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5.6 Education Plan Guide >> EPM System Configuration Training (SCT)

The NextGen Learning Center 5.6 EPM SCT Education Plan Guide : Page 1

Proprietary and confidential information for use by NextGen Healthcare and its clients. Reprint only with permission.

Table of ContentsThis document is for informational purposes only. You cannot launch eLearning courses from this page.

Application Overviews - EPM Only v5.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5v5.6 Introduction to the EPM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Getting Started Setting Up NextGen v5.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5v5.6 Application Launcher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

v5.6 SetDB Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

v5.6 License Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

File Maintenance v5.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6v5.6 Overview of File Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Introduction to NextGen Organizational Levels v5.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6v5.6 Determining and Assigning Organizational Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

v5.6 System Master Files - Enterprises . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

v5.6 System Master Files - Practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

v5.6 System Master Files - Locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Setting Up System Security v5.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7v5.6 Security - Creating and Managing User Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

v5.6 Security - Creating and Managing Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

v5.6 Security - Rights and Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

v5.6 Security - Password Requirements for Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

v5.6 Security - Patient Sharing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Code Tables v5.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8v5.6 Code Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Setting Up Master Lists v5.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9v5.6 Master Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

v5.6 Master Lists - Financial Classes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Setting Up System Master Files - EPM v5.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9v5.6 System Master Files - Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

v5.6 System Master Files - Collection Agencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

v5.6 System Master Files - Counters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

v5.6 System Master Files - CPT4 Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

v5.6 System Master Files - DME Regions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

v5.6 System Master Files - Employers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

v5.6 System Master Files - Form and Label Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

v5.6 System Master Files - Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

v5.6 System Master Files - ICD9CM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

v5.6 System Master Files - Label Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

v5.6 System Master Files - Locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

v5.6 System Master Files - Patient Responsibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

v5.6 System Master Files - Payers Part One . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12




v5.6 System Master Files - Payers Part Two . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

v5.6 System Master Files - Providers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

v5.6 System Master Files - Revenue Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

v5.6 System Master Files - Sliding Fee Schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

v5.6 System Master Files - Specialties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

v5.6 System Master Files - Task Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

v5.6 System Master Files - Taxonomy Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

v5.6 System Master Files - Transaction Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

v5.6 System Master Files - User Note Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

v5.6 System Master Files - Zip Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Setting Up Practice Master Files v5.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15v5.6 Practice Master File - Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

v5.6 Practice Master File - Letters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

v5.6 Practice Master File - Marketing Plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

v5.6 Practice Master File - Patient Statuses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

v5.6 Practice Master File - Report Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

EPM Setting Up Libraries v5.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16v5.6 Libraries - Anesthesia Modifiers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

v5.6 Libraries - Claim Edits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

v5.6 Libraries - Claim Printing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

v5.6 Libraries - Contracts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

v5.6 Libraries - Diagnosis Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

v5.6 Libraries - GPCI Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

v5.6 Libraries - Places of Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

v5.6 Libraries - Reason Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

v5.6 Libraries - RVU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

v5.6 Libraries - Service Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

v5.6 Libraries - Service Item Exceptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

v5.6 Libraries - Service Item Global Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

v5.6 Libraries - Service Item Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

v5.6 Libraries - Submitter Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

v5.6 Libraries - Tax Rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

v5.6 Libraries - Types of Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Setting Up Enterprise Preferences v5.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20v5.6 Enterprise Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Setting Up Practice Preferences v5.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20v5.6 Practice Preferences - Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

v5.6 Practice Preferences - General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

v5.6 Practice Preferences - Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20




v5.6 Practice Preferences - Appointment Scheduling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

v5.6 Practice Preferences - Budget Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

v5.6 Practice Preferences - Charge Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

v5.6 Practice Preferences - Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

v5.6 Practice Preferences - Claims . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

v5.6 Practice Preferences - Contract Edits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

v5.6 Practice Preferences - Data and Fee Tickets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

v5.6 Practice Preferences - EHR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

v5.6 Practice Preferences - Encounters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

v5.6 Practice Preferences - External . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

v5.6 Practice Preferences - Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

v5.6 Practice Preferences - Holidays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

v5.6 Practice Preferences - Invoices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

v5.6 Practice Preferences - Itemized Bills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

v5.6 Practice Preferences - Libraries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

v5.6 Practice Preferences - Medication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

v5.6 Practice Preferences - Order Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

v5.6 Practice Preferences - Patient Pay . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

v5.6 Practice Preferences - Payment Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

v5.6 Practice Preferences - Printing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

v5.6 Practice Preferences - Provider . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

v5.6 Practice Preferences - Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

v5.6 Practice Preferences - Sliding Fee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

v5.6 Practice Preferences - Statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

v5.6 Practice Preferences - Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

v5.6 Practice Preferences - Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

v5.6 Practice Preferences - Tran Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Appointment Scheduling Basics v5.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26v5.6 Appointments - Appointment Scheduling Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Appointment Scheduling Basics v5.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26v5.6 Appointments - Navigating the Appointment Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Appointment Scheduling Administration v5.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27v5.6 Appointments - Setting up the Appointment Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

v5.6 Appointments - Setting Up the Appointment Wait List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Creating Fee Tickets v5.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27v5.6 Creating a Fee Ticket . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

EPM Application Basics v5.6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28v5.6 EPM - Navigating the Application Desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

v5.6 EPM - Common Buttons Fields and Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28



Overview

This guide is designed to provide a brief description of the eLearning courses offered by the NextGen Learning Center. eLearning provides a self-directed, web-based learning environment that allows users to take courses at their own pace. The purpose of the eLearning courses is to introduce users to the NextGen and QSI applications. They are designed to provide a basic level of understanding on how to set up and use the Electronic Health Records (EHR), Enterprise Practice Management (EPM), and Electronic Dental Record (EDR) applications, and are intended as precursors to instructor-led training. PresentationeLearning content is presented in courses that are often grouped into curricula and education plans. A course is a unit of instruction on a particular topic. Most courses focus on one main topic, and will take approximately 15-45 minutes to complete. Once you have finished a course, you can refer back to it at any time by going to the My Courses – Completed page of your eLearning account. In the Learning Center, a course is represented by a red book. A curriculum is a grouping of one or more courses related to a larger, more general subject area. In the Learning Center, a curriculum is represented by a red book with a blue band. An education plan is a grouping of several curricula that apply to a particular role or job function, such as System Configuration Training or Biller. In the Learning Center, an education plan is represented by a red book with a blue band inside a yellow box. Searching This Guide

To search for a specific course or topic, hit Ctrl+f on your keyboard to bring up a search box. Type a keyword or part of the course name, and then hit Enter. If Adobe Acrobat is able to locate the search criteria, it will highlight it on your screen. To scroll through all of the instances of the criteria, hit Enter on your keyboard. Continuing Medical Education

NextGen Healthcare is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education (CME) for physicians.

NextGen Healthcare designates each CME activity for credit in category 1 of the AMA’s Physi-cian’s Recognition Award system. Activities are designated for AMA PRA Category 1 Credit™, and the physician should claim only those hours of credit that he/she actually spent in the educa-tional activity.

If a course qualifies for CME credit, it will be designated as follows in this guide, “CME: Yes”. Contacting eLearning

The eLearning Resource Center (eRC) website is available 24-hours a day to assist you with your eLearning needs. Click the Support button in the top right corner of your eLearning account screen for access to help files, downloads, articles, enrollment forms and more. To contact the Learning Center directly, please send an email to [email protected].



5.6 SCT EPM Education Plan Guide

Application Overviews - EPM Only v5.6

This curriculum focuses on how to access the NextGen applications and databases.

v5.6 Introduction to the EPM

Time: 45 minutes Application Version: 5.6-5.6 SP1Prerequisites: None

This course will teach you to identify the important features and functionalities of the NextGen EPM application and help you to understand application’s key role in billing and collections workflow cycle.

What You’ll Learn:• Describe the NextGen EPM (Enterprise Practice Management) application and some of its advantages.• List the main steps in NextGen Medical Billing process.• Practice the NextGen billing process in a simulated environment.• Identify some of the main features of the EPM application.• Explain how NextGen manages EPM’s database.

Getting Started Setting Up NextGen v5.6

This curriculum focuses on how to set up access for the NextGen applications and databases.

v5.6 Application Launcher


This course is designed to help you to navigate through the Application Launcher that is used to access the NextGen ap-plications.

What You’ll Learn:• Open the Application Launcher from your desktop or from the Windows toolbar.• Review the Legal Disclaimer window.• Sign on to a NextGen application by using your user name/password combination-or your PIN.• Customize the NextGen Menu with your desired applications.• Create desktop shortcuts for the NextGen applications.

v5.6 SetDB Application

Time: 15 minutes Application Version: 5.6Prerequisites: None

This course covers how to use the Set Database application to change the active database without manually configuring the ngconfig.ini file.

What You’ll Learn:• Describe the purpose of the SetDB application.• List the different NextGen databases.

The EPM SCT education plan will teach you to setup the EPM application. It is suitable for clients who have only pur-chased the EPM application, and anyone who will be doing the setup of the application and working with it from begin-ning to end. This education plan is required for anyone attending the EPM SCT classroom training session. If you pur-chased EHR in addition to EPM, please refer to the System Configuration Training (SCT) education plan. The estimated time to complete this education plan is 38 hours.



• Identify how databases are used.• Switch between the NextGen databases your practice uses.

v5.6 License Manager


This course is designed to instruct the student how to use the NextGen license Manager to apply-validate, and update licenses for the various NextGen applications.

What You’ll Learn:• Open the License Manager Application from the NextGen Application Launcher.• View license information for the available NextGen products.• Apply a new license key for a NextGen Product.

File Maintenance v5.6

This curriculum focuses on navigating the File Maintenance application.

v5.6 Overview of File Maintenance


This course will teach you how to access and use File Maintenance application and how it is used to setup and maintain other NextGen applications.

What You’ll Learn:• Describe the main purposes of the File Maintenance application.• Access the File Maintenance application.• Identify the main features of the File Maintenance application.• Describe the Code Tables, Master List, Master Files, and Libraries and their main functions.• Customize your NextGen applications by setting up the data in the File Maintenance application.

Introduction to NextGen Organizational Levels v5.6

This curriculum focuses on setting up the various organizational levels of the NextGen applications.

v5.6 Determining and Assigning Organizational Levels


This course covers the issues you need to explore to determine the NextGen hierarchical setup for your organization.

What You’ll Learn:• Identify the hierarchical order of NextGen organizational levels.• Decide at which level to share your patient data.• Label each level of your organization using NextGen terminology to a patient.

v5.6 System Master Files - Enterprises

Time: 20 minutes Application Version: 5.6-5.6 SP1Prerequisites: v5.6 System Master Files - Introduction

This course covers how to set up your enterprise in the NextGen File Maintenance application.



What You’ll Learn:• Define an Enterprise as it applies to NextGen applications.• Identify and collect the information necessary to set up an Enterprise.• Create and modify Enterprises in the File Maintenance application.

v5.6 System Master Files - Practices


This course defines the role that a Practice has in the NextGen applications. Here you will learn how to set up a new Practice Master File.

What You’ll Learn:• Define a Practice as it applies to NextGen applications.• Identify and collect the information needed to set up a Practice.• Create and modify Practices in the File Maintenance application.

v5.6 System Master Files - Locations


This course covers setting up the Locations system master file in the File Maintenance application.

What You’ll Learn:• Define a Location as it applies to the NextGen applications.• Identify and collect the information needed to set up Locations-whether as a service location or a facility.• Create and modify Locations in the File Maintenance application.

Setting Up System Security v5.6

This curriculum focuses on setting up application users and other security options.

v5.6 Security - Creating and Managing User Groups


This course covers how to properly set up and maintain user groups in the System Administrator application.

What You’ll Learn:• Define user groups.• Create-modify, and delete user groups.• Add existing user groups from other practices.

v5.6 Security - Creating and Managing Users


This course covers how to create-modify, deactivate, and restore users in the System Administrator application.



What You’ll Learn:• Create new user accounts.• Modify existing user accounts.• Add existing users from another practice.• Deactivate and restore users.

v5.6 Security - Rights and Permissions


This course covers how to set up security rights and permissions for user groups using the System Administrator applica-tion.

What You’ll Learn:• Assign rights and permissions for modules.• Assign rights and permissions for operations.• Import rights and permissions from one group to another.

v5.6 Security - Password Requirements for Users


This course covers the information the student will need to properly set up and maintain Passwords in the System Ad-ministration application.

What You’ll Learn:• Understand the need for secure passwords.• Identify Do's and Don'ts for setting up user passwords.• Determine and assign password requirements to establish secure user logins.

v5.6 Security - Patient Sharing


This course covers how to set up and apply Inclusion and Exclusion Lists for the Electronic Health Records (EHR) and En-terprise Practice Management (EPM) Applications.

What You’ll Learn:• Set up patient inclusion and exclusion lists at the Practice level.• Set up patient inclusion and exclusions lists at the User level.

Code Tables v5.6

This curriculum focuses on understanding Code Tables found in the File Maintenance application.

v5.6 Code Tables


This course covers how to view and modify the Code Tables in the File Maintenance application and demonstrates how the code tables are used in the Enterprise Practice Management (EPM) application.



What You’ll Learn:• How to locate the Code Tables.• How to modify a Code Table item.• How Code Tables are used in the NextGen EPM application.

Setting Up Master Lists v5.6

This curriculum focuses on setting up Master Lists using the File Maintenance application.

v5.6 Master Lists


This course covers how to modify master lists in the NextGen File maintenance application.

What You’ll Learn:• Define items in the Master Lists as they apply to the NextGen application.• Set up Client Defined fields.• Describe the components of the Master Lists List window.• Create Master List values "on the fly".

v5.6 Master Lists - Financial Classes


This course covers how to set up the system master list Financial Classes in the File Maintenance application.

What You’ll Learn:• Define a Financial Class as it applies to the NextGen Enterprise Practice Management (EPM) application.• Identify and collect the information needed to set up Financial Classes.• Create and modify Financial Classes in the File Maintenance application.

Setting Up System Master Files - EPM v5.6

This curriculum focuses on setting up System Master Files using the File Maintenance application.

v5.6 System Master Files - Introduction


This course will introduce you to the NextGen System Master Files found in File Maintenance.

What You’ll Learn:• Understand the use of System Master Files.• View System Master Files by application.• Understand the components of a System Master File.• Know the security rights that affect System Master Files.



v5.6 System Master Files - Collection Agencies


This course covers how to set up the system level master file Collection Agencies in the File Maintenance Application.

What You’ll Learn:• Define a Collection Agency as it applies to the NextGen Enterprise Practice Management (EPM) application.• Identify and collect the information needed to set up specified System Master File.• Create and modify Collection Agencies in the File Maintenance application.

v5.6 System Master Files - Counters


This course covers how to set up the system level master file Counters in the File Maintenance Application.

What You’ll Learn:• Define how Counters are used in the NextGen applications.• Locate the Counters System Master File.• Grant access to Counters in the File Maintenance application.• Set Counters for different elements of the NextGen applications.

v5.6 System Master Files - CPT4 Codes


This course covers how to set up the system level master file CPT4 Codes in the File Maintenance Application.

What You’ll Learn:• Define a CPT4 Code as it applies to the NextGen applications.• Identify and collect the information needed to set up CPT4 Codes.• Create-modify, and hide CPT4 Codes in the File Maintenance application.

v5.6 System Master Files - DME Regions


The purpose of this course is to instruct the student how to set up the system level master file DME Regions in the File Maintenance application in order to bill for durable medical equipment.

What You’ll Learn:• Define a DME Region as it applies to the NextGen Enterprise Practice Management (EPM) application.• Identify and collect the information needed to set up DME Regions.• Create and modify DME Regions in the File Maintenance application.

v5.6 System Master Files - Employers


This course covers how to set up the system level master file Employers in the File Maintenance Application.



What You’ll Learn:• Define an Employer as it applies to the NextGen applications.• Identify and collect the information needed to set up Employers.• Create and modify Employers in the File Maintenance application and in the EPM application.

v5.6 System Master Files - Form and Label Templates


This course covers the use of the Form Templates and Label Templates System Master Files.

What You’ll Learn:• Define Form Templates and Label Templates as they apply to the NextGen Enterprise Practice Management (EPM)

application.• Identify and collect the information needed to set up a Form Templates and Label Templates.• Create and modify Form Templates and Label Templates in the File Maintenance application.

v5.6 System Master Files - Formats


This course covers how to set up the system level master file Formats in the File Maintenance Application.

What You’ll Learn:• Define a Format as it applies to the NextGen Enterprise Practice Management (EPM) application.• Create and modify Formats in the File Maintenance application.• Attach a format to a payer.

v5.6 System Master Files - ICD9CM

Time: 15 minutes Application Version: 5.6-5.6 SP1Prerequisites: 5.6 SMF – Introduction

This course will teach you how to set up the ICD9CM Code System Master File in the File Maintenance application.

What You’ll Learn:• Create and modify ICD9CM codes.• Define ICD9CM codes as they apply to the NextGen EPM and EHR applications.

v5.6 System Master Files - Label Products


This course covers how to set up the Label Products system master file in the File Maintenance application.

What You’ll Learn:• Define a Label Product as it applies to the NextGen Enterprise Practice Management (EPM) application.• Identify and collect the information needed to set up a new Label Product.• Create and modify a Label Product in the File Maintenance application.



v5.6 System Master Files - Locations


This course covers setting up the Locations system master file in the File Maintenance application.

What You’ll Learn:• Define a Location as it applies to the NextGen applications.• Identify and collect the information needed to set up Locations-whether as a service location or a facility.• Create and modify Locations in the File Maintenance application.

v5.6 System Master Files - Patient Responsibility


This course covers how to set up the Patient Responsibility system master file in the File Maintenance application.

What You’ll Learn:• Locate the Patient Responsibility system master file in File Maintenance.• Define how the Patient Responsibility system master file is used in the EPM application.• Know how to create a Patient Responsibility system master file.• Set the rights and permissions to this system master file.

v5.6 System Master Files - Payers Part One


This is the first of two courses that cover how to set up the system level master file Payers in the File Maintenance Ap-plication. This course covers the options on the Defaults 1 and Defaults 2 tabs.

What You’ll Learn:• Define a Payer as it applies to NextGen applications.• Access and set the options on the Payer Defaults 1 and 2 tabs.

v5.6 System Master Files - Payers Part Two


This is the second of two courses that cover how to set up the system level master file Payers in the File Maintenance Application.

What You’ll Learn:• Understand the Payers System Master File window.• Access and set up the following Payer tabs: System-Practice, Alternate Payer, External, Co-Pays , and Order Module.

v5.6 System Master Files - Providers


The purpose of this course is to instruct the student how to set up the Providers system level master file in the File Main-tenance application.



What You’ll Learn:• Define a Provider as it applies to NextGen applications.• State the licensing options for your providers.• Understand the Providers Master File window.• Identify and collect the information needed to set up Providers.• Create and modify Providers.

v5.6 System Master Files - Revenue Codes


This tutorial covers how to set up the system level master file Revenue Codes in the File Maintenance Application.

What You’ll Learn:• Define a Revenue Code as it applies to the NextGen EPM application.• Identify and collect the information needed to set up Revenue Codes.• Create and modify Revenue Codes in the File Maintenance application.

v5.6 System Master Files - Sliding Fee Schedules


This course covers how to set up the Sliding Fee Schedules system master file in File Maintenance.

What You’ll Learn:• Define a Sliding Fee Schedule as it applies to the NextGen Enterprise Practice Management (EPM) application.• Identify and collect the information needed to set up a Sliding Fee Schedule.• Create and modify Sliding Fee Schedules in the File Maintenance application.• Understand how the two types of Sliding Fee Schedules can affect a patient's charges in EPM.

v5.6 System Master Files - Specialties


This course covers how to set up the Specialties system master file in File Maintenance.

What You’ll Learn:• Define Specialties as they apply to the NextGen applications.• Identify and collect the information needed to set up Specialties.• Create and modify Specialties in the File Maintenance application.• Attach a specialty to a rendering provider in the Providers section in the File Maintenance application.

v5.6 System Master Files - Task Types


The purpose of this course is to instruct the student how to set up the system level master file Task Types in the File Maintenance application.

What You’ll Learn:• Define a Task Type as it applies to the NextGen Enterprise Practice Management (EPM) application.• Identify and collect the information needed to set up Task Types.• Create and modify Task Types in the File Maintenance application.



v5.6 System Master Files - Taxonomy Codes


This course covers how to set up the system level master file Taxonomy Codes in the File Maintenance Application.

What You’ll Learn:• Define a Taxonomy Code as it applies to the NextGen Enterprise Practice Management (EPM) application.• Identify and collect the information needed to set up Taxonomy Codes.• Create and modify Taxonomy Codes in the File Maintenance application.

v5.6 System Master Files - Transaction Codes


This course covers how to set up the Transaction Codes System Master File in the File Maintenance application.

What You’ll Learn:• Define a Transaction Code as it applies to the NextGen Enterprise Practice Management (EPM) application.• Understand the difference between a system-generated transaction code and one that you have created.• Identify and collect the information needed to set up Transaction Codes.• Create and modify Transaction Codes in the File Maintenance application.

v5.6 System Master Files - User Note Descriptions


This course This course covers how to set up the system level master file User Note Descriptions in the File Maintenance Application.

What You’ll Learn:• Define User Notes Descriptions as it applies to NextGen applications.• Identify and collect the information needed to set up User Notes Descriptions.

v5.6 System Master Files - Zip Codes


The purpose of this course is to instruct the student how to set up the Zip Codes system level master file in the File Main-tenance application.

What You’ll Learn:• Define a Zip Code as it applies to the NextGen applications.• Identify and collect the information needed to set up Zip Codes.• Create and modify Zip Codes in the File Maintenance application.• Create a zip code on the fly from within another application.



Setting Up Practice Master Files v5.6

This curriculum focuses on setting up Practice Master Files using the File Maintenance application. The courses cover how the practice master files are used and the information needed for set up.

v5.6 Practice Master File - Groups


This course is intended to instruct the student how to set up the Groups Practice Master File in NextGen File Mainte-nance.

What You’ll Learn:• Identify and collect the information needed to set up Groups.• Create and modify Groups in the File Maintenance application.

v5.6 Practice Master File - Letters


This course is intended to instruct the student how to set up the Letters Practice Master File in NextGen File Mainte-nance.

What You’ll Learn:• Define a letter as it applies to the NextGen Enterprise Practice Management (EPM) application.• Identify and collect the information needed to set up Letters.• Create and modify Letters.

v5.6 Practice Master File - Marketing Plans


This course covers how to create a Marketing Plan and how to collect and report on this information in the NextGen EPM application.

What You’ll Learn:• Define a marketing plan as it applies to the NextGen Enterprise Practice Management (EPM) application.• Identify and collect the information needed to set up Marketing Plans.• Create and modify Marketing Plans.

v5.6 Practice Master File - Patient Statuses


This course is intended to instruct the student how to set up the Patient Statuses Practice Master File in NextGen File Maintenance.

What You’ll Learn:• Define a Patient Status as it applies to the NextGen Enterprise Practice Management (EPM) application.• Identify and collect the information needed to set up Patient Statuses.• Create and modify Patient Statuses.



v5.6 Practice Master File - Report Types


This course is intended to instruct the student how to set up the Report Types practice master file in NextGen File Main-tenance.

What You’ll Learn:• Define a Report Type as it applies to the NextGen Enterprise Practice Management (EPM) application.• Identify and collect the information needed to set up Report Types.• Create and modify Report Types.

EPM Setting Up Libraries v5.6

This curriculum focuses on setting up the Libraries affecting EPM using the File Maintenance application.

v5.6 Libraries - Anesthesia Modifiers


This course covers how to set up an Anesthesia Modifiers library in NextGen's File Maintenance application.

What You’ll Learn:• Define an Anesthesia Modifiers Library as it applies to the NextGen Enterprise Practice Management (EPM) applica-

tion.• Identify and collect the information needed to set up an Anesthesia Modifiers Library.• Create and modify an Anesthesia Modifiers Library.

v5.6 Libraries - Claim Edits


This course covers how to set up Claim Edit Libraries in the File Maintenance application.

What You’ll Learn:• Define what claim edits are and what their function is.• Understand the purpose of claim production status report and how it works in conjunction with claim edits.• Understand the various settings and fields of a claim edit.• Create Claim Edit Libraries in NextGen.• Assign certain Claim Edits to specific practices or payers.

v5.6 Libraries - Claim Printing


This course covers how to set up Claim Print Libraries in the File Maintenance application.

What You’ll Learn:• Define the function and purpose of the claim print library.• Understand the various options and settings of a claim print library.• Create claim print libraries in NextGen.• Assign certain claim printing option settings to specific practices or payers.



v5.6 Libraries - Contracts


This course covers how to set up contract libraries in the File Maintenance application.

What You’ll Learn:• Define a Contract Library as it applies to the NextGen Enterprise Practice Management (EPM) application.• Identify and collect the information needed to set up Contracts.• Create and modify Contract Libraries in the File Maintenance application.

v5.6 Libraries - Diagnosis Codes


This course covers how to set up a diagnosis code library in NextGen File Maintenance.

What You’ll Learn:• Define a Diagnosis Codes Library as it applies to the NextGen Enterprise Practice Management (EPM) and Electronic

Health Records (EHR) applications.• Identify and collect the information needed to set up a Diagnosis Codes Library.• Create and modify a Diagnosis Codes Library.

v5.6 Libraries - GPCI Codes


This course is intended to instruct the student how to set up the GPCI library in NextGen File Maintenance.

What You’ll Learn:• Define a GPCI Codes Library as it applies to the NextGen Enterprise Practice Management (EPM) application.• Identify and collect the information needed to set up a GPCI Codes Library.• Create and modify a GPCI Codes Library.

v5.6 Libraries - Places of Service


This course covers how to set up Places of Service libraries in the NextGen File maintenance application.

What You’ll Learn:• Define Places of Service codes as they apply to the NextGen Enterprise Practice Management (EPM) application.• Identify and collect the information needed to set up Places of Service libraries.• Create and modify Places of Services libraries.

v5.6 Libraries - Reason Codes


This tutorial covers how to set up the Reason Codes Library in the File Maintenance Application.



What You’ll Learn:• Define reason codes as they apply to the NextGen Enterprise Practice Management (EPM)application.• Identify and collect the information needed to set up Reason Codes.• Create and modify Reason Codes.

v5.6 Libraries - RVU


This course covers how to create and modify an RVU library in the File Maintenance application.

What You’ll Learn:• Define a Relative Value Unit as it applies to the NextGen application.• Create and modify an RVU library.• Name the areas in which the RVU library is used in the application.

v5.6 Libraries - Service Items


This course covers creating-modifying, and copying Service Item Libraries (also referred to as fee schedules).

What You’ll Learn:• Modify an existing Service Item Library.• Create a new Service Item Library.• Copy a Service Item Library.• Assign Practice Access to a Service Item Library.• Assign a default Service Item Library in Practice Preferences.

v5.6 Libraries - Service Item Exceptions


This course covers how to set up Service Item Exceptions in the File Maintenance application.

What You’ll Learn:• Define a Service Item (SIM) Exception as it applies to the NextGen Enterprise Practice Management (EPM) applica-

tion.• Identify and collect the information needed to set up Service Item Exceptions.• Create and modify Service Item Exceptions in the File Maintenance application.• Activate the Service Item Exception for a Provider/Location/Payer combination.

v5.6 Libraries - Service Item Global Updates


This course covers how to update all Service Items (SIMs) at one time using the SIM Global Update feature in the Service Item library.

What You’ll Learn:• Define the components of the SIM Global Update feature.• Use SIM Global Update to modify the Service Items (SIMs) in the Service Item Library.



v5.6 Libraries - Service Item Groups


This course covers how to set up Service Item groups within the Service Item library in File Maintenance.

What You’ll Learn:• Define a Service Item (SIM) Group as it applies to the NextGen Enterprise Practice Management (EPM) and Electronic

Health Record (EHR) applications.• Identify and collect the information needed to set up Service Item Groups.• Create and modify Service Item Groups in the File Maintenance application.

v5.6 Libraries - Submitter Profiles


This course covers how to set up Submitter Profile libraries in the NextGen File Maintenance application.

What You’ll Learn:• Understand the basics of electronic claims and the purpose of the submitter profile in electronic claim filing and real-

time claim submission.• Recall the details on the Submitter Profile and a few important technical concepts behind the electronic claim.• Set up Submitter Profiles using the NextGen File Maintenance application.• Use the NextGen Customer Resource Center to help you configure your 837 claim Submitter Profiles.

v5.6 Libraries - Tax Rate


This course covers how to set up Tax Rate libraries in the NextGen File Maintenance application.

What You’ll Learn:• Define the Tax Rate Library as it applies to the EPM application.• Create a Tax Rate Library and the CPT4 and SIM codes that will be used to create the sales tax line item. • Enable the Tax Rate functionality for your practice.

v5.6 Libraries - Types of Service


This course covers how to set up Types of Service libraries in the NextGen File Maintenance application.

What You’ll Learn:• Define Types of Service codes as they apply to the NextGen Enterprise Practice Management (EPM) application.• Identify and collect the information needed to set up Types of Service libraries.• Create and modify Types of Service libraries.



Setting Up Enterprise Preferences v5.6

This curriculum focuses on setting up your NextGen Enterprise Preferences using the File Maintenance application.

v5.6 Enterprise Preferences


This course covers how to set up your enterprise level NextGen preferences.

What You’ll Learn:• Set Enterprise General Preference options.• Add Client Defined fields to the Enterprise Practice Management (EPM) application.• Understand how stored procedures are created and then attached to your checkout AutoFlow process in the EPM

application.• Enable the fields that are necessary for UDS reporting. Set enterprise-wide Image Control System (ICS) options (if

purchased).

Setting Up Practice Preferences v5.6

This curriculum focuses on setting up your NextGen Practice Preferences.

v5.6 Practice Preferences - Introduction


This course is intended to familiarize you with Practice Preferences and is a prerequisite to all ohther Practice Preference courses.

What You’ll Learn:• Access Practice Preferences.• Acces security rights associated with Practice Preferences.

v5.6 Practice Preferences - General

Time: 30 minutes Application Version: 5.6-5.6 SP1Prerequisites: v5.6 Practice Preferences - Introduction

This course will teach you to configure the option settings of the 'General' Practice Preferences.

What You’ll Learn:• Configure the option settings of the 'General' Practice Preferences.

v5.6 Practice Preferences - Alerts


This course will teach you to configure the option settings of the 'Alerts' Practice Preferences.

What You’ll Learn:• Set those areas where you wish to see alerts display and how often.



v5.6 Practice Preferences - Appointment Scheduling


This course will teach you to configure the option settings of the 'Appt Scheduling' Practice Preferences.

What You’ll Learn:• Recall the use of Appointment Scheduling preference options.• Set required fields when creating appointments.

v5.6 Practice Preferences - Budget Accounts


This course will teach you to configure the option settings of the 'Budget Accounts' Practice Preferences.

What You’ll Learn:• List Budget Accounts Practice Preferences• Describe how they are used in the Budget Plan process

v5.6 Practice Preferences - Charge Entry


This course will teach you to configure the option settings of the 'Charge Entry' Practice Preferences.

What You’ll Learn:• Configure the option settings of the 'Charge Entry' Preferences.

v5.6 Practice Preferences - Chart


This course will teach you to configure the option settings of the 'Chart' Practice Preferences.

What You’ll Learn:• Add custom fields to charts. • Configure your general chart options. • Determine your practice's medical record number preferences. • Determine how your practice will use NextGen's Appointment Event SIM Carryover functionality.

v5.6 Practice Preferences - Claims


This course will teach you to configure the option settings of the 'Claims' Practice Preferences.

What You’ll Learn:• Set up your default claim formatting.



v5.6 Practice Preferences - Contract Edits


This course will teach you to configure the option settings of the 'Contract Edits' Practice Preferences.

What You’ll Learn:• Set default contract edits for claims for your entire practice.• Set required contract edits for claims for your entire practice.

v5.6 Practice Preferences - Data and Fee Tickets


This course will teach you to configure the option settings of the 'Data/Fee Ticket' Practice Preferences.

What You’ll Learn:• Configure the option settings for printing data sheets and fee tickets.

v5.6 Practice Preferences - EHR


This course will teach you to configure the option settings of the 'EHR' Practice Preferences.

What You’ll Learn:• Configure NextGen EHR to better meet the specific needs of your practice.• Set storage locations for patient-related documents.• Customize the views of the EHR application.

v5.6 Practice Preferences - Encounters


This course will teach you to configure the option settings of the 'Encounters' Practice Preferences.

What You’ll Learn:• Add custom fields to encounters.• Configure your general encounter options.• Set up your encounters for UB billing.

v5.6 Practice Preferences - External


This course will teach you how to set up the External preferences for your practice.

What You’ll Learn:• Define how the selections on the External section function.



v5.6 Practice Preferences - Forms


This course will teach you to Configure the option settings of the 'Forms' Practice Preferences.

What You’ll Learn:• Perform the steps to activate default fields. • Establish your statement exporting delimiters and text qualifiers and EDI Stock ID.

v5.6 Practice Preferences - Holidays


This course will teach you the Holiday Practice Preferences and how to set them up.

What You’ll Learn:• Describe how to set up a holiday• Determine whether appointments can be scheduled during a defined holiday period. • Determine whether Background Business Processor packages will be run as normally scheduled during a defined

holiday period.

v5.6 Practice Preferences - Invoices


This course will teach you about the options available in 'Invoices' Practice Preferences.

What You’ll Learn:• Set default options for invoices for your entire practice.

v5.6 Practice Preferences - Itemized Bills


This course will teach you to configure your practice's itemized bill options and default messages

What You’ll Learn:• Configure your practice's itemized bill options and default messages

v5.6 Practice Preferences - Libraries


This course will teach you the use of default libraries and how to assign them.

What You’ll Learn:• Understand the use of default libraries.• Perform the steps to assign default Libraries.



v5.6 Practice Preferences - Medication


This course will teach you how to set up the Medication Preferences for your practice.

What You’ll Learn:• Select the appropriate medications module for your practice.• Determine the medication name used for a prescription.• Determine how to use the SIG code.

v5.6 Practice Preferences - Order Module


This course will teach you about the options available in 'Order Module' Practice Preferences.

What You’ll Learn:• Default a test performing entity for your practice to use.• Attach favorite test lists to the practice.• Set up the default report for a selected lab vendor.

v5.6 Practice Preferences - Patient Pay


This course will teach you to assign the settings and Transaction Codes your practice will use for patient payments that are imported from a financial institution as an Electronic Remittance Advice (ERA) file.

What You’ll Learn:

• Assign the settings and Transaction Codes your practice will use for patient payments that are imported from a finan-cial institution as an Electronic Remittance Advice (ERA) file.

v5.6 Practice Preferences - Payment Processing


This course will teach you to configure the option settings of the 'Payment Processing' Practice Preferences.

What You’ll Learn:• Determine what credit cards you will accept when using the Credit Card Processing feature.• Enable the acceptance of checks for real-time processing.• Assign a default transaction code to each method of payment

v5.6 Practice Preferences - Printing


This course will teach you about the options available in 'Printing' Practice Preferences.



What You’ll Learn:• Perform the steps to assign a default printer to different types of documents including labels and letters. • Set default information-such as a default printer and tray, for printing forms, labels, fee tickets, and letters for your

entire practice.

v5.6 Practice Preferences - Provider


This course will teach you how to define-at the practice level, the different specialties of providers that a patient has seen or is scheduled to see.

What You’ll Learn:• Set up and assign user-defined provider specialties.• Set default information for providers for your entire practice.

v5.6 Practice Preferences - Reports


This course will teach you how to set up your report preferences for your practice.

What You’ll Learn:• List the different report preferences.• Describe how they affect the reporting process.

v5.6 Practice Preferences - Sliding Fee


This course will teach you to customize sliding fee schedules to the needs of a specific practice.

What You’ll Learn:• Customize sliding fee schedules to the needs of a specific practice.

v5.6 Practice Preferences - Statements


This course will teach you to configure the option settings of the 'Statements' Practice Preferences.

What You’ll Learn:• Set statement options to generate statements in a way that suits the needs of your practice.

v5.6 Practice Preferences - Tasks


This course will teach you to configure the option settings of the 'Tasks' Practice Preferences.

What You’ll Learn:• Set default information for tasks for your practice.



v5.6 Practice Preferences - Transactions


This course will teach you about the options available in 'Transactions' Practice Preferences.

What You’ll Learn:• Set your Default Transaction Spreading options.• Set up your Reason Code options.• Assign Your Payment Entry Defaults.• Determine Your Batch Posting Defaults.

v5.6 Practice Preferences - Tran Codes


This course will teach you about the options available in 'Tran Codes' Practice Preferences.

What You’ll Learn:• Assign Default Transaction Codes.• Determine your system-generated Transaction Codes.

Appointment Scheduling Basics v5.6

This curriculum focuses on familiarizing the student with the Appointment Scheduling process.

v5.6 Appointments - Appointment Scheduling Terms


This course is intended to familiarize the student with the terms used when scheduling appointments in the Enterprise Practice Management (EPM) application.

What You’ll Learn:• Define a resource.• Define an event.• Define an event chain.• Define a category.• Define a location.

Appointment Scheduling Basics v5.6

This curriculum focuses on familiarizing the student with the Appointment Scheduling process.

v5.6 Appointments - Navigating the Appointment Book


This course covers the toolbook icons and appointment views in the EPM Appointment Book.



What You’ll Learn:• Name the different parts of the Appointment Book.• Recall how to use the different Appointment Book views.• Recognize icons found on the Appointment Book toolbar.

Appointment Scheduling Administration v5.6

This curriculum focuses on setting up Appointment Scheduling.

v5.6 Appointments - Setting up the Appointment Book


This course covers how to set up the Appointment Book in the Enterprise Practice Management (EPM) application.

What You’ll Learn:• Use Scheduling Administration to set up the basic parts of the Appointment Book-including resources, events, cat-

egories, and templates.• Choose Practice Preferences options to set up scheduling preferences.• Use Scheduling Preferences to customize how you work with and view certain aspects of the Appointment Book.

v5.6 Appointments - Setting Up the Appointment Wait List


This course is intended to instruct the student how to set up the Appointment Wait List for use by their practice.

What You’ll Learn:• Describe how a patient is added to the Wait List-how to view, modify, and delete items on the Wait List and how to

process Wait List items.• Identify how to set up defaults for the Wait List process and the real-time Wait List process.

Creating Fee Tickets v5.6

This curriculum focuses on creating fee tickets in the NextGen EPM application.

v5.6 Creating a Fee Ticket


This course covers how to create a fee ticket body and embed it into the Enterprise Practice Management (EPM) applica-tion.

What You’ll Learn:• List the components of a NextGen Fee Ticket.• Identify and collect the information needed to set up a fee ticket.• Create the body of a fee ticket using Microsoft Excel template.• Convert the template to an acceptable file format.



EPM Application Basics v5.6

This curriculum focuses on the EPM application desktop menus and toolbars, along with shortcuts that can be used to access application functions.

v5.6 EPM - Navigating the Application Desktop


This course is intended to familiarize the student with the visual interface for the Enterprise Practice Management (EPM) application.

What You’ll Learn:• Define components of the desktop in order to navigate the EPM application easily and efficiently.

v5.6 EPM - Common Buttons Fields and Features


This course is designed to provide an overview of the common buttons-fields, and features found in the Enterprise Prac-tice Management (EPM) application.

What You’ll Learn:• Identify and use the common buttons and standard features within the EPM application.• Customize a display to suit your needs.

The NextGenSM Learning Center

3340 Peachtree Road NW, Suite 2700, Atlanta, GA 30326

p: 404.467-1500 | f: 404.467.0501

[email protected] | http://learning.nextgen.com

© 2011 The NextGen Learning Center is a service mark of NextGen Healthcare. All rights reserved.

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