Modifying Practices
You can set up the following for a practice:
Basic information (on the
Practice Defaults
tab).
Associate an external system with the practice (on the
External
tab).
Note:
You must have at least one practice visible in the
Practices List
window. You cannot hide a practice if it is the only one.
Set Up Practice Default Information
External Systems Associated with a Practice
Importing Practice-Level Information
Recommendations
Explore
Modifying Practices
Help Guide for NextGen® Enterprise PM 8
Create a Practice in a Specific Enterprise
Use the following steps when you want to create: Your first practice within an enterprise that you have already created. A new practice in an enterprise that you are NOT logged into. Log on to File Maintenance. The File Maintenance window opens. In the upper left corner of the File Maintenance window, select the enterprise that you want to add a new practice to. Under Master Files, select System. If the enterprise you selected has no practices in it yet, the Master Files - System list only displays the Enterprise and Practices master files icons. Select the Practices icon. The Practices List Access window opens. Select the Open Menu button and then select New. The Practice Defaults tab on the Add Practice Information window opens. Enter the practice information. Select OK. The new practice does not display in the Practices List because you do not have access to it. In the System Administrator application, you must add a group to the practice and you must be a member of the group. Paren
Help Guide for NextGen® Enterprise PM 8
Modifying Practices
You can set up the following for a practice: Basic information (on the Practice Defaults tab). Associate an external system with the practice (on the External tab). Note: You must have at least one practice visible in the Practices List window. You cannot hide a practice if it is the only one. Set Up Practice Default Information External Systems Associated with a Practice Importing Practice-Level Information Parent topic: Practices Master File
Help Guide for NextGen® Enterprise PM 8
External Systems Associated with a Practice
The NextGen® Enterprise applications can interface with external systems. Use the External tab of the Practice Information window if your organization wants to interface the applications with other programs. You can associate the external systems with the practices in your enterprise. From the External tab, you can do the following: View a list of external systems that have already been associated with the practice. Add external systems that interface with the NextGen Enterprise application. View the List of External Systems for a Practice Add External Systems to a Practice Parent topic: Modifying Practices
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
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
Help Guide for NextGen® Enterprise PM 8
Create a Practice in a Specific Enterprise
Use the following steps when you want to create: Your first practice within an enterprise that you have already created. A new practice in an enterprise that you are NOT logged into. Log on to File Maintenance. The File Maintenance window opens. In the upper left corner of the File Maintenance window, select the enterprise that you want to add a new practice to. Under Master Files, select System. If the enterprise you selected has no practices in it yet, the Master Files - System list only displays the Enterprise and Practices master files icons. Select the Practices icon. The Practices List Access window opens. Select the Open Menu button and then select New. The Practice Defaults tab on the Add Practice Information window opens. Enter the practice information. Select OK. The new practice does not display in the Practices List because you do not have access to it. In the System Administrator application, you must add a group to the practice and you must be a member of the group. Paren
