Import Practice-level Master Files

Help Guide for NextGen® Enterprise PM 8

Importing Practice-Level Information

You can import information from one practice to another to avoid repeatedly entering the same data in multiple practices. Importing information is useful if you create practices and want some master file data to be the same among them. You can import the following master file data, which appends to existing data, in the practice you are logged into: Practice-level master files (location, event, or resource-specific settings do not import). Practice Preferences (location-specific settings do not import). Practice-specific sections of a single Payer master file by importing a practice payer. Practice-specific sections of all Payer master files. You cannot import the following master files: Task Types Appointment Reminders Letter Types, because they are already preinstalled. Import Practice-level Master Files Parent topic: Modifying Practices

File Maintenance Help for NextGen® Enterprise 8

Master Files - Practice

Unlike the Enterprise master files, which are shared across the enterprise, the Practice master files are practice-specific. Each practice must set up its own Practice master files. You access the Practice Master Files from File Maintenance > Master Files > Practice, and then select a master file type. Set Up Multiple Levels of Appt Reminder Letters Bulk Orderables - NextGen Enterprise EHR Population Management Hub Default User Prefs Dunning Messages Dunning messages provides additional information on statements to the guarantor related to their outstanding patient balance. Set Up the Groups Master File Letter Types Letters Marketing Plans Patient Statuses Recall Plans Report Types Statement Parameter Mappings Master File Task Approval Profiles Task Workgroups

Help Guide for NextGen® Enterprise PM 8

Import a Practice Payer into a Practice

The Import Practice Payer feature enables you to copy practice-specific data from one practice into another practice. You must be logged into the practice that you want to import into. The copied data includes practice access information and information from the Practice tab. If a practice already has payer information, importing overwrites any payer data that may already be in the practice. One situation in which you might want to import a practice payer is when you have created a new practice and you want to add payer information that already exists. Instead of manually re-entering all the existing payer practice information, you can simply import it from a payer and only modify the fields as needed. In File Maintenance under Master Files, select System. The list of System Master Files displays. Double-click Payers. The Payer List window opens. In the list, right-click the Payer whose information you want to import, then select Import Practice Payer. The Import Practice Payer Data wi

File Maintenance Help for NextGen® Enterprise 8

Import a Practice Payer into a Practice

The Import Practice Payer feature enables you to copy practice-specific data from one practice into another practice. You must be logged into the practice that you want to import into. The copied data includes practice access information and information from the Practice tab. If a practice already has payer information, importing overwrites any payer data that may already be in the practice. One situation in which you might want to import a practice payer is when you have created a new practice and you want to add payer information that already exists. Instead of manually re-entering all the existing payer practice information, you can simply import it from a payer and only modify the fields as needed. In File Maintenance under Master Files, select System. The list of System Master Files displays. Double-click Payers. The Payer List window opens. In the list, right-click the Payer whose information you want to import, then select Import Practice Payer. The Import Practice Payer Data wi

Help Guide for NextGen® Enterprise PM 8

Override Practice Preferences with the Payer Master File

If you use recurring billing at a few locations, you can maintain the UB settings in Practice Preferences and override the settings in the Payer master file for the locations using recurring billing. In File Maintenance, select Master Files - System > Payers. Select the applicable payer from the list, and then select the UB tab on the Practice tab. In the Modify Payer Information window, select the location in the Location field if your practice has multiple locations. When the location is entered, the remaining fields in the window display the data you have set up for the payer. Note: The location that you select must be the same location as shown on the encounter. In the Bill Classification field, select one of the following options: 4 (Outpatient Rehab Facility) 5 (Comp Outpatient Rehab Facility) In the Type of Facility field, select 7 (Clinic). Enter data in other fields, as applicable for the payer. Select OK. Note: If the values in the Type of Facility, Bill Classification, and F

File Maintenance Help for NextGen® Enterprise 8

Practice Preferences

Practice Preferences enable you to designate user-defined fields for the chart, the encounter, and the appointment. You can also set header and footer messages for forms and invoices, as well as set default codes to use throughout the system. Note: All of the features in Practice Preferences are optional. You can choose to use them based on the needs of your practice. The following sections explain each item in the Practice Preferences window to help ensure a clear understanding of how best to set up the system for your practice. Open the Practice Preferences Alerts Practice Preferences The Alerts practice preferences control when the Chart, Account, Appointment Scheduling, Managed Care, Payer, and System alerts display in NextGen® Enterprise PM and NextGen® Optical Management. Appt Scheduling Practice Preferences AutoFlow Practice Preference Autoflow allows you to set a sequence of actions that will enable check-in and check-out processes for encounters. Budget Accounts Practice Prefe

Import Practice-level Master Files

Recommendations

Importing Practice-Level Information

Master Files - Practice

Import a Practice Payer into a Practice

Import a Practice Payer into a Practice

Override Practice Preferences with the Payer Master File

Practice Preferences

Importing Practice-Level Information

Master Files - Practice

Import a Practice Payer into a Practice

Import a Practice Payer into a Practice

Override Practice Preferences with the Payer Master File

Practice Preferences