Set Up Universal Preferences for Task Recipients by Practice

NextGen® Enterprise EHR Help

Set Up Universal Preferences for Task Recipients by Practice

When selecting users or groups to receive tasks when saving an order, you can set up the Task Recipients by Practice preference to display the recipients for the current practice a user is logged on to. Select System Administrator > View > Universal Preferences. Select Workflow. The Workflow preferences opens. Select the Task Recipients by Practice preference. To display users for a current practice when tasking in the NextGen® Enterprise EHR Orders module, set the Task Recipients by Practice value to True. Select OK to save the value. When a user saves an order using the Save & Task option, the list of users for the current practice displays. Parent topic: Setting Up Universal Preferences for the Orders Group and NextGen Clinical Message Manager

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

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 User Guide

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

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

Set Up Universal Preferences for Task Recipients by Practice

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