Service Categories

File Maintenance Help for NextGen® Enterprise 8

Service Categories

In the Service Categories master file, you can set up a complete list of service categories for procedures. This master file contains preloaded categories, but you can add more. You can even set up service categories with practice-specific SIMs. Add a Service Category Modify a Service Category Copy a Service Category Parent topic: Master Files - System

File Maintenance Help for NextGen® Enterprise

Add a Service Category

To add a service category, perform the following steps: From Master File > Service Categories, select Open Menu and select New. The Add Service Category Information window appears. Enter a name for the new Category. Enter a description up to four characters for Short Description. You can Hide a service category. Select Hide to not display this service category. Note: All service categories are listed when Service Categories is selected from Master Files. Selecting a service category will display a list of SIMs associated with the category on a practice-specific level. So, when any existing service category is opened, it displays SIMs available for the logged in practice only. When adding new SIMs, only practice-specific SIMs are allowed to be added. Parent topic: Service Categories

File Maintenance Help for NextGen® Enterprise 8

Add a Service Category

To add a service category, perform the following steps: From Master File > Service Categories, select Open Menu and select New. The Add Service Category Information window appears. Enter a name for the new Category. Enter a description up to four characters for Short Description. You can Hide a service category. Select Hide to not display this service category. Note: All service categories are listed when Service Categories is selected from Master Files. Selecting a service category will display a list of SIMs associated with the category on a practice-specific level. So, when any existing service category is opened, it displays SIMs available for the logged in practice only. When adding new SIMs, only practice-specific SIMs are allowed to be added. Parent topic: Service Categories

File Maintenance Help for NextGen® Enterprise

Copy a Service Category

To copy a service category, perform the following steps: Select Master File > System > Service Categories. The Service Categories List window opens. Select a service category form the list and select Open Menu or right-click the service category. Select Copy. The Copy Master File window appears. The Please enter the Category Name and Please enter the Shore Description fields are required. Note: Use a different name and short description from the service category you are copying. Select OK. The Service Categories List window appears and you can verify the copy you created is listed. Note: When a service category is copied, SIM codes only display in the practice where they were created. For other practices, this new or copied service category will have no SIM codes created by default since SIM codes are practice-specific. Parent topic: Service Categories

File Maintenance Help for NextGen® Enterprise 8

Copy a Service Category

To copy a service category, perform the following steps: Access Master File > System > Service Categories. Select a service category form the list and select Open Menu or right-click the service category. Select Copy. The Copy Master File window appears. The Please enter the Category Name and Please enter the Shore Description fields are required. Note: Use a different name and short description from the service category you are copying. Select OK. The Service Categories List window appears and you can verify the copy you created is listed. Note: When a service category is copied, SIM codes only display in the practice where they were created. For other practices, this new or copied service category will have no SIM codes created by default since SIM codes are practice-specific. Parent topic: Service Categories

File Maintenance Help for NextGen® Enterprise 8

Providers Categories Tab

The Categories tab allows you to select the service, diagnosis, and modifier categories to assign with the provider. Field Description Service/ Diagnosis/ Modifier Select the category type you want to assign. Available Categories Lists the items in the category you selected. These are items that have been set up in the following master files: Service Categories, Diagnosis Categories, and Modifier Categories. Assigned Categories Lists the items in the category you selected. Category Details Displays the key and description for the item in the selected category. To view the details of a category; right-click an item in the Available Categories list, then select Details. Parent topic: Providers Master File

Service Categories

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