Enterprise Preferences

File Maintenance Help for NextGen® Enterprise 8

Receive and Apply Charges from NextGen® Enterprise EHR

Do one of the following: In NextGen® Enterprise PM, select the Admin menu. Select Preferences > Enterprise In File Maintenance, select Master Files. Select System > Enterprises. Double-click an enterprise, and then select Preferences. The General tab of the Enterprise Preferences window opens. Do one of the following: Select the EHR manual charge processing check box to turn on the holding tank. Clear the EHR manual charge processing check box to turn off the holding tank. For each applicable practice, open the Charge Entry Practice Preferences, and then check or uncheck the EHR manual charge processing option. Note: Both enterprise and practice level check boxes must be selected. Select OK. Parent topic: Enterprise Preferences - General Tab

File Maintenance Help for NextGen® Enterprise 8

Setting Up General Default Information for Enterprises

The following table describes the fields on the General tab in Enterprise Preferences: Field Description Provider Subgrouping 1 and Provider Subgrouping 2 These user-defined fields are used as labels for reports at the enterprise or provider level. These labels appear as field names on the System tab on the Add/Modify Provider Information window.The tab labels appear for various report filters , and as column headings on reports. For more information, go to the NextGen Healthcare Success Community and download the Reports User Guide for NextGen® Enterprise PM. Reason Code Subgrouping 1 and Reason Code Subgrouping 2 You can enter the labels that you want to use in report filters and report columns. These labels appear as field names, on the Reason Code Library Maintenance window.The tab labels appear for various report filters , and as column headings on reports. Location Subgrouping 1 and Location Subgrouping 2 You can enter the labels you want to use in report filters and report colum

File Maintenance Help for NextGen® Enterprise 8

Enterprise Preferences

You can set up the following options at the enterprise level. Assign some general NextGen® Enterprise settings. Create client-defined fields for enterprise reporting. Adjust procedural steps in the flow of your NextGen patient checkout process. Set up naming conventions for Relative Value Units (RVUs). Identify Sexual Orientation and Gender Identity (SOGI) fields as protected content. Access Enterprise Preferences You can open Enterprise Preferences window to help you set preferences for your practice. Enterprise Preferences - General Tab You can set the general default tab information for your practice. UDS Tab You can collect details from the UDS field to gain more information about a patient. AutoFlow Stored Procedure You can setup the flow of a procedure to be completed in Practice Preferences. Client Defined Tab Setting Up Document Management Preferences in Enterprise Preferences You can set preferences for NextGen Document Management at enterprise level. Population Health - Enter

File Maintenance Help for NextGen® Enterprise 8

Practice Preferences

Practice Preferences enable you to designate user-defined fields for the chart, the encounter, and the appointment. You can also set header and footer messages for forms and invoices, as well as set default codes to use throughout the system. Note: All of the features in Practice Preferences are optional. You can choose to use them based on the needs of your practice. The following sections explain each item in the Practice Preferences window to help ensure a clear understanding of how best to set up the system for your practice. Open the Practice Preferences Alerts Practice Preferences The Alerts practice preferences control when the Chart, Account, Appointment Scheduling, Managed Care, Payer, and System alerts display in NextGen® Enterprise PM and NextGen® Optical Management. Appt Scheduling Practice Preferences AutoFlow Practice Preference Autoflow allows you to set a sequence of actions that will enable check-in and check-out processes for encounters. Budget Accounts Practice Prefe

File Maintenance Help for NextGen® Enterprise 8

Receiving and Applying Charges from NextGen® Enterprise EHR

When the Suppress Billing option is not selected in the Service Item Library Maintenance window in File Maintenance or in NextGen® Enterprise EHR, unapplied encounter credits for charges entered for a patient in NextGen® Enterprise EHR generate automatically in NextGen® Enterprise PM. The information in the field associated with each charge is carried over from NextGen® Enterprise EHR to NextGen® Enterprise PM. When charges are sent from NextGen® Enterprise EHR, the charges enter NextGen® Enterprise PM in one of the following methods: Automatically applied. When the holding tank is Off and the charges coming from NextGen® Enterprise EHR have an unapplied encounter credit, a batch with an ID of AUCR is automatically created. Placed in the holding tank until the users manually accept each charge. When the holding tank is On, a batch is not automatically created. You must have an active batch in NextGen® Enterprise PM so that the charges can be applied when you accept the charges either m

Help Guide for NextGen® Enterprise PM 8

Configuring General User Preferences

You can configure General User Preferences to control how specific functions and tasks work for you in NextGen® Enterprise PM. Some settings are strictly for display purposes, while others affect the application behavior. In File Maintenance, general preferences can be defined in the Default User Prefs - General master file, and then assigned to groups of users or individual users in System Administrator. For more information, go to NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide forNextGen®Enterprise. In NextGen® Enterprise PM, you can modify your own general preferences in Admin > Preferences > User > General. Your settings override any default settings that were assigned to you in System Administrator. General User Preferences include a variety of options and settings on the following tabs: General Chart Printing Lookup Limits Advisor Tasks Doc Mgmt AutoFlow Payment Processing Anes Printing Forms Enhanced Set up General Preferences Yo

Enterprise Preferences - General Tab

Recommendations

Receive and Apply Charges from NextGen® Enterprise EHR

Setting Up General Default Information for Enterprises

Enterprise Preferences

Practice Preferences

Receiving and Applying Charges from NextGen® Enterprise EHR

Configuring General User Preferences

Enterprise Preferences - General Tab

Receive and Apply Charges from NextGen® Enterprise EHR

Setting Up General Default Information for Enterprises

Enterprise Preferences

Practice Preferences

Receiving and Applying Charges from NextGen® Enterprise EHR

Configuring General User Preferences