Preventing Use of Default SIM Library to Determine Charges
When your practice uses Advanced Service Item Library Mode, you will require an effective location to be selected in the pricing regions before the application can determine which Service Items library to use. When Default Pricing Region Library for Self Pay and Default Pricing Region Library are defined in the Enterprise Preferences, but no effective location exists, then when a user enters a procedure, the Service Item library selected in the Libraries Practice Preferences is used, by default. You can prevent the practice-level Service Item library from being used by selecting Require Effective Location in Pricing Region check box in the Enterprise Preferences Libraries tab.
Requiring an effective location provides more control over which payer a user can attach to a charge or procedure. For example, users will be unable to select a payer that is not affiliated with a location. When a user enters a procedure, a message displays that a location is not selected in the pricing region. The user cannot continue with the charge or procedure entry.
Messages alerting that a location is not defined displays in charge entry in NextGen® Enterprise PM, in NextGen® Enterprise EHR procedures module, NextGen® Enterprise EHR templates that use a procedure trigger, and NextGen® Adaptive Content Engine templates that use a NextGen® Enterprise procedure trigger. Alerts will not display in the NextGen® Enterprise Orders module. Messages also display when appointments are created and insurance is attached. These messages are only notifications and the user can still complete adding the appointment or insurance.