Setting Up Enterprise Preferences for ERA

Help Guide for NextGen® Enterprise PM 8

Lookup an Archived ERA File

Access NextGen® Enterprise PM. From the Tasks menu, select Lookup, and then Files. The File Archive Search window appears. In the File Type field, select 835 ERA File. Enter additional search criteria in the Beginning, Thru and File Name fields, if needed. Select Find. 835 ERA files matching the search criteria entered are listed in the Result section of the window. Select the desired archived file. Right-click and select one of the following: To export the archived ERA file, select Export File. To print an EOB for the archived ERA file, select Print EOB. Parent topic: Setting Up Enterprise Preferences for ERA

Help Guide for NextGen® Enterprise PM 8

Setting Up ERA

The ERA posting process requires the following set up in File Maintenance: Remittance Profile Library Reason Code Library Payers: Enter an ERA Payer Number Select a Remittance Profile Library for specific ERA payers, if applicable Select a Reason Codes Library for specific payers, if applicable Practice Preferences: Select a default Remittance Profile Library for all ERA payers Select a default Reason Codes Library for all payers Configure Patient Pay Import options, if applicable Set Up a Remittance Profile Library Setting Up Reason Codes for ERA You can use the Reason Codes Library to configure business rules to automate ERA transaction posting. Setting Up Payers for ERA You can define the various parameters in Payers Master File related to ERA. Setting Up Enterprise Preferences for ERA Setting Up Practice Preferences for ERA You can set preferences for all payers in the practice. Parent topic: Electronic Remittance Advice

NextGen® Enterprise EHR Help

View User Preferences

Open NextGen® Enterprise EHR. From the Tools menu, select Preferences. The Preferences window opens. The window contains the following tabs: General (displays by default when you open the Preferences window) Main Toolbar Medical Records Templates Medications Formulary Reference Quality Reporting Documents Parent topic: User Preferences

File Maintenance Help for NextGen® Enterprise 8

Access Enterprise Preferences

To access Enterprise Preferences, do one of the following: In NextGen® Enterprise PM, select the Admin menu. Select Preferences > Enterprise In File Maintenance, select Master Files > System > Enterprises Double-click an enterprise, and then select Preferences. The Enterprise Preferences window opens. Parent topic: Enterprise Preferences

File Maintenance Help for NextGen® Enterprise 8

Set up Document Management Enterprise Preferences

In File Maintenance, select Master Files > System > Enterprises. The Enterprises List window opens. Double-click the appropriate enterprise. Select Preferences and then select Document Management tab. Enter information in the desired fields. Note: For detailed information about these settings or about using the NextGen® Document Management application, go to NextGen Healthcare Success Community and download the latest User Guide for NextGen Document Management. Parent topic: Setting Up Document Management Preferences in Enterprise Preferences

Help Guide for NextGen® Enterprise PM 8

Set Up for Archived Statements

To archive statements, do the following: Open NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Enterprise. The Enterprise Preferences window opens. Select General. In the Archive Statements field, select Statement. Select OK. Parent topic: Archiving Statements

Setting Up Enterprise Preferences for ERA

Enterprise Preferences > General

Recommendations

Lookup an Archived ERA File

Setting Up ERA

View User Preferences

Access Enterprise Preferences

Set up Document Management Enterprise Preferences

Set Up for Archived Statements

Lookup an Archived ERA File

Setting Up ERA

View User Preferences

Access Enterprise Preferences

Set up Document Management Enterprise Preferences

Set Up for Archived Statements