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Add or Modify a List Item in File Maintenance
To enter any new or changed information follow the steps:
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Required fields display with red text labels. Fields that appear dimmed cannot be modified.To exit the item without saving your use select
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Add or Modify a List Item in File Maintenance
File Maintenance Help for NextGen® Enterprise 8
Change Lists in File Maintenance
You can open another list without closing the current List window. Each type of List has a drop-down field located at the top of its list window. Select the field at the top of the List window, then select a different list. Note: The item list updates to display the items for the selected list. Parent topic: Using Lists
File Maintenance Help for NextGen® Enterprise 8
View Who Changed a List Item in File Maintenance
Each time someone creates or modifies an item in a list in File Maintenance, the application records who and when a change was made. You can view information about the item creation and the last time the item was modified. From any open List window, double-click an item. The Modify Information window opens and Who\When appears on the window. Select Who\When. The Modification Information window opens. Select Close to return to the List window. Note: In some places, such as in the Reason Code Library Maintenance window, a smaller version of the Who\When is available. Parent topic: Using Lists
File Maintenance Help for NextGen® Enterprise 8
Search for Items in a List
When a List window is open in File Maintenance, you can use the List Search field to locate an existing item in the list. In the List Search field, enter the first few characters of the list item name. The associated item is highlighted in the display area. To see a complete list, enter an asterisk (*) in the List Search box. Note: By default, only the first 20 items display in a list. Parent topic: Using Lists
File Maintenance Help for NextGen® Enterprise 8
View Hidden List Items in File Maintenance
Any items in File Maintenance that are hidden, do not display in the List access windows. You can, however, force the items to appear. The option to include hidden items in the list is not available for items that cannot be hidden, such as form templates. In the List access window do the following: Parent topic: Using Lists
File Maintenance Help for NextGen® Enterprise 8
Clear Lists from the File Maintenance Desktop
If multiple lists are open, you can hide them so that you can more easily access other options in the File Maintenance window. To clear the File Maintenance desktop, on the File menu, select Desktop. Note: All lists are hidden, but all icons on the File Maintenance desktop remain visible. To return to an open list, on the Window menu, select the name of the window you want to view. To close a list window, select Close on the list window. Parent topic: Using Lists
File Maintenance Help for NextGen® Enterprise 8
Copy List Items in File Maintenance
You can create a copy of an item from most of the List windows in File Maintenance. Copying a list item is handy if you want to create a new list item similar to an existing one. You can copy the original item, then rename the copy. For example, if you have two Medicare plans that are similar, you can set up one and then make a copy of it. The copy can then be modified with the changes for the second plan. Note: There are some lists, such as Code Tables, that cannot be copied. Access the applicable library using the List Launcher or the menu bar. In this example, the report type is being copied. Select the item to be copied, then select Open Menu or right-click to display the menu options. Select Copy. The Copy window opens. Enter the name of the new item. Select OK. Parent topic: Using Lists
