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

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

Service Locations within a Practice

When your practice has multiple service locations, you can select them on the Add/Modify Practice Information window. If you want to add new locations, you must create them in the Locations master file. These service locations use the same preferences and libraries that the main practice uses. They also have the same Tax ID number as the Practice. As a general rule, if you have a location that uses different libraries and preferences, then it must be set up as its own practice. Why does the location make a difference? Practices with multiple-state locations must create claims based on the service location state where the patient had the encounter. The claim state, which is based on the service location state, drives the specific business rules in determining how a claim should be edited, printed, and submitted. Parent topic: Set Up Practice Default Information

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

File Maintenance Help for NextGen® Enterprise 8

Create Your First Enterprise

Your installation includes a default enterprise that you use to log in to File Maintenance for the first time. After you log in with the default, you can create your first enterprise. After you create this new enterprise and set up your rights, you are no longer required to log in under the default to create additional enterprises. CAUTION: Contact NextGen Healthcare Support before you attempt to create additional enterprises. Log on to File Maintenance. Note: Until you create additional enterprises, you can only select Default Practice and Default Enterprise in the login window. The NextGen File Maintenance window opens. Under Master Files, select System > Enterprises. The Enterprises List window opens. Create the enterprise that you want to add a new practice to. After you create your enterprise, you can create practices within the enterprise. Parent topic: Enterprises

File Maintenance Help for NextGen® Enterprise 8

Switch to Another Practice in File Maintenance

When you log on to File Maintenance, the enterprise and practice you are using display in the upper left corner of the File Maintenance window. Changes you make in File Maintenance will only affect this enterprise and practice. You can switch to another practice without having to log off and then log on again. Note: Your rights can change when you switch to another practice if your assigned rights are different for that practice. To switch to another practice, do one of the following: If the practice is in the same enterprise, select the practice from the Practice field. If the practice is in another enterprise, select the enterprise from the Enterprise field, then select the practice from the Practice field. For more information about setting up practices, go to NextGen Healthcare Success Community and download the latest Claims Guide for NextGen® Enterprise PM . Parent topic: Layout of File Maintenance

Practices Master File

How Practices Relate to Enterprises

How to Create a Practice

Recommendations

Create a Practice in a Specific Enterprise

Create a Practice in the Enterprise You Are Logged Into

Service Locations within a Practice

Master Files - Practice

Create Your First Enterprise

Switch to Another Practice in File Maintenance

Create a Practice in a Specific Enterprise

Create a Practice in the Enterprise You Are Logged Into

Service Locations within a Practice

Master Files - Practice

Create Your First Enterprise

Switch to Another Practice in File Maintenance