Modifying Practices

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

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 Parent topic: Practices Master File

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

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

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

Modifying Practices

Recommendations

Create a Practice in a Specific Enterprise

Create a Practice in the Enterprise You Are Logged Into

Modifying Practices

Add External Systems to a Practice

Add External Systems to a Practice

Create a Practice in a Specific Enterprise

Modifying Practices

Create a Practice in a Specific Enterprise

Create a Practice in the Enterprise You Are Logged Into

Modifying Practices

Add External Systems to a Practice

Add External Systems to a Practice

Create a Practice in a Specific Enterprise