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Welcome to the NextGen® Office How to Library .

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

You may also access the articles by entering the article title directly into the Search bar above.

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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 New Provider Who Does NOT Require a Supervising Provider

How to Add a New Provider Who Does Require a Supervising Provider

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 an Office Test Panel

How to Create Non-Claim Charge Codes

How to Create Non-Claim Charges

How to Set up Payers in Payer Maintenance

How to Set Up Payer Auto-Eligibility

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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 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 Enable Patient Portal Access

How to Link an Authorization to an Appointment

How to Review Confirmed Appointments

How to Send a Message from NextGen Office Practice Management

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 Compile a Patient’s Medical Record using Print Wizard

How to Create a Blueprint

How to ePrescribe Controlled Substances from the Encounter

How to Import a Blueprint

How to Import a Prior Encounter

How to Save a Favorite Sig

How to Save Favorite Medications on the NextGen Office EHR

How to Upload Patient Documents in NextGen Office EHR

How to Use the “Additional Sig” Field when Prescribing

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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 Secondary payer to Facilitate COB

How to Auto-Apply Unapplied Patient Payments with a Balance

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 Post a Payment Level Adjustment

How to Print a Paper Claim and How to Print a Sample Claim Image

How to Resubmit a Claim

How to Void Unapplied Balances

How to Work HF and Payer Rejections

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Keywords	"nextgen office" "how to library" "patient care management" "how to" "managing the practice" "managing the patient visit" "closing the claim loop" training

Title	How to Library

URL Name	How-to-Library