NextGen® Enterprise PM User Location Preferences Module

System Administrator Help

NextGen® Enterprise PM User General Preferences Module

The PM User General Preferences module subgroup in the System Administrator application enables users to view, modify, and update: their own general 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 - General 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 General (under PM > Admin menu > Preferences > User) is disabled. The PM User General Preferences module is used in NextGen® Enterprise PM. Parent topic: Subgroups of the Modules Permissions Group

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

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

Help Guide for NextGen® Enterprise PM 8

Configuring User Preferences for Locations

You can define your preferred locations and configure the order of those locations in NextGen® Enterprise PM and NextGen® Enterprise EHR. You can also define whether the Location fields throughout the NextGen® Enterprise PM and NextGen® Enterprise EHR applications and reporting are limited to only your preferred locations. In File Maintenance, location preferences can be defined in the Default User Prefs - Locations master file, and then assigned to groups of users or individual users in System Administrator. For more information, go to NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide forNextGen®Enterprise. In NextGen® Enterprise PM, you can modify your own location preferences in Admin > Preferences > User > Locations. Your settings override any default settings that were assigned to you in System Administrator. Set up Locations Preferences You can set up your preferred locations and the order in which they are displayed in the list boxe

File Maintenance Help for NextGen® Enterprise 8

Default User Prefs

You can specify default user preferences settings in the Default User Prefs master files. After you apply the master files to individual users or to all users within a group, the settings become the default User Preferences in NextGen® Enterprise PM for those users. In addition, you can restrict users from changing the defaults. Default User Prefs - General Default User Prefs - Locations Default User Preferences - Locations tab Default User Prefs - Scheduling Assigning User Preferences to Users and Groups Set User Preferences Rights Parent topic: Master Files - Practice

NextGen® Enterprise PM User Location Preferences Module

Recommendations

NextGen® Enterprise PM User General Preferences Module

Scheduling Module

Set User Preferences Rights

Preferences Operation

Configuring User Preferences for Locations

Default User Prefs

NextGen® Enterprise PM User General Preferences Module

Scheduling Module

Set User Preferences Rights

Preferences Operation

Configuring User Preferences for Locations

Default User Prefs