Reports Universal Preferences

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.

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

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

Images Universal Preferences

The following lists the 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

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

System Administrator Help

Auditing Universal Preferences

The following lists the Auditing Universal Preferences. Preference Description Medications Fax Enables auditing within the application of all faxed medications by creating an entry in the prescription_audit table. When this preference is set to True, you can run a Crystal Report that can document when medications were faxed. Medications Print Enables auditing within the application of all printed medications by creating an entry in the prescription_audit table. When this preference is set to True, you can run a Crystal Report that can document when medications were printed. Parent topic: Set Up Universal Preferences

System Administrator Help

Set Up Universal Preferences

How to use System Administrator to configure preferences that are not specific to a particular practice. To access and set up Universal Preferences: Select View > Universal Preferences. The Preferences window appears. Select the preferences folder you want to configure The window displays the available preferences. In the Preference list, double-click the preference you want to set up. A window displays for the selected preference. Enter the desired value for the preference, and then select OK. There are three types of preferences: Preference Type Description Boolean Select True to enable the preference or select False to disable it. Path Enter the path that applies to the preference. You can enter the path or select the Ellipsis button to navigate for the path. Free Text Enter the alphanumeric value to use for the preference. Note: Some Universal Preferences may include FTP (File Transfer Protocol) settings. Set up FTP settings only if your practice is using FTP to store information.

Reports Universal Preferences

Recommendations

Patient Education Universal Preferences

Workflow Universal Preferences

Images Universal Preferences

Documents Universal Preferences

Auditing Universal Preferences

Set Up Universal Preferences