Images Universal Preferences

Preference	Description
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.
Image Dialog Path	Sets up the initial directory for the File Open window. You can also set this preference at the user level.
Image DSN	Sets up Data Source Name to use for storage when Replication is selected.
Image Host Path	Sets up the path to use to store images on a remote host through FTP.
Image Path	Sets up the path to use to store saved images.
Universal Image Type	Sets up the image type to use as default when saving images at runtime. You must enter Image Type EXACTLY as it is listed in the drop-down list of the Save Image window.

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

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

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 Help

Inventory Management Universal Preferences

The following lists the Inventory Management Universal Preferences for NextGen® Optical Management. Preference Description Inventory Image Path Sets the path or location where the frames images are saved. If you select the Import Frames Images check box in the Frames Data Loader Utility, but the Inventory Image Path has not been set in System Administrator, a message appears stating that the image path has not been set and that you must configure the path. Use Inventory Images Sets the True option to view frames images in NextGen® Optical Management. If you set the option to False, you can import images to the Frames Data Loader Utility, however, you cannot view the images in NextGen® Optical Management. Parent topic: Set Up Universal Preferences

System Administrator Help

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

Images Universal Preferences

Recommendations

Workflow Universal Preferences

Templates Universal Preferences

Reports Universal Preferences

Patient Education Universal Preferences

Inventory Management Universal Preferences

Documents Universal Preferences

Workflow Universal Preferences

Templates Universal Preferences

Reports Universal Preferences

Patient Education Universal Preferences

Inventory Management Universal Preferences

Documents Universal Preferences