New Task trigger

Set Up Universal Preferences for the Orders Group

Set Up Universal Preferences for the NextGen® Clinical Message Manager

Set up the Task Recipients by Practice

Setting Up Universal Preferences for the Orders Group and NextGen® Clinical Message Manager

Workflow Universal Preferences

Select Task Recipients for New Task trigger