Import a Fast Forward Address Update File

File Maintenance Help for NextGen® Enterprise 8

NextGen EDI Uploading Practice Preferences

If you are enrolled in and utilizing the statements or letter services offered by NextGen Electronic Data Interchange NextGen EDI , you can automatically upload statement and letter export files to the NextGen EDI website in real-time when the files are generated in NextGen® Enterprise PM. You can also use the NextGen Background Business Processor (BBP) to automatically download files from NextGen EDI. To automatically upload and download files, your NextGen EDI login credentials must be entered on the NextGen EDI Uploading tab. To access this window, select Admin > Preferences > NextGen EDI Services. Login Information Field Description Account ID Enter the Account ID obtained from NextGen EDI. Username Enter the Username obtained from NextGen EDI. Practice ID Enter the Practice ID obtained from NextGen EDI. Password Enter the Password obtained from NextGen EDI. Test Login Select this button to validate and test the Login Information entered above. Other Option Field Description Update

Help Guide for NextGen® Enterprise PM 8

Address Change Report

The Address Change report is generated when the Change of Address Update process is run in NextGen® Enterprise PM to import an address update file obtained from a print services vendor. For example, if you use NextGen® EDI services to print and mail statements or letters from export files created in NextGen® Enterprise PM, they can provide "Fast Forward" address update files to you from their website. After downloading a file from the vendor, the Change of Address Update process is used to import the file into NextGen® Enterprise PM. Upon completion of the import, an Address Change report is generated. The report provides details based on information provided in the imported file, such as patient name, old address, and new address. For more information on the Change of Address Update process and the Address Change report, refer to the Practice Workflow User Guide for NextGen Enterprise PM. Address Change Report Columns Parent topic: Process Generated Reports

Help Guide for NextGen® Enterprise PM 8

Address Change Report

The Address Change report is generated when the Change of Address Update process is run in NextGen® Enterprise PM to import an address update file obtained from a print services vendor. For example, if you use NextGen® EDI services to print and mail statements or letters from export files created in NextGen® Enterprise PM, they can provide "Fast Forward" address update files to you from their website. After downloading a file from the vendor, the Change of Address Update process is used to import the file into NextGen® Enterprise PM. Upon completion of the import, an Address Change report is generated. The report provides details based on information provided in the imported file, such as patient name, old address, and new address. For more information on the Change of Address Update process and the Address Change report, refer to the Practice Workflow User Guide for NextGen Enterprise PM. Address Change Report Columns Parent topic: Process Generated Reports

Help Guide for NextGen® Enterprise PM 8

Import a Bad Address File

Before you begin Make sure that you have downloaded the bad address file from the NextGen® EDI website in XML format. You can import a bad address file from your computer to NextGen® Enterprise PM. Open the NextGen® Enterprise PM application. Select File > Processes > Bad Address Import. The USPS Bad Address Import window opens. Click Open Record next to the Address Input File field Browse to locate and select the bad address file downloaded from the NextGen® EDI website on your computer. To importing the file, click OK. The file is imported and the bad address report appears. To save a copy of the report for future reference, do one of the following from the report toolbar: To print the report, click Print Report. To export the report to the Excel spreadsheet and save it to a network directory, click Export to Excel. To save a snapshot of the report, click Save as Snapshot.

File Maintenance Help for NextGen® Enterprise

Practice Preferences for NextGen® EDI

To use NextGen® EDI, you must have a NextGen® EDI license and logon credentials for NextGen® EDI. If you are enrolled in NextGen® EDI, you can automatically upload statement and letter export files to the NextGen® EDI website in real time when the files are generated in NextGen® Enterprise PM. You can also use NextGen® Background Business Processor to automatically download files from NextGen® EDI. Field Description NextGen EDI Uploading Tab Login Information Enter the logon credentials for NextGen® EDI to automatically upload and download files from NextGen® EDI to NextGen® Enterprise PM. Update Address Records Select this option to allows users to update the address in demographic records for accounts and patients included in the Fast Forward address update files obtained from NextGen® EDI. You can import the files into NextGen® Enterprise PM from File > Processes > Change of Address Update. Note: This setting determines the default for the Update Address Records option in the Electr

NextGen® Background Business Processor User Guide

Change of Address Update Job

You can create the job to download and export the address change by configuring the fields as described in the following table. Field Description Source Directory Indicates the directory from where you want the job to select the address update File. Update Address Records Indicates whether you want the job to update the address records based on the address update file. Address Change Report: Printer Name Indicates the printer through which you want the report to get printed. Address Change Report: Export Format Indicates the format in which you want the report to get generated and exported. Address Change Report: Export File Name Indicates the path and file name where you want the generated report to export in the format that you had selected. Address Change Report: Export Overwrite Option Indicate to overwrite the time stamp whenever the report is newly generated and exported. Address Change Report: E-mail Export File To Indicate one or more email addresses of the persons to whom the

Import a Fast Forward Address Update File

Recommendations

NextGen EDI Uploading Practice Preferences

Address Change Report

Address Change Report

Import a Bad Address File

Practice Preferences for NextGen® EDI

Change of Address Update Job

NextGen EDI Uploading Practice Preferences

Address Change Report

Address Change Report

Import a Bad Address File

Practice Preferences for NextGen® EDI

Change of Address Update Job