Create or Modify Enterprises

File Maintenance Help for NextGen® Enterprise 8

Create Your First Enterprise

Your installation includes a default enterprise that you use to log in to File Maintenance for the first time. After you log in with the default, you can create your first enterprise. After you create this new enterprise and set up your rights, you are no longer required to log in under the default to create additional enterprises. CAUTION: Contact NextGen Healthcare Support before you attempt to create additional enterprises. Log on to File Maintenance. Note: Until you create additional enterprises, you can only select Default Practice and Default Enterprise in the login window. The NextGen File Maintenance window opens. Under Master Files, select System > Enterprises. The Enterprises List window opens. Create the enterprise that you want to add a new practice to. After you create your enterprise, you can create practices within the enterprise. Parent topic: Enterprises

File Maintenance Help for NextGen® Enterprise

Create or Modify Enterprises

Whether creating a new enterprise or modifying an existing one, you need to fill in some basic information such as: Name – What you want to call the enterprise (up to 40 characters in length). Enterprise Licensing – Information confirming your organization's NextGen licensing (Electronic Medical Records and NextGen® Enterprise PM). Log on to File Maintenance. Note: If you are creating your first enterprise, you can only select Default Practice and Default Enterprise on the login window. The File Maintenance window opens. Under Master Files, select System. The Master Files – System list opens. Select Enterprises. The Enterprises List window opens and lists the existing enterprises. 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 Add/Modify Enterprise Information window opens. The Enterprise ID displays the I

File Maintenance Help for NextGen® Enterprise

Create Your First Enterprise

Your installation includes a default enterprise that you use to log in to File Maintenance for the first time. After you log in with the default, you can create your first enterprise. After you create this new enterprise and set up your rights, you are no longer required to log in under the default to create additional enterprises. CAUTION: Contact NextGen Healthcare Support before you attempt to create additional enterprises. Log on to File Maintenance. Note: Until you create additional enterprises, you can only select Default Practice and Default Enterprise in the login window. The NextGen File Maintenance window opens. Under Master Files, select System > Enterprises. The Enterprises List window opens. Create the enterprise that you want to add a new practice to. For more information, refer to Create or Modify Enterprises. After you create your enterprise, you can create practices within the enterprise. Parent topic: Enterprises

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

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

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

Create or Modify Enterprises

Recommendations

Create Your First Enterprise

Create or Modify Enterprises

Create Your First Enterprise

Create a Practice in a Specific Enterprise

Create a Practice in a Specific Enterprise

Set Up Practice Default Information

Create or Modify Enterprises

Create Your First Enterprise

Create or Modify Enterprises

Create Your First Enterprise

Create a Practice in a Specific Enterprise

Create a Practice in a Specific Enterprise

Set Up Practice Default Information