Overview of Master Lists

File Maintenance Help for NextGen® Enterprise 8

Add or Modify Master List Items

To keep your reports manageable, consider adding no more than 25 codes to any one Master List table. You can set up a code of Other for each list to cover less frequently used data entries. Open File Maintenance. Select Master Lists. The Master Lists List window opens. In Master List, select a master list table. The items within the master list appear. To filter the master list items, select or clear any of the following check boxes: Include Hidden Items to display items in the master list that are hidden. Include EHR Items to display items in the master list that are set up as Show in EHR. Include PM Items to display items in the master list that are set up as Show in PM. To add or modify a master list item, do one of the following: To open the Add [Master Lists] Information window and add a master list item, select open menu , and then select New. To open the Modify [Master List] Information window and modify a master list item, select the item you want to modify, select open menu ,

Help Guide for NextGen® Enterprise PM 8

Master Lists

Master Lists are types of tables that enable you to add and modify the items within each list. You define items in each list to be used for billing and collections, maintaining patient records, and tracking practice-specific information. You can use the terminology relevant to your organization for reporting purposes. Master Lists items do not appear on claims. ANSI X12-compliant Country Codes Set Up an ANSI X12-compliant Country Code Parent topic: Setting Up Claims

Help Guide for NextGen® Enterprise PM 8

Create Master Lists for Case Management

In File Maintenance window, select Master Lists. The Master Lists List window opens. In the Master List field, select a master list. The list below updates to display the contents of the selected master list. If the contents of the master list is lengthy, you can adjust which items display by selecting one or more of the following check boxes: Check Box Description Include Hidden Items Select to display items that are set to be hidden in the master list. OR Clear the check box to remove the hidden items from the list. Include PM Items Select to display items that are only available to NextGen® Enterprise PM. OR Clear the check box to remove NextGen® Enterprise PM items from the list. Include EHR Items Select to display items that are only available to NextGen® Enterprise EHR. OR Clear the check box to remove NextGen® Enterprise EHR items from the list. Select the open menu icon, then choose the New or Open option. The Add/Modify Information window opens. Enter a description in the Desc

Help Guide for NextGen® Enterprise PM 8

Case Management Master Lists

Master Lists are types of code tables that give you control of adding values for each list. You define data items to use for billing and collections, maintaining patient records, and tracking practice-specific information. The following Master Lists are necessary to set up Case Management: Case Category Case Contact Role Case Markets Refer to the following table to review a description of each master list type: Master List Description Case Category Case Categories are associated with specific cases and are used on Case templates in NextGen® Enterprise EHR. This item can be set as private to restrict user access. Case types in the Case Type master file can consist of these case categories. For example, the Private case type can have case categories such as: Mobile Services, 24 Hour Nurse Triage, Urgent Care, Consulting, CMCA, and None. Case Contact Role Types of people that are contacted regarding or are involved in a patient's case. Examples are attorney, case manager, and insurance ad

File Maintenance Help for NextGen® Enterprise 8

DB Picklist Manager

From the DB Picklist Manager master file, you can create a pick list based on a user-created table. A pick list is any list of items in a field that you can select from to populate that field. Each time you select in a field and select an item from a list to populate that field, you have just used a pick list. You can create and edit pick lists for any field that requires standard information that is used repeatedly, such as a list of symptoms or a list of diagnoses. You can customize these pick lists according to purpose or for each physician. The pick lists you create are available in NextGen® Enterprise EHR Template Editor. Create or Modify Pick Lists Populate a User-Created Table Delete a Pick List View DB PickList Table Details Parent topic: Master Files - System

File Maintenance Help for NextGen® Enterprise 8

Master Files

Master files hold multi-data elements and can be enterprise-wide or practice-specific. For example, payer tables can be shared across the enterprise; recall plans can be set up to meet the specific needs of the practice. The data elements in master files are used for billing and collections, maintaining patient records, and tracking practice-specific information. Viewing Master Files for a Specific Product

Overview of Master Lists

Recommendations

Add or Modify Master List Items

Master Lists

Create Master Lists for Case Management

Case Management Master Lists

DB Picklist Manager

Master Files

Add or Modify Master List Items

Master Lists

Create Master Lists for Case Management

Case Management Master Lists

DB Picklist Manager

Master Files