NextGen® Enterprise PM User General Preferences Module

System Administrator Help

Scheduling Module

The Scheduling module subgroup in the System Administrator application enables users to access various Scheduling Administrator functions. Subgroup Used in Description Appointment Reminders NextGen® Enterprise PM Enables users to access the Appointment Reminder Letter Maintenance window (in File Maintenance > Master Files > Practice > PM Appointment Reminders) to assign, un-assign, and preview letters by location, resource, practice, or event. Appointments NextGen® Enterprise PM Enables users to create and modify patient appointments. Categories NextGen® Enterprise PM Enables users to create and modify categories on the Categories tab of the Scheduling Administrator. Classes NextGen® Enterprise PM Enables users to create and modify classes on the Classes tab of the Scheduling Administrator. Event Chains NextGen® Enterprise PM Enables users to create and modify: Event chains on the Event Chains tab of the Scheduling Administrator. On-the-fly event chains, which are created while users a

System Administrator Help

Transactions Module

Subgroup Used in Description Balance Control NextGen® Enterprise PM Enables users to access to the Balance Control window to move a balance for an encounter from one party (insurance/guarantor) to another. Batches NextGen® Enterprise PM Enables users to create and modify transaction batches for entering payments, adjustments, and refunds. Enterprise Batch Groupings NextGen® Enterprise PM Enables users to create, modify, and delete batch groupings. For more information about enabling enterprise batch groupings, go to NextGen Healthcare Success Community and download the latest File Maintenance Preferences Guide for NextGen® Enterprise. Transaction Adjustments/ Refunds NextGen® Enterprise PM Enables users to add, modify, and delete adjustments and refunds within a transaction batch. Note: If you want users to be able to perform refund vendor matching, you must also set the Operations Transactions Vendor Matching security right to Yes. Transaction Payments NextGen® Enterprise PM Enables u

System Administrator Help

NextGen® Enterprise PM User Location Preferences Module

The PM User Location Preferences module subgroup in the System Administrator application enables users to view, modify, and update: their own location in the User Preferences settings in NextGen® Enterprise PM. If the Access Rights are cleared, users can view the User Preferences but cannot save changes to them. the Default User Prefs - Locations master file in File Maintenance. Note: The right under Operations > Preferences > User controls whether the users can access the NextGen® Enterprise PM User Preferences. If the Operations right is turned off, then the NextGen® Enterprise PM menu item Locations (under PM > Admin menu > Preferences > User) is disabled. Parent topic: Subgroups of the Modules Permissions Group

File Maintenance Help for NextGen® Enterprise 8

Set User Preferences Rights

You can determine whether users can change their own User Preferences in NextGen® Enterprise PM. If these rights are enabled and you apply default user preferences to the users, then the users can change the preferences. If you disable the rights, the users are restricted from making changes. Open System Administrator. Select a group. On the Rights tab, select: Under OPERATIONS > Preferences > Location, set whether the users can access the location User Preferences to set up preferred locations. If this Operations right is turned off, then the Locations menu item in NextGen® Enterprise PM (under Admin > Preferences > User) is disabled. Under OPERATIONS > Preferences > Scheduling, set whether the users can access the scheduling User Preferences. If this Operations right is turned off, then the Scheduling menu item in NextGen® Enterprise PM (under Admin > Preferences > User) is disabled. Under OPERATIONS > Preferences > User, set whether the users can access the general User Preferences.

System Administrator Help

Preferences Operation

The Preferences Operations subgroup in the System Administrator application enables users to access various areas of the applications where preferences can be set. Subgroup Used in Description Enterprise NextGen® Enterprise PM Enables users to access Enterprise Preferences. Locations NextGen® Enterprise PM Enables users to access their own Location User Preferences. For users to save changes to their preferences, they must also have the MODULES > PM User Location Preferences security right. Practice NextGen® Enterprise PM Enables users to access Practice Preferences. Scheduling NextGen® Enterprise PM Enables users to access and modify their own Scheduling User Preferences. Significant Events NextGen® Enterprise PM Enables users to access the Significant Events Preference settings in NextGen® Enterprise PM and to select the significant events they want to track. System Significant Events NextGen® Enterprise PM & NextGen® Enterprise EHR Enables users to access the Significant Events sett

File Maintenance Help for NextGen® Enterprise 8

Assigning User Preferences to Users and Groups

When you apply a Default User Prefs master file at either the user or group level, they overwrite any previous settings. For example: If a user is in Group A and in Group B and you apply a Default User Prefs master file first to Group A and then apply a different Default User Prefs master file to Group B, the user will have the preferences applied to Group B. If individual users have already set up their User Preferences in NextGen® Enterprise PM, their settings are overwritten when you apply a Default User Prefs master file. Applying the Default User Prefs master file only resets the preferences until the next time preference changes are saved. The settings are not retained, therefore, a user can change the default preferences in NextGen® Enterprise PM and the user-saved preferences will be saved. If necessary, you can modify the rights to prevent users from changing the User Preferences in NextGen® Enterprise PM. Assign User Preferences to Users and Groups Parent topic: Default User

NextGen® Enterprise PM User General Preferences Module

Recommendations

Scheduling Module

Transactions Module

NextGen® Enterprise PM User Location Preferences Module

Set User Preferences Rights

Preferences Operation

Assigning User Preferences to Users and Groups

Scheduling Module

Transactions Module

NextGen® Enterprise PM User Location Preferences Module

Set User Preferences Rights

Preferences Operation

Assigning User Preferences to Users and Groups