Documents Universal Preferences

Preference	Description
Archive Doc Copy	Determines whether documents will be archived. To archive documents, set the preference to True.
Cache File Level	Note: This preference is only set by NextGen support staff. Sets how document files are handled when they are copied to the cache path during document generation and loading. Cache File Levels: 0 – Off. This level is the default. 1 – Caches all document files during generation and loading. 2 – Same as 1 but does not report errors if the cache file cannot be deleted.
Convert Notes to Plain Text	Setting this option to True enables users to convert Note field values to plain text in a generated document. When this option is enabled, all other formatting (font style, color, underlines, etc.) is lost.
Doc Audio Export Path	Indicates the path used for storage of RTF (Rich Text Format) files that are exported for transcription from template Note-type fields. Note: You must set this path so you can use the Note File Monitor Utility for audio notes that are recorded with a PC microphone or tape device.
Patient Portal Statements Shared Path	Indicates the path for storing the PDF statements that you generate from NextGen® Enterprise PM and sending those statements to NextGen® PxP Portal. Note: You can edit the path but cannot leave it blank.

System Administrator Help

Templates Universal Preferences

The following lists the Templates Universal Preferences. Preference Description Disable Saving Blank Notes At run time, the Note field is saved as a GUID file only if the contents of the field have been changed and the Disable Saving Blank Notes Universal Preference is set to True. Enable Radio Button Clearing When set to True, this preference enables users to select a selected radio button to clear it. Family Planning Special Edition When set to True, this preference enables the check box for installing the Family Planning content on the NextGen® Adaptive Content Engine Upgrade Utility. 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 usi

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

System Administrator Help

Reports Universal Preferences

The following table describes the Reports Universal Preferences. You can also set these preferences at the user level. Preference Description Alternate Report Path In compliance with the Certification Commission for Healthcare Information Technology (CCHIT) requirements, this preference sets the path in which Crystal Reports stored in the alternate directory are not accessible via File > Crystal Reports Main Menu option. Custom Report Path Sets up the path for storing custom reports. NextGen® Optical Management Report Path Sets up the path for storing NextGen® Optical Management reports. Patient Report Path Sets up the path for storing patient reports. Report DSN Sets up the path for storing DSN reports. Report Path Sets up the path for storing reports. Parent topic: Set Up Universal Preferences

System Administrator Help

Patient Education Universal Preferences

Set the Universal Preferences for Patient Education only if you have purchased the Patient Education module. Before installing the Healthwise Patient Education module for the first time, you must set the file path in the System Administrator application. The following lists the Patient Education Universal Preferences. Preference Description Custom Patient Education Path Defines the path where uploaded custom patient education documents are created. Local Patient Education Files Defines the shared path you created or the NextGen root path where the Patient Education Installer wizard installs the files. Patient Education DSN The DSN of the external database where patient education documents are saved to an encounter are stored (if applicable). Patient Document Path Defines the path where Healthwise Patient Education documents are saved. Note: You must set a path for patient education documents to enable users to save patient education documents to a patient's chart. Failure to set this p

System Administrator User Guide

Documents Universal Preferences

These universal preferences control the handling of documents, including archiving, caching, and import and export paths. The following lists the Documents Universal Preferences. Preference Description Archive Doc Copy Determines whether documents will be archived. To archive documents, set the preference to True. Cache File Level Note: This preference is only set by NextGen support staff. Sets how document files are handled when they are copied to the cache path during document generation and loading. Cache File Levels: 0 – Off. This level is the default. 1 – Caches all document files during generation and loading. 2 – Same as 1 but does not report errors if the cache file cannot be deleted. Convert Notes to Plain Text Setting this option to True enables users to convert Note field values to plain text in a generated document. When this option is enabled, all other formatting (font style, color, underlines, etc.) is lost. Doc Audio Export Path Indicates the path used for storage of RT

System Administrator Help

Audio Universal Preferences

The following lists all Audio Universal Preferences. Preference Description Audio DSN Sets up the Data Source Name to use for storage when Replication is selected. Display Audio Dialog Sets up the default setting for display of the audio dialog. You can also set this preference at the user level. 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. Host Audio Path Indicates the path used to store audio files on a remote host through FTP. Local Audio Path Sets up the path used for storage of audio files. Recording Time Limit Sets up the maximum

Documents Universal Preferences

Recommendations

Templates Universal Preferences

Workflow Universal Preferences

Reports Universal Preferences

Patient Education Universal Preferences

Documents Universal Preferences

Audio Universal Preferences

Templates Universal Preferences

Workflow Universal Preferences

Reports Universal Preferences

Patient Education Universal Preferences

Documents Universal Preferences

Audio Universal Preferences