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 User Guide

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 User Guide

Managed Care Operation

The Managed Care Operations subgroup in the System Administrator enables you to set rights for NextGen® Eligibility Verification. Subgroup Used in Description Eligibility Referral Inquiry NextGen® Enterprise PM Enables users to run the Eligibility and Referral Inquiries process to obtain results. Elig Manager NextGen® Enterprise PM Enables users to track NextGen® Eligibility Verification eligibility transactions by day and status using a user-friendly visual graph and detailed grid; allowing users to: view eligibility responses, submit or resubmit eligibility inquiries, access the Eligibility Referral Report, create tasks, manage transactions, and print. Submit Eligibility Request NextGen® Enterprise PM Enables users to submit eligibility requests. Submit Historical Authorization Request NextGen® Enterprise PM Currently not available. Submit Historical Referral Request NextGen® Enterprise PM Enables users to submit Historical Referral Requests in NextGen® Enterprise PM using RTS (Real-

System Administrator User Guide

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

Advisor Operation

The Advisor Operations subgroup in the System Administrator application enables users to access various sections of the NextGen® Enterprise PM Advisor window. 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 L

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

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

Advisor Operation

Recommendations

Scheduling Operation

Managed Care Operation

Tasks Operation

Advisor Operation

Scheduling Operation

Tasks Operation

Advisor Operation

Scheduling Operation

Managed Care Operation

Tasks Operation

Advisor Operation

Scheduling Operation

Tasks Operation