Setting Up Master Lists for Health Centers

Help Guide for NextGen® Enterprise PM 8

IHS Specific Master Lists

When enabled, a UDS tab displays on the Add/Modify Patient Information window in NextGen® Enterprise PM. The tab includes fields for capturing additional patient demographic information used by IHS practices for reporting purposes. The UDS tab and related IHS fields are enabled at the enterprise level. Therefore, they are available to all practices in the enterprise. The pick-list items available for user selection in each IHS field are created in the corresponding Master Lists tables in File Maintenance. The following Master List tables must be manually created since the items in each table may vary for each IHS practice: Blood Quantum Descendancy IHS Eligibility Status The following Master List tables can be pre-loaded after the NextGen® Enterprise applications are installed by using the IHS Report Export Utility provided by NextGen Technical Consulting Services: Classification/Beneficiary Community Code Tribal Affiliation Blood Quantum Descendancy IHS Eligibility Status Classificati

Help Guide for NextGen® Enterprise PM 8

UDS Related Master Lists

When enabled, a UDS tab displays on the Add/Modify Patient Information window in NextGen® Enterprise PM. The tab includes fields for capturing additional patient demographic information used by Health Centers for UDS Report purposes. The UDS tab and related fields are enabled at the enterprise level. Therefore, they are available to all practices in the enterprise. The pick-list items available for user selection in each UDS field are created in the corresponding Master Lists tables in File Maintenance. The following Master List tables come pre-installed with valid values for the UDS Report: Ethnicity Homeless Status Language Barrier Migrant Worker Status Public Housing Primary Care Race School Based Health Center The following Code Table comes pre-installed with valid values for the UDS Report: Veteran Status The Payers master file is used for the following UDS field: Primary Medical Coverage Ethnicity Financial Classes Homeless Status Language Barrier Migrant Worker Status Provider T

Help Guide for NextGen® Enterprise PM 8

Add or Modify Master List Items

To keep your reports manageable, consider adding no more than 25 codes to any one Master List table. You can set up a code of Other for each list to cover less frequently used data entries. Open File Maintenance. Select Master Lists. The Master Lists List window opens. Master Lists List In Master List, select a master list table. The items within the master list appear. To filter the master list items, select or clear any of the following check boxes: Include Hidden Items to display items in the master list that are hidden. Include EHR Items to display items in the master list that are set up as Show in EHR. Include PM Items to display items in the master list that are set up as Show in PM. To add or modify a master list item, do one of the following: To open the Add [Master Lists] Information window and add a master list item, select open menu , and then select New. To open the Modify [Master List] Information window and modify a master list item, select the item you want to modify, s

Help Guide for NextGen® Enterprise PM 8

Client-Defined Master Lists

When enabled, a Client Defined tab displays on the Add/Modify Patient Information window in NextGen® Enterprise PM. The tab includes up to 14 customized fields for capturing additional patient information that is not already a standard field within NextGen® Enterprise PM. The fields can be used by Health Centers and IHS practices for informational and reporting purposes. The Client Defined tab and related fields are enabled at the enterprise level. Therefore, they are available to all practices in the enterprise. Once a Client Defined field is created in Enterprise Preferences > Client Defined tab, a new Master List table by the same name becomes available in File Maintenance. The pick-list items available for user selection in each Client Defined field are created in the corresponding Master List tables. Parent topic: Setting Up Master Lists for Health Centers

File Maintenance Help for NextGen® Enterprise 8

Overview of Master Lists

Master Lists are types of tables that enable you to add and modify the items within each list. You define items in each list to be used for billing and collections, maintaining patient records, and tracking practice-specific information. You can use the terminology relevant to your organization for reporting purposes. Master Lists items do not appear on claims. Note: Changes to any settings that affect NextGen® Enterprise PM can take several minutes to take effect. For a faster update, you can log off and then log on while you are in NextGen® Enterprise PM. Add or Modify Master List Items You can add a master list item or modify an existing item in the Master Lists section of File Maintenance.

File Maintenance Help for NextGen® Enterprise

Overview of Master Lists

Master Lists are types of tables that enable you to add and modify the items within each list. You define items in each list to be used for billing and collections, maintaining patient records, and tracking practice-specific information. You can use the terminology relevant to your organization for reporting purposes. Master Lists items do not appear on claims. Note: Changes to any settings that affect NextGen® Enterprise PM can take several minutes to take effect. For a faster update, you can log off and then log on while you are in NextGen® Enterprise PM. Add or Modify Master List Items You can add a master list item or modify an existing item in the Master Lists section of File Maintenance.

Setting Up Master Lists for Health Centers

Recommendations

IHS Specific Master Lists

UDS Related Master Lists

Add or Modify Master List Items

Client-Defined Master Lists

Overview of Master Lists

Overview of Master Lists

Setting Up Master Lists for Health Centers

IHS Specific Master Lists

UDS Related Master Lists

Add or Modify Master List Items

Client-Defined Master Lists

Overview of Master Lists

Overview of Master Lists