Determine Default Practice Libraries

File Maintenance Help for NextGen® Enterprise 8

Viewing Which Libraries Are Practice Defaults

Some libraries can be selected as default libraries to be used by a practice. In File Maintenance, you can view which libraries are defined as default libraries for the practice you are logged into. The libraries that can be selected as the default are: Claim Edits libraries Claim Printing libraries Diagnosis Codes libraries Service Items libraries SIM Exceptions libraries Determine Default Practice Libraries Parent topic: Libraries

File Maintenance Help for NextGen® Enterprise

Default Practice Libraries

In File Maintenance, the following libraries can be selected as default libraries: Claim Edits libraries Claim Printing libraries Diagnosis Codes libraries Service Items libraries SIM Exceptions libraries Open File Maintenance. Select Libraries. In Service Item Libraries, right-click the Service Item. Select SIM Exceptions. View Practice Default, a check mark appears for the item that is set as the default. Note: If the Practice Default column does not appear on the List window, then that library type cannot be set as a default library. Parent topic: Libraries

File Maintenance Help for NextGen® Enterprise 8

Assign Practice Access to a Service Package Library

The Service Package library is a system-level table. Therefore, all libraries can potentially be accessed by any practice in any enterprise. If your enterprise includes multiple practices, you can use the Practice Access option to define which practices have access to each library. For example, Practice A and Practice B both use Service Package Library XYZ, but Practice C does not. Therefore, only Practices A and B should have access to Service Package Library XYZ. Open File Maintenance. Select Libraries, and then Service Package. The Service Package List window opens. From the list, select a library and then do one of the following: Select open menu and then select Practice Access. Right-click and then select Practice Access. The Library Access by Practice window opens. From the Practice list, do the following. At least one practice must be selected. Select the check box for practices that should have access to the library. To select all practices, right-click and then select Select A

Help Guide for NextGen® Enterprise PM 8

Assign Practice Access to a Service Package Library

The Service Package library is a system-level table. Therefore, all libraries can potentially be accessed by any practice in any enterprise. If your enterprise includes multiple practices, you can use the Practice Access option to define which practices have access to each library. For example, Practice A and Practice B both use Service Package Library XYZ, but Practice C does not. Therefore, only Practices A and B should have access to Service Package Library XYZ. Open File Maintenance. Select Libraries, and then Service Package. The Service Package List window opens. From the list, select a library and then do one of the following: Select open menu and then select Practice Access. Right-click and then select Practice Access. The Library Access by Practice window opens. From the Practice list, do the following. At least one practice must be selected. Select the check box for practices that should have access to the library. To select all practices, right-click and then select Select A

Help Guide for NextGen® Enterprise PM 8

Set Up the Service Item Library

Before you begin Each practice must designate which Service Items library to use by selecting it in Practice Preferences. Open File Maintenance and then select Libraries > Service Items. The Service Items List window opens. Select the open menu button to add or open an existing Service Item library. The Service Item Library Maintenance window opens. To set up the library, enter values in the fields and the tabs. Service Item Library Maintenance Field Descriptions You can set up your Service Item Library by setting up CPT4 codes for each practice, along with the prices and claims. Parent topic: Set Up CPT Codes in Service Items Library

Help Guide for NextGen® Enterprise PM 8

Assign Practice Access to a Service Package Library

The Service Package library is a system-level table. Therefore, all libraries can potentially be accessed by any practice in any enterprise. If your enterprise includes multiple practices, you can use the Practice Access option to define which practices have access to each library. For example, Practice A and Practice B both use Service Package Library XYZ, but Practice C does not. Therefore, only Practices A and B should have access to Service Package Library XYZ. Open File Maintenance and select Libraries > Service Package. The Service Package List window opens. From the list, select a library and then do one of the following: Select open menu and then select Practice Access. Right-click and then select Practice Access. The Library Access by Practice window opens. Select one or more practices and then select OK. Note: When the library was first created, the user was logged into File Maintenance for a specific practice. By default, that practice is pre-selected for access to the libra

Determine Default Practice Libraries

Recommendations

Viewing Which Libraries Are Practice Defaults

Default Practice Libraries

Assign Practice Access to a Service Package Library

Assign Practice Access to a Service Package Library

Set Up the Service Item Library

Assign Practice Access to a Service Package Library

Determine Default Practice Libraries

Viewing Which Libraries Are Practice Defaults

Default Practice Libraries

Assign Practice Access to a Service Package Library

Assign Practice Access to a Service Package Library

Set Up the Service Item Library

Assign Practice Access to a Service Package Library