NextGen Release Notes, - AHN) iInformation/5.4.29+Release+Notes.pdfor redistributed to anyone other...

NextGen® Release Notes

Version 5.4.29 June 2007

NextGen Healthcare Information Systems, Inc.

Copyright © 1994-2007 NextGen Healthcare Information Systems, Inc.

All Rights Reserved. Printed in U.S.A.

Although we have exercised great care in creating this publication, NextGen Healthcare Information Systems, Inc. assumes no responsibility for errors or omissions that may appear in this publication and reserves the right to change this publication at any time without notice.

This document contains information proprietary to NextGen Healthcare Information Systems, Inc. and is protected by copyright. No part of this document may be reproduced or transmitted in any form by any means, incorporated into any information retrieval system for any purpose, translated to another language, or redistributed to anyone other than licensed users without prior, written consent of NextGen Healthcare Information Systems, Inc.

NextGen®, NextMD®, NextGen® EPM, NextGen® EMR, NextGen® ICS, NextGen® EAS, NextGen® BBP, NextGen® Optik, and NextGen® PDA are registered trademarks of NextGen Healthcare Information Systems, Inc. and the use of them or the NextGen logo, without prior written permission, is prohibited.

All other brand and product names are trademarks or registered trademarks of their respective companies.

Address comments concerning this manual to:

NextGen Healthcare Information Systems, Inc. Quality Assurance and Documentation Manager 3340 Peachtree Road NE Suite 2700 Atlanta, GA 30326

Website: http://www.nextgen.com

NextGen Release Notes, Version 5.4.29

iii

Contents

Overview of NextGen 5.4.29 1 Vista Compatibility - 23587.................................................................................................... 2

EPM Enhancements 4 Use CLP02 Element to Determine COB - 20558 ................................................................... 5 Ability to Use People Lookup with Person Merge - 20820 .................................................... 5 Search Ahead Limited to Open Slots - 21064......................................................................... 5 Enhanced Event Chain Interval Settings - 21458.................................................................... 5 Enhanced Encounter Note Email Function - 22205................................................................ 6 Description Fields Added to Payment Ledger - 22265 ........................................................... 6 Alert for Pending EMR Charges - 22941................................................................................ 7 Enhanced Appointment List Lookup - 23086 ......................................................................... 7 Location-Specific Logos for Statements and Fee Tickets - 23087 ......................................... 8 Override Policy Number on Fee Tickets - 23749 ................................................................... 8 Setting a Maximum Amount for Charge Entry - 24186.......................................................... 9 Significant Events Created for Person Searches - 24848........................................................ 9 Patient Balance Includes Encounters Without Charges - 25191............................................. 9 NPI Column Added to Reports - 25543 .................................................................................. 9

EPM Claims Enhancements 10 Enhanced Chiropractic Billing - 2780................................................................................... 11 Support for National Drug Codes - 3997 .............................................................................. 11 New UB04 Claim Form - 14429 ........................................................................................... 11 NDC Options Added to CMS 1500 – 14430......................................................................... 12 Support for Eight Diagnoses on Claims - 15772................................................................... 13 New Payer Option Added for Purchased Service AMT - 19466 .......................................... 13 Enabling the NPI at Enterprise and System Levels - 20355 ................................................. 13 New EDI File Option - 21051 ............................................................................................... 13 Distributing Claim-Level Adjustments - 21912.................................................................... 13 New Claim Edits - 23558 ...................................................................................................... 14 NPI Usage for DME Billing - 23906 .................................................................................... 14 New Claim Printing Option for CMS 1500 - 27585 ............................................................. 15

EMR Enhancements 16 New Options for Enterprise Chart - 17900 ........................................................................... 17 Support of Cardiac Science Equipment - 19942 ................................................................... 17 Support of Silex Biometric Devices - 20915 ........................................................................ 17 EDS Supports Practice and System Level Templates - 21013.............................................. 18 Removed Search Dialogs from Faxing - 22185 .................................................................... 18 Saving the Provider Record Before SureScripts Enrollment - 22460................................... 18

Contents

Auto Mode Added for Document Import - 23063 ................................................................ 18 ICS Support in PatientSync - 23493 ..................................................................................... 19 CMP Size Report - 23809 ..................................................................................................... 19 Support of NIDEK Equipment - 24080................................................................................. 19 RTF File Monitor - Tracing Option - 24292 ......................................................................... 19 Added Point-and-Click Text Tool - 24354 ........................................................................... 19 Improved Speed of the Image Conversion Process - 24385 ................................................. 20 Advanced Diagnosis Search - 24507 .................................................................................... 20 Use of AccuSoft Version 15 - 24872, 24870 ........................................................................ 20 Enhanced Matching of Lab Results - 24977 ......................................................................... 20 Validation Check Added to Patient_Procedure Record - 25620........................................... 20 Added User/Practice Name to the Status Bar - 26126 .......................................................... 21 Require Sig Code or Sig Description for eRx - 26187.......................................................... 21 Use of Non-Numeric Quantity for eRx - 26189.................................................................... 21 Ability to Reassign Task Recipients - 26722 ........................................................................ 21 Added Support of NIDEK ARK-530A Autorefractor - 27012 ............................................. 21 Added Diagnosis Search to the Search Mode Menu - 27117 ............................................... 21

Template Editor Enhancements 22 Template Editor - Ability to Copy Extended Views - 23447................................................ 23 Update Template Navigation - 24077 ................................................................................... 23 Template Editor - KBM Templates Lockdown - 24078 ....................................................... 23 Patient Procedure Performance - 24106................................................................................ 23 Template Editor Status Bar - 27235...................................................................................... 24

Document Builder Enhancements 25 Auto Mode Added for Document Import - 23063 ................................................................ 26 Added Documents Level Security - 26114 ........................................................................... 26

File Maintenance Enhancements 27 Charge Entry and Risk Adjusted Diagnoses - 15772............................................................ 28 New Items in Data Repository - 20846, 23089..................................................................... 28 Importing Practice-level Information - 21413 ...................................................................... 29 NPI Entry Validation - 21878 ............................................................................................... 29 Web Service Configuration Master File - 23102 .................................................................. 30 Field Locator 51 Field Supports 15 Characters - 23546 ....................................................... 30 Default Library Selection in the ICD9/CPT4 Update Utility - 24623 .................................. 30 New Supernumerary Tooth Codes – 26052 .......................................................................... 31

Faxing Enhancements 32 Changed Field Label on the Provider Search Window - 21801............................................ 33 Faxing Service Manager Redesign - 23718, 23723, 23868, 24025, 24464, 24755, 24757, 25325, 25449, 25512............................................................................................................. 33

System Administrator Enhancements 34 Deleting Active Stations - 22714 .......................................................................................... 35 Deactivating Users Replaces Deleting Users from All Groups - 25056 ............................... 35

iv


v

License Manager 36 New Product Licenses - 23778, 23780.................................................................................. 37

ICS Enhancements 38 Machine Name Added to Remote Scanning Services List - 19974 ...................................... 39 Image Full Screen Option Removed - 21810........................................................................ 39 Document Type List Expanded to 1000 Items - 23903 ........................................................ 39 Option to Synchronize ICS and EMR Across Practices - 23979 .......................................... 39 Ability to Print Each Page of a Document Individually - 24303 .......................................... 39 Despeckle Feature Returned to ICS Viewer - 24644 ............................................................ 40 Maximum Number of Remote Scanning Services - 25260................................................... 40

Optik Enhancements 41 VisionWeb Integrated with Optik Application - 20348 ........................................................ 42 Ability to Charge for Eyeglass Balance Lenses - 20354....................................................... 43 New Optik Reports - 24779 .................................................................................................. 43 Optik Report Removed - 26159 ............................................................................................ 43 Enhanced Optik Reports - 27837 .......................................................................................... 43

NextMD Enhancements 48

Additional Release Information 49 Added Auto Create Encounter User Preference.................................................................... 50 CCHIT Requirements............................................................................................................ 50 Include Patient Variables ...................................................................................................... 50 Syncing Your Letters ............................................................................................................ 50

Index 51


1

The release notes for version 5.4.29 describe all the enhancements that have been made since the last published version, 5.4.28. Previous versions of the release notes can be viewed or downloaded from our Web site at www.nextgen.com.

The 5.4.29 release notes include enhancements for the following applications:

EPM

EMR

Template Editor

Document Builder

File Maintenance

Faxing

System Administrator

License Manager

ICS

Optik

NextMD

An Additional Release Information section follows the enhancements.

Overview of NextGen 5.4.29

0BOverview of NextGen 5.4.29

2

Vista Compatibility - 23587 All of the NextGen applications and utilities, version 5.4.29 and higher, support Microsoft Windows Vista operating system.

Important: You MUST disable User Account Protection (UAC) for Vista (Group policy and/or individual PC) prior to upgrading to NextGen 5.4.29.

To Disable UAC for Vista for large networks:

1 Click Start. 2 Select All Programs > Run. You are prompted with the Run dialog.

3 Enter gpedit.msc and click OK. You are prompted with the Permissions dialog.

4 Click Continue. You are prompted with the Group Policy Object Editor window.

5 Browse to Computer Configuration > Windows Settings > Security Settings > Local Policies > Security Options.

6 In the window on the right of the Group Policy Object Editor dialog box, locate the User Access Control policies and disable all of the highlighted policies, as shown in the following example.

To Disable UAP for Vista for individual workstations:

7 Click Start. 8 Select All Programs > Run. You are prompted with the Run dialog.


3

9 Enter msconfig and click OK. You are prompted with the Permissions dialog.

10 Click Continue. You are prompted with the System Configuration window.

11 Select the Tools tab.

12 Locate and select Disable UAP (UAP might change to UAC in next Vista beta builds and in the RTM version).

Note: You can re-enable UAP by selecting the Enable UAP line and then clicking the Launch button.

13 Click the Launch button.

A CMD window is prompted. Once the command is done, you can close the window.

14 Close the System Configuration window.

15 You MUST restart your workstation in order for the changes to apply.

1BEPM Enhancements

4

Release 5.4.29 includes several enhancements for NextGen® EPM. This section explains each of these enhancements.

In This Section Use CLP02 Element to Determine COB - 20558 .......................................................... 5 Ability to Use People Lookup with Person Merge - 20820........................................... 5 Search Ahead Limited to Open Slots - 21064 ............................................................... 5 Enhanced Event Chain Interval Settings - 21458 .......................................................... 5 Enhanced Encounter Note Email Function - 22205 ...................................................... 6 Description Fields Added to Payment Ledger - 22265.................................................. 6 Alert for Pending EMR Charges - 22941 ...................................................................... 7 Enhanced Appointment List Lookup - 23086................................................................ 7 Location-Specific Logos for Statements and Fee Tickets - 23087................................ 8 Override Policy Number on Fee Tickets - 23749 .......................................................... 8 Setting a Maximum Amount for Charge Entry - 24186 ................................................ 9 Significant Events Created for Person Searches - 24848............................................... 9 Patient Balance Includes Encounters Without Charges - 25191 ................................... 9 NPI Column Added to Reports - 25543 ........................................................................ 9

EPM Enhancements


5

Use CLP02 Element to Determine COB - 20558 When the primary and secondary payers on an encounter have the same ERA Payer Number, the ERA Import function now uses the CLP02 element to determine which COB to use.

Ability to Use People Lookup with Person Merge - 20820 You can now perform a people lookup search with the Person Merge feature for situations when the pre-populated search scenarios do not apply. Clicking the Exact People button initiates People Lookup for the merge.

Search Ahead Limited to Open Slots - 21064 When the application is configured to permit only one appointment per slot, the Appointment Search Ahead feature no longer returns appointment slots that have an appointment booked. Previously, the Appointment Search Ahead returned all the slots that met the search criteria. The Appointment Search Ahead limits the slots it returns to open slots regardless of whether the appointment event is allowed in the slot category or not.

Enhanced Event Chain Interval Settings - 21458 There are now no limits to the number of minutes or hours you can enter when you configure event chain intervals. Previously, the number of minutes you could enter was limited to 60 and the number of hours you could enter was limited to 24.

1BEPM Enhancements

6

Enhanced Encounter Note Email Function - 22205 When you email an encounter note, the application now appends the encounter number to the end of the email subject.

Description Fields Added to Payment Ledger - 22265 The Inv Des 1 and Inv Desc2 charge description fields have been added to the Payment Entry dialog box. These fields display when you select Invoice in the Source field.


7

Alert for Pending EMR Charges - 22941 When the Enterprise Preference, "EMR Manual Charge Processing," is activated and you access a patient chart for a patient who has pending charges, the application now displays an alert to indicate that there charges are waiting to be accepted. Previously, the application displayed an alert about pending EMR charges only when you accessed the Charge Posting dialog box for a specific patient encounter.

Enhanced Appointment List Lookup - 23086 When you search for existing appointments using the Appointment List lookup feature, you can now search by:

Medical Record Number

Person Number

Other ID Number

1BEPM Enhancements

8

Location-Specific Logos for Statements and Fee Tickets - 23087 You can now import logos for locations in the Image Explorer tool of the EPM application. You can apply and print location-specific logos for fee tickets and statements. When printing fee tickets, the application determines if a location-specific log exists and if it does, it prints that logo instead of the practice logo.

The application prints location-specific logos for statements when one of the following conditions is true:

The statement options are set to Print One For Each Location.

The statement options are not set to Print One For Each Location, but all the encounters on the statement are for the same location.

Reference: See the EPM User Guide for instructions on importing logos for locations.

Override Policy Number on Fee Tickets - 23749 The application now displays the override policy number on fee tickets when the patient is not the subscriber.


9

Setting a Maximum Amount for Charge Entry - 24186 The Maximum extended charge amount option has been added to Practice Preferences to enable you to prevent the entry of incorrect prices during charge entry. You can now enter a maximum amount permitted in the Maximum extended charge amount field, which is located on the Charge Entry tab of Practice Preferences. When the option is set and a user manually types a line item charge amount in EPM Charge Posting that is higher than the Maximum extended charge amount value, the EPM application displays a warning and does not save the charge amount.

The Maximum extended charge amount setting does not affect SIM groups, event SIMs, or any charge entered from the EMR application, the Optik application, or any other external application that submits charges. The purpose of the feature is to prevent keying errors in the EPM Charge Posting dialog box.

Significant Events Created for Person Searches - 24848 The application was updated so that when you search for a person/patient, the application records the search criteria through significant events - if the event is enabled. For example, if you search for John Doe with a birth date of 01/01/1950, the application stores a significant event of (Last): Doe, (First): John, (DOB): 01/01/1950 in the sig events table. You can view the results by running the General > Sig Events report.

Patient Balance Includes Encounters Without Charges - 25191 The application has been updated so that the Patient Balance dialog box now shows encounters that had no charges against them. Previously, the Patient Balance dialog box displayed only encounters with charges.

NPI Column Added to Reports - 25543 In File Maintenance, the following reports were modified to include columns for NPI and DME NPI fields where appropriate:

DME Master Information

Group

Location

Practice Listing

Provider Information Listing

Provider UPIN Listing

UB92 Payer/Location Information

2BEPM Claims Enhancements

10

Release 5.4.29 includes several claims-related enhancements for NextGen EPM. This section explains each of these enhancements.

In This Section Enhanced Chiropractic Billing - 2780 ......................................................................... 11 Support for National Drug Codes - 3997..................................................................... 11 New UB04 Claim Form - 14429 ................................................................................. 11 Support for Eight Diagnoses on Claims - 15772 ......................................................... 12 New Payer Option Added for Purchased Service AMT - 19466................................. 13 Enabling the NPI at Enterprise and System Levels - 20355........................................ 13 New EDI File Option - 21051 ..................................................................................... 13 Distributing Claim-Level Adjustments - 21912 .......................................................... 13 New Claim Edits - 23558 ............................................................................................ 14 NPI Usage for DME Billing - 23906........................................................................... 14 New Claim Printing Option for CMS 1500 - 27585.................................................... 15

EPM Claims Enhancements


11

Enhanced Chiropractic Billing - 2780 For chiropractic billing, you have the option to populate the 837 file with the initial treatment date. When you enter a date in the Initial Treatment Date field on the Encounter Maintenance dialog box and generate an electronic claim, the application automatically populates the DTP segment in the 2300 loop as follows:

DPT01 with a qualifier of 454

DTP02 with the initial treatment date

Support for National Drug Codes - 3997 The application now has electronic and paper support for National Drug Code (NDC) information (837 CTP and LIN segments). You can now add NDC information to a SIM and enable the NDC for claims. The following changes have been made:

The Narrative tab on the Service Item Library Maintenance dialog box is now the Other tab. Fields added to the Other tab are: National Drug Code, Basis of Measure, and Drug Unit Count.

To enable the NDC for electronic claims, the new Enable NDC coding for electronic claims check box was added to the Payer Defauts-2 tab.

To accommodate 1500 paper claims, the new Claim Printing Library selection of NDC Code, else Narrative was added to the option [19] Reserved for Local Use.

If the NDC information is entered in the SIM library and either the new payer option or the new claim print option is enabled, the NDC information is included on the claim for those SIMs.

New UB04 Claim Form - 14429 A new UB04 claim form has been added to the application. The old UB92 form is still available for use as we make the transition from the old to the new form. You can submit institutional paper claims on the form required by the payer. Medicare requires the new form by May 23, 2007.

The following changes have been made to the application to accommodate the new UB04 claim form:

Changed the references for UB92 Claims in the application to UB Claims to accommodate both form types. The changed areas include:

Practice Preferences, Claims tab Payer master, System Parameters tab Payer master, Practice Parameters tab, Claims sub-tab Payer master, Practice Parameters tab, Secondary References sub-tab


12

Payer master, Practice Parameters tab, UB92 tab – renamed to UB Claims Changed the Payer master, Practice Parameters tab, UB Claims sub-tab to remove FL

labels and use only descriptions. This change applies to fields where the form locator numbers are different between the two forms. These fields include:

Populate Locator 17 changed to Populate Admission Date Include CPT4 Modifiers in Field Locator 44 changed to Include CPT4 Modifiers Field Locator 7 changed to Field Locator 7 (UB92 only) Field Locator 19 changed to Admission Type Field Locator 43 changed to Code Description Field Locator 50 Addt changed to Payer Additional FL50 Field Locator 56 changed to Other Prov ID Field Locator 79 changed to Field Locator 79 (UB92 only) Field Locator 82 changed to Attending Provider Field Locator 83 changed to Other Provider Field Locator 85 changed to Field Locator 85 (UB 92 only)

Added a new provider field, Operating Provider, to the Payer master, Practice Parameters tab, UB Claims sub-tab. This field is only functional for UB04 paper claims and electronic claims.

Changed the Claim Printing Library to accommodate both forms. A new UB Claims box, added to the top of the Claim Printing dialog box, enables you to select either UB92 or UB04. Options that display in the library depend on the form selected. Only options associated with that form display. Options for UB92 claims have not changed.

Added options to the Claim Print Library for the UB04 form.

Added new paper claims qualifier settings to the Payer master file, System tab to accommodate qualifiers on the new form. The additions include:

FL 76-Attending Prov Qualifier FL77-Operating Prov Qualifier FL78- Other Prov Qualifier FL81-CC-Code Code Qualifier

Enhanced the Claim Request Lookup dialog box to provide the capability to differentiate between the old form and the new form when looking up paper claims. When the Media Type field is set to paper, options for UB04 and CMS 1500 are added to the Claim Form drop-down list.

NDC Options Added to CMS 1500 – 14430 The following options have been added to box 24 Supplemental charge-related data to display above line:

NDC number and description/ Drug units(N4/Basis of Measure)

NDC(N4/Basis of Measure), else Anesthesia Begin/End(7), else Narrative(ZZ)

NDC(N4/Basis of Measure), else Anesthesia Begin/End/Time(7), else Narrative(ZZ)


13

Support for Eight Diagnoses on Claims - 15772 New functionality has been added to support eight diagnoses on all claims except 1500 claims. The following areas in claims have changed:

Increased the number of diagnoses on a claim to eight diagnoses without a claim break. To enable this, select the Allow eight diagnoses and the Disable diagnosis claim break check boxes on the Claims tab in Practice Preferences.

Added a warning that displays on the Claim Production Status report when:

An electronic claim has more than four diagnoses and the Allow eight diagnoses check box on the Claims tab in Practice Preferences is not checked

Creating a HCFA or CMS 1500 claim with more than four diagnoses

New Payer Option Added for Purchased Service AMT - 19466 A new option, Enable PS1 Segment for Electronic Claims, has been added to the Payer Defaults 2 tab of the Modify Payer Information dialog box. This option populates the Purchase Service Amount in the 2400 loop/PS1 segment.

Enabling the NPI at Enterprise and System Levels - 20355 Previously, you enabled the NPI only at the global level via the submitter profile. Now, if you submit claims to a clearinghouse and some payers accept the NPI while others do not, you can override the submitter profile option in the Payer master file by selecting an option in the Enable NPI on electronic claims field at either the system or practice level.

The effect of override depends on where you select it in the Payer master file:

System level - The payer master file setting on the System Parameters tab overrides the submitter profile setting for enabling the NPI.

Practice level - The payer master file setting on the Practice Parameters > Other tab overrides both the submitter profile setting and the system level setting.

New EDI File Option - 21051 An option has been added to the 837 Electronic File Creation dialog box to enable you to limit your search to pending claims with ERA information. When the option, ERA Posted Charges Only, on the Advanced tab is checked, only secondary claims in the file that that have ERA activity from the primary payer display in the search results.

Distributing Claim-Level Adjustments - 21912 On the Payer master file > Practice Parameters tab > ERA Tab, you can now select the Distribute claim-level adjustments check box to allow distribution of claim-level adjustments for ERA import.


14

New Claim Edits - 23558 You can activate claim edits that check for missing NPI values. These edits check that if there is a provider, that there is also a related provider-level NPI in the claim data. If there is no NPI, an edit generates. The following table contains the new claim edits that check for missing NPIs:

ID Claim Edit Description Applicable To

Claim Field

212 Group Provider NPI required.

Add the Group Provider's NPI. Group Master NM1

213 Rendering Provider NPI required.

Add the Rendering Provider's NPI.

Provider Master

NM1

214 Referring Provider NPI required.

Add the Referring Provider's NPI.

Provider Master

NM1

215 Service Location NPI required.

Add the Service Location's NPI. Location Master

NM1

216 Supervising Provider NPI required.

Add the Supervising Provider's NPI.

Provider Master

NM1

NPI Usage for DME Billing - 23906 You can now use the NPI for DME billing so that it affects:

All practices

Specific practices

A location associated with multiple practices

A location associated with one practice

The DME NPI overrides provider and group NPIs.

According to the following order, the first DME NPI field that has NPI in it is the one used for DME billing. Any NPIs lower in the hierarchy are ignored.

1 DME Regions Master > Practice tab

2 Location Master > Practice tab

3 Location Master > Location Defaults tab

4 Practice Master > Practice Defaults tab

5 DME Regions Master > System tab

If no DME NPI exists, then the NPI in the provider master or group master is used


15

New Claim Printing Option for CMS 1500 - 27585 A new Claim Printing option, [32-b & 33-b] Add space between qualifier and data has been added for CMS 1500 claims on the Common Rules tab. When this option is checked, it adds a space between the qualifier and data for boxes 32-b and 33b.

3BEMR Enhancements

16

Release 5.4.29 includes several enhancements for NextGen® EMR. This section explains each of these enhancements.

In This Section New Options for Enterprise Chart - 17900.................................................................. 17 Support of Cardiac Science Equipment - 19942.......................................................... 17 Support of Silex Biometric Devices - 20915............................................................... 17 EDS Supports Practice and System Level Templates - 21013 .................................... 18 Removed Search Dialogs from Faxing - 22185........................................................... 18 Saving the Provider Record Before SureScripts Enrollment - 22460.......................... 18 Auto Mode Added for Document Import - 23063....................................................... 18 ICS Support in PatientSync - 23493............................................................................ 19 CMP Size Report - 23809............................................................................................ 19 Support of NIDEK Equipment - 24080 ....................................................................... 19 RTF File Monitor - Tracing Option - 24292................................................................ 19 Added Point-and-Click Text Tool - 24354.................................................................. 19 Improved Speed of the Image Conversion Process - 24385........................................ 20 Advanced Diagnosis Search - 24507........................................................................... 20 Use of AccuSoft Version 15 - 24872, 24870............................................................... 20 Enhanced Matching of Lab Results - 24977................................................................ 20 Validation Check Added to Patient_Procedure Record - 25620 ................................. 20 Added User/Practice Name to the Status Bar - 26126................................................. 21 Require Sig Code or Sig Description for eRx - 26187 ................................................ 21 Use of Non-Numeric Quantity for eRx - 26189 .......................................................... 21 Ability to Reassign Task Recipients - 26722............................................................... 21 Added Support of NIDEK ARK-530A Autorefractor - 27012.................................... 21 Added Diagnosis Search to the Search Mode Menu - 27117 ...................................... 21

EMR Enhancements


17

New Options for Enterprise Chart - 17900 NextGen EMR has been enhanced to include optional Enterprise Chart functionality. The Enterprise Chart option facilities a multi-chart view of patient clinical data from multiple practices at the same time.

Important: The Enterprise Chart is a permanent option. Once you decide to enable the Enterprise Chart you cannot turn it off.

When you enable the Enterprise Chart functionality, you have an additional option to enroll all existing patients, as well as default the enrollment of all new patients, into the Enterprise Chart.

Reference: For more information on how to enable the Enterprise Chart functionality, refer to the latest available NextGen Administrator Guide.

The Enterprise Chart option is designed to allow viewing of patient clinical data across the entire Enterprise. Once enabled, Enterprise Chart performs all of the following functions:

displays the entire medical history of all enrolled patients from all of the practices in your Enterprise (all of the displayed data is in the form of Enterprise Locked Encounters);

does not allow modification and/or addition of new data for out of Practice Encounters;

Drug and Allergy Interactions and Contraindications checks across the entire Enterprise.

Reference: For more information on Enterprise Chart functionality, refer to the latest available EMR User Guide.

Support of Cardiac Science Equipment - 19942 NextGen EMR has been enhanced to support Cardiac Science Quinton and Burdick ECG equipment. The interface is implemented via the Integrated Equipment Module exactly like all other previously supported ECG equipment.

Support of Silex Biometric Devices - 20915 NextGen EMR 5.4.29 has been enhanced to support the following Silex Biometric Authentication devices:

1 S1

2 COMBO-Mini

3 FIC-200

3BEMR Enhancements

18

4 FUS-200N

5 MUSB200-COMBO

EDS Supports Practice and System Level Templates - 21013 The Enterprise Data Sharing solution has been enhanced to support use of Practice and System Level Templates in the EDS Form Sets available for import and export.

Removed Search Dialogs from Faxing - 22185 The NextGen faxing functionality has been enhanced by removing all Search dialogs that preceded the Send Fax window. The Send Fax window has been changed to default the Destination field based on the last selection made by you for the type of the item being faxed. For example, if you have faxed a medication to a specific Pharmacy, next time you access the Send Fax window in order to fax a medication, the Destination drop-down automatically selects Pharmacy.

The Destination drop-down is populated with the following logic:

Provider: The Rendering Provider for the encounter that the item is faxed from.

Location: All service locations of the current Practice. In case of the NextGen Optik, only those service locations that are marked as Optical in the current Practice are displayed.

Payer: The current Payer(s) assigned to the Patient, including those attached to the Patient's Employer.

Pharmacy: Primary and Secondary Pharmacy for the Patient.

Employer: All Employers assigned to the Patient.

Physician: The Referring Physician for the Encounter and the Primary Care Physician.

Saving the Provider Record Before SureScripts Enrollment - 22460 In File Maintenance, when you enroll a provider in the SureScripts Network, the provider record is automatically saved when you click the Enroll menu option. In previous versions, you had to click OK to save the provider record before you attempted SureScripts enrollment.

Auto Mode Added for Document Import - 23063 An 'auto mode' has been added to the document import feature of the Document Builder application. The auto mode enables you to import multiple documents without the need to manually intervene.


19

ICS Support in PatientSync - 23493 NextGen EMR PatientSync has been enhanced to support synchronization of ICS images and data between the "Master" and the "Remote: NextGen databases.

CMP Size Report - 23809 Because in some cases total size of the files converted from .cmp format into JPG2000 could have a dramatic increase, the NextGen EMR Image Converter Utility has been enhanced to display the expected size of all files after the conversion process through the Conversion Report available after you run the Conversion Simulation. The report indicates the CMP Approximate Size as well as the JP2 Approximate Size.

Support of NIDEK Equipment - 24080 NextGen EMR Optical Interface has been enhanced to support NIDEK Lensmeter models LM-1200, LM-1000, and LM-1000P.

RTF File Monitor - Tracing Option - 24292 NextGen EMR File Monitor Utility has been enhanced to include Tracing option that allows you to trace the entire operation of the utility. If enabled, Tracing inserts an individual entry into the RTF File Monitor's Log File for each step that the utility performs. This option is usually meant to be used in order to determine cause of an unexpected error and/or issue.

Important: Tracing option should be enabled ONLY if requested by a representative of the NextGen Healthcare Customer Support Department.

Added Point-and-Click Text Tool - 24354 The NextGen EMR Imaging Module has been enhanced with the Point-and-Click Text tool which allows you to insert specific text a multiple number of times with a single click.

Reference: For more information, refer to the latest available NextGen EMR User Guide.

3BEMR Enhancements

20

Improved Speed of the Image Conversion Process - 24385 The NextGen EMR Image Converter Utility has been enhanced to improve the speed of the .cmp image conversion process. Starting with version 5.4.29 you are able to override the network image path with a local path, thus greatly improving the time it takes to convert all of the pertinent images.

Reference: For more information, refer to the latest NextGen EMR Image Converter Utility Guide or NextGen EMR User Guide.

Advanced Diagnosis Search - 24507 The NextGen EMR Diagnosis Search functionality has been upgraded to allow additional search options:

Start with,

Contains,

At Least One Word,

All Words.

Moreover, you are able to set up specific user-defined searchable Key Terms for each particular diagnosis.

Reference: For more information on how to use Advanced Diagnosis Search, refer to the latest available NextGen EMR User Guide.

Use of AccuSoft Version 15 - 24872, 24870 The NextGen EMR Imaging Module and Image Converter Utility have been upgraded to support AccuSoft Lead Tools Version 15.

Enhanced Matching of Lab Results - 24977 LabAssign has been updated to manually match lab results with enterprise and practice ID based on current login instead of patient picked from Person Lookup dialog box.

Validation Check Added to Patient_Procedure Record - 25620 Add a validation check to insure patient_procedure record is inserted into patient's chart and is and saved into the holding tank.


21

Added User/Practice Name to the Status Bar - 26126 The Status Bar in the NextGen EMR has been enhanced to display User and Practice Name corresponding with the credential used to login into the application.

Require Sig Code or Sig Description for eRx - 26187 The EMR eRx Electronic Prescription functionality has been changed to require use of either a Sig Code or a Sig Description for a medication that is electronically submitted via SureScripts' integration. The following logic is used:

If you do not enter a Sig Description, the pertinent Sig Code is submitted instead.

If you do not enter a Sig Description or a Sig Code, you are prompted with a warning dialog that reminds you that Sig is a mandatory field and you are required to fill out Sig Code and Sig Description prior to submitting the selected medication for eRx.

Use of Non-Numeric Quantity for eRx - 26189 The EMR eRx Electronic Prescription functionality has been changed to prompt you with an error dialog if you attempt to electronically submit a medication with a non-numeric value in the Quantity field. You are able to either change the value in Quantity field to a numeric one or fax/print the prescription instead.

Ability to Reassign Task Recipients - 26722 The Workflow Module of the NextGen EMR has been enhanced to allow reassignment of To Do List Tasks to a different user(s).

Added Support of NIDEK ARK-530A Autorefractor - 27012 NextGen EMR Optical Interface has been enhanced to support NIDEK ARK-530A Autorefractor.

Added Diagnosis Search to the Search Mode Menu - 27117 In order to comply with the requirements of the Certification Commission for Healthcare Information Technology (CCHIT), the Search Mode functionality in the NextGen EMR has been enhanced to allow Diagnosis Search.

4BTemplate Editor Enhancements

22

Several enhancements were incorporated into Template Editor for this release. This section explains each of these enhancements.

In This Section Template Editor - Ability to Copy Extended Views - 23447 ...................................... 23 Update Template Navigation - 24077.......................................................................... 23 Template Editor - KBM Templates Lockdown - 24078.............................................. 23 Patient Procedure Performance - 24106 ...................................................................... 23 Template Editor Status Bar - 27235 ............................................................................ 24

Template Editor Enhancements


23

Template Editor - Ability to Copy Extended Views - 23447 NextGen EMR Template Editor has been enhanced to allow copying of Extended View type of Templates. The new functionality supports both the Demographic Extended Popup Views and the Medical Records Extended Popup Views.

Update Template Navigation - 24077 The NextGen EMR Template Editor has been enhanced to allow user-defined update of the Template navigation links. When you save a KBM Template as a user-defined Template, you are able to update all pertinent Template Triggers referencing the original KBM Template to launch the new user-defined Template, as well as restore all navigation links to point back to the original KBM Template.

Important: This functionality is available ONLY if you have NextGen EMR 5.4.29 or higher AND KBM 7.5 or higher.

Template Editor - KBM Templates Lockdown - 24078 In order to maintain the structural integrity and proper navigation, the NextGen EMR Template Editor functionality has been changed to prevent any user-defined modification of the KBM Templates. All of the KBM Templates are "locked down" based on the following scenarios:

New 5.4.29 NextGen EMR installation,

Upgrade to NextGen EMR version 5.4.29 or higher with upgrade to KBM version 7.5 or higher,

Upgrade to NextGen EMR version 5.4.29 or higher with migration to KBM version 7.5 or higher.

Note: KBM must be in a lockdown state in order for this functionality to work.

Reference: For more information, refer to the latest available NextGen Template Editor Guide or any appropriate KBM documentation.

Patient Procedure Performance - 24106 The performance of the Patient Procedure Trigger improves when you select the new Cache Procedure Charge Object check box on the General tab of Practice Preferences in File Maintenance. The check box causes the information to cache in memory.

4BTemplate Editor Enhancements

24

Template Editor Status Bar - 27235 NextGen EMR Template Editor has been enhanced to include the display of the type of Template currently open (KBM or User), as well as the Mode the application is currently in (User or Admin) in the Status Bar. Both items are available after the KBM Lockdown.


25

Release 5.4.29 includes several enhancements for NextGen® Document Builder. This section explains each of these enhancements.

In This Section Auto Mode Added for Document Import - 23063....................................................... 26 Added Documents Level Security - 26114.................................................................. 26

Document Builder Enhancements

5BDocument Builder Enhancements

26

Auto Mode Added for Document Import - 23063 An 'auto mode' has been added to the document import feature of the Document Builder application. The auto mode enables you to import multiple documents without the need to manually intervene.

Added Documents Level Security - 26114 NextGen EMR has been enhanced to enable user security for individual NextGen Documents. Users will need to have proper permission to generate and work with specific documents at run-time. All of the existing Documents are defaulted to have full permission User Rights.

Reference: For more information, refer to the latest available NextGen EMR User Guide and the latest available NextGen Administrator Guide.


27

Several enhancements were incorporated into the File Maintenance for this release. This section explains each of these enhancements.

In This Section Charge Entry and Risk Adjusted Diagnoses - 15772 .................................................. 28 New Items in Data Repository - 20846, 23089 ........................................................... 28 Importing Practice-level Information - 21413............................................................. 29 NPI Entry Validation - 21878...................................................................................... 29 Web Service Configuration Master File - 23102......................................................... 30 Field Locator 51 Field Supports 15 Characters - 23546.............................................. 30 Default Library Selection in the ICD9/CPT4 Update Utility - 24623 ......................... 30 New Supernumerary Tooth Codes - 26052 ................................................................. 31

File Maintenance Enhancements

6BFile Maintenance Enhancements

28

Charge Entry and Risk Adjusted Diagnoses - 15772 In Practice Preferences, the Charge Entry Options section that was on the General tab is now on the new Charge Entry tab.

You can now increase the number of diagnoses from four to eight on the Charge Entry window in EPM by selecting the Allow eight diagnoses check box on the Claims tab in Practice Preferences.

In File Maintenance, you can indicate that an ICD9CM code is a risk adjustment diagnosis code. Then, when a risk adjusted code is used in EPM, the letter "R" displays next to the code. To set the indicator, you must enable the indicator by selecting the Differentiate Risk Adjusted diagnoses check box on the Charge Entry tab of Practice Preferences. Then you set the Risk Adjust Indicator for ICD9CM codes in the ICD9CM master file.

The Risk Adjustment Indicator appears on:

The Diagnosis Codes Library report in File Maintenance.

The ICD9CM Code Master report in File Maintenance.

All EPM reports that contain diagnoses.

New Items in Data Repository - 20846, 23089 For Form and Label templates, the Data Repository contains the following changes:

A new category, Interface Information, contains the Encounter Integer ID data field that represents a unique ID number generated at time of encounter creation. When used on a form template, the data field creates a bar code that represents the unique encounter ID that is created to be used by the Rosetta Interface. The bar code can be read by CodeScan® software.

The number of diagnosis data fields available under the Fee Ticket Options category has been increased from the last four diagnoses to the last nine. The new data fields are:

Prev Diag Code and Desc 5 Prev Diag Code and Desc 6 Prev Diag Code and Desc 7 Prev Diag Code and Desc 8 Prev Diag Code and Desc 9


29

Importing Practice-level Information - 21413 You can import information from one practice to another to avoid repeatedly entering the same data in multiple practices. You import the information on the new Import tab on the Add/Modify Practice Information dialog box in File Maintenance. Importing information is useful if you create practices and want some master file data to be the same among them. You can import the following master file data, which appends to existing data:

Practice-specific sections of all Payer master files.

Practice Preferences, including Letters and Dunning Messages (location-specific settings do not import).

Contract Edits do not import because they pertain to security. Library information does not import.

Practice-level master files (location, event, or resource-specific settings do not import).

Dunning Messages – This option is automatically selected if you select Practice Preferences.

Groups – Location information is not imported. Letters – This option is automatically selected if you select Practice Preferences. Marketing Plans Patient Statuses Recall Plans, including Letters. Event, Resource, and Location information is not

imported. Report Types

You cannot import the following master files:

Task Types

Appointment Reminders

Letter Types, because they are already preinstalled.

NPI Entry Validation - 21878 When you enter a National Provider ID number in any of the NPI fields in the master files and try to save it, the application verifies that the NPI is valid according to the specifications detailed in the Final Rule for the Standard Unique Health Identifier for Health Care Providers (69 FR 3434), which was published on January 23, 2004.

6BFile Maintenance Enhancements

30

Web Service Configuration Master File - 23102 The Web Service Configuration master file has been added to the File Maintenance application. This master file displays only if you have a license for the Optik application. It holds the configuration profile for each web service (if any) that your practice has licensed for use with the Optik application.

Field Locator 51 Field Supports 15 Characters - 23546 On the Add/Modify Payer Information dialog box > Practice Parameters tab > UB92 tab, the Field Locator 51 field now supports a maximum of 15 characters. In previous versions of File Maintenance, 13 characters was the maximum.

Default Library Selection in the ICD9/CPT4 Update Utility - 24623 The NextGen ICD9/CPT4 Update Utility has been enhanced to allow you selection of a default Diagnosis Code and/or Service Item Libraries during the update process.

Important: You must be sure which Diagnosis Code Library and/or Service Item Library you are using as the system wide default and wish to be updated.

If you select a user-defined default Diagnosis Code Library or a user-defined Service Item Library, the NextGen default Diagnosis Code and Service Item Libraries that were provided during the installation are NOT updated.

Note: ONLY the Diagnosis Code Libraries that contain more than 13000 items and Service Item Libraries that contain more than 8000 items are available for selection during the update process.


31

New Supernumerary Tooth Codes – 26052 The Tooth code table in File Maintenance now contains the following 52 additional supernumerary tooth values for billing:

51-Supernumerary 3rd Molar

52-Supernumerary 2nd Molar

53-Supernumerary 1st Molar

54-Supernumerary 2nd Bicuspid

55-Supernumerary 1st Bicuspid

56-Supernumerary Cuspid

57-Supernumerary Lateral Incisor

58-Supernumerary Central Incisor

























AS-Supernumerary 2nd Molar

BS-Supernumerary 1st Molar

CS-Supernumerary Canine(cuspid)

DS-Supernumerary Lateral Incisor

ES-Supernumerary Central Incisor

FS-Supernumerary Central Incisor

GS-Supernumerary Lateral Incisor

HS-Supernumerary Canine(cuspid)

IS-Supernumerary 1st Molar

JS-Supernumerary 2nd Molar

KS-Supernumerary 2nd Molar

LS-Supernumerary 1st Molar

MS-Supernumerary Canine (Cuspid)

NS-Supernumerary Lateral Incisor

OS-Supernumerary Central Incisor

PS-Supernumerary Central Incisor

QS-Supernumerary Lateral Incisor

RS-Supernumerary Canine (Cuspid)

SS-Supernumerary 1st Molar

TS-Supernumerary 2nd Molar

7BFaxing Enhancements

32

Several enhancements were incorporated into NextGen® Faxing for this release. This section explains each of these enhancements.

In This Section Changed Field Label on the Provider Search Window - 21801 .................................. 33 Faxing Service Manager Redesign - 23718, 23723, 23868, 24025, 24464, 24755, 24757, 25325, 25449, 25512 ................................................................................................... 33

Faxing Enhancements


33

Changed Field Label on the Provider Search Window - 21801 The "Name" label on the Provider Search window, available when faxing, has been changed to "Practice Name".

Faxing Service Manager Redesign - 23718, 23723, 23868, 24025, 24464, 24755, 24757, 25325, 25449, 25512 In order to improve performance and usability, the NextGen Faxing Service Manager has been redesigned. The following changes have been made:

NextGen EMR Fax Manager functionality is supported through the Faxing Service Manager.

Developed a new installation package for the Faxing Service Manager.

Renamed Protus IP faxing solution to MyFax.

Redesigned the Configuration dialog.

Added DB check functionality.

Added automatic Log File archiving functionality.

Improved FaxQueue scanning logic.

Changed logic used to refresh Fax Status in the Faxing Service Manager.

Improved visual display of many features within the Faxing Service Manager.

Reference: For specific information on all changes in the NextGen Faxing Service Manager, please read the latest available NextGen Faxing Guide.

8BSystem Administrator Enhancements

34

Several enhancements were incorporated into the System Administrator for this release. This section explains each of these enhancements.

In This Section Deleting Active Stations - 22714................................................................................. 35 Deactivating Users Replaces Deleting Users from All Groups - 25056...................... 35

System Administrator Enhancements


35

Deleting Active Stations - 22714 Under General Options, you can set the new Universal Preference Delete all active stations records greater than 24 hours old so that the nightly job automatically deletes records from the active_station table (which controls single sign-on and patient sync) for active_station records that were orphaned due to abnormally terminating the application.

Deactivating Users Replaces Deleting Users from All Groups - 25056 According to CCHIT requirements, the features for deleting and deactivating users are combined into one "Deactivate" feature, which allows users to be manually and automatically deactivated from all assigned groups. In previous versions, a user could be manually deleted by other users but only automatically deactivated according to settings in the System Administrator application.

9BLicense Manager

36

Release 5.4.29 includes one enhancement for License Manager. This section explains the enhancement.

In This Section New Product Licenses - 23778, 23780 ........................................................................ 37

License Manager


37

New Product Licenses - 23778, 23780 The following licenses have been added:

PatientSync with full-time provider limits

VisionWeb

You can create these licenses in the license utility, as well as view the licenses in License Manager.

10BICS Enhancements

38

Release 5.4.29 includes several enhancements for NextGen® ICS. This section explains each of these enhancements.

In This Section Machine Name Added to Remote Scanning Services List - 19974............................. 39 Image Full Screen Option Removed - 21810 .............................................................. 39 Document Type List Expanded to 1000 Items - 23903 ............................................... 39 Option to Synchronize ICS and EMR Across Practices - 23979................................. 39 Ability to Print Each Page of a Document Individually - 24303................................. 39 Despeckle Feature Returned to ICS Viewer - 24644................................................... 40 Maximum Number of Remote Scanning Services - 25260 ......................................... 40

ICS Enhancements


39

Machine Name Added to Remote Scanning Services List - 19974 The Location column has been added to the Remote Scanning Services List dialog box in the File Maintenance application. The new column displays the name of the machine where the remote scanning service is installed.

Image Full Screen Option Removed - 21810 Because it did not function as designed, the F11 option to resize the ICS Viewer image to full screen has been removed for 5.4.29. This feature could return in a future version of ICS after further development work is completed. For now, you can continue to make the ICS Viewer full screen by maximizing the Viewer window. You can increase the size of the image in the Viewer by using the Viewer's zoom controls.

Document Type List Expanded to 1000 Items - 23903 The Document Type drop-down list that displays when you file a document now displays up to 1000 items. Previously, the list was restricted to only 100 document types.

Option to Synchronize ICS and EMR Across Practices - 23979 You can now configure an enterprise to permit the ICS and EMR applications to synchronize across practices. When you activate the Enterprise Chart option in Enterprise Preferences, you can view an image in EMR that is stored for the ICS application for any of the practices within the enterprise. Previously, there was not a way to view images for a patient in EMR that were maintained by a separate practice within the enterprise.

Note: After you activate the Enterprise Chart option, you cannot turn it off.

Ability to Print Each Page of a Document Individually - 24303 A new option, Print each page individually, has been added to the User Preferences for ICS. When this option is activated and you send a large volume of pages to your printer, the ICS application now breaks each page into a separate print job. Previously, the ICS application created only a single print job for all the pages and this sometimes overwhelmed the available system resources.

10BICS Enhancements

40

Despeckle Feature Returned to ICS Viewer - 24644 The Despeckle annotation option has been returned to the ICS application. This feature was removed previously. You can access the Despeckle feature from the Annotation toolbar.

Maximum Number of Remote Scanning Services - 25260 When you enable Remote Scanning for ICS in Enterprise Preferences, you can now indicate the maximum number of Remote Scanning services that can be created by setting the Max Scanning Services field. This field appears after you activate the Enable Remote Scanning option. Previously, you could not set the maximum number of services allowed.


41

Several enhancements were incorporated into NextGen Optik for this release. This section explains each of these enhancements.

In This Section VisionWeb Integrated with Optik Application - 20348............................................... 42 Ability to Charge for Eyeglass Balance Lenses - 20354 ............................................. 43 New Optik Reports - 24779......................................................................................... 43 Optik Report Removed - 26159................................................................................... 43 Enhanced Optik Reports - 27837................................................................................. 43

Optik Enhancements

11BOptik Enhancements

42

VisionWeb Integrated with Optik Application - 20348 When the VisionWeb service is set up with the new Web Service Configuration master file, the Optik application provides the ability to send Optik orders directly to the VisionWeb site.

Three new buttons display on the Optik order forms when VisionWeb is licensed for your practice.

VisionWeb button

Function

Sends the saved order to the VisionWeb site.

Displays the content of the order being sent to VisionWeb.

Checks for responses from VisionWeb.

Reference: See the NextGen Optik User Guide for details on setting up and using VisionWeb.


43

Ability to Charge for Eyeglass Balance Lenses - 20354 The ability to charge for eyeglass balance lenses has been added to the Optik application. Previously, you could not charge a different amount for a balance lens in an eyeglass order. The Balance Lens tab has been added to the Lens Maintenance master file. On the Balance Lens tab, you can specify whether or not you want to charge the same price as the prescription lens for the balance lens. If you do not want to charge the same price, you can specify the price that you want to use for balance lenses.

Reference: See the NextGen Optik User Guide for details on setting up and charging for balance lenses.

New Optik Reports - 24779 The following reports have been added to the Optik application:

Report Available Criteria Order Deposit Details Location

Optician Last Name Order Date

Order Deposit Summary Location Optician Last Name Order Date

Optik Report Removed - 26159 The Recommended Orders report has been removed from the Optik application. The removal is due to a design decision.

Enhanced Optik Reports - 27837 The following enhancements have been made to the Optik reports:

Report Enhancement Cost of Goods The report was updated to:

Detail accessory orders. Include Category as a criteria


44

Orders Due from Lab The report was updated to:

Display data sorted by laboratory. No longer display canceled and deleted status orders

In addition, the following new criteria were added to the report:

Location Category Lab

Remake The report was updated to sort results by:

Location Remake Reason Patient Last Name Patient First Name

Orders Needed Today The report was updated to:

exclude canceled and deleted status orders grouped by location and then sub grouped by order type sorted by date needed descending order and then by

received date descending order

Accessory Order The report was updated to display the following order information:

Subtotal: (total of all the charges both taxable and non taxable)

Tax Shipping charge Adjustments(both taxable and non taxable Deposit Estimated coverage Total Due


45

Accessory Receipt The report was updated to remove the following information;

Taxable Amount Taxable Adjustment Taxable Sub total Non Taxable Amount Non Taxable Adjustment Non Taxable Sub total

In addition, the report was updated to display the following order information:

Subtotal: (total of all the charges both taxable and non taxable)

Tax Shipping charge Adjustments(both taxable and non taxable) Deposit Estimated coverage Total Due

Inventory Sold The report was updated to include accessory orders.

Order Received but Not Dispensed

The report was updated to include the following criteria:

Order Type Date Received

In addition, the following criteria have been removed from the report:

Order Number Patient First Name Patient Last Name

Inventory In Stock The report has been modified to remove the following criteria:

Original Quantity Remaining BAC SKU

The following criteria have been added:

Brand Invoice

In addition, the column widths have been adjusted so that all data contained within them is now visible.


46

Eyeglass Order Receipt

The report has been modified to display the order charges as follows:

Material Base Rx Options Tint Frame Shipping Tax TOTAL CHARGES Estimated Total Due

Orders Not Dispensed The report has been modified to display the original order that is associated with the Eyeglass and Contact Remake order.

Inventory To Reorder

The report format has been modified to:

Remove the SKU number field and Header from the report

Rename the Total BAC column to ReOrder BAC.

The following criteria have been removed:

Modified Date SKU

Eyeglass Listing The report has been updated to

Add a Remake Order column Highlight the remake order line to indicate a Remake

Order.

Top Ten Sellers The report has been modified to remove the following criteria:

Doctor First Name Doctor Last Name

Optician Productivity Report The report has been modified to include a column titled

"Total." The total that displays in the column is calculated as: Total Order Amount minus Total Order adjustments.

Optik Eyeglass Listing Modified the report to total the order counts by Optician, Location and Report.

Lens Style Analysis The following criteria have been added to or modified:

Order Date Location Optician Last Name Style


47

Lens Prices The report has been updated to display lens price for:

material style prism segment width segment power

In addition, the patient information for all the Optik reports has been updated to include patient age.

12BNextMD Enhancements

48

NextMD has been significantly enhanced to provide new features and to more seamlessly integrate the NextMD application into the NextGen products. This release includes the following changes:

Streamlined and dramatically improved the NextMD Web site enrollment process on both the client and the Web site ends

Implemented a new routing rules engine for routing appointments, medication renewals, communications messages and completed templates. Previously, all communication types were routed directly to the provider. Now, the practice defines complex rules that determine who will receive incoming patient notification messages.

Implemented an Instant Medical History questionnaire engine in the NextMD Web site

Implemented a new templates engine that greatly expands the usability and capability of online forms that have been posted online

Extended and improved the secure communications functionality. Improvements include:

Message attachments Threaded communications Support for inclusion of messages into the patients chart Ability to send a message to multiple recipients

Completely integrated NextMD into the EMR workflow and File Maintenance

Implemented a new practice management feature that gives the practice the ability to administer aspects of the Web site without NextGen personnel interaction, such as adding customer disclaimers, hours of operation, and the name for the practice to the Web site

The newly designed NextMD Web site is described for the patient in the NextMD Patient Guide.

NextMD Enhancements


49

This section includes information about changes and additions to the documentation since the last release. The information may not be specifically for this release, but has been added to the release notes as a means of providing you with the latest documentation changes.

In This Section Added Auto Create Encounter User Preference .......................................................... 50 CCHIT Requirements .................................................................................................. 50 Include Patient Variables............................................................................................. 50 Syncing Your Letters................................................................................................... 50

Additional Release Information

13BAdditional Release Information

50

Added Auto Create Encounter User Preference The NextGen EMR User Preferences has been enhanced to include an option that allows you to choose whether you wish an Encounter to be automatically created upon selection of a patient.

CCHIT Requirements In order to comply with the requirements of the Certification Commission for Healthcare Information Technology (CCHIT), the following features were added to the NextGen EMR:

Ability to add User Define Medication.

Ability to review Patient Allergy.

Requirement to enter Reason for Allergy Deletion.

Include Patient Variables The NextGen EMR Template Import/Export Utility has been enhanced to allow you to include Patient Variables during the export process of selected Templates.

Syncing Your Letters NextGen Healthcare recommends that you sync your letters for EPM in File Maintenance after each upgrade. If you do not, you might receive a sync warning message when you attempt to work with letters in EPM. You can sync all default letters or all letters of a specific type, such as Budget Letters. You can learn how to sync letters in the new section "Syncing Your Letters" in the NextGen 5.4. File Maintenance online help and in the NextGen Administrator Guide in the Master Files - Practice section.


51

A Ability to Charge for Eyeglass Balance Lenses -

20354 • 43 Ability to Print Each Page of a Document

Individually - 24303 • 39 Ability to Reassign Task Recipients - 26722 • 21 Ability to Use People Lookup with Person

Merge - 20820 • 5 Added Auto Create Encounter User Preference •

50 Added Diagnosis Search to the Search Mode

Menu - 27117 • 21 Added Documents Level Security - 26114 • 26 Added Point-and-Click Text Tool - 24354 • 19 Added Support of NIDEK ARK-530A

Autorefractor - 27012 • 21 Added User/Practice Name to the Status Bar -

26126 • 21 Additional Release Information • 49 Advanced Diagnosis Search - 24507 • 20 Alert for Pending EMR Charges - 22941 • 7 Auto Mode Added for Document Import - 23063

• 18, 26

C CCHIT Requirements • 50 Changed Field Label on the Provider Search

Window - 21801 • 33 Charge Entry and Risk Adjusted Diagnoses -

15772 • 28 CMP Size Report - 23809 • 19

D Deactivating Users Replaces Deleting Users

from All Groups - 25056 • 35 Default Library Selection in the ICD9/CPT4

Update Utility - 24623 • 30 Deleting Active Stations - 22714 • 35 Description Fields Added to Payment Ledger -

22265 • 6 Despeckle Feature Returned to ICS Viewer -

24644 • 40

Distributing Claim-Level Adjustments - 21912 • 13

Document Builder Enhancements • 25 Document Type List Expanded to 1000 Items -

23903 • 39

E EDS Supports Practice and System Level

Templates - 21013 • 18 EMR Enhancements • 16 Enabling the NPI at Enterprise and System

Levels - 20355 • 13 Enhanced Appointment List Lookup - 23086 • 7 Enhanced Chiropractic Billing - 2780 • 11 Enhanced Encounter Note Email Function -

22205 • 6 Enhanced Event Chain Interval Settings - 21458

• 5 Enhanced Matching of Lab Results - 24977 • 20 Enhanced Optik Reports - 27837 • 43 EPM Claims Enhancements • 10 EPM Enhancements • 4

F Faxing Enhancements • 32 Faxing Service Manager Redesign - 23718,

23723, 23868, 24025, 24464, 24755, 24757, 25325, 25449, 25512 • 33

Field Locator 51 Field Supports 15 Characters - 23546 • 30

File Maintenance Enhancements • 27

I ICS Enhancements • 38 ICS Support in PatientSync - 23493 • 19 Image Full Screen Option Removed - 21810 • 39 Importing Practice-level Information - 21413 •

29 Improved Speed of the Image Conversion

Process - 24385 • 20 Include Patient Variables • 50

Index

14BIndex

52

L License Manager • 36 Location-Specific Logos for Statements and Fee

Tickets - 23087 • 8

M Machine Name Added to Remote Scanning

Services List - 19974 • 39 Maximum Number of Remote Scanning

Services - 25260 • 40

N New Claim Edits - 23558 • 14 New Claim Printing Option for CMS 1500 -

27585 • 15 New EDI File Option - 21051 • 13 New Items in Data Repository - 20846, 23089 •

28 New Optik Reports - 24779 • 43 New Options for Enterprise Chart - 17900 • 17 New Payer Option Added for Purchased Service

AMT - 19466 • 13 New Product Licenses - 23778, 23780 • 37 New Supernumerary Tooth Codes - 26052 • 31 New UB04 Claim Form - 14429 • 11 NextMD Enhancements • 48 NPI Column Added to Reports - 25543 • 9 NPI Entry Validation - 21878 • 29 NPI Usage for DME Billing - 23906 • 14

O Optik Enhancements • 41 Optik Report Removed - 26159 • 43 Option to Synchronize ICS and EMR Across

Practices - 23979 • 39 Override Policy Number on Fee Tickets - 23749

• 8 Overview of NextGen 5.4.29 • 1

P Patient Balance Includes Encounters Without

Charges - 25191 • 9 Patient Procedure Performance - 24106 • 23

R Removed Search Dialogs from Faxing - 22185 •

18 Require Sig Code or Sig Description for eRx -

26187 • 21

RTF File Monitor - Tracing Option - 24292 • 19

S Saving the Provider Record Before SureScripts

Enrollment - 22460 • 18 Search Ahead Limited to Open Slots - 21064 • 5 Setting a Maximum Amount for Charge Entry -

24186 • 9 Significant Events Created for Person Searches -

24848 • 9 Support for Eight Diagnoses on Claims - 15772 •

13 Support for National Drug Codes - 3997 • 11 Support of Cardiac Science Equipment - 19942 •

17 Support of NIDEK Equipment - 24080 • 19 Support of Silex Biometric Devices - 20915 • 17 Syncing Your Letters • 50 System Administrator Enhancements • 34

T Template Editor - Ability to Copy Extended

Views - 23447 • 23 Template Editor - KBM Templates Lockdown -

24078 • 23 Template Editor Enhancements • 22 Template Editor Status Bar - 27235 • 24

U Update Template Navigation - 24077 • 23 Use CLP02 Element to Determine COB - 20558

• 5 Use of AccuSoft Version 15 - 24872, 24870 • 20 Use of Non-Numeric Quantity for eRx - 26189 •

21

V Validation Check Added to Patient_Procedure

Record - 25620 • 20 VisionWeb Integrated with Optik Application -

20348 • 42 Vista Compatibility - 23587 • 2

W Web Service Configuration Master File - 23102

• 30

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