Real-time Address Validation in File Maintenance

Help Guide for NextGen® Enterprise PM 8

Set Up Access Rights for User Groups in File Maintenance

For configuring real-time address validation in File Maintenance, you can assign security permissions to user groups in System Administrator. Open System Administrator, and then select the user group to configure. Select the Rights tab, and then expand OPERATIONS. Expand File Maintenance, and then select USPS Address Validation. In the Access Rights section, select Yes. Select Save. Parent topic: Real-time Address Validation Criteria

System Administrator Help

Real-time Address Validation in File Maintenance

The automatic address validation process occurs when a registered user enters or modifies an address in the following master files: Case Contacts Collection Agencies DME Regions Employers Groups Locations Payers Performing Entity Locations Pharmacies Practices Providers Vendors You must complete the following tasks for a registered user: Assign File Maintenance access rights to the user in System Administrator. The user completes and submits a United States Postal Service (USPS) registration form. USPS sends the user a confirmation email USPS username or user ID and password. Enter the user's USPS username or user ID in System Administrator. Parent topic: Real-time Address Validation Criteria

File Maintenance Help for NextGen® Enterprise

Real-time Address Validation in File Maintenance

The automatic address validation process occurs when a registered user enters or modifies an address in the following master files: Case Contacts Collection Agencies DME Regions Employers Groups Locations Payers Performing Entity Locations Pharmacies Practices Providers Vendors You must complete the following tasks for a registered user: Assign File Maintenance access rights to the user in System Administrator. The user completes and submits a United States Postal Service (USPS) registration form. USPS sends the user a confirmation email USPS username or user ID and password. Enter the user's USPS username or user ID in System Administrator. Validate an Entity's Address - Match Found Validate an Entity's Address - Address Not Found Validate an Entity's Address - Corrected Address Found Parent topic: Master Files - System

Help Guide for NextGen® Enterprise PM 8

Real-time Address Validation Criteria

Before real-time address validation can occur, both the practice and the user must be set up for real-time address validation. After you enter and save the address, the address fields are automatically sent to the United States Postal Service (USPS) address validation API. Each address field is compared to the address field in the USPS API and responds with a message. The address fields are Address 1, Address 2, City, State, and Zip. The name of the patient or person is not sent to the USPS API. The USPS address validation API responds with one of the following messages: Valid address Address cannot be found. The address may not be deliverable. Address can be updated. The address entered may not be deliverable. After the address validation process occurs, one of the following icons appear in the window where you add or modify the address: The icon indicates one of the following: The USPS database cannot locate the address in the USPS address validation API. The USPS returns the correct

File Maintenance Help for NextGen® Enterprise 8

Real-time Address Validation in File Maintenance

The automatic address validation process occurs when a registered user enters or modifies an address in the following master files: Case Contacts Collection Agencies DME Regions Employers Groups Locations Payers Performing Entity Locations Pharmacies Practices Providers Vendors You must complete the following tasks for a registered user: Assign File Maintenance access rights to the user in System Administrator. The user completes and submits a United States Postal Service (USPS) registration form. USPS sends the user a confirmation email USPS username or user ID and password. Enter the user's USPS username or user ID in System Administrator. Validate an Entity's Address - Match Found Validate an Entity's Address - Address Not Found Validate an Entity's Address - Corrected Address Found Parent topic: Real-time Address Validation Criteria Parent topic: Master Files - System

File Maintenance Help for NextGen® Enterprise

Real-Time Address Validation

You can turn on real-time address validation in NextGen® Enterprise EHR, NextGen® Enterprise PM, and File Maintenance for practices and users. For real-time address validation to occur, you must set up both practice and user settings. The automatic address validation process occurs when a registered user enters or modifies an address and then saves the data. The address fields are automatically sent to the United States Postal Service (USPS) address validation API. When an address is incorrect or cannot be found, this API sends a message to the user, who can update the address or keep the address entered. When a match is found, the user receives a confirmation message. The automatic address validation process can reduce the following tasks in your practice: Time and cost of returned mail Administrative tasks to resend correspondence Research and verification of the address of the person, patient, or entity Before you begin this process, you must review and complete the following proced

Real-time Address Validation in File Maintenance

Recommendations

Set Up Access Rights for User Groups in File Maintenance

Real-time Address Validation in File Maintenance

Real-time Address Validation in File Maintenance

Real-time Address Validation Criteria

Real-time Address Validation in File Maintenance

Real-Time Address Validation

Real-time Address Validation in File Maintenance

Set Up Access Rights for User Groups in File Maintenance

Real-time Address Validation in File Maintenance

Real-time Address Validation in File Maintenance

Real-time Address Validation Criteria

Real-time Address Validation in File Maintenance

Real-Time Address Validation