Vision Service Plan and VisionWeb Interface Setup

File Maintenance Help for NextGen® Enterprise 8

Create or Modify Locations

You need to fill in some basic information such as location name, contact information, practice-affiliation, and task-specific information for location-specific billing, scheduling, and reporting requirements. From the Master Files – System list, select Locations. The Locations List window displays. Do one of the following: To add a new item, select Open Menu, and then select New. To modify an existing item, select the item in the list, select Open Menu, and then select Open. You can also double-click to open the item. The Location Defaults tab on the Location Information window displays. Enter the location information. If you want to hide the item in the list, select theHidecheck box. Select Next to add another item or select OK to return to the Locations List window. Note: If you are editing an existing item, the Next button is not an option. Location Information Field Descriptions Location Information - Practice Tab Defaults 2 Tab - Locations Credentialing Tab External Tab for Locat

File Maintenance Help for NextGen® Enterprise 8

Web Service Configuration

The Web Service Configuration master file displays only if you have a license for the NextGen® Optical Management application. The master file lists the Web services that your practice has licensed for use with the NextGen® Optical Management application. When you license VisionWeb, for example, NextGen Healthcare adds the VisionWeb configuration to the Web Service Configuration master file. Web service configurations contain the Web addresses that each function of the service must access. Although it is possible to edit the Web address for each function by double-clicking in the Value field, you should coordinate any Web service configuration changes with NextGen Healthcare. Note: For more information about the VisionWeb service, go to NextGen Healthcare Success Community and download the latest User Guide for NextGen® Optical Management. Parent topic: Master Files - System

System Administrator Help

NextGen® Optical Management Operation

Subgroup Used in Description Add/Delete Charge NextGen® Optical Management Enables users to add or delete additional SIM codes on the Billings Details window of eyeglass and contact lens orders. Delete VSP Authorization NextGen® Optical Management Enables users to delete VSP authorization for the VSP Authorization window. Order Approval NextGen® Optical Management Enables users to approve orders being forwarded to VisionWeb. Reconciliation Load to DB or Write-Off All NextGen® Optical Management Enables users to load inventory to the database and write off inventory for all of the items in the reconciliation process. You may want to limit this right to a manager. Update BAC NextGen® Optical Management Enables users to update the Buyers Actual Cost (BAC) of an item of the inventory. This item is enabled as a default setting. Parent topic: Subgroups of the Operations Permissions Group

File Maintenance Help for NextGen® Enterprise 8

Configure Optical Vendors

The Vendors master file enables you to create a list of manufacturers used in NextGen® Optical Management. CAUTION: You must set up the Vendors master file before creating a brand in the Brand master file. Open File Maintenance and select Master Files > Optical Management and select Vendors. The Vendors List window opens. To include the hidden items in the master file list, select the Include Hidden Items check box . From the vendors list, do one of the following: To add a new vendor, select the open menu button and select New. To modify an existing vendor, double-click the item to open it. The Optical Vendor window opens. On the Vendor Detail tab, enter the vendor information in the respective fields. Note: To hide the vendor in the vendors list, select the Hide check box. On the External tab, do one of the following: To add a new item, select the open menu button and select New. To modify an existing item, double-click the item to open it. From the External System list, select VSP as

File Maintenance Help for NextGen® Enterprise 8

Configure Eyewear Brands

The Brand master file enables you to create a list of eyewear brands for your practice. CAUTION: You must set up the Vendors master file before creating a brand in the Brand master file. Open File Maintenance and select Master Files > Optical Management and select Brand. The Brand List window opens. To include the hidden items in the master file list, select the Include Hidden Items check box. From the brand list, do one of the following: To add a new brand, select the open menu button and select New. To modify an existing brand, double-click the item to open it. The Brand window opens. On the Brand tab, enter the brand name and select a vendor from the list. Note: To hide the brand in the brands list, select the Hide check box. On the External tab, do one of the following: To add a new item, select the open menu button and select New. To modify an existing item, double-click the item to open it. Note: The External tab is enabled only if the Vendor master file is mapped for contact len

File Maintenance Help for NextGen® Enterprise 8

Add or Modify a Lens Option

You can create a list of coatings that can be added to a lens to specify the SIM code associated with the coating. On the Options tab, do one of the following: To add a new item, select open menu and select New. To modify an item, double-click the item to open. The Lens Options window opens. In Description, enter a description for the coating. In Service Item, select the question mark symbol to search for and select a SIM code or group or a description associated with the lens style, and select OK. Note: If more than one SIM code is required for an option, assign a SIM group code to the option. To include only one SIM for the eyeglass order, select One-line Charge. To indicate whether this option is taxable, select Taxable. For contact lens and eyeglass VSP orders, select one of the following check boxes based on SIM code mapping: For use on VSP orders only, if the SIM code is mapped to VSP. Show on VSP order if not mapped, if you want to add an additional SIM code that is not mapped t

Vision Service Plan and VisionWeb Interface Setup

Recommendations

Create or Modify Locations

Web Service Configuration

NextGen® Optical Management Operation

Configure Optical Vendors

Configure Eyewear Brands

Add or Modify a Lens Option

Create or Modify Locations

Web Service Configuration

NextGen® Optical Management Operation

Configure Optical Vendors

Configure Eyewear Brands

Add or Modify a Lens Option