Advisor Operation

Subgroup	Used in	Description
Accounts Receivable	NextGen® Enterprise PM	Enables users to access the Accounts Receivable section of the Advisor window.
Advisor Update	NextGen® Enterprise PM	Enables users to access and run the Advisor Update process from the File menu > Processes. The process updates the totals on the Advisor page, and it normally runs automatically each night.
Appointments	NextGen® Enterprise PM	Enables users to access the Appointments section of the Advisor window.
Claims	NextGen® Enterprise PM	Enables users to access the Claims section of the Advisor window.
Email	NextGen® Enterprise PM	Enables users to access the Email section of the Advisor window.
Encounters	NextGen® Enterprise PM	Enables users to access the Encounters section of the Advisor window.
Letters	NextGen® Enterprise PM	Enables users to access the Letters section of the Advisor window.
Statements	NextGen® Enterprise PM	Enables users to access the Statements section of the Advisor window.
System Support	NextGen® Enterprise PM	Enables users to access the System Support section of the Advisor window.
Tasks	NextGen® Enterprise PM	Enables users to access the Tasks section of the Advisor window.

System Administrator Help

Tasks Operation

Subgroup Used in Description Allow NextGen® Enterprise EHR Task Generation from NextGen® Enterprise PM NextGen® Enterprise PM & NextGen® Enterprise EHR Enables NextGen® Enterprise PMt users to create NextGen® Enterprise EHR tasks within certain areas of NextGen® Enterprise PMand send the tasks to a user or workgroup in NextGen® Enterprise EHR. The tasks can be created from the Tasks menu.: right-clicking on an encounter from the patient chart. right-clicking on an encounter from the Encounter Lookup. right-clicking on the tasks section of the Clinical History/Notes tab in the patient chart. Allow Encounter Void Task Deletion NextGen® Enterprise PM & NextGen® Enterprise EHR Ability to delete tasks from the workflow Module when an encounter has been marked as void in NextGen® Enterprise PM. Allow Transaction Approval Task Deletion NextGen® Enterprise PM Ability to delete a task once a transaction has been completed and approved. Allow User Task Approval for Other Users NextGen® Enterpris

System Administrator Help

Faxing Operation

The Faxing Operations subgroup in the System Administrator application enables users to perform various activities through faxing. Subgroup Used in Description Accessory Orders NextGen® Enterprise PM Enables users to fax accessory orders from NextGen® Optical Management. Contact Orders NextGen® Enterprise PM Enables users to fax contact orders from NextGen® Optical Management Documents NextGen® Enterprise PM Enables users to fax patient documents from within NextGen® Enterprise to a selected destination. Edit Area Code Rules NextGen® Enterprise PM Enables users to modify the area code rules in the Send Fax window in NextGen® Enterprise EHR. Eyeglass Orders NextGen® Enterprise PM Enables users to fax eyeglass orders from NextGen® Optical Management. Images NextGen® Enterprise PM Enables users to fax the currently selected image from the Imaging module in NextGen® Enterprise EHR. Prescriptions NextGen® Enterprise PM Enables users to fax prescriptions from the Medications module. Update P

System Administrator Help

Administration Operations

Subgroup Used in Description Advanced Audit Setup NextGen® Enterprise PM & NextGen® Enterprise EHR Enables users to access Advanced Audit Setup from the NextGen® Enterprise and NextGen® Enterprise PM applications. Association Maintenance NextGen® Enterprise PM & NextGen® Enterprise EHR Enables users to create and modify associations in the System Administrator application. Change Password NextGen® Enterprise PM Enables users to change their passwords. Copy User Preferences NextGen® Enterprise PM Enables users to copy user preferences, work flow module preferences and PAQ custom rules from one user to another user or user group profile. Edit NextGen® Enterprise EHR Component Profiles NextGen® Enterprise EHR Enables users to edit the Graphical Exam Tool (GET) profile. If access rights are set to Yes, the Settings option on the GET tool is enabled; if access rights are set to No, the option is disabled. External Application Setup NextGen® Enterprise EHR Enables administrators to grant use

System Administrator Help

Scheduling Operation

Subgroup Used in Description Appointment Book NextGen® Enterprise PM Enables users to access the Appointment Book, but not to schedule appointments. Appointment Book Multi-view NextGen® Enterprise PM Enables users to access the Multi-view tab within the Appointment Book. To access the Appointment Book, users must have access to this also. Appointment Search NextGen® Enterprise PM Enables users to access the Appt List toolbar button to search for scheduled appointments and to print batch fee tickets. Appointment Search Engine Updates NextGen® Enterprise PM Enables users to access the Scheduling Update program immediately after making modifications within Scheduling Administration. Note: You must also select the Prompt to defer scheduling admin changes until automated nightly processoption in Appointment Scheduling Practice Preferences. Default Appt Request/ Confirm Recipient NextGen® Enterprise PM Enables users to be included in a default address when attaching appointments to NextGen®

System Administrator Help

Claims Operation

Subgroup Used in Description Bulk Rebill NextGen® Enterprise PM Enables users to flag encounters for rebill in bulk from the Claim Request Lookup window. When the right is set to No, the option to flag the encounters is disabled. Note: The Claim Search right must be set to Yes so that users can access the Claims toolbar button. Claim Edits NextGen® Enterprise PM Enables users to run claim edits for charges on an encounter to check for errors - it does not bill the encounter. When this right is disabled for a user who uses Autoflow, Autoflow stops when it reaches claim edits. Claim Search NextGen® Enterprise PM Enables users to use the Claims toolbar button to access the Claim Request Lookup window where they can print, regenerate, and rebill claims. Claims Printing NextGen® Enterprise PM Enables users to print claim files. Electronic Claims Send NextGen® Enterprise PM Enables users to access the EDI File toolbar button to prepare an Electronic Claims Send file. Parent topic: Subgroups

Help Guide for NextGen® Enterprise PM 8

About NextGen® Enterprise PM

NextGen® Enterprise PM automates and streamlines the administrative and billing functions of a practice. With NextGen® Enterprise PM, your practice can increase efficiency and improve office visit and billing workflows. The NextGen® Enterprise PM application system enables you to capture patient demographics, manage charge capture, perform billing, generate reports, check insurance eligibility, and schedule appointments. NextGen® Enterprise PM fully integrates with NextGen® Enterprise EHR to let your practice schedule appointments, document office visits, and bill for your services, all in one place. Key features of NextGen® Enterprise PM include the following: Appointment management and scheduling Billing and statements management NextGen® Background Business Processor to automate common procedures, such as claims generation, running reports, and printing statements Worklog and task assignment Claims management Cost estimation for a service Viewing the Desktop Layout The different com

Advisor Operation

Recommendations

Tasks Operation

Faxing Operation

Administration Operations

Scheduling Operation

Claims Operation

About NextGen® Enterprise PM

Tasks Operation

Faxing Operation

Administration Operations

Scheduling Operation

Claims Operation

About NextGen® Enterprise PM