Desktop Toolbar

Button	Tooltip	Description
	People Lookup	Opens the People Lookup window.
	Appointment Lookup	Opens the Appointment Lookup window.
	Appointment Book	Opens the Appointment Book window.
	Chart Lookup	Opens the Patient Lookup window.
	Account Lookup	Opens the Account Lookup window.
	Encounter Lookup	Opens the Encounter Lookup window.
	Batch Posting	Opens the Batch Posting window.
	Claim Lookup	Opens the Claim Request Lookup window. When an encounter is selected, it opens the Encounter Claim Requests window.
	Demand Bill	When an encounter is selected, opens the Bill Encounter window.
	Demand Statement	When a patient is selected, opens the Patient Statement window. When an account is selected, opens the Guarantor Statement window.
	Demand Letter	When a patient or account is selected, opens the Demand Letters window.
	Charge Posting	Opens the Charge Posting window.
	Claim Edits	When an encounter is selected, runs the Claim Edits process.
	NextGen Mail	Opens the NextGen Mailbox window.
	Worklog Manager	Opens the Worklog Manager window.
	EDI File	Opens the 837 Electronic File Creation window.
	Memorized Reports	Opens the Memorized Reports window.
	Launch EHR	Opens the NextGen® Enterprise EHR application.
	Launch Doc Mgmt	Opens the NextGen® Document Management application.
	Launch Dashboard	Opens the NextGen Dashboard application.
	Launch EDR	Opens the NextGen® EDR application.
	Change Practice	Opens the Practice Change window.
	Launch Browser	Opens the Browser window with access to the NextGen Healthcare Success Community and NextGen® Clearinghouse websites.
	Launch NextGen Clearinghouse	Opens the NextGen® Clearinghouse page in the Browser window.
	Launch Waystar®	Opens the Waystar® Clearinghouse page in the Browser window.
	Launch BBP	Opens the NextGen® Background Business Processor application.
	Launch NextPen	Opens the NextPen® application.
	Launch NextPen Print	Opens the NextPen® Print application.
	Launch Eligibility Verification Manager	Opens the Eligibility Verification Manager Dashboard window. Note: The button appears only if the Enable integrated eligibility UI check box is selected in Practice Preferences.
	Cost Estimation	Opens the Estimate Patient Cost window.
	DRAU Lookup	Opens the Data Retantion and Archiving Utility (DRAU) Lookup window.

Help Guide for NextGen® Enterprise PM 8

Desktop Toolbar

Desktop Toolbar Desktop Toolbar The buttons on the toolbar enable you to quickly access important functions of NextGen® Enterprise PM and open other applications. If Toolbar captions is enabled in your General User Preferences, each button appears with a caption (or label). If Toolbar tooltips is enabled, a tooltip appears when you hover over each button. Note: You can turn off the toolbar captions from the right-click menu on the toolbar. Toolbar right click menu Button Tooltip Description People Lookup Opens the People Lookup window. Appointment Lookup Opens the Appointment Lookup window. Appointment Book Opens the Appointment Book window. Chart Lookup Opens the Patient Lookup window. Account Lookup Opens the Account Lookup window. Encounter Lookup Opens the Encounter Lookup window. Batch Posting Opens the Batch Posting window. Claim Lookup Opens the Claim Request Lookup window. When an encounter is selected, it opens the Encounter Claim Requests window. Demand Bill When an encounter

Help Guide for NextGen® Enterprise PM 8

Charge Posting Toolbar

The toolbar on the Charge Posting window includes icons that you can use to perform a variety of actions and functions when working with charges in NextGen® Enterprise PM. The following table describes the use of each icon available on the Charge Posting toolbar. Icons Name Description View Chart Opens the Patient Chart window for the selected patient. Recall Opens the Recall Plan Maintenance window to add a recall for a patient who has no existing recalls, or the Patient Recall window for a patient who has one or more existing recall. Encounter Maintenance Opens the Encounter Maintenance window for the selected encounter to add the encounter details. Encounter Insurance Opens the Encounter Insurance Selection window for the selected encounter to add insurance to an encounter. Patient Insurance - Encounter Opens the Patient Insurance – Encounter window for the primary payer on the selected encounter. Balance Control Opens the Balance Control window for the selected encounter. Patient B

Help Guide for NextGen® Enterprise PM 8

Charge Posting Toolbar

The toolbar on the Charge Posting window includes icons that you can use to perform a variety of actions and functions when working with charges in NextGen® Enterprise PM. The following table describes the use of each icon available on the Charge Posting toolbar. Icons Name Description View Chart Opens the Patient Chart window for the selected patient. Recall Opens the Recall Plan Maintenance window to add a recall for a patient who has no existing recalls, or the Patient Recall window for a patient who has one or more existing recall. Encounter Maintenance Opens the Encounter Maintenance window for the selected encounter to add the encounter details. Encounter Insurance Opens the Encounter Insurance Selection window for the selected encounter to add insurance to an encounter. Patient Insurance - Encounter Opens the Patient Insurance – Encounter window for the primary payer on the selected encounter. Balance Control Opens the Balance Control window for the selected encounter. Patient B

Help Guide for NextGen® Enterprise PM 8

Tasks Menu

The Tasks menu enables you to access commonly used features and different applications from one location. The Tasks menu options also enable you to demand bills, letters, and statements, change your password, change the practice, and set your session settings. Tasks Menu Items Function Lookup Enables you to look up specific information using basic search criteria for the following options. Accounts Appointments Charts Claims DRAU Lookup Eligibility/Referral Employers Encounters Fee Tickets Files People Waitlists For more information on looking up specific information go to NextGen Healthcare Success Community and download the latest Encounter Maintenance User Guide for NextGen® Enterprise PM. Advisor Provides a snap shot of your practice's financial and operational performance. Displays current tasks and emails that you can access without leaving the system. You can customize the Advisor to display only the elements that you want the logged in user to see. Appt Book Opens the Appointme

Help Guide for NextGen® Enterprise PM 8

Preferences on the General Tab

Preferences Description Prompt for session settings Enables you to automatically open the Sessions Settings window each time you login to NextGen® Enterprise EHR. Note: Session settings enable you to select specific parameters that are used as defaults during your current login session. Suspend PM/EHR application sync Enables you to suspend patient synchronization between NextGen® Enterprise PM and NextGen® Enterprise EHR For example, if you have a patient record open in NextGen® Enterprise PM, and then you access NextGen® Enterprise EHR, the same patient record does not automatically open in NextGen® Enterprise EHR. Note: This controls the default setting for the Suspend PM/EHR synchronization check box on the Session Settings window. Toolbar captions Enables you to display captions or names on each button on the main toolbar in NextGen® Enterprise PM. Toolbar tooltips Enables you to display tooltips or alternate names when hovering over buttons on the main toolbar in NextGen® Enterpr

Help Guide for NextGen® Enterprise PM 8

Tasks Menu

The Tasks menu enables you to access commonly used features and different applications from one location. The Tasks menu options also enable you to demand bills, letters, and statements, change your password, change the practice, and set your session settings. Tasks Menu Items Function Lookup Enables you to look up specific information using basic search criteria for the following options. Accounts Appointments Charts Claims DRAU Lookup Eligibility/Referral Employers Encounters Fee Tickets Files People Waitlists For more information on looking up specific information go to NextGen Healthcare Success Community and download the latest Encounter Maintenance User Guide forNextGen®Enterprise PM. Advisor Provides a snap shot of your practice's financial and operational performance. Displays current tasks and emails that you can access without leaving the system. You can customize the Advisor to display only the elements that you want the logged in user to see. Appt Book Opens the Appointment

Desktop Toolbar

Recommendations

Desktop Toolbar

Charge Posting Toolbar

Charge Posting Toolbar

Tasks Menu

Preferences on the General Tab

Tasks Menu

Desktop Toolbar

Desktop Toolbar

Charge Posting Toolbar

Charge Posting Toolbar

Tasks Menu

Preferences on the General Tab

Tasks Menu