Credentialing Tab

File Maintenance Help for NextGen® Enterprise

Credentialing Tab

The Credentialing tab in the Location and Provider master files enable you to track the credentials, such as certificates and licenses, of your locations and providers. You can report on credentialing for Locations in the Location master file report by selecting credentialing-related columns. You can also report on Providers in the Provider With Credentialing report on the Providers master file. Create the credentials in the Credentialing master list. Open the appropriate location or provider master file, and then select the Credentialing tab. Do one of the following: To add a new credential, select Open Menu, and then select New. To modify a credential, select it in the list, select Open Menu, and then select Open. The Credentialing window opens. In the Effective Date field, enter the date that the credential becomes effective. In the Expiration Date field, enter the date that the credential expires. In the Credentialing Type field, select the type of credential. Note: These types are

Help Guide for NextGen® Enterprise PM 8

Add or Modify Primary Credentials

Access the Modify Provider Information window for a provider. Select the Credentialing tab. Credentials for the provider are listed in the top section of the tab and Primary Credentials are listed in the bottom section of the tab. Hover over the Information icon on the right to view tool tip information for this section. Note: The Primary Credentials section appears only when the Enable Provider Credential Billing options is enabled in Enterprise Preferences > General. Modify Provider Information window; Credentialing tab In the Primary Credentials section, do one of the following: To add a primary credential, select Open Menu and select New. To modify a primary credential, select the item from the list, and then select Open Menu and select Open. The Primary Credentials window opens. In the Effective Date field, enter the date the primary credential becomes effective. This field is required, and the date must be earlier than the expiration date. In the Expiration Date field, enter the

File Maintenance Help for NextGen® Enterprise 8

Add or Modify Primary Credentials

Access the Modify Provider Information window for a provider. Select the Credentialing tab. Credentials for the provider are listed in the top section of the tab and Primary Credentials are listed in the bottom section of the tab. Hover over the Information icon on the right to view tool tip information for this section. Note: The Primary Credentials section appears only when the Enable Provider Credential Billing options is enabled in Enterprise Preferences > General. In the Primary Credentials section, do one of the following: To add a primary credential, select Open Menu and select New. To modify a primary credential, select the item from the list, and then select Open Menu and select Open. The Primary Credentials window opens. In the Effective Date field, enter the date the primary credential becomes effective. This field is required, and the date must be earlier than the expiration date. In the Expiration Date field, enter the date the primary credential expires. This field is req

Help Guide for NextGen® Enterprise PM 8

Add or Modify Primary Credentials

Access the Modify Provider Information window for a provider. Select the Credentialing tab. Credentials for the provider are listed in the top section of the tab and Primary Credentials are listed in the bottom section of the tab. Hover over the Information icon on the right to view tool tip information for this section. Note: The Primary Credentials section appears only when the Enable Provider Credential Billing options is enabled in Enterprise Preferences > General. In the Primary Credentials section, do one of the following: To add a primary credential, select Open Menu and select New. To modify a primary credential, select the item from the list, and then select Open Menu and select Open. The Primary Credentials window opens. In the Effective Date field, enter the date the primary credential becomes effective. This field is required, and the date must be earlier than the expiration date. In the Expiration Date field, enter the date the primary credential expires. This field is req

File Maintenance Help for NextGen® Enterprise

Add or Modify Primary Credentials

Access the Modify Provider Information window for a provider. Select the Credentialing tab. Credentials for the provider are listed in the top section of the tab and Primary Credentials are listed in the bottom section of the tab. Hover over the Information icon on the right to view tool tip information for this section. Note: The Primary Credentials section appears only when the Enable Provider Credential Billing options is enabled in Enterprise Preferences > General. In the Primary Credentials section, do one of the following: To add a primary credential, select Open Menu and select New. To modify a primary credential, select the item from the list, and then select Open Menu and select Open. The Primary Credentials window opens. In the Effective Date field, enter the date the primary credential becomes effective. This field is required, and the date must be earlier than the expiration date. In the Expiration Date field, enter the date the primary credential expires. This field is req

File Maintenance Help for NextGen® Enterprise 8

Create or Modify Locations

You need to fill in some basic information such as location name, contact information, practice-affiliation, and task-specific information for location-specific billing, scheduling, and reporting requirements. From the Master Files – System list, select Locations. The Locations List window displays. 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 Location Defaults tab on the Location Information window displays. Enter the location information. If you want to hide the item in the list, select theHidecheck box. Select Next to add another item or select OK to return to the Locations List window. Note: If you are editing an existing item, the Next button is not an option. Location Information Field Descriptions Location Information - Practice Tab Defaults 2 Tab - Locations Credentialing Tab External Tab for Locat

Credentialing Tab

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Credentialing Tab

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Create or Modify Locations