Copy a Service Category

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 8

Modify a Service Category

To modify a service category, perform the following steps: From Master File > Service Categories, select Open Menu and select a service category. You can right-click to open the service category. The Modify Service Category Information window appears. Field Description Category Enter a description for the service category. Short Description Enter a description, up to four characters, for the service category. Key/ Service Displays the CPT4 Codes associated with the service category. It lists the standard numeric abbreviation and the full description for the procedures. If a code appears twice in the list, then one code is in the default Service Item library of the current practice while the other is in a different library. A check mark in a row indicates that the code resides in the default library. You can remove codes with check marks from the category. You cannot remove codes without check marks unless the matching code in the current library is removed. To modify the CPT4 Codes ass

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

NextGen® Adaptive Content Engine Help Enterprise 8

Manage Service Categories

In File Maintenance, you can add or remove the service items within a service category used for standing orders. Open the File Maintenance. In Master Files, click EHR under System. From EHR Master Files - System, click Service Categories. The Service Categories List window opens. In Service Categories List Search field, type the first few letters of the service category name. For detailed information about the naming conventions of service categories, see the Double-click the desired category in the search window to display the Modify Service Category Information window with a list of service items available in the service category. The Key column displays the Current Procedural Terminology (CPT) codes associated with the service category. The Service column lists the full description for the procedures. If a code appears twice in the list, then one code is in the default Service Item library of the current practice while the other is in a different library. A check mark in a row indic

File Maintenance Help for NextGen® Enterprise 8

Add SIM Groups

In File Maintenance, select Libraries, and then select Service Items. The Service Items List window opens. Select the applicable library, right-click and select SIM Groups. The SIM Groups List window opens. To create a new SIM Group, select open menu button , and select New. The SIM Group Maintenance window opens. In SIM Group field, enter a short name of the SIM Group. In the Description field, enter a description of the SIM Group. To add a new SIM, select Open Folder and search for the SIM. To add the item to the group, use the blue Include arrow to move the item to the Available list. To remove a SIM item from the Available list by selecting the SIM item and then the blue Exclude arrow. The indicates the search type. If the icon is listed next to the SIM column, the system will search by SIM number. You can select the Description column, which enables you to search by the service item description. The service item must already exist in the Service Item Library before you can add it

Help Guide for NextGen® Enterprise PM 8

Copy a Service Package Configuration

You can copy a Service Package Configuration to create another configuration with the same setup, and then modify the new configuration as needed. When you copy a service package configuration, the following information is copied to the new configuration: The Level of Need value. The Adult/Child indicator. All Service Unit Detail rows with their service limits and CPT4/modifier combinations. To copy a service package configuration, do the following: Open File Maintenance. Select Libraries, and then Service Package. The Service Package List window opens. From the list, double-click to open a library. The Service Package Maintenance window opens. From the list, select a service package configuration to copy and then do one of the following: Select open menu button and then select Copy. Right-click and then select Copy. The Copy Service Package Configuration window opens. In the Please enter a new package description field, enter a description for the new configuration. To save changes an

Copy a Service Category

Recommendations

Add a Service Category

Modify a Service Category

Service Categories

Manage Service Categories

Add SIM Groups

Copy a Service Package Configuration

Add a Service Category

Modify a Service Category

Service Categories

Manage Service Categories

Add SIM Groups

Copy a Service Package Configuration