Access System Sets or Other Providers’ QuickPicks

NextGen® Therapy Suite Help 30.3.13.0

Update a QuickPick

You can only update QuickPicks that you created. Although you can use other providers' QuickPicks, you cannot modify them unless you first save a copy to your own QuickPick set. Open a template, and then do one of the following: Select Star button to list the rendering provider QuickPicks. Select Double Star button to list the System Set QuickPicks. Select a QuickPick, and then select OK to load it into the template. Make changes to the entries on the template. Select Floppy disk button. The INF Default Save window opens. The Name to be Updated or Deleted field displays the name of the QuickPick that was used. If you want to change the QuickPick name, enter a new name in the Name field. If necessary, add or change comments in the Comments field. Select Update. Parent topic: QuickPicks

NextGen® Therapy Suite Help 30.3.13.0

Create and Save a QuickPick

You can create a QuickPick for a template with any amount of information filled in. If the template has questions and answers, you can include only questions or both questions and answers to save as part of the QuickPick. You can save the QuickPick to a rendering provider or as a system set. Note: To save a system set QuickPick, you must be in a security group with configured rights in the QuickPick Manager Configuration template. For more information about setting up security groups for system sets, refer to the Configuration Guide for NextGen® Therapy Suite. Open the template you want to create a QuickPick for. Make selections and enter information you want in the fields you want to save in the QuickPick. Template with Save button highlighted In the QuickPick toolbar, select Floppy disk button. The INF Default Save template opens. The Category field displays the name of the template you entered information in. The Provider field displays the name of the rendering provider for the cur

NextGen® Orthopedic Suite Help 80.2.14.0

Access a QuickPick

To access a QuickPick, click the double star icon. A list of QuickPicks opens. The list is configurable to show only System Set QuickPicks, other providers’ QuickPicks, or both. If the list shows both, the System Sets have “System” in front of the name, and providers’ sets have the provider’s initials in front of the name. INF TD Set Filter window Note: You can only update QuickPicks that you created. While you can use other providers’ QuickPicks, you cannot modify them unless you first save a copy as your own. Parent topic: Create and Save a QuickPick

NextGen® Therapy Suite Help 30.3.13.0

Configuring QuickPicks Settings

You can configure preferences for QuickPicks that open when you select the double-star icon. You can use the Double-Star Settings panel of the Specialty QuickPick Manager template to configure QuickPicks listed on the window that opens on selecting the double-star icon on the QuickPick toolbar. Double-Star Settings Using the options, you can select preference to display system sets, QuickPicks saved by other providers in the practice, or both. You can also configure security groups that can manage QuickPick system sets. Manage System Set Authorized Groups You can manage security groups that can save QuickPicks as system sets. Parent topic: Managing QuickPicks

NextGen® Orthopedic Suite Help 80.2.14.0

Double-Star Settings

Use this panel to set which QuickPicks are viewable in the INF Td Set Filter picklist that opens when you click the double-star icon (Double star icon) on the QuickPick tool bar, and to select which security groups can manage QuickPick System Sets. Using the options, you can choose to display system sets, QuickPicks saved by other providers in the practice, or both. Double-Star Settings panel on the QuickPick Manager template Authorize a Group to Save System Set QuickPicks Remove System Set QuickPicks Authorization Parent topic: QuickPick Manager

NextGen® Orthopedic Suite Help 80.2.14.0

Authorize a Group to Save System Set QuickPicks

Authorize a Group to Save System Set QuickPicks Authorize a Group to Save System Set QuickPicks Click the field below the Manage System Set Authorized Groups grid. A list of security groups opens. Double-click the security group you want to add, or select it and click OK. Click Add. Note: Only users who are members of authorized groups see the System Set check box when saving a QuickPick on the NextGen® Orthopedic Suite templates. Parent topic: Double-Star Settings

Access System Sets or Other Providers’ QuickPicks

Recommendations

Update a QuickPick

Create and Save a QuickPick

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Double-Star Settings

Authorize a Group to Save System Set QuickPicks

Update a QuickPick

Create and Save a QuickPick

Access a QuickPick

Configuring QuickPicks Settings

Double-Star Settings

Authorize a Group to Save System Set QuickPicks