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

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

Set Up Vendor Labels for Enterprises

Vendor labels are displayed 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 these labels if you do not use a third-party refund system. Note: For successful matching of the labels, you must have appropriate tables set up in the database. You can contact NextGen Healthcare Support for assistance. To open the Enterprise Preferences window, do one of the following: From NextGen® Enterprise PM, select Admin > > Preferences > Enterprise. From File Maintenance, select Master Files > System > Enterprises, and from the list, choose an enterprise and then select Preferences. From Preference List, select Vendor Labels tab. Under Vendor Matching Labels, enter a label for each user-defined field. Select OK. Set Up Rights to Match Refund Vendors You can set up security rights for users to view, add, or delete refunds from vendors in System Administrator.

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

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, and select from the client-defined fields. Note: Enterprise-level client-defined fields are labeled in Enterprise Preferences. The items you can select in each field are obtained from the corresponding master list in File Maintenance. Select OK. Parent topic: Managing Client Defined Information

File Maintenance Help for NextGen® Enterprise

Set Up Selections for Client-Defined Fields

Open File Maintenance, and then select Master Lists. The Master Lists List window opens. From Master List, select the name of the client-defined field that was entered in the Enterprise Preferences window. Select the client-defined field from Master List Select the file icon, and then select New.. The selected master lists window opens. Add Address Type Information In the Master List Defaults tab, enter a description. In the External tab, select the file icon, and then select New. Enter details in the External ID and External System fields. To add another field selection, select Next. To close the window, select OK. Restrict User Access to Modify Client-Defined Fields In System Administrator, you can restrict users' ability to add or update client-defined fields. Restrict Impromptu Additions to Religion and Church Fields From System Administrator, you can restrict users' ability to add religion and church values from the Patient Information window. Parent topic: Client-Defined Fields

Set Up Vendor Labels Tab

Recommendations

Refund Vendor Matching Setup

Set Up Selections for Client Defined Fields

Set Up Vendor Labels for Enterprises

Set up Document Management Enterprise Preferences

Add or Modify Client-Defined Information

Set Up Selections for Client-Defined Fields

Refund Vendor Matching Setup

Set Up Selections for Client Defined Fields

Set Up Vendor Labels for Enterprises

Set up Document Management Enterprise Preferences

Add or Modify Client-Defined Information

Set Up Selections for Client-Defined Fields