Add or Modify a Program

File Maintenance Help for NextGen® Enterprise 8

Copy a Program

You can copy a program to create another program with the same setup, and then modify the new program as needed. When you copy a program, the following information is copied to the new program: All program requirement settings from the System tab. Alerts/warnings settings from the Practice tab. All settings from the Clinical tab. The following information is not copied to the new program: Threshold rules settings from the Practice tab. Note: Practice access settings are copied to the new program. Open File Maintenance. Select System Master Files, then PM, and then Programs. The Programs List window opens. From the list, select a program to copy and then do one of the following: Select Open Menu and then select Copy. Right-click and then select Copy. The Copy Program window opens. In the required Please enter a new program name field, enter a program name. In the required Please enter a new program description field, enter a program description. To save changes and close the window, sel

File Maintenance Help for NextGen® Enterprise 8

Assign Practice Access to a Program

The Programs master file is a system-level table. Therefore, all programs can potentially be accessed by any practice in any enterprise. If your enterprise includes multiple practices, you can use the Practice Access option to define which practices have access to each program. For example, Practice A and Practice B both provide services under Program XYZ, but Practice C does not. Therefore, only Practices A and B should have access to Program XYZ. Note: Multiple practices with access to the same program share all system-level parameters defined on the program System and Clinical tabs. Each practice can define their own practice-level parameters on the program Practice tab. Access File Maintenance. Select System Master Files, then PM, and then Programs. The Programs List window opens. From the list, select a program and then do one of the following: Select Open Menu and then select Practice Access. Right-click and then select Practice Access. The Program Master Access by Practice windo

File Maintenance Help for NextGen® Enterprise 8

Hide a Program

You can hide a program in File Maintenance. When hidden, the program is not available for selection in NextGen® Enterprise PM. For example, if your practice has discontinued their participation in a program, you can hide the program to prevent users from enrolling patients and linking encounters to the program. When you hide a program, all existing patient enrollments and encounter associations are retained and are available for reporting in NextGen® Enterprise PM. Access File Maintenance. Select System Master Files, then PM, and then Programs. The Programs List window opens. From the list, select a program to hide and then do one of the following: Select Open Menu and then select Hide. Right-click and then select Hide. Double-click to open the program, then select the Hide check box, and then select OK. A prompt appears asking you to confirm hiding the program. To confirm the hide, select Yes. The program is hidden and removed from the list. View Hidden Programs Unhide a Program Paren

Help Guide for NextGen® Enterprise PM 8

Add or Modify a Program

Open File Maintenance. Select System Master Files, then PM, and then Programs. The Programs List window opens. Do one of the following: To create a program, select open menu and select New. The Add Program Information window opens. To modify a program, select the program from the list, and then select open menu and select Open. The Modify Program Information window opens. Complete program parameters as needed on the following tabs: System Practice Clinical Do one of the following: To save changes and close the window, select OK. To save changes and add another program, select Next. Note: The Next button appears on the Add Program Information window, but not on the Modify Program Information window. Set Up System Options for a Program Set Up Practice Options for a Program Set Up Clinical Options for a Program Parent topic: Programs Master File

File Maintenance Help for NextGen® Enterprise 8

Set Up Practice Options for a Program

On the Add/Modify Program Information window, the Practice tab enables you to define practice-level parameters for the program. These settings apply only to the practice you are currently logged in to. Note: You must have Program - Practice Level security access rights in System Administrator to modify settings on the Practice tab. Access File Maintenance. Select System Master Files, then PM, and then Programs. The Programs List window opens. From the list, select a program and then do one of the following: Select open menu and then select Open. Right-click and then select Open. Double-click to open the program. The Modify Program Information window opens. Select the Practice tab. Enable Alerts and Warnings for a Program, if applicable. Set Up Threshold Rules for a Program, if applicable. To save changes and close the window, select OK. Enable Alerts and Warnings for a Program Set Up Threshold Rules for a Program Parent topic: Add or Modify a Program

File Maintenance Help for NextGen® Enterprise 8

Set Up System Options for a Program

On the Add/Modify Program Information window, the System tab enables you to define system-level parameters for the program. These settings apply to all practices using the program. Note: You must have Program - System Level security access rights in System Administrator to modify settings on the System tab. Access File Maintenance. Select System Master Files, then PM, and then Programs. The Programs List window opens. From the list, select a program and then do one of the following: Select Open Menu and then select Open. Right-click and then select Open. Double-click to open the program. The Modify Program Information window opens. Select the System tab. In the Name field, enter a name for the program up to 60 characters. This field is required. In the Description field, enter a description for the program up to 80 characters. This field is required. Complete the fields to set up specific Program Requirements. Note: Hover over the Information icon to the right of each field to view too

Add or Modify a Program

Recommendations

Copy a Program

Assign Practice Access to a Program

Hide a Program

Add or Modify a Program

Set Up Practice Options for a Program

Set Up System Options for a Program

Copy a Program

Assign Practice Access to a Program

Hide a Program

Add or Modify a Program

Set Up Practice Options for a Program

Set Up System Options for a Program