NextGen Knowledge Center

Enable Enterprise Case Management

To allow each patient case to be available to all practices within the same enterprise, you can enable Enterprise case management. Only practices within your enterprise that have management enabled will have access to a patient's case information.

Ensure the following guidelines are met before you enable Enterprise case management.
  • After the Enterprise case management preference is activated, it CANNOT be turned off. To change this preference, you will need to contact NextGen Consulting Services.
  • If you have multiple practices, then you must Enable Case Management in Practice Preference for each practice in your enterprise that will need to access case information for a patient.

To enable Enterprise Case Management, do the following:

  1. Access the File Maintenance application.
  2. Select System > Enterprises.
    The Enterprises List window opens.

  3. Select the enterprise you want to configure.
    The Modify Enterprise Information window opens.

  4. Select Preferences.
  5. In the General tab, select the check box Enterprise case management.

    A warning message appears.

  6. Select Yes and then select OK.