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NextGen Office Training How to Guides

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Welcome to the NextGen® Office How to Guides. 

Explore our new How to Guide topics on day-to-day processes by clicking the article titles below to navigate to each article individually.

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Managing the Practice: This collection of How to Guides aim to address the most common questions and scenarios that your Administrative (Super Users) will encounter in their day to day, such as how to set-up your payers, how to create procedure panels, and more.
How to Add a Medical Student, Intern, or Resident as a System User
How to Add a New Provider Who Does NOT Require a Supervising Provider
How to Add a New Provider Who Does Require a Supervising Provider
How to Add More CPT Codes to a Fee Schedule
How to Add the Billing Provider Taxonomy Code (Box 33B)
How to Add the Provider Taxonomy Code (Box 24J)
How to Bookmark Reports
How to Create a Procedure Panel
How to Create a Provider Fee Schedule
How to Create an Office Test Panel
How to Create Non-Claim Charge Codes
How to Create Non-Claim Charges from NextGen Office® EHR
How to Create Non-Claim Charges from NextGen Office Practice Management (PM)
How to Generate Audit Logs for User Activity
How to Manually Add a Fee to a Fee Schedule
How to Move Chart Information and Archive Duplicate Charts
How to Request the Desktop Site on Your Mobile Browser
How to Reset Two-Factor Authentication for Users
How to Schedule Automated Reports
How to Set Up Payer Auto-Eligibility
How to Set up Payers in Payer Maintenance
How to Update a Non-Claim Charge Code Price
How to Update Existing Fees on your Fee Schedule

 

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Managing the Patient Visit: This collection of How to Guides aim to address the most common questions and scenarios that your Front Office staff will encounter in their day to day such as checking patient's in and out, reviewing confirmed appointments and more.
How to Add a Referring Provider to a Patient Chart
How to Add and Edit a Chart Alert in Practice Management
How to Change Insurance Effective Dates
How to Check Patient Eligibility and Create Chart
How to Check-In and Check-out a Patient from the Daily Schedule
How to Complete the Day End Close Out Process
How to Add, Edit, or Search for a Pharmacy in NextGen Office® PM
How to Link an Authorization to an Appointment
How to Review Confirmed Appointments
How to Send a Message from NextGen Office Practice Management
How to Set Up Automated Appointment Reminders (SMS/Email)
How to Upload a Patient Photo into NextGen Office
How to Upload Patient Documents in NextGen Office Practice Management
How to Verify Insurance Eligibility and Benefits from the Patient’s Chart

 

Patient Care Management: This collection of How to Guides aim to address the most common questions and scenarios that your Clinical and Provider staff will encounter in their day to day, such as how to import a prior encounter, how to compile the patient's medical record and more.
How to Add, Edit, or Search for a Pharmacy in NextGen Office® EHR
How to Add Immunizations to an Encounter
How to Check In to Your eVisit Appointment
How to Compile a Patient’s Medical Record using Print Wizard
How to Cosign an Encounter Note
How to Create a Blueprint
How to Create or Delete a Custom Lab Panel
How to Download Immunization History (HL7 2.5.1)
How to Edit, Rename, or Delete a Blueprint
How to ePrescribe Controlled Substances from the Encounter
How to Fax or Print Multiple Encounters with the Provider’s Electronic Signature and Date Stamp
How to Import a Blueprint
How to Import a Prior Encounter
How to Manage Vaccine Inventory
How to Remove a Medication from the Favorite Drug List
How to Re-Open an Encounter
How to Save a Favorite Sig
How to Save or Delete a Favorite Sig
How to Save Favorite Medications on the NextGen Office EHR
How to Send a Note to the Biller from the EHR
How to Upload Patient Documents in NextGen Office EHR
How to Use the “Additional Sig” Field when Prescribing
How to Use the Open Encounters Tab

 

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Closing the Claim Loop: This collection of How to Guides aim to address the most common questions and scenarios that your Billing staff will encounter in their day to day, such as working rejections, voiding unapplied balances and more.
How to Add Carve-Outs to a Fee Schedule
How to Add Secondary payer to Facilitate COB
How to Auto-Apply Unapplied Patient Payments with a Balance
How to Bill for Home Visits
How to Carry Over an Insurance Balance from a Prior System
How to Carry Over a Patient Balance from a Prior System
How to Carry Over a Patient Credit from a Prior System
How to Collect Payment for a Product or Non-Claim Service at Check-In
How to Collect Payment for a Product or Non-Claim Service at Check-Out
How to Collect Payment for a Product or Non-Claim Service (Outside of Appointment)
How to Collect Self-Pay Payment During Check-In
How to Collect Self-Pay Payment at Check-Out
How to Create a Claim Template
How to Create Non-Claim Charges and Post Payment
How to Generate an Individual Patient Statement
How to Generate the Patient Financial History Report
How to Generate PM Billing from the EHR
How to Post a Payment Level Adjustment
How to Post a Secondary Payment with No Secondary Payer on the Patient’s Chart
How to Print a Paper Claim and How to Print a Sample Claim Image
How to Resubmit a Claim
How to Submit an Electronic Corrected Claim
How to Void Unapplied Balances
How to Work HF and Payer Rejections
How to Write Off a Patient Balance

 

 

 

 

 
 
 
Last Review Date: 2/24/26
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Keywords"nextgen office" "how to guide" "patient care management" "how to" "managing the practice" "managing the patient visit" "closing the claim loop" training
TitleNextGen Office Training How to Guides
URL NameHow-to-Library
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