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Assign a Financial Record to a Practice
Run the Financial Information Records Report.
From the report, hover over the desired financial information record to access the "drill-down"
cursor.
Double-click the record.
The
Data Integrity - Unassigned Financial Information Records
window appears.
Select one of the following
Data Integrity Options
:
Assign current practice to this record only
: Select this option to assign the practice to the selected record.
Assign current practice to all records displayed
: Select this option to assign the practice to all records on the report.
To continue, select
Assign
.
The financial information records are assigned to the current practice.
To continue, select
Assign
.
A message box appears stating, the selected records will only be viewable within this practice.
Select
Yes
. The application:
The application does the following:
Assigns the current practice and enterprise ID to the record(s).
Updates modified by to the current user.
Updates the modified date to the current date.
Displays a message stating the record(s) have been updated.
Assign a Financial Record to a Practice
Help Guide for NextGen® Enterprise PM 8
Assign a Financial Record to a Practice
Run the Financial Information Records Report. From the report, hover over the desired financial information record to access the "drill-down" cursor. Double-click the record. The Data Integrity - Unassigned Financial Information Records window appears. Select one of the following Data Integrity Options: Assign current practice to this record only: Select this option to assign the practice to the selected record. Assign current practice to all records displayed: Select this option to assign the practice to all records on the report. To continue, select Assign. The financial information records are assigned to the current practice. To continue, select Assign. A message box appears stating, the selected records will only be viewable within this practice. Select Yes. The application: The application does the following: Assigns the current practice and enterprise ID to the record(s). Updates modified by to the current user. Updates the modified date to the current date. Displays a message s
Help Guide for NextGen® Enterprise PM 8
Financial Information Records Report
The Financial Information Records report identifies financial information records that have not been assigned to a Practice ID. To access the report in NextGen® Enterprise PM, select Reports > System > Data Maintenance > Unassigned Benefit Info Records and then select Financial Information Records. Note: The report is available only if the System Level Benefit Info preference is set to False in System Administrator > Universal Preferences > General Options. Assign a Financial Record to a Practice Financial Information Records Report Columns Parent topic: Unassigned Benefit Info Records Reports
Help Guide for NextGen® Enterprise PM 8
Assign an Eligibility or Benefit Record to a Practice
Run the Eligibility and Benefit Records Report. From the report, hover over the desired record to access the "drill-down" cursor. Double-click the record.The Data Integrity - Unassigned Elig and Benefit Info Records window appears. Select one of the following Data Integrity Options: Assign current practice to this record only: Select this option to assign the practice to the selected record. Assign current practice to all records displayed: Select this option to assign the practice to all records on the report. To continue, select Assign.A message box appears stating, the selected records will only be viewable within this practice. Select Yes. The application does the following: The application does the following: Assigns the current practice and enterprise ID to the record(s). Updates modified by to the current user. Updates the modified date to the current date. Displays a message stating the record(s) have been updated. Parent topic: Eligibility and Benefit Records Report
Help Guide for NextGen® Enterprise PM 8
Assign an Eligibility or Benefit Record to a Practice
Run the Eligibility and Benefit Records Report. From the report, hover over the desired record to access the "drill-down" cursor. Double-click the record. The Data Integrity - Unassigned Elig and Benefit Info Records window appears. Select one of the following Data Integrity Options: Assign current practice to this record only: Select this option to assign the practice to the selected record. Assign current practice to all records displayed: Select this option to assign the practice to all records on the report. To continue, select Assign. A message box appears stating, the selected records will only be viewable within this practice. Select Yes. The application does the following: The application does the following: Assigns the current practice and enterprise ID to the record(s). Updates modified by to the current user. Updates the modified date to the current date. Displays a message stating the record(s) have been updated. Parent topic: Eligibility and Benefit Records Report
Help Guide for NextGen® Enterprise PM 8
Unassigned Benefit Info Records Reports
When the system is unable to automatically assign a practice ID to a record, that record will not display on the Benefit Info window of the Insurance Maintenance when the Universal Preference > System Level Benefit Info preference is set to False. To assign a record to your practice, you can use one of the Unassigned Benefit Info Records reports. These reports are Financial Information Records and Eligibility and Benefit Records. Both reports include a drill down function that allows you to assign the current practice to a single record or to all records on the report. Assigning records to a practice can be done from the Eligibility and Benefits Records report or the Financial Information Records report found in the reports menu under System > Data Maintenance > Unassigned Benefit Info Records. Note: The Unassigned Benefit Info Records option only displays on the System reports menu when the System Level Benefit Info preference is set to False in System Administrator > Universal Prefer
Help Guide for NextGen® Enterprise PM 8
Unassigned Benefit Info Records Reports
When the system is unable to automatically assign a practice ID to a record, that record will not display on the Benefit Info window of the Insurance Maintenance when the Universal Preference > System Level Benefit Info preference is set to False. To assign a record to your practice, you can use one of the Unassigned Benefit Info Records reports. These reports are Financial Information Records and Eligibility and Benefit Records. Both reports include a drill down function that allows you to assign the current practice to a single record or to all records on the report. Assigning records to a practice can be done from the Eligibility and Benefits Records report or the Financial Information Records report found in the reports menu under System > Data Maintenance > Unassigned Benefit Info Records. Note: The Unassigned Benefit Info Records option only displays on the System reports menu when the System Level Benefit Info preference is set to False in System Administrator > Universal Prefer
