Print Enhanced Forms

Help Guide for NextGen® Enterprise PM 8

Print Enhanced Forms

Wherever you can print Forms in NextGen® Enterprise PM, you can select to print Forms Enhanced. The Print Forms window includes separate tabs for each type of form. Note: The below procedure is also used to print Fee Tickets or Patient Data Sheets that are setup as Enhanced Forms in File Maintenance. This procedure replaces the legacy Print > Fee Tickets or Print > Patient Data Sheets menu options that are used to print the "standard" version of these forms. In NextGen® Enterprise PM, select the Print > Forms option from a right-click menu. The Print Forms window appears. Select the Forms Enhanced tab. The Form Group field defaults to (All Forms). This allows you to select and print forms from any group. Select a specific Form Group to select and print forms from that group only. In the Forms section, select the form(s) to be printed. All forms are selected by default. Select the Sort button to modify the sort for a specific form, if needed. The sort is used only when the form is print

Help Guide for NextGen® Enterprise PM 8

Set up Forms Enhanced Preferences

You can configure the list of Form Groups that appears when printing enhanced forms in NextGen® Enterprise PM. Form Groups are created in the Forms Enhanced master file in File Maintenance. For more information, go to the NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide forNextGen®Enterprise. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > General. The User Preferences window opens. Select the Forms Enhanced tab. User Preferences Forms enhanced tab To configure the display order of groups on thePrint Formswindow, do one of the following: To display all form groups in alphabetical order, leave all check boxes blank. To customize the display order, select a form group and then selectandbuttons to move the form group to the desired order. To display only your selected form groups on thePrint Formswindow, select theOnly show preferred Form Groupscheck box. To save changes and close the window, selectOK. Parent to

Help Guide for NextGen® Enterprise PM 8

Set up Forms Enhanced Preferences

You can configure the list of Form Groups that appears when printing enhanced forms in NextGen® Enterprise PM. Form Groups are created in the Forms Enhanced master file in File Maintenance. For more information, go to the NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide for NextGen® Enterprise. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > General. The User Preferences window opens. Select the Forms Enhanced tab. To configure the display order of groups on the Print Forms window, do one of the following: To display all form groups in alphabetical order, leave all check boxes blank. To customize the display order, select a form group and then select and buttons to move the form group to the desired order. To display only your selected form groups on the Print Forms window, select the Only show preferred Form Groups check box. To save changes and close the window, select OK. Parent topic: Configuring General

Help Guide for NextGen® Enterprise PM 8

Forms and Labels

Forms and Labels can be created in File Maintenance and then printed for an individual patient, or for multiple patients in NextGen® Enterprise PM. Any type of form that is used by a practice can be created in the Forms master file, or the Forms Enhanced master file. Some forms may be used to gather information from a patient, such as an intake form. Other forms may be used to provide information to a patient or to their insurance provider. Each form is created using a combination of free-text verbiage for static information on the form, and data fields that are automatically populated with patient-specific information when the form is printed. Labels that are used by a practice can be created in the Label Templates master file. Examples include mailing labels, chart labels and specimen labels. Similar to forms, each label is created using a combination of free-text verbiage for static information on the label, and data fields that are automatically populated with patient-specific info

Help Guide for NextGen® Enterprise PM 8

Create an Enhanced Form Group

You can create enhanced forms in File Maintenance. You can create forms for electronic signatures, patient correspondence for documentation purposes, and more customized options such as alternate fee tickets and patient data sheets. You can also create form groups, which allow you to print multiple pages of a form or multiple forms at once. Before you begin You must create at least one Form Group before you can save an Enhanced Form. Form Groups allow you to categorize forms for organizational and printing purposes. Once a form group is created, you can edit, copy, hide, delete, or unhide it. Open File Maintenance. From the Master Files section, select System , select PM, and then select Forms Enhanced. In the Forms Enhanced window, select Edit Form Group, and then select New. In the New Form Group window, enter a name for the group, and then select OK. Note: If All Forms is selected in the Form Group field, you can not modify the practice list displayed. However, if a specific Form Gr

File Maintenance Help for NextGen® Enterprise

Set Up Default General Preferences - Forms Enhanced Tab

The Forms Enhanced user preferences enable you to make settings that have an impact on the list of Form Groups that displays when printing enhanced forms in NextGen® Enterprise PM. From the Default User Prefs - General List window, open a master file. The Default User Preferences - General window opens. Select the Forms Enhanced tab. To configure the display order of groups on the Print Forms window, do one of the following: To display all form groups in alphabetical order, leave all check boxes blank. To customize the display order, select a form group and then select and buttons to move the form group to the desired order. To display only your selected form groups on the Print Forms window, select the Only show preferred Form Groups check box. To save changes and close the window, select OK. Parent topic: Default User Prefs - General

Print Enhanced Forms

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Print Enhanced Forms

Set up Forms Enhanced Preferences

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Set Up Default General Preferences - Forms Enhanced Tab

Print Enhanced Forms

Set up Forms Enhanced Preferences

Set up Forms Enhanced Preferences

Forms and Labels

Create an Enhanced Form Group

Set Up Default General Preferences - Forms Enhanced Tab