Access Enterprise Preferences

File Maintenance Help for NextGen® Enterprise 8

Setting Up Document Management Preferences in Enterprise Preferences

The Document Management tab on the Enterprise Preferences window displays only if you have a license for NextGen® Document Management. This tab enables you to set some NextGen® Document Management options at the enterprise level. To set the enterprise preferences, you must: Set a network share location to store all documents and images used by NextGen® Document Management. Enable network impersonation so you can set restrictions on access to the network location where the actual documents and image files are stored. Set up Document Management Enterprise Preferences Parent topic: Enterprise Preferences

File Maintenance Help for NextGen® Enterprise 8

Open the Practice Preferences

Do one of the following: In File Maintenance, select Master Files > System > Practices. In NextGen® Enterprise PM, select the Admin > Preferences > Practice. Double-click a practice, and then select Preferences. The Practice Preferences window opens. In the Preference List, select the desired practice preference name. The window displays the Practice Preferences related to your selection. Parent topic: Practice Preferences

File Maintenance Help for NextGen® Enterprise 8

Set up Document Management Enterprise Preferences

In File Maintenance, select Master Files > System > Enterprises. The Enterprises List window opens. Double-click the appropriate enterprise. Select Preferences and then select Document Management tab. Enter information in the desired fields. Note: For detailed information about these settings or about using the NextGen® Document Management application, go to NextGen Healthcare Success Community and download the latest User Guide for NextGen Document Management. Parent topic: Setting Up Document Management Preferences in Enterprise Preferences

NextGen® Enterprise EHR Help

Open the Practice Preferences

Do one of the following: In File Maintenance, select Master Files > System > Practices. In NextGen® Enterprise PM, select the Admin > Preferences > Practice. Double-click a practice, and then select Preferences. The Practice Preferences window opens. In the Preference List, select the desired practice preference name. The window displays the Practice Preferences related to your selection. Set NextGen Adaptive Content Engine Save Action for Internal Documents Assign External Resource Links in Practice Preferences to be added later. Parent topic: Internal and External Educational Resources Setup

NextGen® Enterprise EHR Help

View User Preferences

Open NextGen® Enterprise EHR. From the Tools menu, select Preferences. The Preferences window opens. The window contains the following tabs: General (displays by default when you open the Preferences window) Main Toolbar Medical Records Templates Medications Formulary Reference Quality Reporting Documents Parent topic: User Preferences

Help Guide for NextGen® Enterprise PM 8

Activate Auto Close

Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. From the Preference List on the left, select General. To enable auto close, select the Auto-closing check box. To save changes and close the window, select OK. Parent topic: Auto Close

Access Enterprise Preferences

Recommendations

Setting Up Document Management Preferences in Enterprise Preferences

Open the Practice Preferences

Set up Document Management Enterprise Preferences

Open the Practice Preferences

View User Preferences

Activate Auto Close

Setting Up Document Management Preferences in Enterprise Preferences

Open the Practice Preferences

Set up Document Management Enterprise Preferences

Open the Practice Preferences

View User Preferences

Activate Auto Close