Create a New Form Group

File Maintenance Help for NextGen® Enterprise

Create an Enhanced Form

Before you create an enhanced form, you must have a least one form group created. Open File Maintenance. Select System Master Files, and then select PM. Select Forms Enhanced. The Forms Enhanced window appears. In Form Group, select a form group. Note: You can select (All) Forms, but you will be prompted to select a form group upon saving. Right-click the form group, and then select New. Select Blank Form. A blank form displays, allowing you to create the body of the form by entering and formatting text, inserting pictures, and selecting data repository fields as needed. Select Save . Select New Form Template, and then select a Form Group Name, Form Name, and Form Description. Note: You can only enter up to 40 characters for the Form Name and Form Description. Select OK. The new form group displays in the list. Note: When you create an enhanced form in File Maintenance and if you do not have enough data while printing it from NextGen® Enterprise PM, the system compresses the extra spac

File Maintenance Help for NextGen® Enterprise 8

Create a New Form Group

Form Groups enable you to categorize forms for organizational and printing purposes. You must create at least one Form Group before you can save an Enhanced Form. After a form group has been created, you can also edit, copy, hide, delete and unhide form groups. To create a form group, do the following: Select Edit Form Group from the Forms Enhanced menu. Select New. Enter a name for the group. Select OK. To edit a form group, do the following: Select the form group you would like to edit from the drop-down. Select Edit Form Group from the Forms Enhanced menu. Select Edit. Select OK. To copy a form group, do the following: Note: When you copy a form group, you are copying forms you selected in the Form Group drop-down to a new Form Group. Select the form group you would like to copy from the drop-down. Select Edit Form Group from the Forms Enhanced menu. Select Copy. Enter a name for the new Form Group. Select OK. To hide a form group, do the following: Note: When you hide a form group,

File Maintenance Help for NextGen® Enterprise

Forms Enhanced

You can create forms in the Forms Enhanced window for electronic signatures, patient correspondences for documentation purposes and more customized options for alternate fee tickets and patient data sheets. Forms Enhanced also allows you to create form groups, allowing you to print multiple pages of a form and multiple forms at once. To create an Enhanced Form, you must first create at least one Form Group. The following are the Forms Enhanced fields: Form Group: Lists of new forms created and saved into groups; the groups can be used to categorize forms (for example, Consent Forms) or group them together form printing purposes (for example, New Patient Registration Forms). Form Name: Displays the name of the form. Form Description: Displays the form description. Show Hidden Forms: You can select Show Hidden Forms to view all the forms including hidden forms. By default, hidden forms are not displayed. Authored By: Displays who created the form as well as the date and time the form was

File Maintenance Help for NextGen® Enterprise 8

Create an Enhanced Form

Before you create an enhanced form, you must have a least one form group created. To create a form, do the following: Access File Maintenance. Select System Master Files, then PM, and then Forms Enhanced. The Forms Enhanced window appears. In the Form Group field, select a form group. Note: You can select (All) Forms, but you will be prompted to select a form group upon saving. Right-click on a form group from the list that is displayed and select New. Select Blank Form. A blank form displays, allowing you to create the body of the form by entering and formatting text, inserting pictures, and selecting data repository fields as needed. Select Save after creating your form. In the New Form Template window, select a Form Group Name (if you did not do so previously), Form Name and Form Description. Note: You can only enter up to 40 characters for the Form Name and Form Description. Select OK. Notice the new form group in the list displayed. Note: When you create an enhanced form in File M

Help Guide for NextGen® Enterprise PM 8

Create New Enhanced Form

Form Groups enable you to categorize forms for organizational and printing purposes. You must create at least one Form Group before you can save an Enhanced Form. After a form group has been created, you can also edit, copy, hide, delete and unhide form groups. Open File Maintenance. Select Edit Form Group from the Forms Enhanced menu. Select New. Enter a name for the group. Select OK. Note: If All Forms is selected in the Form Group field, you are not able to modify the practice list displayed. However, if a specific Form Group is selected, you can grant Practice Access to the form as needed. Parent topic: Forms Enhanced

Help Guide for NextGen® Enterprise PM 8

Create an Enhanced Form Group

You can create enhanced forms in File Maintenance. You can create forms for electronic signatures, patient correspondence for documentation purposes, and more customized options such as alternate fee tickets and patient data sheets. You can also create form groups, which allow you to print multiple pages of a form or multiple forms at once. Before you begin You must create at least one Form Group before you can save an Enhanced Form. Form Groups allow you to categorize forms for organizational and printing purposes. Once a form group is created, you can edit, copy, hide, delete, or unhide it. Open File Maintenance. From the Master Files section, select System , select PM, and then select Forms Enhanced. In the Forms Enhanced window, select Edit Form Group, and then select New. In the New Form Group window, enter a name for the group, and then select OK. Note: If All Forms is selected in the Form Group field, you can not modify the practice list displayed. However, if a specific Form Gr

Create a New Form Group

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