I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative
Version 5.8UD2 – September 2015 Page 1 of 14 Corporate Training
This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.
NextGen® PM System Configuration Training
Client Preparedness Outline
Client
Name: Location: GCN#:
Training Session
Topic: NextGen® PM System Configuration Training Client Application / KBM Version at time of Training: Implementation Specialist: Project Manager/Coordinator / Client Care Rep: Location: On Site WebEx Webinar NextGen Training Center:
Horsham, PA Atlanta, GA Irvine, CA
Training Hours Billable: Non-Billable:
Date: Time: Hours: Hours: Date: Time: Hours: Hours: Date: Time: Hours: Hours: Date: Time: Hours: Hours: Date: Time: Hours: Hours:
Total: Total:
Notes/Comments:
__________________________________________________________________________________ Travel Hours Billable: Non-Billable:
To Client Date: Hours: Hours: From Client Date: Hours: Hours:
Total: Total:
Notes/Comments:
Attendees
1. 2. 3. 4. 5.
10. 11. 12. 13. 14.
6. 7. 8. 9.
15. 16. 17. 18.
I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative
Version 5.8UD2 – September 2015 Page 2 of 14 Corporate Training
This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.
NextGen® PM System Configuration Training
Client Preparedness Outline
NextGen® PM / EHR Demonstration & Overview
PM:
Appointment Scheduling Patient Demographics and Insurance Entry Check In / Create Encounter
EHR:
Search for Patient Four-Point Check (Location / Provider / Patient / Encounter Date) Inbox for Appointments
PM:
Check Out / Auto-flow Billing and Claim Edits Process
Module 1: System Basics
Application Launcher Create Shortcut / Menu Item SetDB
NGDemo / NGDevl / NGProd / NGTest Login / Logout Keyboard Shortcuts
License Manager Overview
System Administrator Overview File Maintenance Overview
Table Structure – Four Categories Code Tables Libraries Master Files
System Master Files Practice Master Files
Master Lists
Module 2: System File Structure
Understanding the NextGen® System File Structure System Level Enterprise Level Practice Level Associations
I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative
Version 5.8UD2 – September 2015 Page 3 of 14 Corporate Training
This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.
NextGen® PM System Configuration Training
Client Preparedness Outline
Module 3: File Maintenance Basics
File Maintenance Create New Item Modify Existing Item Hide / Unhide Item Copy Item Print Listing Reports Practice Access
Module 4: Enterprises
Enterprises Rename “Default Enterprise”
Enterprise Licensing for PM Access to Enterprise Preferences
Module 5: Locations Locations NextGen® Wizard
Rename “Default Location” Location Defaults Tab Defaults-2 Tab
Practice Tab Credentialing Tab External Tab (Interfaces) Other Tabs
Module 6: Practices
Practices Rename “Default Practice” Practice Defaults Tab
Practice Licensing for PM External Tab (Interfaces) Import Tab Only for Multiple Practices Import Practice Master Files from another Practice
Access to Practice Preferences
I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative
Version 5.8UD2 – September 2015 Page 4 of 14 Corporate Training
This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.
NextGen® PM System Configuration Training
Client Preparedness Outline
Module 7: System Administrator > Groups
Groups New Group General Tab
Rights Tab Modules (View, Add, Update, Delete, Print) Operations (Yes, No) List Security Items Specific to this Product
Import Permissions Export Permissions Add Existing Groups
Delete Group
Module 8: System Administrator > Users Users NextGen® Wizard
New User General Tab
Practice Rights Tab Preferences Tab External Tab (Interfaces) NextGen® Wizard Locations Tab Location Restrictions Tab Add Existing User User/Group Assignment Deactivate / Restore User
Module 9: System Administrator > System Level Setup System Level Setep
Edit Menu Find Association Maintenance Full App Launcher Access
View Menu Password Requirements Significant Events
Module 10: Master Lists
Address Type Appointment Cancellation Reasons Pre-Installed Appointment Rescheduling Reasons Pre-Installed Appointment User Defined 5 – 8 Bad Debt Statuses Pre-Installed
Blood Quantum Indian Health Services (SCT for CHC training) Case Contact Role Pre-Installed
Church
I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative
Version 5.8UD2 – September 2015 Page 5 of 14 Corporate Training
This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.
NextGen® PM System Configuration Training
Client Preparedness Outline
Module 10: Master Lists (continued)
Classification / Beneficiary Indian Health Services (SCT for CHC training) Community Code Indian Health Services (SCT for CHC training) Contact Preferences Pre-Installed
Contract Subgrouping Counties Pre-Installed
Countries Pre-Installed Credentialing Departments Pre-Installed
Sequence 0 Items used in EHR Descendency Indian Health Services (SCT for CHC training)
Diagnosis Subgroupings Enterprise Client Defined 1 – 14
Ethnicity Pre-Installed Financial Classes Pre-Installed
Homeless Status Pre-Installed
Community Health Centers for UDS (SCT for CHC training) IHS Eligibility Status Indian Health Services (SCT for CHC training)
Language Pre-Installed Language Barrier Pre-Installed
Community Health Centers for UDS (SCT for CHC training) Location Subgroupings
Marketing Plan Sub-Groups Pre-Installed Migrant Worker Status Pre-Installed
Community Health Centers for UDS (SCT for CHC training) Modalities Name Prefix Name Suffix Occupations Pre-Installed Patient Status Change Reasons Patient Types Payer Subgroupings
Privacy Notices Pre-Installed Provider Expiration Reasons Provider Subgroupings Provider Types Pre-Installed
Community Health Centers for UDS (SCT for CHC training) Public Housing Primary Care Pre-Installed
Community Health Centers for UDS (SCT for CHC training) Race Pre-Installed Reason Code Subgroupings Religion Pre-Installed
School Based Health Center Pre-Installed Community Health Centers for UDS (SCT for CHC training)
I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative
Version 5.8UD2 – September 2015 Page 6 of 14 Corporate Training
This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.
NextGen® PM System Configuration Training
Client Preparedness Outline
Module 10: Master Lists (continued)
Service Type Pre-Installed
Community Health Centers for Ryan White (SCT for CHC training) Task Completion Reasons Pre-Installed
Covered in PM Advanced Training Task Subgroupings
Covered in PM Advanced Training Tribal Affiliation Indian Health Services (SCT for CHC training) Type of Benefit Vaccine Manufacturer
Module 11: Transaction Codes Transaction Codes Pre-Installed Payments / Adjustments / Refunds
Pre-Installed Codes System Generated Codes
Set in Practice Preferences > Tran Codes Tab
Module 12: Payers
Payers NextGen® Wizard Payer Defaults-1 Tab Defaults-2 Tab System Tab
Claims Sub-Tab Claims-2 Sub-Tab COB Electronic Claims Sub-Tab Practice Tab Claims Sub-Tab NextGen® Wizard Secondary References Sub-Tab Other Sub-Tab UB Sub-Tab NextGen® Wizard Transactions Sub-Tab Libraries Sub-Tab Alternate Payer Tab NextGen® Wizard External Tab (Interfaces) NextGen® Wizard
Co-Pays Tab Enterprise Preferences > General Tab > “Enable multiple co-pays”
Practice Access Only for Multiple Practices Enterprise Preferences > General Tab > “Practice access for payer master file”
Setup for UB Claims (if applicable) Setup for Alternate Payer ‘Split Billing’ (if applicable)
I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative
Version 5.8UD2 – September 2015 Page 7 of 14 Corporate Training
This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.
NextGen® PM System Configuration Training
Client Preparedness Outline
Module 13: Groups
Groups Group Numbers
Specific Location / Specific Payer Specific Location / <Default> Payer <Default> Location / Specific Payer <Default> Location / <Default> Payer
Module 14: Providers Providers NextGen® Wizard
Rendering Provider Setup Mid-Level Provider (Supervised) Setup Referring Provider Setup Setup
Demographics Tab System Tab
Provider Licensing for PM Notes Tab Elig / Ref Tab
Only if Licensed for Real-Time Transaction Server (RTS) Module Credentialing Tab
Provider Types Tab Practice Tab
Provider Numbers Specific Location / Specific Payer Specific Location / <Default> Payer <Default> Location / Specific Payer <Default> Location / <Default> Payer
Categories Tab External Tab (Interfaces) EHR Tab (EHR only) Chart Tracking Tab
N/A: former Chart Tracking Module Order Module Tab (EHR only)
Practice Access Only for Multiple Practices Enterprise Preferences > General Tab > “Practice access for provider master file”
Module 15: PM System Master Files
AutoFlow Sequences Covered in PM Core Group Training
Budget Statement Messages Pre-Installed Covered in PM Advanced Training
Case Contacts CMN Information Collection Agencies
Covered in PM Advanced Training
I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative
Version 5.8UD2 – September 2015 Page 8 of 14 Corporate Training
This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.
NextGen® PM System Configuration Training
Client Preparedness Outline
Module 15: PM System Master Files (continued)
Counters CPT4 Codes Pre-Installed Diagnosis Categories Pre-Installed
Practice Access DME Regions NextGen® Wizard Employers NextGen® Wizard
Form Templates Formats Pre-Installed ICDCM Codes Pre-Installed
ICD-9 vs. ICD-10 Effective / Expiration Dates
Label Products Label Templates Pre-Installed Locality Tax Rate
Patient Responsibility Community Health Centers (SCT for CHC training) Revenue Codes Pre-Installed UB Claims
Sliding Fee Schedules Community Health Centers (SCT for CHC training)
Specialties Pre-Installed Statement Messages Pre-Installed
Covered in PM Advanced Training Task Types
Covered in PM Advanced Training Taxonomy Codes Pre-Installed
User Notes Descriptions Pre-Installed Zip Codes Pre-Installed
Module 16: PM Practice Master Files
Appointment Reminders Default User Preferences – General
Covered in PM Core Group Training Default User Preferences – Locations
Covered in PM Core Group Training Default User Preferences – Scheduling
Covered in PM Core Group Training Dunning Messages
Letters Appointment Reminder Pre-Installed Recall Plan Pre-Installed Budget / Demand Account / Demand Encounter Pre-Installed
Covered in PM Advanced Training Marketing Plans
Patient Statuses Pre-Installed Recall Plans
I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative
Version 5.8UD2 – September 2015 Page 9 of 14 Corporate Training
This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.
NextGen® PM System Configuration Training
Client Preparedness Outline
Module 16: PM Practice Master Files (continued)
Report Types Pre-Installed
Statement Parameter Mappings Covered in PM Advanced Training
Task Approval Profiles Covered in PM Advanced Training
Task Workgroup Covered in PM Advanced Training
PM System Master Files > Practices Import Tab Only for Multiple Practices Import Practice Master Files from another Practice
Module 17: Libraries
Library Concepts
Libraries can be copied Right-click > Copy Libraries can be practice specific or shared with other practices Right-click > Practice Access
Behavioral Health Billing
Default Library Set in Practice Preferences > Libraries Tab Payer Specific Libraries Attached to Payer(s)
Payers Table > Practice Tab > Libraries Sub-Tab Budget Statement
Covered in PM Advanced Training Claim Edits Pre-Installed
Default Library Set in Practice Preferences > Libraries Tab Payer Specific Libraries Attached to Payer(s)
Payers Table > Practice Tab > Libraries Sub-Tab Claim Modifiers
Anesthesia Modifiers Behavioral Health Modifiers Rental Modifiers
Claim Printing Pre-Installed
Default Library Set in Practice Preferences > Libraries Tab Payer Specific Libraries Attached to Payer(s)
Payers Table > Practice Tab > Libraries Sub-Tab Claim Status Profile
Covered in RTS Training Diagnosis Codes Pre-Installed
One Library per Practice Use the Pre-Installed “Default Diagnosis Library”
General Tab (GEMs) Payer Tab (Payer specific GEMs) Other Tab Set in Practice Preferences > Libraries Tab
Add Codes from ICD Master File GEMS Update
I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative
Version 5.8UD2 – September 2015 Page 10 of 14 Corporate Training
This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.
NextGen® PM System Configuration Training
Client Preparedness Outline
Module 17: Libraries (continued)
Eligibility Profiles
Covered in RTS Training Encounter Rate Billing
Community Health Centers (SCT for CHC training) GPCI Codes
Values obtained from CMS Website Create Library Name Right-click > GPCI Import Uses of GPCI Codes:
SIM Library > RVU Update for New RVU Values SIM Library > SIM Global Update for New Prices Contracts Library > Contract Global Update for New Allowed Amounts
NDC
One Library per Practice Values obtained from: https://www.dmepdac.com/crosswalk/index.html Create Library Name Right-click > NDC Import
Set in Practice Preferences > Libraries Tab Non-Coordinated SIM Library
One Library per Practice Set in Practice Preferences > Libraries Tab
Places of Service Reason Codes Pre-Installed
HIPAAX12 Standard Reason Codes Library Do Not Rename – Needed for COB Electronic Secondary Claims
Copy if ERA Payer specific Libraries are needed Default Library set in Practice Preferences > Transactions Payer Specific Libraries Attached to Payer(s)
Payers Table > Practice Tab > Libraries Sub-Tab Reason Code Priority
Display Order for End Users Determines which ‘rules’ apply when multiple codes are used
Remittance Profiles
Covered in ERA Training RVU
Values obtained from CMS Website Create Library Name Right-click > RVU Import Uses of RVU Values:
SIM Library > RVU Update for New RVU Values SIM Library > SIM Global Update for New Prices Contracts Library > Contract Global Update for New Allowed Amounts
I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative
Version 5.8UD2 – September 2015 Page 11 of 14 Corporate Training
This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.
NextGen® PM System Configuration Training
Client Preparedness Outline
Module 17: Libraries (continued) Service Items NextGen® Wizard
One Library per Practice Use the Pre-Installed “Default Service Item Library”
Add Parameters to All Codes Required for Billing General Tab Other Tab Payer Tab NextGen® Wizard Labels Tab Notes/Significant Events Tab Drugs Tab
Set in Practice Preferences > Libraries Tab RVU Update
Update Existing RVU Values SIM Exceptions
Only for Prices by Provider / Location / Payer Attach to Providers
Providers Table > Practice Tab > Group Information SIM Global Update Calculate New Prices SIM Groups
SIM Pricing Regions
Only if using Advanced SIM Library Mode Multiple SIM Libraries for Payer specific Regional Pricing
Enterprise Preferences > Libraries Tab > “Enable Advanced SIM Library Mode” SIM Pricing Template
Only if using Advanced SIM Library Mode Multiple SIM Libraries for Payer specific Regional Pricing
Enterprise Preferences > Libraries Tab > “Enable Advanced SIM Library Mode” Statement
Covered in PM Advanced Training Submitter Profiles NextGen® Wizard
Create One for each Clearinghouse and/or Direct Payer Attach to Payers
Payers Table > Practice Tab > Claims Sub-Tab Submitter Profile Electronic Transmitter ID Primary / Secondary / Tertiary Media Type
Tax Exemption Tax Rate Types of Service
I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative
Version 5.8UD2 – September 2015 Page 12 of 14 Corporate Training
This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.
NextGen® PM System Configuration Training
Client Preparedness Outline
Module 17: Libraries (continued)
Contract
General Tab Fee Schedule Tab Modifier Reimbursement Tab
Reduce Allowed Amounts to specified Percentage based on Charge Modifier(s) Multiple Procedure Discounting Tab
Reduce Allowed Amounts to specified Percentage based on Charge Sequence Payer Specific Libraries Attached to Payer(s)
Payers Table > Practice Tab > Libraries Sub-Tab Participating Providers
Contract Exceptions Only for Allowed Amounts by Provider / Location / Payer
Attach to Providers Providers Table > Practice Tab > Group Information
Contract Global Update Calculate New Allowed Amounts
Module 18: Code Tables Pre-Installed
New items cannot be added Existing items may be modified or hidden
Module 19: Enterprise Preferences
Enterprise Preferences Access from File Maintenance Access from PM Best Practice settings are Pre-Installed
NOTE: Modifications to initial settings may be made throughout the implementation process
Module 20: Practice Preferences
Practice Preferences Access from File Maintenance Access from PM
Best Practice settings are Pre-Installed NOTE: Modifications to initial settings may be made throughout the implementation process
I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative
Version 5.8UD2 – September 2015 Page 13 of 14 Corporate Training
This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.
NextGen® PM System Configuration Training
Client Preparedness Outline
Module 21: Scheduling Administration
Practice Preferences > Appt Scheduling Tab Default Time Interval Allow Interval Overrides
Classes Resources
General Tab Daily Templates vs. Weekly Templates
External Tab (Interfaces) Hide vs. Delete
Events NextGen® Wizard
Overrides Tab Default Resources Tab Limits Tab SIMs Tab Locations Tab External Tab (Interfaces) Note Template Tab Hide vs. Delete
Event Chains Categories Weekly Templates Daily Templates Assign Template(s) to Resource’s Calendar
Resource Tab > Template Button Template Exceptions
Resource Tab > Template Button Highlight Week or Day Right-click > Exception
Practice Preferences > Holidays Tab
Module 22: Fee Tickets
Fee Tickets Microsoft® Excel Spreadsheet
Use Template with Red Line Borders Convert Excel Format (.xls) to Bitmap Format (.bmp)
Convert using Microsoft® PowerPoint Convert using Microsoft® Paint
Import Converted Image into PM File > Tools > Image Explorer menu
I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative
Version 5.8UD2 – September 2015 Page 14 of 14 Corporate Training
This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.
NextGen® PM System Configuration Training
Client Preparedness Outline
Notes / Comments: