NextGen EHR: Clinic Password and User Preferences Setup in PROD

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1 NextGen EHR: Clinic Password and User Preferences Setup in PROD FALL Click the NextGen icon on your desktop. The NextGen Application Window opens. FALL

2 Click the icon for EHR. The EHR login window appears. FALL Verify that the login window is showing the database NGPROD. Enter your Student ID in the User field and the temporary password Newuser1 in the Password field. Click Logon. FALL

3 You will be asked to change your temporary password. Click OK. Note: if you are unable to get to this screen, and receive a deactivated error, contact X7500 to reactivate your account. FALL Enter your new password in the New Password box and then again in the Confirm New Password box. Review the password requirements. It is ok to choose the same password you have set of for your computer login. FALL

4 The EHR application will now open. Before you can use the EHR, you will need to set up your user preferences. First, choose a temporary location. Select Advanced Ophthalmic Care, then click OK. FALL Next, choose a temporary provider. Select Chaglasian, Michael, then click OK. FALL

5 Next, you will customize your desktop settings. Navigate to the top tool bar and select Tools and the select Preferences FALL On the first tab labeled General select the initial field dropdown and change the selection to Med Rec Num. FALL

6 Under Initial Module, select Workflow. FALL Next, click the third tab labeled Medical Records. Click both checkboxes under location and provider labeled Default to last selected. FALL

7 Click the fourth tab labeled Templates. Under the available templates window on the left, scroll to IEI - HOME, click to highlight, and select the arrow to move to the Preferred Templates window. Do the same for the following templates: IEI Post-Op Exam, IEI Vision Therapy Session, Patient Comments And Patient Communication FALL Navigate back to Tools, scroll to Top toolbar and then to Customize. The Customize Top Toolbar window appears. FALL

8 Under Current toolbar buttons click the name Separator, located above the word Close. FALL Under Available toolbar buttons on the left, click on Templates, select your control key on the keyboard, and then continue to select the following: Documents, Problems, Allergies and Medications. With all selected, click the Add button. FALL

9 Then click Close. FALL On the top tool bar, click the Inbox Icon. The workflow inbox window opens. FALL

10 Right- Click the top blue panel and select window configuration FALL Click on the top middle layout and click OK. FALL

11 Next, you will need to open a test patient to set the final preferences for encounter folder display and Medication Module display. Click the patient lookup ion on the top bar. The patient look up window opens. FALL In the medical record number box, type Then click Find. FALL

12 When you open the patient, the patient history window will appear on the right. FALL Select the first encounter folder in the list, right click and select Customize Display. FALL

13 Uncheck the box for time, and select the box for Provider and choose LastFM in the list. Below, check the box for location, then click OK. FALL Click the Medication (RX) icon on the top bar. The Medication Module window opens. FALL

14 Click on Grid Preferences then Set Columns to display. FALL Under Available Columns. Select Prescribed Elsewhere and click Add. FALL

15 Select Prescribed Elsewhere and then click Move Up, until it is located second, below Status. FALL Select Last Audit, click Move Up until it is located below Prescribed Elsewhere, in the third position. Click Ok. FALL

16 Right-Click on the column for Prescribed Elsewhere. Select Group & Sort Same Column FALL Click the X by Medication Module to close it. FALL

17 Finally, navigate to File, then choose Close Patient to close the test patient s record. FALL Then click Logout. You have now completed your login and preferences setup for the NextGen EHR in DEMO. If you encounter issues with your computer or password, please contact x7500 for assistance. FALL

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