Preferred Locations

System Administrator Help

Modify Preferred Locations and Limit Access

Select the user, and then select the Locations tab. In the Preferred Locations list, select the locations to designate as "preferred" for the user. When you select a location, it automatically moves up in the list to immediately below the last selected location. Locations that are not selected are considered as “non-preferred” for the user. To change the order of the locations, select a location, and then select one of the Move buttons. The list order defined here is the default for how they display for the user in drop-down fields, for example, in lookups. Users can override this order in the NextGen® Enterprise PM. Note: If no limits for the preferred locations are set, locations inNextGen® Enterprise PMthat are not designated as preferred will display in drop down lists in alphabetical order after preferred locations. Set the limitations inNextGen® Enterprise EHRandNextGen® Enterprise PMfor the preferred locations. If you set limits for one application, but not for the other, the ap

System Administrator Help

Preferred Locations and Location Restrictions

If a practice contains a large number of service locations, you can apply an additional method of security that restricts user activity within specific service locations. Defining access for each user by their “preferred locations” provides greater control over which functions the users can perform and lowers the incidence of data entry errors. For example, preferred location limits can prevent someone in the downtown office from performing billing functions for the east side office. The preferred location settings include the following: Limit which locations a user can access when searching for information within NextGen® Enterprise PM Limit reports to only display data from the user’s preferred locations. Limit users to generate letters associated only with preferred locations. Limit creation of new medical record information according to the user’s preferred location settings. Places where preferred locations can be set The preferences can be assigned to the user from the following

File Maintenance Help for NextGen® Enterprise 8

Setup Default User Preferences - Locations Tab

To select preferred locations for a user: From the Master Files - Practice list, select Default User Prefs - Locations. The Default User Prefs - Locations List window opens. Do one of the following: To add a new item, selectOpen Menu, and then selectNew. To modify an existing item, select the item in the list, selectOpen Menu, and then selectOpen. You can also double-click to open the item. When the above step is performed, the below mentioned window appears. The Default User Preferences - Locations window opens. If this is a new set of user preferences, enter a name for them. You can also change an existing name. Note: If you upgraded from a version prior to 5.7, locations that were defined on the Locations tab of the Default User Preferences - General master file have been transferred to this new master file. Select the locations you want to set up as preferred locations. To change the order in which the preferred locations display in the lists, highlight a location, and then select

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 - Locations

You can select default preferred locations for all users that the user preference is assigned to. In all the location lists in NextGen® Enterprise PM, the preferred locations display above the non-preferred locations. If your practice has a lot of locations, then setting the preferred locations helps users to quickly select the locations they use most. The Locations tab displays only when you have more than one location set up for the practice. Note: You can use the System Administrator application to set the preferred locations for a specific user. To select preferred locations for a user: From the Master Files - Practice list, select Default User Prefs - Locations. The Default User Prefs - Locations List window opens. Do one of the following: To add a new item, select Open Menu , and then select New. To modify an existing item, select the item in the list, select Open Menu , and then select Open. You can also double-click to open the item. The Default User Preferences - Locations win

NextGen® Enterprise EHR Help

Set up Location Preferences

Setting up Location preferences enables NextGen® Enterprise EHR to automatically enter the location of a selected provider into the associated fields throughout the application. In the Location section of the Medical Records tab, select the Ellipsis button. The Select Location window opens. Do one of the following: Search for a location by name, contact, address, or phone number. Select Search. Double-click the location in the search results, or select the location, and select OK. To exit without selecting a location, select Cancel. To perform another search, select Clear and specify different parameters. To clear the ID and name in the Location field on the Preferences window, select Clear. If the location ID and name are cleared, at the initial logon, the Select Location window opens. You can then select a location to begin using the application. To display the location that was last selected, select the Default to Last Selected check box. NextGen Healthcare suggests beginner users l

Preferred Locations

Recommendations

Modify Preferred Locations and Limit Access

Preferred Locations and Location Restrictions

Setup Default User Preferences - Locations Tab

Configuring User Preferences for Locations

Default User Prefs - Locations

Set up Location Preferences

Modify Preferred Locations and Limit Access

Preferred Locations and Location Restrictions

Setup Default User Preferences - Locations Tab

Configuring User Preferences for Locations

Default User Prefs - Locations

Set up Location Preferences