Create Letters

File Maintenance Help for NextGen® Enterprise

Create Letters

You can create letters in NextGen® Enterprise PM using specific letter types. In File Maintenance, select Master Files > Practice > Letters. The Letters window opens. Select the letter type you want to create in the Letter Type list. Note: If you want to create a new letter based on a letter that already exists in the system, select the saved letter you want to copy. To edit the letter type, select Edit > Letter Types. The Letter Types window opens. Select the letter type, and then select OK. Right-click and select New. The Edit Appointment Reminder Letter window opens. Note: The text editor has features common to other text editor applications that you might have used before. Use the following methods to design the letter: Enter free text at the current cursor location. Right-click and then select the field you want to insert. Note: On Microsoft Windows Vista ® or higher, when you right-click the letter to open the shortcut menu to add fields, the toolbar hides. The toolbar reappears

Help Guide for NextGen® Enterprise PM 8

Setting Up the Letters Master File for Supported Correspondence Languages

Setting up the Letters Master File, includes the following steps: Create each letter type in English. This letter will be the Default letter. Create letters in one or more of the supported correspondence languages. Associate letters in a supported correspondence language to the Default Letter type, written in English. On the Letters window, you can perform the following tasks: Create a letter. Open the Default letter and modify the content of the letter. You CANNOT change the language of the Default letter. Open a letter associated with a default letter type, and then modify the content of the letter or change the associated language. Copy an existing letter. The letter displays in the last row of the table and is named "Copy of Letter Type". Edit the Name, Description, or Header of the letter. Hide a letter. Set Up the Letters Master File You can set up the letters master file in File Maintenance. Associate a Default Letter Type to a Language You can associate letters in a supported c

Help Guide for NextGen® Enterprise PM 8

NextGen® Enterprise PM Task

On the Add Task window, do the following: In the Task Type field, select the type of task to be created. This field is required. Note: The Task Types available for selection are those that are setup in File Maintenance with a Source Type of Chart. In the Status field, select the default of Not Started. In the Priority field, select one of the following: High Low Normal Note: A default priority may be defined in the Task Types master file in File Maintenance. In the Subject field, enter a free-text subject for the task. In the Assigned To field, do one of the following: Select one or more Users or Task Workgroups for the task. Press the Ctrl and M keys on the keyboard to assign the task to yourself. Note: A default assigned to may be defined in the Task Types master file in File Maintenance. In the Task Subgrouping 1 and Task Subgrouping 2 fields, select subgroupings for the task, if applicable. Note: Task subgroupings are a way to categorize a task for users. Default subgroupings may b

Help Guide for NextGen® Enterprise PM 8

NextGen® Enterprise PM Task

On the Add Task window, do the following: In the Task Type field, select the type of task to be created. This field is required. Note: The Task Types available for selection are those that are setup in File Maintenance with a Source Type of Chart. In the Status field, select the default of Not Started. In the Priority field, select one of the following: High Low Normal Note: A default priority may be defined in the Task Types master file in File Maintenance. In the Subject field, enter a free-text subject for the task. In the Assigned To field, do one of the following: Select one or more Users or Task Workgroups for the task. Press the Ctrl and M keys on the keyboard to assign the task to yourself. Note: A default assigned to may be defined in the Task Types master file in File Maintenance. In the Task Subgrouping 1 and Task Subgrouping 2 fields, select subgroupings for the task, if applicable. Note: Task subgroupings are a way to categorize a task for users. Default subgroupings may b

Help Guide for NextGen® Enterprise PM 8

Setting Up Budget Plans

For budget plans in NextGen® Enterprise PM, you must set up the following in File Maintenance. You can set up Budget Plans using Budget Letters. Practice Preferences > Budget Accounts File Maintenance > PM Practice Master Files > Letters Note: You can create budget letters in File Maintenance in multiple languages and then printed in NextGen® Enterprise PM based on the Correspondence Language selected in the patient's demographics. For more information on printing budget letters in multiple languages, go to NextGen Healthcare Success Community and download the Practice Workflow User Guide for NextGen Enterprise PM. Set up budget plans using Budget Statements. Practice Preferences > Budget Accounts File Maintenance > PM System Master Files > Budget Statement Messages File Maintenance > Libraries > Budget Statement For more information on File Maintenance for budget plans, go to the NextGen Healthcare Success Community and download the following guides: File Maintenance Preferences Guide

Help Guide for NextGen® Enterprise PM 8

Setting Up Budget Plans

For budget plans in NextGen® Enterprise PM, you must set up the following in File Maintenance. You can set up Budget Plans using Budget Letters. Practice Preferences > Budget Accounts File Maintenance > PM Practice Master Files > Letters Note: You can create budget letters in File Maintenance in multiple languages and then printed in NextGen® Enterprise PM based on the Correspondence Language selected in the patient's demographics. For more information on printing budget letters in multiple languages, go to NextGen Healthcare Success Community and download the Practice Workflow User Guide for NextGen Enterprise PM. Set up budget plans using Budget Statements. Practice Preferences > Budget Accounts File Maintenance > PM System Master Files > Budget Statement Messages File Maintenance > Libraries > Budget Statement For more information on File Maintenance for budget plans, go to the NextGen Healthcare Success Community and download the following guides: File Maintenance Preferences Guide

Create Letters

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