Set Up Vendor Labels Tab

File Maintenance Help for NextGen® Enterprise 8

Refund Vendor Matching Setup

You can setup for refund vendor matching in System Administrator by enabling security rights to specific user groups to make vendor matching available and allowing them to create and delete refund transactions. In File Maintenance, you can set vendor cross-reference labels that will be used to match refund vendors from an external system to refund transactions under Enterprise Preferences. You must set the Task Approval Profile Master Files for refund transaction approvals. Note: Task approval actions are recorded by the Task Field Modified significant event. Refund Vendor Matching Security Right Setup Parent topic: Vendor Labels Tab

File Maintenance Help for NextGen® Enterprise 8

Vendor Labels Tab

When refund vendors are imported from a third-party refund system, NextGen® Enterprise application matches these vendors with NextGen® Enterprise PM refund transactions. Part of the imported data is used in 10 fields that you can label. The labels display in NextGen® Enterprise PM in the Refund section of the Payment Entry window and in the Vendor Matching Lookup window. You do not need to create the labels if you do not use a third-party refund system. Note: For successful matching of the, you must have appropriate tables set up in the database. Contact NextGen Healthcare Customer Support for assistance. Set Up Vendor Labels Tab Refund Vendor Matching Setup Parent topic: Enterprise Preferences

File Maintenance Help for NextGen® Enterprise 8

Set Up Selections for Client Defined Fields

In File Maintenance, select Master Lists from the list launcher. The Master Lists List window opens. Select the drop-down arrow in the Master List field and scroll to the field name you entered from the Enterprise Preferences window. Select the field name for which you want to create selections. Select on and select New.. The selected master lists window opens. Enter the description in the Description field. Select External tab and select the open menu . Select New and enter details in the External ID and External System fields. Do one of the following: To add another field selection, select Next. To close the window, select OK. User Access to Client Defined Fields Parent topic: Setting Up Selections for Client Defined Fields

File Maintenance Help for NextGen® Enterprise 8

Set up Document Management Enterprise Preferences

In File Maintenance, select Master Files > System > Enterprises. The Enterprises List window opens. Double-click the appropriate enterprise. Select Preferences and then select Document Management tab. Enter information in the desired fields. Note: For detailed information about these settings or about using the NextGen® Document Management application, go to NextGen Healthcare Success Community and download the latest User Guide for NextGen Document Management. Parent topic: Setting Up Document Management Preferences in Enterprise Preferences

File Maintenance Help for NextGen® Enterprise 8

Access Enterprise Preferences

To access Enterprise Preferences, do one of the following: In NextGen® Enterprise PM, select the Admin menu. Select Preferences > Enterprise In File Maintenance, select Master Files > System > Enterprises Double-click an enterprise, and then select Preferences. The Enterprise Preferences window opens. Parent topic: Enterprise Preferences

NextGen® Enterprise EHR Help

Add or Modify Client-defined Information

Open the Person Information or Patient Information window for the desired person or patient. Select the Client Defined tab. In each of 14 Client Defined fields, select an item. Note: Enterprise-level, client-defined fields are labeled in Enterprise Preferences. Items available for selection in each field are from the corresponding Master List in File Maintenance. To save changes and close the window, select OK. Parent topic: Managing Client Defined Information

Set Up Vendor Labels Tab

Recommendations

Refund Vendor Matching Setup

Vendor Labels Tab

Set Up Selections for Client Defined Fields

Set up Document Management Enterprise Preferences

Access Enterprise Preferences

Add or Modify Client-defined Information