General Information
NextGen - what to do when client does not want to share their e-mail address ?
>> If the client declines to provide their email address check the box that reads "Client declines to give Email". You can select this by editing the Client's profile or while registering them.
NextGen - How to add/Edit patient's alerts ?
1) Navigate to the Patient's account and click on the edit symbol as shown below. 2) Update the Alert that has to be shown and click on update and the alert will appear on the patient file and everyone can see it!!
NextGen - How to add/Edit client's alerts ?
1) Navigate to the client's account and click on the edit symbol as shown below. 2) Update the Alert which has to be shown and click on save.
NextGen - How to check if the client / patient is Inactive or Deceased ?
>> If the client's status has been changed it will reflect on their account. Below are the different statuses which will be shown on the client's account. A - Active. B - Inactive. C > Deceased. If the patient has been marked deceased or inactive it ...
NextGen - How do I add Microchip Id for the pet ?
1) Navigate to the patient's account for which you would want to add the microchip ID. Click on the edit symbol as shown below. 2) Add the Microchip ID and save the details as show below.
NextGen - How do I quickly register a client ?
1) Navigate to the appointment page and double click on the date and time that you would want to add the new client to. 2) On the appointment page click on the time clock symbol as shown below to add a quick client. 3) Fill in all the necessary ...
NextGen - How do I change a client/pet owner's email address ?
1) Navigate to the client's account which you would want to change the email address for and click on the modify client details icon as shown below. 2) change the email address and click on save to save the changes.
NextGen - How do I register a Client/pet owner ?
1) Click on the Register Client icon as shown below. 2) Fill in all the required information and click on save. Please note the columns which are highlighted are mandatory.
NextGen - How to Map a color to a species ?
1) Please click on the setup icon as shown below. Navigate to Client Patient Details then Patient. Click Species Color Species Mapping. A > Click on Setup. B > Click on Client patient details. C > Click on patient. D > Click on species color mapping. ...
NextGen - How to add color ?
1) Please click on the setup icon as shown below. Navigate to Client Patient Details then Patient. Click on color. A > Click on Setup. B > Click on Client patient details. C > Click on patient. D > Click on color. 2) Click on Add New and fill in the ...
NextGen - How to add sex ?
1) Please click on the setup icon as shown below. Navigate to Client Patient Details then Patient. Click on Sex. A > Click on Setup. B > Click on Client patient details. C > Click on patient. D > Click on Sex. 2) Click on select species for which ...
NextGen - How to add a Breed ?
1) Please click on the setup icon as shown below. Navigate to Client Patient Details then Patient. Click on Breed. A > Click on Setup. B > Click on Client patient details. C > Click on patient. D > Click on Breed. 2) Click on Add New and fill in the ...
NextGen - How to add a Species ?
1) Please click on the setup icon as shown below. Navigate to Client Patient Details then Patient. Click on species. A > Click on Setup. B > Click on Client patient details. C > Click on patient. D > Click on Species. 2) Click on Add New and fill in ...
NextGen - How to create a new user group ?
1) Please click on the setup icon as shown below. Navigate to organization then user groups. A > Click on Setup. B > Click on organization. C > Click on user- group. 2) Click on Add New. 3) once the group name has been save click on the manage icon ...
NextGen - How to change Staff designation ?
1) Please click on the setup icon as shown below. Navigate to organization then staff list. A > Click on Setup. B > Click on Organization. C > Click on Staff list. 2) Click on the edit staff option. 3) change the staff's designation and click on ...
NextGen - How to hide rabies tag on plan item ?
1) Please click on the clinic settings restricted icon as shown below. Navigate to plan item then click on Hide Rabies Tag. A > Click on Clinic restricted. B > Click on Notification. C > Click on the checkbox of > Hide Rabies tag
NextGen - How to hide weight surcharge and volume discount on Plan item ?
1) Please click on the clinic settings restricted icon as shown below. Navigate to plan item then click on Hiding weight surcharge and volume discount on Plan item. A > Click on Clinic restricted. B > Click on Plan item. C > Click on the checkbox of ...
NextGen - How to automaitcally remove the plan item, if the weight criteria is not matching ?
1) Please click on the clinic settings restricted icon as shown below. Navigate to plan item then click Remove Plan Item if weight criteria does not match. A > Click on Clinic restricted. B > Click on Plan item. C > Click on the checkbox of > Remove ...
NextGen - How to enable Expired/Threshold Notification Email ?
1) Please click on the clinic settings restricted icon as shown below. Navigate to notification then click on inventory and then Expired/Threshold Notification Email. A > Click on Clinic restricted. B > Click on Notification. C > Click on Inventory > ...
NextGen - How to Enable monthly reminders ?
1) Please click on the clinic settings restricted icon as shown below. Navigate to notification then click on reminder and then Send Monthly Reminders. A > Click on Clinic restricted. B > Click on Notification. C > Click on Reminders > click on the ...
NextGen - How to enable reminder SMS ?
1) Please click on the clinic settings restricted icon as shown below. Navigate to notification then click on reminder and then Send Reminder SMS. A > Click on Clinic restricted. B > Click on Notification. C > Click on Reminders > click on the check ...
NextGen - How to enable reminder emails ?
1) Please click on the clinic settings restricted icon as shown below. Navigate to notification then click on reminder and then Send Reminder Emails. A > Click on Clinic restricted. B > Click on Notification. C > Click on Reminders and click on the ...
NextGen - How to enable SMS for Statements ?
1) Please click on the clinic settings restricted icon as shown below. Navigate to notification then click on statement and then Send Statement SMS. A > Click on Clinic restricted. B > Click on Notification. C > Click on statement >> Click on check ...
NexxtGen - How to enable automatic statement emails ?
1) Please click on the clinic settings restricted icon as shown below. Navigate to notification then click on statement and then Send Statement Emails. A > Click on Clinic restricted. B > Click on Notification. C > Click on statement and then Send ...
NextGen - How to set up how many days before to send appointment notification ?
1) Please click on the clinic settings restricted icon as shown below. Navigate to notification then Send Appointment Reminder Before and set up the number of days. A > Click on Clinic restricted. B > Click on Notification. C > Click on checkbox ...
NetGen - How to enable appointment SMS notifications by default ?
1) Please click on the clinic settings restricted icon as shown below. Navigate to notification then Send Appointment SMS to be checked. A > Click on Clinic restricted. B > Click on Notification. C > Click on checkbox > Send Appointment SMS to be ...
NextGen - How to enable appointment emails notifications by default ?
1) Please click on the clinic settings restricted icon as shown below. Navigate to notification then Send Appointment Emails to be checked. A > Click on clinic restricted. B > Click on notification. C > Click on check box > Send Appointment Emails to ...
NextGen - How to create new task category ?
1) Click on the setup icon as shown below. Navigate to task manager and then task category. A > Click on setup. B > Click on Task manager. C > Click on Task category. 2) Click on Add Task Category and fill in the details.
NextGen - How to add a new plan category and Subcategory ?
1) Please click on the setup icon as shown below. Navigate to plan items and then category / Subcategory. A > Click on Setup. B > Click on Plan items. C > Click on category / Sub- category. 2) click on add new and fill in the information and click ...
NextGen - How to add a refferal Staff ?
1) Please click on the setup icon as shown below. Navigate to organizations and referral staff list. A > Click on Setup. B > click on Organization. C > Click on Referral staff list. 2) Click on add staff and fill in the details of the referral ...
NextGen - How to create Kiosk logins ?
1) Please click on the setup icon as shown below. Navigate to organizations and then kiosk Logins. A > Click on Setup. B > Click on Organization. C > Click on Kiosk logins. 2) Click on Add Kiosk user and fill in the details. and click on save.
NextGen - How to add a new Phone type ?
1) Please click on the setup icon as shown below. Navigate to Client Patient Details and phone type. A > Click on Setup. B > Click on Client patient details. C > Click on Phone type. 2) You can add phone types or change the formats. After changing ...
NextGen - How to add Reffered by ( How did you hear about us) ?
1) Please click on the setup icon as shown below. Navigate to Client Patient Details and then Referred by. A > Click on Setup. B > Click on Client patient details. C > Referred by. 2) Here you can add extra references by clicking on Add reference ...
NextGen - How to set up price for Patient portal ?
1) Please click on the clinic settings restricted icon as shown below. A > Click on clinic restricted. 2) Click on patient portal and set up the prices under To collect Check/Cash payments from your clients . Click on Apply to save the settings. A ...
NextGen - How to restrict access to pages in Patient portal ?
1) Please click on the clinic settings restricted icon as shown below. A > Click on Clinic restricted. 2) Click on patient portal and set your preferences. Click on Apply to save the settings.
NextGen - How to give register a client to patient portal ?
1) Navigate to the client's profile and click on the paw icon as shown below. Once clicked an email will be sent to the clients registered email address with the link. 2) The username and password will be sent to the client's registered email ...
NextGen - How to add past appointments ?
To add a past appointment, Click on appointment and then calendar icon as shown below and select the date you want to make a past appointment for.
NextGen - How to set up Mobile clinics ?
1) Please click on the setup icon as shown below. Navigate to organizations and then clinic. A > Click on Setup. B > Click on organization. C > Click on Clinics. 2) Click on add clinics. 3) Select the type of clinic as mobile and fill in the ...
NextGen - How to do a Referral clinic set up ?
1) Please click on the setup icon as shown below. Navigate to organizations and then clinic. A > Click on Setup. B > Click on organization. C > Click on Clinics. 2) Click on add clinics. 3) Select the type of clinic as referring clinic and fill in ...
NextGen - How to do a Multi clinic set up ?
1) Please click on the setup icon as shown below. Navigate to organizations and then clinic. A > Click on Setup. B > Click on organization. C > Click on Clinics. 2) Click on add clinics. 3) Select the type of clinic relevant to your practice and ...
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