Enterprises and Practices

System Administrator User Guide

Enterprises and Practices

You must create your enterprises and practices in File Maintenance before you can add groups and users in the System Administrator application. If your practice provides multispecialty care to patients, we recommended that you set up the necessary number of enterprises and practices in order to facilitate proper security and management of your system and data. You can do the following in File Maintenance: Create enterprises. Set up your enterprises. Create practices in each enterprise. View Enterprise Details You can view the enterprise information in the System Administrator module. View Practice Details in System Administrator Parent topic: Organizing Your Internal Structure

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. To create a practice in an enterprise that is different from the one you are logged into, refer to Create a Practice in a Specific 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. Click 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 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

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

Enterprises and Practices

Recommendations

Enterprises and Practices

Create a Practice in the Enterprise You Are Logged Into

Create a Practice in the Enterprise You Are Logged Into

Create a Practice in a Specific Enterprise

Create a Practice in a Specific Enterprise

Create Your First Enterprise

Enterprises and Practices

Enterprises and Practices

Create a Practice in the Enterprise You Are Logged Into

Create a Practice in the Enterprise You Are Logged Into

Create a Practice in a Specific Enterprise

Create a Practice in a Specific Enterprise

Create Your First Enterprise