View the List of External Systems for a Practice

Field	Description
External System	Displays the specific practice name associated with the external interface.
External Enterprise	Displays the specific enterprise name associated with the external interface.
External Practice	Displays the name of the system that interfaces with the application.
Export Charge	Displays Y for yes or N for no to indicate whether charges are exported to and from the external interface.
Export New Patient	Displays Y for yes or N for no to indicate whether new patients are exported to and from the external interface.
Export Update Patient	Displays Y for yes or N for no to indicate whether updated patients are exported to and from the external interface.
Export Delete Charge	Displays Y for yes or N for no to indicate whether deleted charges are exported to and from the external interface.
Export Encounter	Displays Y for yes or N for no to indicate whether encounters are exported to and from the external interface.
Export Lab Order	Displays Y for yes or N for no to indicate whether lab orders are exported to and from the external interface.
Export Medication	Displays Y for yes or N for no to indicate whether medications are exported to and from the external interface.
Creator	Displays the name of the user who created the ID.
Create Date	Displays the date that the ID was created.
Preferences	Select this button to modify the Practice Preferences. This button only displays when you are modifying a practice.

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

Patient Information Data Fields in Form and Label Templates

The following table lists the Data Repository data fields for Patient Information. Data Fields Description Alternate Phone Patient's alternate phone number Note: This field pulls the phone number from the Alternate Phone field on Add/Modify Patient Information > Demographics. Alternate Phone Ext. Patient's alternate phone extension number Note: This field pulls the extension number from the Ext field next to the Alternate Phone field on Add/Modify Patient Information > Demographics. *Birth Date Date of birth (mandatory) *Birth Date(mmddyy) Date of birth in the mmddyy format Chart Details Marketing Co... Chart Details Marketing Comments Chart Details Marketing Data Chart Details Marketing Data Chart Details Marketing Plan Chart Details Marketing Plan Correspondence Language Patient's preferred correspondence language Day Phone Patient's daytime phone number Note: This field pulls the phone number from the Day Phone field on Add/Modify Patient Information > Demographics. Day Phone Ext. P

File Maintenance Help for NextGen® Enterprise 8

Providers System Tab

On the System tab, you can add a provider or modify provider details using the following field descriptions. Field Description Provider Payers This field lists payers and payer numbers added to the provider. After you add a provider, you should add values in the Provider Payers list. Taxonomy Code This field displays a default taxonomy code to classify providers according to type or specialty. Specialty Code1/ Specialty Code2 This field displays the provider's specialty codes. You can modify specialties in the Specialties master file. Provider Subgrouping 1/ Provider Subgrouping 2 (User-defined fields) This field displays provider subgrouping category types that you can use as reporting filters. To modify the information, you can refer to the Provider Subgrouping 1 and Provider Subgrouping 2 fields on the General tab of the Enterprise Preferences window. Employer This field displays the provider's employer. The employers listed are maintained in the Employers master file. Primary Locat

NextGen® Enterprise EHR Template Editor Help 8

Setting up Specific Trigger

This section explains the purpose and specific setup for each type of action available. Add New Task Trigger Set up Alert Trigger Assign APSO View Trigger You can assign the APSO View trigger in a template. Assign Field Value Trigger Assign Note Value Trigger Change Field Color Trigger Change Field Style Trigger Manage Clear Trigger Set up Click Trigger Create New Encounter Trigger Manage DBPickList Trigger Disable Control Trigger Edit Data Grid Trigger Enable Control Trigger Export Audio Trigger Fax Note Trigger Fax Report Trigger Generating CCD Trigger Using Get Equipment Data Trigger Set up GET Template Notification Data Trigger Set up Goto Field Trigger Set up a Goto Module Trigger Set up Grid Row Select Trigger Set up Hide Item Trigger Set up ICD SNOMED Map Trigger Set up Launch Application Trigger Launch Document Trigger Set up Launch Image Trigger Set up Launch External Application Trigger You can add the Launch External Application action to custom templates to launch third-par

File Maintenance Help for NextGen® Enterprise 8

Practice Preferences

Practice Preferences enable you to designate user-defined fields for the chart, the encounter, and the appointment. You can also set header and footer messages for forms and invoices, as well as set default codes to use throughout the system. Note: All of the features in Practice Preferences are optional. You can choose to use them based on the needs of your practice. The following sections explain each item in the Practice Preferences window to help ensure a clear understanding of how best to set up the system for your practice. Open the Practice Preferences Alerts Practice Preferences The Alerts practice preferences control when the Chart, Account, Appointment Scheduling, Managed Care, Payer, and System alerts display in NextGen® Enterprise PM and NextGen® Optical Management. Appt Scheduling Practice Preferences AutoFlow Practice Preference Autoflow allows you to set a sequence of actions that will enable check-in and check-out processes for encounters. Budget Accounts Practice Prefe

NextGen® Enterprise EHR Help

Managing External System Information

On the External tab, you can enter ID numbers from other systems for a person or patient. This functionality is used with interfaces between a NextGen application and another external application where the ID number for each person or patient is different in the two systems. Examples include a demographics interface with a hospital, or an orders interface with a lab. Information on the External tab is stored at the system level; therefore, all practices in all enterprises share the same information for a person or patient. The External tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information Yes Yes N/A Patient Information Yes Yes Yes Add an External ID Modify an External ID Delete an External ID Parent topic: Management of Demographic Records

View the List of External Systems for a Practice

Recommendations

Add External Systems to a Practice

Patient Information Data Fields in Form and Label Templates

Providers System Tab

Setting up Specific Trigger

Practice Preferences

Managing External System Information

Add External Systems to a Practice

Patient Information Data Fields in Form and Label Templates

Providers System Tab

Setting up Specific Trigger

Practice Preferences

Managing External System Information