Create a New Form Group

File Maintenance Help for NextGen® Enterprise 8

Create an Enhanced Form

Before you create an enhanced form, you must have a least one form group created. To create a form, do the following: Access File Maintenance. Select System Master Files, then PM, and then Forms Enhanced. The Forms Enhanced window appears. In the Form Group field, select a form group. Note: You can select (All) Forms, but you will be prompted to select a form group upon saving. Right-click on a form group from the list that is displayed and select New. Select Blank Form. A blank form displays, allowing you to create the body of the form by entering and formatting text, inserting pictures, and selecting data repository fields as needed. Select Save after creating your form. In the New Form Template window, select a Form Group Name (if you did not do so previously), Form Name and Form Description. Note: You can only enter up to 40 characters for the Form Name and Form Description. Select OK. Notice the new form group in the list displayed. Note: When you create an enhanced form in File M

File Maintenance Help for NextGen® Enterprise 8

Forms Enhanced

You can create forms in the Forms Enhanced window for electronic signatures, patient correspondences for documentation purposes and more customized options for alternate fee tickets and patient data sheets. Forms Enhanced also allows you to create form groups, allowing you to print multiple pages of a form and multiple forms at once. To create an Enhanced Form, you must first create at least one Form Group. The following are the Forms Enhanced fields: Form Group: Lists of new forms created and saved into groups; the groups can be used to categorize forms (for example, Consent Forms) or group them together form printing purposes (for example, New Patient Registration Forms). Form Name: Displays the name of the form. Form Description: Displays the form description. Show Hidden Forms: You can select Show Hidden Forms to view all the forms including hidden forms. By default, hidden forms are not displayed. Authored By: Displays who created the form as well as the date and time the form was

Help Guide for NextGen® Enterprise PM 8

Create New Enhanced Form

Form Groups enable you to categorize forms for organizational and printing purposes. You must create at least one Form Group before you can save an Enhanced Form. After a form group has been created, you can also edit, copy, hide, delete and unhide form groups. Open File Maintenance. Select Edit Form Group from the Forms Enhanced menu. Select New. Enter a name for the group. Select OK. Note: If All Forms is selected in the Form Group field, you are not able to modify the practice list displayed. However, if a specific Form Group is selected, you can grant Practice Access to the form as needed. Parent topic: Forms Enhanced

Help Guide for NextGen® Enterprise PM 8

Forms Enhanced

Forms Enhanced allows you to create more advanced forms than those created in the legacy Forms master file. With Forms Enhanced, you can create forms for electronic signatures, patient correspondences for documentation purposes and more customized options for alternate fee tickets and patient data sheets. Forms Enhanced also allows you to create form groups, allowing you to print multiple pages of a form and multiple forms at once. To create an Enhanced Form, you must first create at least one Form Group. For more information on how to create a Form Group and Enhanced Forms, see Create New Enhanced Form. Field Description Form Group Lists of new forms created and saved into groups; the groups can be used to categorize forms (for example, Consent Forms) or group them together form printing purposes (for example, New Patient Registration Forms). Form Name Displays the name of the form Form Description Displays the form description Show Hidden Forms When check box is selected, you can see

Help Guide for NextGen® Enterprise PM 8

Set up Forms Enhanced Preferences

You can configure the list of Form Groups that appears when printing enhanced forms in NextGen® Enterprise PM. Form Groups are created in the Forms Enhanced master file in File Maintenance. For more information, go to the NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide forNextGen®Enterprise. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > General. The User Preferences window opens. Select the Forms Enhanced tab. User Preferences Forms enhanced tab To configure the display order of groups on thePrint Formswindow, do one of the following: To display all form groups in alphabetical order, leave all check boxes blank. To customize the display order, select a form group and then selectandbuttons to move the form group to the desired order. To display only your selected form groups on thePrint Formswindow, select theOnly show preferred Form Groupscheck box. To save changes and close the window, selectOK. Parent to

File Maintenance Help for NextGen® Enterprise 8

Create Forms

Form templates enable you to create templates that can then be used for printing the practices' forms. Using form templates allows you to customize the forms to best meet your needs. A form template can only be one page in length. You cannot rename a form template. Open File Maintenance. Select System Master Files, then PM, and then Forms. The Forms List window opens. Do one of the following: To add a new item, select open menu , and then select New. To modify an existing item, select the item in the list, select open menu , and then select Open. You can also double-click to open the item. The Form Design window opens. Select Insert Data Field on the form toolbar. The NextGen Data Repository window opens. Insert or modify the data fields. If necessary, modify the template properties. Select Save on the form toolbar. The Save Form Template window opens. Enter the template name, and then select OK. In the Form Template Name field, enter a name for the template, and then select OK. Create

Create a New Form Group

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Create an Enhanced Form

Forms Enhanced

Create New Enhanced Form

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Set up Forms Enhanced Preferences

Create Forms

Create an Enhanced Form

Forms Enhanced

Create New Enhanced Form

Forms Enhanced

Set up Forms Enhanced Preferences

Create Forms