Forms Enhanced

Help Guide for NextGen® Enterprise PM 8

Forms Enhanced

Forms Enhanced allows you to create more advanced forms than those created in the legacy Forms master file. With Forms Enhanced, you can create forms for electronic signatures, patient correspondences for documentation purposes and more customized options for alternate fee tickets and patient data sheets. Forms Enhanced also allows you to create form groups, allowing you to print multiple pages of a form and multiple forms at once. To create an Enhanced Form, you must first create at least one Form Group. For more information on how to create a Form Group and Enhanced Forms, see Create New Enhanced Form. Field Description Form Group Lists of new forms created and saved into groups; the groups can be used to categorize forms (for example, Consent Forms) or group them together form printing purposes (for example, New Patient Registration Forms). Form Name Displays the name of the form Form Description Displays the form description Show Hidden Forms When check box is selected, you can see

Help Guide for NextGen® Enterprise PM 8

Create New Enhanced Form

Form Groups enable you to categorize forms for organizational and printing purposes. You must create at least one Form Group before you can save an Enhanced Form. After a form group has been created, you can also edit, copy, hide, delete and unhide form groups. Open File Maintenance. Select Edit Form Group from the Forms Enhanced menu. Select New. Enter a name for the group. Select OK. Note: If All Forms is selected in the Form Group field, you are not able to modify the practice list displayed. However, if a specific Form Group is selected, you can grant Practice Access to the form as needed. Parent topic: Forms Enhanced

File Maintenance Help for NextGen® Enterprise 8

Granting Practice Access

By default, enhanced forms are located within the practice for which they were created. They can be shared among other practices by granting practice access. Open File Maintenance. Select System Master Files, then PM, and then Forms Enhanced. The Forms Enhanced window opens. In the Form Group field, select the group where the form was saved. Note: You cannot update Practice Access when the (All) Forms option is selected. From the list of displayed forms, select the form to be shared with other practices. In the Practices field at the bottom of the window, select one or practice with which the form is to be shared. To save the changes and close the window, select Close. Parent topic: Forms Enhanced

File Maintenance Help for NextGen® Enterprise 8

Create a New Form Group

Form Groups enable you to categorize forms for organizational and printing purposes. You must create at least one Form Group before you can save an Enhanced Form. After a form group has been created, you can also edit, copy, hide, delete and unhide form groups. To create a form group, do the following: Select Edit Form Group from the Forms Enhanced menu. Select New. Enter a name for the group. Select OK. To edit a form group, do the following: Select the form group you would like to edit from the drop-down. Select Edit Form Group from the Forms Enhanced menu. Select Edit. Select OK. To copy a form group, do the following: Note: When you copy a form group, you are copying forms you selected in the Form Group drop-down to a new Form Group. Select the form group you would like to copy from the drop-down. Select Edit Form Group from the Forms Enhanced menu. Select Copy. Enter a name for the new Form Group. Select OK. To hide a form group, do the following: Note: When you hide a form group,

Help Guide for NextGen® Enterprise PM 8

Electronic Signature in Forms Enhanced

The Electronic Signature feature in Forms Enhanced enables you to electronically sign multiple forms or at multiple locations within the same form, for an account or a patient. You must have an electronic signature pad properly installed and configured to obtain electronic signatures. You must add a System Esignature data field in the Forms Enhanced master file in File Maintenance to enable this feature in NextGen® Enterprise PM. You can electronically sign documents shared between different practices; however, you cannot electronically sign documents when generating a blank form from the File > Print menu or when selecting forms for multiple patients. For setting up electronic signatures, go to the NextGen Healthcare Success Community and download the File Maintenance Master Files Guide for NextGen Enterprise. Capture Electronic Signatures Archive Electronically Signed Forms You can archive electronically signed enhanced forms. Capture Electronic Signatures on Multiple Forms You can c

Help Guide for NextGen® Enterprise PM 8

Print Enhanced Forms

Wherever you can print Forms in NextGen® Enterprise PM, you can select to print Forms Enhanced. The Print Forms window includes separate tabs for each type of form. Note: The below procedure is also used to print Fee Tickets or Patient Data Sheets that are setup as Enhanced Forms in File Maintenance. This procedure replaces the legacy Print > Fee Tickets or Print > Patient Data Sheets menu options that are used to print the "standard" version of these forms. In NextGen® Enterprise PM, select the Print > Forms option from a right-click menu. The Print Forms window appears. Select the Forms Enhanced tab. The Form Group field defaults to (All Forms). This allows you to select and print forms from any group. Select a specific Form Group to select and print forms from that group only. In the Forms section, select the form(s) to be printed. All forms are selected by default. Select the Sort button to modify the sort for a specific form, if needed. The sort is used only when the form is print

Forms Enhanced

Recommendations

Forms Enhanced

Create New Enhanced Form

Granting Practice Access

Create a New Form Group

Electronic Signature in Forms Enhanced

Print Enhanced Forms

Forms Enhanced

Forms Enhanced

Create New Enhanced Form

Granting Practice Access

Create a New Form Group

Electronic Signature in Forms Enhanced

Print Enhanced Forms