Attach a Formulary to a Payer

File Maintenance Help for NextGen® Enterprise 8

Attach a Formulary to a Payer

You can search for formularies by Plan ID or organization name and attach a formulary to a payer. You cannot hide formularies, but once they are attached to a payer they are considered "in use". A formulary can also be considered "in use" even if it is not attached to a payer. The "in use" formularies display as list items that NextGen® Enterprise EHR users can select from, for example, in the Medication Module. Because the list of formularies is long, you may not want to use all of them, such as state-specific ones. If you make certain formularies in use, the list that users can choose from becomes shorter because it excludes non-relevant formularies. Select the Payer Defaults - 2 tab. In the Formulary Provider field, select . The Formulary Provider Search window appears. To search for a formulary provider, follow the steps below: In the Search Method section, select one of the following search methods: Code or Description. Enable the Search for keyphrase anywhere in the item check bo

NextGen® Enterprise EHR Help

Formulary Search Requirements

The formulary search automatically replaces the regular medication search engine at run time. If you use the InfoScan formularies, in File Maintenance, you must set up a default formulary provider with the appropriate formulary code and then set up a formulary for each available payer. Note: If you do not set up a formulary for each payer in File Maintenance, you should consider setting up a default formulary provider used for any payer that does not have a matching formulary configured. You must set up each payer accepted by your medical practice with the appropriate formulary. To use the formulary search, the following conditions must be met: Formulary update (Surescripts and InfoScan) is applied to the NextGen database Note: The medication and formulary data must be updated on a regular, usually monthly, basis. For more information, go to NextGen Healthcare Success Community and download the latest Formulary Data Loader Utility User Guide for NextGen® Enterprise EHR. Universal prefe

NextGen® Enterprise EHR Help

Configure Formulary Search Preferences

In NextGen® Enterprise EHR, from the Tools menu, select Preferences. By default, the General tab of the Preferences window opens. Select the Formulary tab. Formulary tab In the General section, specify whether you want to use formulary search as the default medication search. In the View Options section, specify whether you want to view formulary note, formulary status, or both. In the Drug Information section, specify whether you want to view one or more of the following medication details: Chemical name Only drug name Over-the-counter medications Medications that are only on formulary In the Formulary Status section, specify whether you want to view formulary status in a text format, an image format, or both formats. Specify whether you want to use the Real-Time Prescription Benefit feature in the Medications module. Note: The Enable Real-Time Prescription Benefits option is available only if you enable the Surescripts Real-Time Prescription Benefits universal preference in System Ad

NextGen® Enterprise EHR Help

Select Documents Search

Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. Select the Encounter History or Categories tab. Select .The Search Documents window opens. Select Hide/Show Filters icon.The Look in: filters section opens within the Search Documents window. To use any previously searched document, select a document from the Documents list. To select other documents to search, select the Ellipsis button next to the Documents list.The Select Documents window opens displaying a list of available documents for the patient. Under Available Documents, select a document to include in the search, and then select the double-right arrows to move them under Selected Documents section. To select multiple adjacent documents at a time, select and hold the <SHIFT> key while selecting each document. To select multiple non-adjacent documents, select and hold the <CTRL> key as you select each document. To remove any selected documents, select the documents under Selected Documents, and

Help Guide for NextGen® Enterprise PM 8

Set up Primary Care Providers for Patients

Each patient must be assigned a primary care provider. Open NextGen® Enterprise PM. From the Tasks menu, select Lookup > Charts. The Patient Lookup window opens. To search for a patient, enter the search criteria data. You can use different combinations of the search criteria to search for a patient. Select Find. Patient records that match the search criteria, appear in the Matching Records section. Double-click the patient to open. The Update Patient Information window opens. Select the Provider tab. Select open menu Open Menu button and select New. The Add Patient Provider window opens. Select the provider type in Preference Name. Provider types are set up on the Providers tab in Practice Preferences. Select the applicable provider from the Provider list. Select the Primary Preference Name check box. This field is required. Enter an Effective Date and Expiration Date for the provider. These fields are optional. Effective date is the date the provider became the default provider for t

NextGen® Enterprise EHR Help

Find a Patient in NextGen® Enterprise EHR

To access the Patient Lookup window, do one of the following: From the Main toolbar, select the Patient button. From the File menu, select Select Patient. The Patient Lookup window appears. Enter Search Criteria to find the desired person or patient. Multiple parameters can be used. For example, enter part of the last name, part of the first name, and birth date. Note: Fields with a "lightning bolt" indicator are for direct match searches and cannot be used with other search criteria. Select Find. Note: : If you are connected to an external system, such as the EMPI Query Interaction System (EMPI QIS), the NextGen database is searched first. If no matching records are found, the external system is also searched. All existing person and patient records that match the search criteria entered display in the Matching Records list. From the list, you can do the following: Customize the lookup results. Select right-click menu options to perform specific tasks. If no records are found, the fol

Attach a Formulary to a Payer

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Attach a Formulary to a Payer

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Attach a Formulary to a Payer

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