Create New Import File

NextGen® Medication Inventory Control Help 10.6.3.0

Create an Import Folder Location

The best practice is to designate a folder location to save immunization inventory spreadsheets in. Open Windows File Explorer . Navigate to the NextGen Root folder or another location where you intend to store the immunization inventory spreadsheets. Create a new folder for the spreadsheet files. Parent topic: CSV File Path Immunization Entry

NextGen® Medication Inventory Control Help 10.6.3.0

Load Immunizations from a CSV File

To load a CSV file with the immunizations, it must be formatted in the file the same way the grid is laid out (Manufacturer, Inventory Description, CPT code, NDC - with no dashes, Lot number, Quantity, Expiration Date, Location, Sub-location (if enabled), Source, Multi-Dose y/n). If you use the Create New Import File button to create the file (see Create New Import File), the file will be in the correct order and format. Enter the file path into the CSV File Path field above the immunizations grid. Selectt Load. The file entries are loaded into the grid. Missing or invalid data appears as an ERROR in the field. Once the immunizations are in the grid you can do one of the following: Correct any ERRORS or unintended duplicates following the steps in the Manage Immunization Information section of this chapter. Send the immunizations to the main inventory following the steps in the Send Immunizations to Main Inventory section of this chapter. Parent topic: CSV File Path Immunization Entry

NextGen® Medication Inventory Control Help 10.6.3.0

CSV File Path Immunization Entry

To import immunization inventory information from spreadsheet as a tab delimited (.TXT) file, use the CSV File Path field and the Load button. The Create New Import File button creates a blank template with column headers in the correct order that you can export as an MS Excel file to create your inventory load spreadsheet. Once you have completed the spreadsheet, save it and enter its file path in theCSV File Path field and click Load to import the immunization inventory. You are not able to distinguish between private, VFC, or 340b source types until the immunizations are loaded into the system. The best practice is to load all of one source type at a time. Note: We recommend that you store the exported file in a location that the database server can access, such as the NextGen EMR folder, as described in the work flow below. Create an Import Folder Location Create New Import File Using the Spreadsheet Load Immunizations from a CSV File Parent topic: Configuring Immunizations

NextGen® Medication Inventory Control Help 10.6.3.0

Export the Inventory

Select the Mass Inventory Update button below the inventory grid. The Import/Export MEDics Inventory template opens. Create an import folder location. Note: We recommend saving this under the NextGen Root and creating a folder called MEDicsInventoryReport, in file path: \\[YOUR SERVER]\NextGenRoot\MEDicsInventoryReport. Enter that file path into the Import Folder Location field. Select the Export Report button. The Enter Parameter Values window opens. It has a list of available locations in the grid on the left and selected locations in the grid on the right. Move the locations for which you want to update the inventory, to the Selected Values grid. To move all locations, click the >> button between the grids To move specific locations, select them in the Available Values grid, and select the > button. To remove all locations from the Selected Values grid, select the Remove All button. To move specific locations from the Selected Values grid, select them and select the Remove button. S

NextGen® Enterprise EHR Help

Create a Folder for the VIS Documents

Open Windows Explorer. Paste the file path into the directory window. The Reports directory displays. Select New Folder. Enter the name of the folder. To save the folder, select Enter. Note: When creating the VIS folder, you can only name the folder as VIS. VIS documents cannot be associated if they are not in the correct folder. Parent topic: Creating the VIS Folder

File Maintenance Help for NextGen® Enterprise 8

Export Reports

Display the report you want to export. Slect one of the following icons for the format you want to use: to export to Excel to export to ASCII to export to HTML The Export Data to window opens. In the Save in field, select the drive and directory you want to save the file to. Type the file name for the report. The extension automatically appends to the file name. Select Save. Parent topic: Exporting Reports

Create New Import File

Recommendations

Create an Import Folder Location

Load Immunizations from a CSV File

CSV File Path Immunization Entry

Export the Inventory

Create a Folder for the VIS Documents

Export Reports

Create an Import Folder Location

Load Immunizations from a CSV File

CSV File Path Immunization Entry

Export the Inventory

Create a Folder for the VIS Documents

Export Reports