Create Your First Enterprise

File Maintenance Help for NextGen® Enterprise 8

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 8

Enterprises

The Enterprise master file enables you to create and modify enterprises. You cannot delete enterprises. Your NextGen® Enterprise installation includes a default enterprise that you use to log in to File Maintenance for the first time. You must complete all of the information needed to make the default enterprise specific for your organization. Some billing services, hosting facilities, and some organizations with geographically dispersed practices or custom interface needs might want to create additional enterprises. Consult NextGen Healthcare before attempting to create more. Create Your First Enterprise Create or Modify Enterprises Enterprise Licensing Parent topic: Master Files - System

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

File Maintenance Help for NextGen® Enterprise 8

Switch to Another Practice in File Maintenance

When you log on to File Maintenance, the enterprise and practice you are using display in the upper left corner of the File Maintenance window. Changes you make in File Maintenance will only affect this enterprise and practice. You can switch to another practice without having to log off and then log on again. Note: Your rights can change when you switch to another practice if your assigned rights are different for that practice. To switch to another practice, do one of the following: If the practice is in the same enterprise, select the practice from the Practice field. If the practice is in another enterprise, select the enterprise from the Enterprise field, then select the practice from the Practice field. For more information about setting up practices, go to NextGen Healthcare Success Community and download the latest Claims Guide for NextGen® Enterprise PM . Parent topic: Layout of File Maintenance

System Administrator Help

Enterprises and Practices

You must create your enterprises and practices in File Maintenance before you can add groups and users in the System Administrator application. If your practice provides multispecialty care to patients, we recommended that you set up the necessary number of enterprises and practices in order to facilitate proper security and management of your system and data. You can do the following in File Maintenance: Create enterprises. Set up your enterprises. Create practices in each enterprise. View Enterprise Details You can view the enterprise information in the System Administrator module. View Practice Details in System Administrator Parent topic: Organizing Your Internal Structure

Help Guide for NextGen® Enterprise PM 8

Create a Practice in the Enterprise You Are Logged Into

When you are logged into an enterprise in File Maintenance, you can create or modify any practice within that enterprise. Access File Maintenance, and select Master Files > System. 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. Parent topic: Practices Master File

Create Your First Enterprise

Recommendations

Create or Modify Enterprises

Enterprises

Create a Practice in a Specific Enterprise

Switch to Another Practice in File Maintenance

Enterprises and Practices

Create a Practice in the Enterprise You Are Logged Into

Create or Modify Enterprises

Enterprises

Create a Practice in a Specific Enterprise

Switch to Another Practice in File Maintenance

Enterprises and Practices

Create a Practice in the Enterprise You Are Logged Into