Manage Associations
To add or modify an Association, select the
Edit
>
Association Maintenance
.
The
Association Listing
window displays the
DEFAULT
association and any existing associations.
Note:
Every practice is automatically added to the
DEFAULT
association.
In the
Association Listing
window, do one of the following:
Right-click on any empty space, then select
New
.
Select then right-click an existing association, and then select
Open
.
The
Add Association
window appears.
Enter a new association name or change the existing name.
Select
OK
.
After the associations have been added, you can assign practices to them.
See also
Assign Practices to an Association
Recommendations
Explore
Manage Associations
System Administrator User Guide
Assign Practices to an Association
Every practice is automatically added to the DEFAULT association. You can, however, assign a different Association to any practice. Select a practice. The practice details appear. In the Association list, select the association that you want the practice assigned to. Select Update. Note: You must select Update after every practice assignment to an association, otherwise the practice assignment to the association does not save. To assign more practices to different associations, repeat steps 1 – 3. Close the System Administrator application so that the person association assignment can take effect in the database. Parent topic: Associations Tab See also Manage Associations
System Administrator Help
Manage Associations
To add or modify an Association, select the Edit > Association Maintenance. The Association Listing window displays the DEFAULT association and any existing associations. Note: Every practice is automatically added to the DEFAULT association. In the Association Listing window, do one of the following: Right-click on any empty space, then select New. Select then right-click an existing association, and then select Open. The Add Association window appears. Enter a new association name or change the existing name. Select OK. After the associations have been added, you can assign practices to them. For more information, see Assign Practices to an Association. Parent topic: Associations Tab
System Administrator Help
Assign Practices to an Association
Every practice is automatically added to the DEFAULT association. You can, however, assign a different Association to any practice. Select a practice. The practice details appear. In the Association list, select the association that you want the practice assigned to. Select Update. Note: You must select Update after every practice assignment to an association, otherwise the practice assignment to the association does not save. To assign more practices to different associations, repeat steps 1 – 3. Close the System Administrator application so that the person association assignment can take effect in the database. Parent topic: Associations Tab
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
Help Guide for NextGen® Enterprise PM 8
Modifying Practices
You can set up the following for a practice: Basic information (on the Practice Defaults tab). Associate an external system with the practice (on the External tab). Note: You must have at least one practice visible in the Practices List window. You cannot hide a practice if it is the only one. Set Up Practice Default Information External Systems Associated with a Practice Importing Practice-Level Information Parent topic: Practices Master File
