Integrate Fee Tickets With a Document Type

NextGen® Document Management User Guide,

Assign Document Types to Users by Security Group

Before you begin Set up document types. For more information, go to Set Up Document Types. You can control which document types are available to each NextGen® Document Management security group. The NextGen® Document Management security groups correspond to the user groups in System Administrator. When filing a document batch, users can apply only those document types that are available to their user group. Note: Users cannot file or search for documents until you assign document types to the user groups. Only a user with administrative rights can add document types to a group. To open the Security Groups window, do one of the following: Open NextGen® Document Management, and then from the menu, select Admin > Security. Open File Maintenance, then in the Master Files section, select System > Document Management, and then select Document Types. Select the open menu button, and then select New. In the Document Type Information window, select Security. Optional: To switch between the Docu

NextGen® Document Management User Guide,

Document Type Information Fields

The description of the fields, which appears on the Document Type Information window. Field Description Document Type Description Name of the document type you want to create. Document Type Template You can select a template with pre-configured settings for the document type: NextGen EOB: Adds a pre-configured EOB field and field settings to the document type. There should be at least 16 fields that populate after you select this option. Otherwise, the EOB functionality does not work. NextGen Fee Tickets: Adds a pre-configured fee ticket field and field settings to the document type. Patient Documents: Adds a pre-configured patient field and field settings to the document type. Signature Required Configures the document to require a signature. Duplicate Check Checks for any duplicate documents that are assigned the document type during the filing process in NextGen® Document Management. Note: The duplicate alert message appears when you use the Scan & File option. Print with Claim Conf

NextGen® Document Management User Guide,

Set Up Document Types

Before you begin Set up the document fields. For more information, go to Set Up Document Fields. Document types can act as classifications that refer to the nature of documents or images, such as X-ray, medical record, and progress note. Open File Maintenance. In Master Files, select System > Document Management, and then select Document Types. The Document Types List window opens. Select the open menu `button, and then select New. The Document Type Information window opens. Enter the necessary details, and then select Open folder button. The Field Search window opens. Field Search window To add required fields to the document type, move the fields from the Available to the Included section, and then select OK. Note: When you add the Medical Record Number field to a document type, you must also add the Person Number field. Each document type must have one Person Number key field associated with it to serve as a unique identifier. Therefore, to associate a person number with each docume

Help Guide for NextGen® Enterprise PM 8

NextGen® Enterprise PM Task

On the Add Task window, do the following: In the Task Type field, select the type of task to be created. This field is required. Note: The Task Types available for selection are those that are setup in File Maintenance with a Source Type of Chart. In the Status field, select the default of Not Started. In the Priority field, select one of the following: High Low Normal Note: A default priority may be defined in the Task Types master file in File Maintenance. In the Subject field, enter a free-text subject for the task. In the Assigned To field, do one of the following: Select one or more Users or Task Workgroups for the task. Press the Ctrl and M keys on the keyboard to assign the task to yourself. Note: A default assigned to may be defined in the Task Types master file in File Maintenance. In the Task Subgrouping 1 and Task Subgrouping 2 fields, select subgroupings for the task, if applicable. Note: Task subgroupings are a way to categorize a task for users. Default subgroupings may b

Help Guide for NextGen® Enterprise PM 8

Set Up Auto-Create Tasks for System-Level Claim Edits

You can setup a Task Type to automatically generate tasks when a system-level claim edit fails during the Claim Edits process or during the Billing process in NextGen® Enterprise PM. For system-level claim edit failures to auto-create tasks, one or both of the following options must be enabled in Enterprise Preferences on the General tab: Create tasks during claim edits Create tasks during billing process Access File Maintenance. Select System Master Files > PM > Tasks Types. The Task Types List window opens. Select the open menu button and select New. The Task Types window appears. In the Task Type field, enter a free-text description for the task. This field is required. In the Source Type field, select Encounter. This field is required. Complete the Task Value, Task Subgrouping 1, Task Subgrouping 2, and Note fields as needed for the task. Select the Auto Creation tab. A list of auto-create actions for the Encounter source type display. The list represents the various events in Next

File Maintenance Help for NextGen® Enterprise 8

Set Up Auto-Create Tasks for System-Level Claim Edits

You can setup a Task Type to automatically generate tasks when a system-level claim edit fails during the Claim Edits process or during the Billing process in NextGen® Enterprise PM. For system-level claim edit failures to auto-create tasks, one or both of the following options must be enabled in Enterprise Preferences on the General tab: Create tasks during claim edits Create tasks during billing process Access File Maintenance. Select System Master Files > PM > Tasks Types. The Task Types List window opens. Select the open menu button and select New. The Task Types window appears. In the Task Type field, enter a free-text description for the task. This field is required. In the Source Type field, select Encounter. This field is required. Complete the Task Value, Task Subgrouping 1, Task Subgrouping 2, and Note fields as needed for the task. Select the Auto Creation tab. A list of auto-create actions for the Encounter source type display. The list represents the various events in Next

Integrate Fee Tickets With a Document Type

Recommendations

Assign Document Types to Users by Security Group

Document Type Information Fields

Set Up Document Types

NextGen® Enterprise PM Task

Set Up Auto-Create Tasks for System-Level Claim Edits

Set Up Auto-Create Tasks for System-Level Claim Edits

Assign Document Types to Users by Security Group

Document Type Information Fields

Set Up Document Types

NextGen® Enterprise PM Task

Set Up Auto-Create Tasks for System-Level Claim Edits

Set Up Auto-Create Tasks for System-Level Claim Edits