Faxing Operation

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.
EPM Chart Notes	NextGen® Enterprise PM	Enables or disables users to fax chart notes in NextGen® Enterprise PM.
EPM Clinical History	NextGen® Enterprise PM	Enables or disables users to fax clinical history data in NextGen® Enterprise PM.
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 Phone Number	NextGen® Enterprise PM	Enables users to modify the fax number in the Send Fax window.

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

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

Help Guide for NextGen® Enterprise PM 8

Patient Data Collected

Although the procedure to add patients is the same, the data collected by NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management differs, as shown in the following table. Tab Data Collected Application Demographics Demographic information such as (but not limited to) first and last name, Social Security number, date of birth, sex, address, race, language, religion, ethnicity, and phone number. Note: : The NextGen® Enterprise PM Add/Modify Person Information window has an Account button that enables you to access the patient's Account Profile. For more information on patient accounts, go to the NextGen Healthcare Success Community, and download the latest Accounts and Patient Records Guide for NextGen Enterprise PM . NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management Status The patient's status at your practice. Additionally, when modified, you can list the reason for the change. NextGen® Enterprise EHR and NextGen® Enterprise PM C

NextGen® Enterprise EHR Help

Patient Data Collected

Although the procedure to add patients is the same, the data collected by NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management differs, as shown in the following table. Tab Data Collected Application Demographics Demographic information such as (but not limited to) first and last name, Social Security number, date of birth, sex, address, race, language, religion, ethnicity, and phone number. Note: : The NextGen® Enterprise PM Add/Modify Person Information window has an Account button that enables you to access the patient's Account Profile. For more information on patient accounts, go to the NextGen Healthcare Success Community, and download the latest Accounts and Patient Records Guide for NextGen Enterprise PM . NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management Status The patient's status at your practice. Additionally, when modified, you can list the reason for the change. NextGen® Enterprise EHR and NextGen® Enterprise PM C

NextGen® Enterprise EHR Help

Patient Data Collected

Although the procedure to add patients is the same, the data collected by NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management differs, as shown in the following table. Tab Data Collected Application Demographics Demographic information such as (but not limited to) first and last name, Social Security number, date of birth, sex, address, race, language, religion, ethnicity, and phone number. Note: : The NextGen® Enterprise PM Add/Modify Person Information window has an Account button that enables you to access the patient's Account Profile. For more information on patient accounts, go to the NextGen Healthcare Success Community, and download the latest Accounts and Patient Records Guide for NextGen Enterprise PM . NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management Status The patient's status at your practice. Additionally, when modified, you can list the reason for the change. NextGen® Enterprise EHR and NextGen® Enterprise PM C

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

Faxing Operation

Recommendations

Tasks Operation

Faxing Operation

Patient Data Collected

Patient Data Collected

Patient Data Collected

About NextGen® Enterprise PM

Faxing Operation

Tasks Operation

Faxing Operation

Patient Data Collected

Patient Data Collected

Patient Data Collected

About NextGen® Enterprise PM