elearning 5.7 Education Plan Guide >> Overview of NextGen Practice Management System Configuration Training - EPM SCT Overview

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1 elearning 5.7 Education Plan Guide >> Overview of NextGen Practice Management System Configuration Training - EPM SCT Overview

2 Although we have exercised great care in creating this publication, The NextGen Learning Center 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 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. The NextGen Learning Center 5.7 EPM SCT Overview Education August 2012 Plan Catalog Guide : Page 2

3 Overview This guide is designed to provide a brief description of the elearning courses offered by the NextGen Learning Center. elearning provides a self-directed, web-based learning environment that allows users to take courses at their own pace. The purpose of the elearning courses is to introduce users to the NextGen applications. They are designed to provide a basic level of understanding on how to set up and use the Electronic Health Records (EHR), Enterprise Practice Management (EPM), and Electronic Dental Record (EDR) applications, and are intended as precursors to instructor-led training. Presentation elearning content is presented in courses that are often grouped into curricula and education plans. A course is a unit of instruction on a particular topic. Most courses focus on one main topic, and will take approximately minutes to complete. Once you have finished a course, you can refer back to it at any time by going to the Completed Training page of your elearning account. In the Learning Center, a course is represented by a red book. In this document, course titles appear in blue. A curriculum is a grouping of one or more courses related to a larger, more general subject area. In the Learning Center, a curriculum is represented by a red book with a blue band. In this document, curriculum titles appear in black. If a course is part of a curriculum, it will appear below the curriculum title. An education plan is a grouping of several curricula that apply to a particular role or job function, such as System Configuration Training or Biller. In the Learning Center, an education plan is represented by a red book with a blue band inside a yellow box. Searching This Guide To search for a specific course or topic, hit Ctrl+f on your keyboard to bring up a search box. Type a keyword or part of the course name, and then hit Enter. If Adobe Acrobat is able to locate the search criteria, it will highlight it on your screen. To scroll through all of the instances of the criteria, hit Enter on your keyboard. Continuing Medical Education NextGen Healthcare is accredited by the Accreditation Council for Continuing Medical Education to provide continuing medical education (CME) for physicians. NextGen Healthcare designates each CME activity for credit in category 1 of the AMA s Physician s Recognition Award system. Activities are designated for AMA PRA Category 1 Credit, and the physician should claim only those hours of credit that he/she actually spent in the educational activity. If a course qualifies for CME credit, it will be designated as follows in this guide, Continuing Education: CME. Contacting elearning The elearning Resource Center (erc) website is available 24-hours a day to assist you with your elearning needs. Click the Support button in the top right corner of your elearning account screen for access to help files, downloads, articles, enrollment forms and more. To contact the Learning Center directly, please send an to learning@nextgen.com. The NextGen Learning Center 5.7 EPM SCT Overview Education Plan Guide : Page 3

4 Table of Contents This document is for informational purposes only. You cannot launch elearning courses from this page. 5.7 Introduction to the EPM Overview of File Maintenance Determining and Assigning Organizational Levels Overview of System Security Enterprise Preferences Practice Preferences - Introduction System Master Files - Payers Overview System Master Files - Providers Overview Overview of Appointment Setup Creating a Fee Ticket Overview of Charges and Contracts Setup Overview of Billing Setup Overview of Payment Posting Setup Overview of Collection Setup... 8 The NextGen Learning Center 5.7 EPM SCT Overview Education Plan Guide : Page 4

5 Overview of NextGen Practice Management System Configuration Training - EPM SCT 5.7 Overview Education Plan Guide The EPM SCT Overview education plan will provide you with an overview of the setup for the EPM application. It is suitable for clients who have only purchased the EPM application and will be doing the setup of the application. This education plan is required for anyone attending the EPM SCT classroom training session. If you purchased EHR in addition to EPM, please refer to the System Configuration Training (SCT) education plan. The estimated time to complete this education plan is 8 hours. 5.7 Introduction to the EPM This course covers the important features and functionalities of the EPM (Enterprise Practice Management) application and its key role in medical billing process. Describe the EPM application and its advantages. List the main steps in NextGen Medical Billing process. Use the EPM application for the Medical Billing Process. Identify some of the main features of the EPM application. Explain how NextGen manages and stores data in its database. 5.7 Overview of File Maintenance This course covers how to access and configure NextGen s database tables. Describe the main purposes of the File Maintenance application. Access the File Maintenance application. Identify the main features of the File Maintenance application. Describe the Code Tables, Master List, Master Files, and Libraries and their main functions. Customize your NextGen applications by setting up the data in the File Maintenance application. 5.7 Determining and Assigning Organizational Levels This course covers the areas you need to explore to determine the NextGen hierarchical setup for your organization. Identify the hierarchical order of NextGen organizational levels. Decide at which level to share your patient data. 5.7 Overview of System Security This course explains how NextGen provides and maintains system security and protects its data from unauthorized access or individuals. The NextGen Learning Center 5.7 EPM SCT Overview Education Plan Guide : Page 5

6 Configure NextGen EHR to better meet the specific needs of your practice. Explain the organizational hierarchy and its significance. Define the concepts of User and User Groups. Manage and secure the NextGen system by user identification, authentication, and authorization process. Utilize NextGen s various features to strengthen system security. 5.7 Enterprise Preferences Prerequisites: 5.7 An Overview of the EPM Application; 5.7 System Master Files - Introduction This course will teach you about the options found in Enterprise Preferences. Set Enterprise General Preference options. Add Client Defined fields to the Enterprise Practice Management application. Understand how stored procedures are created and attached to your checkout AutoFlow process in the EPM application. Enable fields necessary for UDS reporting. Set enterprise-wide Document Management (formerly ICS) options. 5.7 Practice Preferences - Introduction Time: 20 minutes Application Version: 5.7 This course provides an overview of Practice Preferences, and explains steps to access Preferences window through File Maintenance and EPM application. Also, explains which security rights affect Practice Preferences. Explain Steps to access Practice Preferences window. Explain which security rights affect Practice Preferences. 5.7 System Master Files - Payers Overview Prerequisites: v5.6 System Master Files - Introduction This course will teach you the general uses of the Payers System Master File and familiarize you with it. Define a Payer as it applies to NextGen applications. State the uses of the Payers System Master File. Determine how many Payers you will need to create. Understand the Payers Master File window. 5.7 System Master Files - Providers Overview Prerequisites: v5.6 System Master Files - Introduction This course covers the basics of the Providers System Master File. The NextGen Learning Center 5.7 EPM SCT Overview Education Plan Guide : Page 6

7 Define a Provider as it applies to NextGen applications. State the licensing options for your providers. Explain the Providers System Master File window tabs. 5.7 Overview of Appointment Setup This course covers the basics of the NextGen Appointment Scheduling Process and how the EPM application is set up to address a practice s scheduling needs. Access the Appointment Book. Identify the main areas and features of the Scheduler Book. Set up the Scheduler Book for the Scheduling Process. Explain the NextGen Appointment Scheduling Process. Explain the NextGen Check in and Check out AutoFlow Processes. 5.7 Creating a Fee Ticket This course covers how to create the fee ticket body and import it into the EPM. List the components of a NextGen Fee Ticket. Identify Data\Fee Tickets Practice Preferences options which can be used while printing a Fee Ticket. Create the body of a Fee Ticket using the Microsoft Excel template and convert it to an acceptable file format. Import the Fee Ticket body into the EPM application. 5.7 Overview of Charges and Contracts Setup This course covers the basics of charge entry setup that will help customize the NextGen applications to meet your practice's needs. Explain the Charge Entry process. Describe CPT4 and SIM codes and its significance in the Charge Entry Process. Set up Service Item Library and Advanced Service Item Library based on your requirements. Explain how the application captures service Items and its charged amount from SIM Library. Explain how the application captures the charges based on the the contract between the payer and the practice. 5.7 Overview of Billing Setup This course covers how the charges entered during charge entry process are billed and how the data required for the billing process is set up in the NextGen applications. The NextGen Learning Center 5.7 EPM SCT Overview Education Plan Guide : Page 7

8 Describe the billing process. Explain how the encounter and non-encounter related charges are billed. Describe how the charges are billed to a payer and guarantor. Explain the process of generating and submitting claims. Set up the NextGen application for the billing process. 5.7 Overview of Payment Posting Setup Time: 40 minutes Application Version: 5.7 This course covers the basics of the Payment Posting Process and how the NextGen applications are set up to perform this process. Describe the Payment Posting Process. Explain manual and electronic payment methods. Explain how the application is set up to post payments. Describe the NextGen Reimbursement Process. Set up NextGen applications for the Payment Posting and Reimbursement Process. 5.7 Overview of Collection Setup Time: 20 minutes Application Version: 5.7 This course covers the basics of the Collection Process and how the NextGen applications are set up for this process. Describe the NextGen Collection Process. Explain the Budget Process. Explain the Bad Debt Process. Set up Nextgen applications for the Collection Process. The NextGen Learning Center 5.7 EPM SCT Overview Education Plan Guide : Page 8

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