Enterprises and Practices

Help Guide for NextGen® Enterprise PM 8

Create a Practice in the Enterprise You Are Logged Into

When you are logged into an enterprise in File Maintenance, you can create or modify any practice within that enterprise. Access File Maintenance, and select Master Files > System. Select the Practices icon. The Practices List Access window opens. Select the open menu button and then select New. The Practice Defaults tab on the Add Practice Information window opens. Enter the practice information. Select OK. The new practice does not display in the Practices List because you do not have access to it. In the System Administrator application, you must add a group to the practice and you must be a member of the group. Parent topic: Practices Master File

Help Guide for NextGen® Enterprise PM 8

Create a Practice in a Specific Enterprise

Use the following steps when you want to create: Your first practice within an enterprise that you have already created. A new practice in an enterprise that you are NOT logged into. Log on to File Maintenance. The File Maintenance window opens. In the upper left corner of the File Maintenance window, select the enterprise that you want to add a new practice to. Under Master Files, select System. If the enterprise you selected has no practices in it yet, the Master Files - System list only displays the Enterprise and Practices master files icons. Select the Practices icon. The Practices List Access window opens. Select the Open Menu button and then select New. The Practice Defaults tab on the Add Practice Information window opens. Enter the practice information. Select OK. The new practice does not display in the Practices List because you do not have access to it. In the System Administrator application, you must add a group to the practice and you must be a member of the group. Paren

File Maintenance Help for NextGen® Enterprise 8

Create Your First Enterprise

Your installation includes a default enterprise that you use to log in to File Maintenance for the first time. After you log in with the default, you can create your first enterprise. After you create this new enterprise and set up your rights, you are no longer required to log in under the default to create additional enterprises. CAUTION: Contact NextGen Healthcare Support before you attempt to create additional enterprises. Log on to File Maintenance. Note: Until you create additional enterprises, you can only select Default Practice and Default Enterprise in the login window. The NextGen File Maintenance window opens. Under Master Files, select System > Enterprises. The Enterprises List window opens. Create the enterprise that you want to add a new practice to. After you create your enterprise, you can create practices within the enterprise. Parent topic: Enterprises

System Administrator Help

View Enterprise Details

You cannot modify the enterprise information in the System Administrator module. For an enterprise to display, it must have at least one practice associated with it. When you select an enterprise name, the enterprise details display on the right side of the window. Field Description Enterprise ID Displays the ID of the enterprise. This ID is automatically assigned when a new enterprise is created and it cannot be changed. The Default Enterprise is assigned the ID "00001," and each new enterprise created is assigned the next sequential number. Name Displays the name of the enterprise. Note: If you want to change an enterprise name, you must log into File Maintenance and change the name in the enterprise master file. Parent topic: Enterprises and Practices

System Administrator Help

Organizing Your Internal Structure

The Directory is structured with enterprises, practices, groups, and users in the following way: When you start a NextGen® Enterprise application, you are provided with one default enterprise, practice, group, and user. Adding additional enterprises and practices to the directory allows you to manage multiple practices and provide more secure access to patient data. Each user must be assigned to a group, which in turn must be assigned to a practice, and each practice is assigned to an enterprise. Enterprises and Practices Groups Users Find Users Modify an Existing User You can modify information of the existing user. View Rights Granted to a User You can view the rights granted to a user. User Preferences In System Administrator, you can set the User Preferences. Preferred Locations and Location Restrictions Remove and Delete Users Restore a Manually Deactivated User Reactivate Users ePCS Setup

File Maintenance Help for NextGen® Enterprise 8

Assign Practice Access to a Program

The Programs master file is a system-level table. Therefore, all programs can potentially be accessed by any practice in any enterprise. If your enterprise includes multiple practices, you can use the Practice Access option to define which practices have access to each program. For example, Practice A and Practice B both provide services under Program XYZ, but Practice C does not. Therefore, only Practices A and B should have access to Program XYZ. Note: Multiple practices with access to the same program share all system-level parameters defined on the program System and Clinical tabs. Each practice can define their own practice-level parameters on the program Practice tab. Access File Maintenance. Select System Master Files, then PM, and then Programs. The Programs List window opens. From the list, select a program and then do one of the following: Select Open Menu and then select Practice Access. Right-click and then select Practice Access. The Program Master Access by Practice windo

Enterprises and Practices

Recommendations

Create a Practice in the Enterprise You Are Logged Into

Create a Practice in a Specific Enterprise

Create Your First Enterprise

View Enterprise Details

Organizing Your Internal Structure

Assign Practice Access to a Program

Create a Practice in the Enterprise You Are Logged Into

Create a Practice in a Specific Enterprise

Create Your First Enterprise

View Enterprise Details

Organizing Your Internal Structure

Assign Practice Access to a Program