Create a Practice in the Enterprise You Are Logged Into

Help Guide for NextGen® Enterprise PM 8

Create a Practice in a Specific Enterprise

Use the following steps when you want to create: Your first practice within an enterprise that you have already created. A new practice in an enterprise that you are NOT logged into. Log on to File Maintenance. The File Maintenance window opens. In the upper left corner of the File Maintenance window, select the enterprise that you want to add a new practice to. Under Master Files, select System. If the enterprise you selected has no practices in it yet, the Master Files - System list only displays the Enterprise and Practices master files icons. Select the Practices icon. The Practices List Access window opens. Select the Open Menu button and then select New. The Practice Defaults tab on the Add Practice Information window opens. Enter the practice information. Select OK. The new practice does not display in the Practices List because you do not have access to it. In the System Administrator application, you must add a group to the practice and you must be a member of the group. Paren

Help Guide for NextGen® Enterprise PM 8

Create a Practice in the Enterprise You Are Logged Into

When you are logged into an enterprise in File Maintenance, you can create or modify any practice within that enterprise. To create a practice in an enterprise that is different from the one you are logged into, refer to Create a Practice in a Specific Enterprise. Access File Maintenance, and select Master Files > System. Select the Practices icon. The Practices List Access window opens. Select the open menu button and then select New. The Practice Defaults tab on the Add Practice Information window opens. Enter the practice information. Click OK. The new practice does not display in the Practices List because you do not have access to it. In the System Administrator application, you must add a group to the practice and you must be a member of the group. Parent topic: Practices Master File

Help Guide for NextGen® Enterprise PM 8

Create a Practice in a Specific Enterprise

Use the following steps when you want to create: Your first practice within an enterprise that you have already created. A new practice in an enterprise that you are NOT logged into. Log on to File Maintenance. The File Maintenance window opens. In the upper left corner of the File Maintenance window, select the enterprise that you want to add a new practice to. Under Master Files, select System. If the enterprise you selected has no practices in it yet, the Master Files - System list only displays the Enterprise and Practices master files icons. Select the Practices icon. The Practices List Access window opens. Select the Open Menu button and then select New. The Practice Defaults tab on the Add Practice Information window opens. Enter the practice information. Select OK. The new practice does not display in the Practices List because you do not have access to it. In the System Administrator application, you must add a group to the practice and you must be a member of the group. Paren

System Administrator User Guide

Enterprises and Practices

You must create your enterprises and practices in File Maintenance before you can add groups and users in the System Administrator application. If your practice provides multispecialty care to patients, we recommended that you set up the necessary number of enterprises and practices in order to facilitate proper security and management of your system and data. You can do the following in File Maintenance: Create enterprises. Set up your enterprises. Create practices in each enterprise. View Enterprise Details You can view the enterprise information in the System Administrator module. View Practice Details in System Administrator Parent topic: Organizing Your Internal Structure

System Administrator Help

Enterprises and Practices

You must create your enterprises and practices in File Maintenance before you can add groups and users in the System Administrator application. If your practice provides multispecialty care to patients, we recommended that you set up the necessary number of enterprises and practices in order to facilitate proper security and management of your system and data. You can do the following in File Maintenance: Create enterprises. Set up your enterprises. Create practices in each enterprise. View Enterprise Details You can view the enterprise information in the System Administrator module. View Practice Details in System Administrator Parent topic: Organizing Your Internal Structure

Help Guide for NextGen® Enterprise PM 8

Assign Practice Access to a Program

The Programs master file is a system-level table. Therefore, all programs can potentially be accessed by any practice in any enterprise. If your enterprise includes multiple practices, you can use the Practice Access option to define which practices have access to each program. For example, Practice A and Practice B both provide services under Program XYZ, but Practice C does not. Therefore, only Practices A and B should have access to Program XYZ. Note: Multiple practices with access to the same program share all system-level parameters defined on the program System and Clinical tabs. Each practice can define their own practice-level parameters on the program Practice tab. Access File Maintenance. Select System Master Files, then PM, and then Programs. The Programs List window opens. From the list, select a program and then do one of the following: Select Open Menu and then select Practice Access. Right-click and then select Practice Access. The Program Master Access by Practice windo

Create a Practice in the Enterprise You Are Logged Into

Recommendations

Create a Practice in a Specific Enterprise

Create a Practice in the Enterprise You Are Logged Into

Create a Practice in a Specific Enterprise

Enterprises and Practices

Enterprises and Practices

Assign Practice Access to a Program

Create a Practice in a Specific Enterprise

Create a Practice in the Enterprise You Are Logged Into

Create a Practice in a Specific Enterprise

Enterprises and Practices

Enterprises and Practices

Assign Practice Access to a Program