Set Up Advanced Auditing for NextGen® 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

EDI Messaging

EDI Messaging 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 NextGen EDI Messaging You can set patient reminder preferences for appointments, balances, and recalls in NextGen® Enterprise PM. Set Up Advanced Auditing for NextGen EDI Messaging You can track NextGen® EDI notification changes in NextGen® Enterprise PM using Advanced Audit. This allows you to monitor modifications to NextGen® EDI Messaging settings, including changes in how appointment reminders, balance reminders, and recall plans are sent to patients. Parent topic: Demographic Information in a Person or Patient Profile

NextGen® Enterprise EHR Help

Setup Advanced Auditing for EDI Messaging

In Advanced Audit you can track changes to EDI Notification Messaging. This occurs when a change is made for how appointment reminders, balance reminders, and recall plans are sent to the patient. The current methods are email, SMS text, and voice reminders. Select Admin > Advanced Audit Setup and then access your practice. Open Practice Preferences and select the EDI Services check box. Select OK. Parent topic: EDI Messaging

Help Guide for NextGen® Enterprise PM 8

Setup Advanced Auditing for EDI Messaging

In Advanced Audit you can track changes to EDI Notification Messaging. This occurs when a change is made for how appointment reminders, balance reminders, and recall plans are sent to the patient. The current methods are email, SMS text, and voice reminders. Select Admin > Advanced Audit Setup and then access your practice. Open Practice Preferences and select the EDI Services check box. Select OK. Parent topic: EDI Messaging

NextGen® Document Management User Guide,

Select Event Tracking with Advanced Auditing

Advanced auditing tracks the events across all NextGen® Enterprise applications. You can access the setup for Advance Auditing in the NextGen® Enterprise EHR, NextGen® Enterprise PM, NextGen® Document Management, and System Administrator. Open NextGen® Document Management. On the toolbar, select Admin, and then select Advanced Audit Setup. The Advanced Audit Setup window opens with the Events Setup tab displaying the current enterprise name. Advanced Audit Setup window Select which events to track by doing one of the following: To track all events within an enterprise, select the enterprise name checkbox. To track all events within a practice, expand the enterprise name, and then select the practice name checkbox. To track specific events, expand the enterprise and then practice, then select the event options that you want to audit. Select OK. Parent topic: Configure NextGen Document Management

NextGen® Document Management Help,

Select Event Tracking with Advanced Auditing

Advanced auditing tracks the events across all NextGen® Enterprise applications. You can access the setup for Advance Auditing in the NextGen® Enterprise EHR, NextGen® Enterprise PM, NextGen® Document Management, and System Administrator. Open NextGen® Document Management. On the toolbar, select Admin, and then select Advanced Audit Setup.The Advanced Audit Setup window opens with the Events Setup tab displaying the current enterprise name. Advanced Audit Setup window Select which events to track by doing one of the following: To track all events within an enterprise, select the enterprise name checkbox. To track all events within a practice, expand the enterprise name, and then select the practice name checkbox. To track specific events, expand the enterprise and then practice, then select the event options that you want to audit. Select OK. Parent topic: Configure NextGen Document Management

Set Up Advanced Auditing for NextGen® EDI Messaging

Recommendations

Add Patient Preferences for NextGen® EDI Messaging

EDI Messaging

Setup Advanced Auditing for EDI Messaging

Setup Advanced Auditing for EDI Messaging

Select Event Tracking with Advanced Auditing

Select Event Tracking with Advanced Auditing

Add Patient Preferences for NextGen® EDI Messaging

EDI Messaging

Setup Advanced Auditing for EDI Messaging

Setup Advanced Auditing for EDI Messaging

Select Event Tracking with Advanced Auditing

Select Event Tracking with Advanced Auditing