Adjust Counters

File Maintenance Help for NextGen® Enterprise 8

Counters

A counter is a number that is automatically and sequentially applied when you create a record in the application. These record counters give you a reference point when you navigate through a set of records. Setting counters enables you to designate new "start-at" numbers for a practice. For example, if you already have a numbering system in place for your charts and the last chart created was "3,786", you can set the counter for medical records to start at "3,787." You can even set the counter for "4,000" if you want to set an obvious starting point. Below are the elements in the NextGen® Enterprise applications that have counters and in which applications the counters are visible. The counter for... Is visible in... And is specific to the current... Account Number NextGen® Enterprise PM Practice Appointment Number NextGen® Enterprise PM System Case Number NextGen® Enterprise EHR and NextGen® Enterprise PM System Claim ID Number NextGen® Enterprise PM System Encounter Number NextGen® E

Help Guide for NextGen® Enterprise PM 8

Set Up Practice Default Information

In File Maintenance, select Master Files > System, and select Practices. The Practice List access window opens. The practices that displays in this window are determined by your security rights. Do one of the following: To add a new item, select the open menu button and then select New. To modify an existing item, select the item in the list, select the open menu button and then select Open. The Practice Defaults tab on the Add/Modify Practice Information window opens. Note: You can set the access right for the Practices master file to read-only for the groups that users belong to. This setting prevents that group of users from making any modifications to the master file. For detailed information about rights and permissions, go to the NextGen Healthcare Success Community and download the latest System Administrator Guide for NextGen® Enterprise. Field Description Practice ID Displays the ID of the practice. The system generates a sequential number for each new practice. Practice Name

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

Help Guide for NextGen® Enterprise PM 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

Help Guide for NextGen® Enterprise PM 8

Create a Practice in a Specific Enterprise

Use the following steps when you want to create: Your first practice within an enterprise that you have already created. A new practice in an enterprise that you are NOT logged into. Log on to File Maintenance. The File Maintenance window opens. In the upper left corner of the File Maintenance window, select the enterprise that you want to add a new practice to. Under Master Files, select System. If the enterprise you selected has no practices in it yet, the Master Files - System list only displays the Enterprise and Practices master files icons. Select the Practices icon. The Practices List Access window opens. Select the Open Menu button and then select New. The Practice Defaults tab on the Add Practice Information window opens. Enter the practice information. Select OK. The new practice does not display in the Practices List because you do not have access to it. In the System Administrator application, you must add a group to the practice and you must be a member of the group. Paren

Help Guide for NextGen® Enterprise PM 8

Assign a Practice to a Payer

In File Maintenance, select Master Files > System > Payers. The Payers List window opens. Right-click the applicable payer and then select Practice Access. The Payer Master Access by Practice window opens. Note: By default, all the practices listed on the Payer Master Access by Practice window are selected to allow access to all of the payers listed in the Payer master file. However, when a new payer is added, the practice in which the payer was created is the only one that has access to that payer. From the Practice list: Select the check boxes individually, next to the practices in the list, or right-click a practice and then select Select All option to allow specific practices to access the payer. Clear the check boxes next to the practices in the list to prevent specific practices from accessing the payer. Note: You must select at least one practice. Select OK. Parent topic: Activate and Assign a Payer to a Practice

Adjust Counters

Recommendations

Counters

Set Up Practice Default Information

Assign Practice Access to a Program

Assign Practice Access to a Program

Create a Practice in a Specific Enterprise

Assign a Practice to a Payer

Counters

Set Up Practice Default Information

Assign Practice Access to a Program

Assign Practice Access to a Program

Create a Practice in a Specific Enterprise

Assign a Practice to a Payer