Copy Libraries

File Maintenance Help for NextGen® Enterprise 8

Open the Libraries

In File Maintenance, select Libraries > System. Select one of the library types. The List window displays the libraries for the selected library type. Do one of the following: To add a new item, select open menu button , and then select New. To modify an existing item, select the item in the list, select open menu button and then select Open. You can also double-click to open the item. Parent topic: Libraries

File Maintenance Help for NextGen® Enterprise 8

Provide Practice Access for Libraries

Even though the libraries are enterprise-wide, you might not want all practices to have access to every record. You can limit who has access to a library record through Practice Access. In File Maintenance, select Libraries and select the library. The List window opens. Select the applicable library and select open menu button or right-click to display the menu options. Select the Practice Access option. The Library Access by Practice window opens. Select the practices that will have access to this library. At least one practice must be selected. Note: You cannot remove practice access for a library if it is already assigned to that practice in the Libraries Practice Preferences. Select OK. Parent topic: Libraries

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

File Maintenance Help for NextGen® Enterprise 8

Copy a Service Swap Library

Open File Maintenance. Select Libraries, and then Service Swap. The Service Swap List window opens. Select the service swap item, select the open menu icon, and then select Copy. The Copy Service Swap Library window opens. Enter a new service swap name, and then select OK, Parent topic: Service Swap Library

Help Guide for NextGen® Enterprise PM 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. Copy Program window 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 c

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

Copy Libraries

Recommendations

Open the Libraries

Provide Practice Access for Libraries

Copy List Items in File Maintenance

Copy a Service Swap Library

Copy a Program

Copy a Program

Open the Libraries

Provide Practice Access for Libraries

Copy List Items in File Maintenance

Copy a Service Swap Library

Copy a Program

Copy a Program