EDI Messaging

NextGen® Enterprise EHR Help

Add Patient Preferences for NextGen® EDI Messaging

The EDI Messaging window is available only to practices that have an NextGen® EDI license. The options in the reminder fields are determined by your system administrator. In the EDI Messaging window, you can specify how the patient wants to receive reminders. NextGen® EDI services use the NextGen® EDI Console to create and send reminders to the patient. From the main toolbar in NextGen® Enterprise PM, select Lookup. In the People Lookup window, select New. In the Add Person Information window, select the EDI hyperlink. In the EDI Messaging window, select from the Appointment Reminders, Balance Reminders, and Recall Plans lists. Select OK. Select the EDI Notification option. Enter contact info in Email, SMS (Text), or Voice Reminders. Select OK. Parent topic: EDI Messaging

NextGen® Enterprise EHR Help

Set Up Advanced Auditing for NextGen® EDI Messaging

In Advanced Audit, you can track changes to NextGen® EDI Messaging. This tracking occurs when a user changes how appointment reminders, balance reminders, and recall plans are sent to the patient. The current methods are email, SMS text, and voice reminders. Open NextGen® Enterprise PM. Do one of the following: From the main toolbar, select Chart. Select Tasks > Lookup > Charts. In the Patient Lookup window, enter search criteria and select Find. Select Admin > Advanced Audit Setup. In the Advanced Audit Setup window, select your practice. Select Admin > Preferences > Practice. In the Practice Preferences window, select the EDI Services checkbox, and then select OK.NextGen® EDI Messaging is now available. Parent topic: EDI Messaging

Help Guide for NextGen® Enterprise PM 8

EDI Messaging

When your practice is licensed for EDI the hyperlink and the EDI Notification option button can display on the Person/Patient Information > Demographics tab. These features are determined by your system administrator in Practice Preferences > NextGen EDI Sevices. EDI Hyperlink and EDI Messaging Window EDI Option Button Person/Patient Information History Tab Add Patient Preferences for EDI Messaging Setup Advanced Auditing for EDI Messaging Parent topic: Demographic Information in a Person or Patient Profile

NextGen® Enterprise EHR Help

EDI Messaging

When your practice is licensed for EDI the hyperlink and the EDI Notification option button can display on the Person/Patient Information > Demographics tab. These features are determined by your system administrator in Practice Preferences > NextGen EDI Sevices. Add Patient Preferences for EDI Messaging Setup Advanced Auditing for EDI Messaging Parent topic: Demographic Information in a Person or Patient Profile

File Maintenance Help for NextGen® Enterprise

Practice Preferences for NextGen® EDI

To use NextGen® EDI, you must have a NextGen® EDI license and logon credentials for NextGen® EDI. If you are enrolled in NextGen® EDI, you can automatically upload statement and letter export files to the NextGen® EDI website in real time when the files are generated in NextGen® Enterprise PM. You can also use NextGen® Background Business Processor to automatically download files from NextGen® EDI. Field Description NextGen EDI Uploading Tab Login Information Enter the logon credentials for NextGen® EDI to automatically upload and download files from NextGen® EDI to NextGen® Enterprise PM. Update Address Records Select this option to allows users to update the address in demographic records for accounts and patients included in the Fast Forward address update files obtained from NextGen® EDI. You can import the files into NextGen® Enterprise PM from File > Processes > Change of Address Update. Note: This setting determines the default for the Update Address Records option in the Electr

File Maintenance Help for NextGen® Enterprise 8

NextGen EDI Messaging Practice Preferences

After entering your logon information, you can use this tab to identify the Electronic Data Interchange (EDI) notification preferences for your practice. All the preferences listed in the Default Method list display on the Patient Information window of the Demographics tab and EDI Messaging window. The link on the Patient Information > Demographics tab. At least one Notification Messaging reminder method needs to be selected for the link to appear on the Patient Information on the Demographics tab. On the Patient Information of the Demographics tab, when you select the link, the EDI Messaging window appears. You can select the patient's preferred method of contact for EDI reminders on this window. To open this window, select Admin > Preferences > NextGen EDI Services > NextGen EDI Messaging tab. Field Description Default Notification Order Use this list to set the preferred contact order on the Patient Information window, on the Demographics tab when the EDI Notification option button

EDI Messaging

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