Import Practice-level Master Files

Help Guide for NextGen® Enterprise PM 8

Importing Practice-Level Information

You can import information from one practice to another to avoid repeatedly entering the same data in multiple practices. Importing information is useful if you create practices and want some master file data to be the same among them. You can import the following master file data, which appends to existing data, in the practice you are logged into: Practice-level master files (location, event, or resource-specific settings do not import). Practice Preferences (location-specific settings do not import). Practice-specific sections of a single Payer master file by importing a practice payer. Practice-specific sections of all Payer master files. You cannot import the following master files: Task Types Appointment Reminders Letter Types, because they are already preinstalled. Import Practice-level Master Files Parent topic: Modifying Practices

Help Guide for NextGen® Enterprise PM 8

Import Practice-level Master Files

In File Maintenance, select Master Files > System > PM > Payers, and select the applicable payer. On the Modify Practice Information window, selectS the Import tab. Select the practice from which you want to import information, in the Choose Practice to import data from field. To select data to import in the Choose Data to import list, do one of the following: Enable the Master File Type check box. This option selects all of the data types for import. Enable the check boxes for the data types you want to import. Dunning Messages – This option is automatically selected if you select Practice Preferences. Groups – Location information is not imported. Letters – This option is automatically selected when you select Practice Preferences. Marketing Plans Patient Statuses Practice Access Payer Practice Access Provider Practice Payers – Imports all practice payers. You can import individual practice payers from the payer master file. Practice Preferences – When you select Practice Preferences

Help Guide for NextGen® Enterprise PM 8

Importing Practice-Level Information

You can import information from one practice to another to avoid repeatedly entering the same data in multiple practices. Importing information is useful if you create practices and want some master file data to be the same among them. You can import the following master file data, which appends to existing data, in the practice you are logged into: Practice-level master files (location, event, or resource-specific settings do not import). Practice Preferences (location-specific settings do not import). Practice-specific sections of a single Payer master file by importing a practice payer. Practice-specific sections of all Payer master files. You cannot import the following master files: Task Types Appointment Reminders Letter Types, because they are already preinstalled. Import Practice-level Master Files Parent topic: Modifying Practices

File Maintenance Help for NextGen® Enterprise

Master Files - Practice

Unlike the Enterprise master files, which are shared across the enterprise, the Practice master files are practice-specific. Each practice must set up its own Practice master files. You access the Practice Master Files from File Maintenance > Master Files > Practice, and then select a master file type. Set Up Multiple Levels of Appt Reminder Letters Bulk Orderables - NextGen Enterprise EHR Population Management Hub Default User Prefs Dunning Messages Dunning messages provides additional information on statements to the guarantor related to their outstanding patient balance. Set Up the Groups Master File Letter Types Letters Marketing Plans Patient Statuses Recall Plans Report Types Statement Parameter Mappings Master File Task Approval Profiles Task Workgroups

File Maintenance Help for NextGen® Enterprise 8

Master Files - Practice

Unlike the Enterprise master files, which are shared across the enterprise, the Practice master files are practice-specific. Each practice must set up its own Practice master files. You access the Practice Master Files from File Maintenance > Master Files > Practice, and then select a master file type. Set Up Multiple Levels of Appt Reminder Letters Bulk Orderables - NextGen Enterprise EHR Population Management Hub Default User Prefs Dunning Messages Dunning messages provides additional information on statements to the guarantor related to their outstanding patient balance. Set Up the Groups Master File Letter Types Letters Marketing Plans Patient Statuses Recall Plans Report Types Statement Parameter Mappings Master File Task Approval Profiles Task Workgroups

Help Guide for NextGen® Enterprise PM 8

Import a Practice Payer into a Practice

The Import Practice Payer feature enables you to copy practice-specific data from one practice into another practice. You must be logged into the practice that you want to import into. The copied data includes practice access information and information from the Practice tab. If a practice already has payer information, importing overwrites any payer data that may already be in the practice. One situation in which you might want to import a practice payer is when you have created a new practice and you want to add payer information that already exists. Instead of manually re-entering all the existing payer practice information, you can simply import it from a payer and only modify the fields as needed. In File Maintenance under Master Files, select System. The list of System Master Files displays. Double-click Payers. The Payer List window opens. In the list, right-click the Payer whose information you want to import, then select Import Practice Payer. The Import Practice Payer Data wi

Import Practice-level Master Files

Recommendations

Importing Practice-Level Information

Import Practice-level Master Files

Importing Practice-Level Information

Master Files - Practice

Master Files - Practice

Import a Practice Payer into a Practice

Importing Practice-Level Information

Import Practice-level Master Files

Importing Practice-Level Information

Master Files - Practice

Master Files - Practice

Import a Practice Payer into a Practice