Turn Patient Synchronization On or Off

NextGen® Enterprise EHR Help

Automatically Enroll Patients in Enterprise Chart

Open NextGen® Enterprise PM. Select Admin > Preferences > Enterprise Preferences. In the Enterprise Preferences window, select the General tab. Select the Enterprise chart checkbox. A confirmation message appears. Select Yes. Note: Existing patients are automatically enrolled in Enterprise Chart when you turn it on. An application message appears, with the option to enroll patients by default. Select Yes to enroll all new patients in the future, or select No to decline automatic patient enrollment. You can enroll individual patients from the Add Patient Information window when you set up new patient records. You can also enroll patients individually from the Modify Patient Information window. Parent topic: Viewing Patient Information and Generating Charts

NextGen® Enterprise EHR Help

Patient Synchronization

Patient synchronization controls if a patient currently open or active in NextGen® Enterprise PM or NextGen Optical Management appears in NextGen® Enterprise EHR when you access it. For example, if the chart for patient John Smith is currently open in NextGen® Enterprise PM or NextGen Optical Management, when you access NextGen® Enterprise EHR, the chart for John Smith automatically opens. When patient synchronization is enabled in user preferences, it works as follows: In NextGen® Enterprise PM or NextGen Optical Management, open a patient's chart. From the Main toolbar, select the EHR button. NextGen® Enterprise EHR opens and the chart for the same patient automatically opens. Enable or Disable Patient Synchronization Patient synchronization in NextGen® Enterprise EHR is enabled or disabled from the Suspend patient synchronization setting in your user preferences. Parent topic: Person and Patient Lookup in NextGen Enterprise EHR

Help Guide for NextGen® Enterprise PM 8

Configuring Patient Synchronization in NextGen® Enterprise PM

Patient synchronization sets a patient as active in NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management. When you set a patient as active in NextGen® Optical Management, the same patient is automatically set as an active patient in NextGen® Enterprise EHR and NextGen® Enterprise PM. For example, assume John Smith is the active patient and the chart for John Smith is currently open in NextGen® Enterprise EHR or NextGen® Optical Management. When you access NextGen® Enterprise PM, the chart for John Smith automatically opens. You can do the following when you have patient synchronization set up in user preferences: Open a patient's chart in NextGen® Enterprise PM or NextGen® Optical Management. Open NextGen® Enterprise PM by selecting PM on the main toolbar. NextGen® Enterprise PM opens and the chart for the same patient automatically opens. Manage Patient Synchronization You can set the user preferences to enable patient synchronization between NextGen® Enter

Help Guide for NextGen® Enterprise PM 8

Turn Patient Synchronization On or Off

Patient synchronization is a feature that controls whether or not the patient you currently have open, or active, in another application is automatically displayed when you access NextGen® Enterprise PM. Open NextGen® Enterprise PM. Select Admin > Preferences > User > General. In the User Preferences window, select the General tab. In the Activated upon Logon window, select or clear the Suspend PM/EHR application sync checkbox. Select OK.

Help Guide for NextGen® Enterprise PM 8

Manage Patient Synchronization

You can configure patient synchronization in NextGen® Enterprise PM from the Suspend PM/EHR application sync setting in your user preferences. From the Admin menu, select Preferences > User > General. The User Preferences window opens. Select the General tab. In the Suspend PM/EHR application sync check box, do one of the following: Clear the check box to enable patient synchronization. Select the check box to disable patient synchronization. To save your changes and close the User Preferences window, select OK. Parent topic: Configuring Patient Synchronization in NextGen Enterprise PM

NextGen® Enterprise EHR Help

Enable or Disable Patient Synchronization

Patient synchronization in NextGen® Enterprise EHR is enabled or disabled from the Suspend patient synchronization setting in your user preferences. From the Tools menu, select Preferences. The Preferences window appears. Select the General tab. In the Suspend patient synchronization check box, do one of the following: Clear the check box to enable patient synchronization. Select the check box to disable patient synchronization. Select OK. Parent topic: Patient Synchronization

Turn Patient Synchronization On or Off

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Automatically Enroll Patients in Enterprise Chart

Patient Synchronization

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Turn Patient Synchronization On or Off

Manage Patient Synchronization

Enable or Disable Patient Synchronization

Automatically Enroll Patients in Enterprise Chart

Patient Synchronization

Configuring Patient Synchronization in NextGen® Enterprise PM

Turn Patient Synchronization On or Off

Manage Patient Synchronization

Enable or Disable Patient Synchronization