Modifying Practices
You can set up the following for a practice:
Basic information (on the
Practice Defaults
tab).
Associate an external system with the practice (on the
External
tab).
Note:
You must have at least one practice visible in the
Practices List
window. You cannot hide a practice if it is the only one.
Set Up Practice Default Information
External Systems Associated with a Practice
Importing Practice-Level Information
Recommendations
Explore
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. 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. 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. Parent topic: Practices Master File
Help Guide for NextGen® Enterprise PM 8
External Systems Associated with a Practice
The NextGen® Enterprise applications can interface with external systems. Use the External tab of the Practice Information window if your organization wants to interface the applications with other programs. You can associate the external systems with the practices in your enterprise. From the External tab, you can do the following: View a list of external systems that have already been associated with the practice. Add external systems that interface with the NextGen Enterprise application. View the List of External Systems for a Practice Add External Systems to a Practice Parent topic: Modifying Practices
Help Guide for NextGen® Enterprise PM 8
Practices Master File
The Practices master file enables you to set up practices within your enterprise. For accounting purposes, each practice should have a unique tax ID number. If you have two or more practices with the same tax ID, they should be combined into one practice with several service locations. After you setup your practices, you can: Share appropriate information across multiple practices. Easily maintain stored data. Create useful reports. Compare data across practices. Ensure patient privacy and confidentiality. How Practices Relate to Enterprises A practice can only belong to one enterprise. When you create a practice, it is created in the enterprise you are logged into. To create a practice in a different enterprise than the one you are logged into, you must either log into the enterprise or select that enterprise before you create the practice. This process is important because for a new installation, you may have created a new enterprise. However, you cannot log into that enterprise unti
Help Guide for NextGen® Enterprise PM 8
Add External Systems to a Practice
Access the Practices master file to associate an external system with a practice. From the External tab, do one of the following: To add a new item, select the open menu button and then select New. To modify an existing item, select the item in the list, select the open menu button and then select Open. The Add External Interface window opens. Enter information in the following fields: External Practice ID – Enter the specific practice name associated with the external interface. External Enterprise ID – Enter the specific enterprise name associated with the external interface. External System – Select the system to interface with the application. Effective Date – Specify the date that your practice starts sending data to the external practice. Select the items you want to export to and from the external system. The Export Options are: New Charges New Patients Encounters Medications Deleted Charge Updated Patients Lab Orders Do one of the following: To return to the External tab, selec
File Maintenance Help for NextGen® Enterprise 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
