NextGen Enterprise PM Security Rights

NextGen® Background Business Processor Job Type	Corresponding NextGen® Enterprise PM Operation
Generate Electronic Claims File	Claims > Electronic Claims Send
Print Pending Paper Claims	Claims > Claims Printing
Run Memorized Reports	Reports > Memorized Report Run
Run Statements	Letters/Statements > Print Statements
Bill Encounters	Encounters > Demand Bill
Person Merge	Person Merge

NextGen® Background Business Processor Help 8

Configure NextGen® Background Business Processor Security Rights

For each group of users who access NextGen® Background Business Processor, you can set Module and Operation rights that control what actions the group of users is permitted to perform in System Administrator. In System Administrator, highlight the user group for which you want to set rights. Select the Rights tab. Expand the Modules folder. Locate and expand the Background Business Processor folder. The following rights are available: Jobs: Allows users to create and modify NextGen® Background Business Processor jobs. Packages: Allows users to create and modify NextGen® Background Business Processor packages. Schedules : Allows users to create and modify NextGen® Background Business Processor schedules For each right, you can set one or more options: View Add Update Delete Print Expand the Operations folder. Locate and expand the Background Business Processor folder. The following rights are available: Change Preferences Change Server Availability Delete Package History Install BBP Eng

NextGen® Background Business Processor User Guide

NextGen Enterprise PM Security Rights

Security rights for certain NextGen® Enterprise PM operations impact if NextGen® Background Business Processor permits a user to create, edit, or schedule certain job types. The NextGen® Background Business Processor job types and their corresponding NextGen® Enterprise PM operations are: NextGen® Background Business Processor Job Type Corresponding NextGen® Enterprise PM Operation Generate Electronic Claims File Claims > Electronic Claims Send Print Pending Paper Claims Claims > Claims Printing Run Memorized Reports Reports > Memorized Report Run Run Statements Letters/Statements > Print Statements Bill Encounters Encounters > Demand Bill Person Merge Person Merge For more information on setting Operation rights, go to NextGen Healthcare Success Community and download the System Administrator Guide for NextGen® Enterprise.

NextGen® Background Business Processor Help 8

Configuring NextGen® Background Business Processor

You must meet the following requirements for NextGen® Background Business Processor configuration: The .NET Framework v4.6.2 is installed on your computer The NextGen® Background Business Processor Engine Service is installed on your computer The NextGen® Background Business Processor security rights is configured in the System Administrator application The NextGen® Background Business Processor preferences is configured in NextGen® Background Business Processor. The enterprise and practice for which NextGen® Background Business Processor functions are selected Note: Running NextGen® Enterprise PM processes in the background can be very demanding on the capabilities of your servers. Scheduling NextGen® Background Business Processor packages to run in NextGen® Enterprise PM helps. However, if you overload your servers with processes that run simultaneously, you may be dissatisfied with the results. NextGen Healthcare suggests that you experiment with scheduling NextGen® Background Busin

NextGen® Background Business Processor Help 8

Person Merge Job

You can create a job to automatically perform a NextGen® Enterprise PM Person Merge process. Note: Because the Person Merge process is database intensive, you should schedule NextGen® Background Business Processor to run the merge during off-peak hours. Creating a person merge job requires setup work in both the NextGen® Enterprise PM and the NextGen® Background Business Processor applications. To create a Person Merge job, you must: Create a Person Merge process in the NextGen® Enterprise PM application Send the NextGen® Enterprise PM Person Merge process to NextGen® Background Business Processor Create a Person Merge job for a package in NextGen® Background Business Processor Open or create a package and select the Jobs tab. Select the Open Menu button on the Package Properties window and select New. The Job Properties window opens. Enter a name for the job in the Job name field and select the Person Merge option from the drop-down list in the Job type field. Indicate the actions you

NextGen® Background Business Processor User Guide

NextGen® Background Business Processor Job Types

NextGen® Background Business Processor job is a task, such as generating a statement or creating an electronic claim. Note: 3500 Statements are executed successfully in 1 statement job. A job can have more than one action. For example, after generating a report, a job can also print the report. You can group jobs together into a package and then apply a schedule to the package. You cannot apply a schedule to an individual job - only to the package to which the job belongs. You can create the following types of jobs within NextGen® Background Business Processor: Account Collection Letters APC Directory Import Appointment Reminder Bad Debt Process Batch Posting Batch Sliding Fee Adjustments Bill Encounters Budget Letters Budget Statements Change of Address Update Claim Acknowledgment Import Claim Status Import Claim Status Requests Convert In-Progress to Unbilled Doc Mgmt Automated Directory Import Electronic Patient Pay Eligibility Verification Requests Eligibility Verification Response

NextGen® Background Business Processor Help 8

Automate NextGen® Enterprise PM Processes

Automating NextGen® Enterprise PM processes in the NextGen® Background Business Processor application requires three steps: Create a package. Create one or more jobs for the package. Schedule a package. Configure an Automated Task Create Packages Create NextGen Background Business Processor Jobs Configure Print or Export Settings You can configure the print or export settings in the job to print or export the file. NextGen Background Business Processor Job Types The NextGen® Background Business Processor Job types lists the types of jobs available to perform certain operation. Maintaining NextGen Background Business Processor Jobs Scheduling Packages

NextGen Enterprise PM Security Rights

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Configure NextGen® Background Business Processor Security Rights

NextGen Enterprise PM Security Rights

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Person Merge Job

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Automate NextGen® Enterprise PM Processes

NextGen Enterprise PM Security Rights

Configure NextGen® Background Business Processor Security Rights

NextGen Enterprise PM Security Rights

Configuring NextGen® Background Business Processor

Person Merge Job

NextGen® Background Business Processor Job Types

Automate NextGen® Enterprise PM Processes