I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative

Version 5.8UD2 – September 2015 Page 1 of 14 Corporate Training

This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.

NextGen® PM System Configuration Training

Client Preparedness Outline

Client

Name: Location: GCN#:

Training Session

Topic: NextGen® PM System Configuration Training Client Application / KBM Version at time of Training: Implementation Specialist: Project Manager/Coordinator / Client Care Rep: Location: On Site WebEx Webinar NextGen Training Center:

Horsham, PA Atlanta, GA Irvine, CA

Training Hours Billable: Non-Billable:

Date: Time: Hours: Hours: Date: Time: Hours: Hours: Date: Time: Hours: Hours: Date: Time: Hours: Hours: Date: Time: Hours: Hours:

Total: Total:

Notes/Comments:

__________________________________________________________________________________ Travel Hours Billable: Non-Billable:

To Client Date: Hours: Hours: From Client Date: Hours: Hours:

Total: Total:

Notes/Comments:

Attendees

1. 2. 3. 4. 5.

10. 11. 12. 13. 14.

6. 7. 8. 9.

15. 16. 17. 18.

I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative

Version 5.8UD2 – September 2015 Page 2 of 14 Corporate Training

This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.

NextGen® PM System Configuration Training

Client Preparedness Outline

NextGen® PM / EHR Demonstration & Overview

PM:

Appointment Scheduling Patient Demographics and Insurance Entry Check In / Create Encounter

EHR:

Search for Patient Four-Point Check (Location / Provider / Patient / Encounter Date) Inbox for Appointments

PM:

Check Out / Auto-flow Billing and Claim Edits Process

Module 1: System Basics

Application Launcher Create Shortcut / Menu Item SetDB

NGDemo / NGDevl / NGProd / NGTest Login / Logout Keyboard Shortcuts

License Manager Overview

System Administrator Overview File Maintenance Overview

Table Structure – Four Categories Code Tables Libraries Master Files

System Master Files Practice Master Files

Master Lists

Module 2: System File Structure

Understanding the NextGen® System File Structure System Level Enterprise Level Practice Level Associations

I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative

Version 5.8UD2 – September 2015 Page 3 of 14 Corporate Training

This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.

NextGen® PM System Configuration Training

Client Preparedness Outline

Module 3: File Maintenance Basics

File Maintenance Create New Item Modify Existing Item Hide / Unhide Item Copy Item Print Listing Reports Practice Access

Module 4: Enterprises

Enterprises Rename “Default Enterprise”

Enterprise Licensing for PM Access to Enterprise Preferences

Module 5: Locations Locations NextGen® Wizard

Rename “Default Location” Location Defaults Tab Defaults-2 Tab

Practice Tab Credentialing Tab External Tab (Interfaces) Other Tabs

Module 6: Practices

Practices Rename “Default Practice” Practice Defaults Tab

Practice Licensing for PM External Tab (Interfaces) Import Tab Only for Multiple Practices Import Practice Master Files from another Practice

Access to Practice Preferences

I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative

Version 5.8UD2 – September 2015 Page 4 of 14 Corporate Training

This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.

NextGen® PM System Configuration Training

Client Preparedness Outline

Module 7: System Administrator > Groups

Groups New Group General Tab

Rights Tab Modules (View, Add, Update, Delete, Print) Operations (Yes, No) List Security Items Specific to this Product

Import Permissions Export Permissions Add Existing Groups

Delete Group

Module 8: System Administrator > Users Users NextGen® Wizard

New User General Tab

Practice Rights Tab Preferences Tab External Tab (Interfaces) NextGen® Wizard Locations Tab Location Restrictions Tab Add Existing User User/Group Assignment Deactivate / Restore User

Module 9: System Administrator > System Level Setup System Level Setep

Edit Menu Find Association Maintenance Full App Launcher Access

View Menu Password Requirements Significant Events

Module 10: Master Lists

Address Type Appointment Cancellation Reasons Pre-Installed Appointment Rescheduling Reasons Pre-Installed Appointment User Defined 5 – 8 Bad Debt Statuses Pre-Installed

Blood Quantum Indian Health Services (SCT for CHC training) Case Contact Role Pre-Installed

Church

I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative

Version 5.8UD2 – September 2015 Page 5 of 14 Corporate Training

This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.

NextGen® PM System Configuration Training

Client Preparedness Outline

Module 10: Master Lists (continued)

Classification / Beneficiary Indian Health Services (SCT for CHC training) Community Code Indian Health Services (SCT for CHC training) Contact Preferences Pre-Installed

Contract Subgrouping Counties Pre-Installed

Countries Pre-Installed Credentialing Departments Pre-Installed

Sequence 0 Items used in EHR Descendency Indian Health Services (SCT for CHC training)

Diagnosis Subgroupings Enterprise Client Defined 1 – 14

Ethnicity Pre-Installed Financial Classes Pre-Installed

Homeless Status Pre-Installed

Community Health Centers for UDS (SCT for CHC training) IHS Eligibility Status Indian Health Services (SCT for CHC training)

Language Pre-Installed Language Barrier Pre-Installed

Community Health Centers for UDS (SCT for CHC training) Location Subgroupings

Marketing Plan Sub-Groups Pre-Installed Migrant Worker Status Pre-Installed

Community Health Centers for UDS (SCT for CHC training) Modalities Name Prefix Name Suffix Occupations Pre-Installed Patient Status Change Reasons Patient Types Payer Subgroupings

Privacy Notices Pre-Installed Provider Expiration Reasons Provider Subgroupings Provider Types Pre-Installed

Community Health Centers for UDS (SCT for CHC training) Public Housing Primary Care Pre-Installed

Community Health Centers for UDS (SCT for CHC training) Race Pre-Installed Reason Code Subgroupings Religion Pre-Installed

School Based Health Center Pre-Installed Community Health Centers for UDS (SCT for CHC training)

I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative

Version 5.8UD2 – September 2015 Page 6 of 14 Corporate Training

This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.

NextGen® PM System Configuration Training

Client Preparedness Outline

Module 10: Master Lists (continued)

Service Type Pre-Installed

Community Health Centers for Ryan White (SCT for CHC training) Task Completion Reasons Pre-Installed

Covered in PM Advanced Training Task Subgroupings

Covered in PM Advanced Training Tribal Affiliation Indian Health Services (SCT for CHC training) Type of Benefit Vaccine Manufacturer

Module 11: Transaction Codes Transaction Codes Pre-Installed Payments / Adjustments / Refunds

Pre-Installed Codes System Generated Codes

Set in Practice Preferences > Tran Codes Tab

Module 12: Payers

Payers NextGen® Wizard Payer Defaults-1 Tab Defaults-2 Tab System Tab

Claims Sub-Tab Claims-2 Sub-Tab COB Electronic Claims Sub-Tab Practice Tab Claims Sub-Tab NextGen® Wizard Secondary References Sub-Tab Other Sub-Tab UB Sub-Tab NextGen® Wizard Transactions Sub-Tab Libraries Sub-Tab Alternate Payer Tab NextGen® Wizard External Tab (Interfaces) NextGen® Wizard

Co-Pays Tab Enterprise Preferences > General Tab > “Enable multiple co-pays”

Practice Access Only for Multiple Practices Enterprise Preferences > General Tab > “Practice access for payer master file”

Setup for UB Claims (if applicable) Setup for Alternate Payer ‘Split Billing’ (if applicable)

I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative

Version 5.8UD2 – September 2015 Page 7 of 14 Corporate Training

This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.

NextGen® PM System Configuration Training

Client Preparedness Outline

Module 13: Groups

Groups Group Numbers

Specific Location / Specific Payer Specific Location / <Default> Payer <Default> Location / Specific Payer <Default> Location / <Default> Payer

Module 14: Providers Providers NextGen® Wizard

Rendering Provider Setup Mid-Level Provider (Supervised) Setup Referring Provider Setup Setup

Demographics Tab System Tab

Provider Licensing for PM Notes Tab Elig / Ref Tab

Only if Licensed for Real-Time Transaction Server (RTS) Module Credentialing Tab

Provider Types Tab Practice Tab

Provider Numbers Specific Location / Specific Payer Specific Location / <Default> Payer <Default> Location / Specific Payer <Default> Location / <Default> Payer

Categories Tab External Tab (Interfaces) EHR Tab (EHR only) Chart Tracking Tab

N/A: former Chart Tracking Module Order Module Tab (EHR only)

Practice Access Only for Multiple Practices Enterprise Preferences > General Tab > “Practice access for provider master file”

Module 15: PM System Master Files

AutoFlow Sequences Covered in PM Core Group Training

Budget Statement Messages Pre-Installed Covered in PM Advanced Training

Case Contacts CMN Information Collection Agencies

Covered in PM Advanced Training

I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative

Version 5.8UD2 – September 2015 Page 8 of 14 Corporate Training

This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.

NextGen® PM System Configuration Training

Client Preparedness Outline

Module 15: PM System Master Files (continued)

Counters CPT4 Codes Pre-Installed Diagnosis Categories Pre-Installed

Practice Access DME Regions NextGen® Wizard Employers NextGen® Wizard

Form Templates Formats Pre-Installed ICDCM Codes Pre-Installed

ICD-9 vs. ICD-10 Effective / Expiration Dates

Label Products Label Templates Pre-Installed Locality Tax Rate

Patient Responsibility Community Health Centers (SCT for CHC training) Revenue Codes Pre-Installed UB Claims

Sliding Fee Schedules Community Health Centers (SCT for CHC training)

Specialties Pre-Installed Statement Messages Pre-Installed

Covered in PM Advanced Training Task Types

Covered in PM Advanced Training Taxonomy Codes Pre-Installed

User Notes Descriptions Pre-Installed Zip Codes Pre-Installed

Module 16: PM Practice Master Files

Appointment Reminders Default User Preferences – General

Covered in PM Core Group Training Default User Preferences – Locations

Covered in PM Core Group Training Default User Preferences – Scheduling

Covered in PM Core Group Training Dunning Messages

Letters Appointment Reminder Pre-Installed Recall Plan Pre-Installed Budget / Demand Account / Demand Encounter Pre-Installed

Covered in PM Advanced Training Marketing Plans

Patient Statuses Pre-Installed Recall Plans

I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative

Version 5.8UD2 – September 2015 Page 9 of 14 Corporate Training

This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.

NextGen® PM System Configuration Training

Client Preparedness Outline

Module 16: PM Practice Master Files (continued)

Report Types Pre-Installed

Statement Parameter Mappings Covered in PM Advanced Training

Task Approval Profiles Covered in PM Advanced Training

Task Workgroup Covered in PM Advanced Training

PM System Master Files > Practices Import Tab Only for Multiple Practices Import Practice Master Files from another Practice

Module 17: Libraries

Library Concepts

Libraries can be copied Right-click > Copy Libraries can be practice specific or shared with other practices Right-click > Practice Access

Behavioral Health Billing

Default Library Set in Practice Preferences > Libraries Tab Payer Specific Libraries Attached to Payer(s)

Payers Table > Practice Tab > Libraries Sub-Tab Budget Statement

Covered in PM Advanced Training Claim Edits Pre-Installed

Default Library Set in Practice Preferences > Libraries Tab Payer Specific Libraries Attached to Payer(s)

Payers Table > Practice Tab > Libraries Sub-Tab Claim Modifiers

Anesthesia Modifiers Behavioral Health Modifiers Rental Modifiers

Claim Printing Pre-Installed

Default Library Set in Practice Preferences > Libraries Tab Payer Specific Libraries Attached to Payer(s)

Payers Table > Practice Tab > Libraries Sub-Tab Claim Status Profile

Covered in RTS Training Diagnosis Codes Pre-Installed

One Library per Practice Use the Pre-Installed “Default Diagnosis Library”

General Tab (GEMs) Payer Tab (Payer specific GEMs) Other Tab Set in Practice Preferences > Libraries Tab

Add Codes from ICD Master File GEMS Update

I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative

Version 5.8UD2 – September 2015 Page 10 of 14 Corporate Training

This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.

NextGen® PM System Configuration Training

Client Preparedness Outline

Module 17: Libraries (continued)

Eligibility Profiles

Covered in RTS Training Encounter Rate Billing

Community Health Centers (SCT for CHC training) GPCI Codes

Values obtained from CMS Website Create Library Name Right-click > GPCI Import Uses of GPCI Codes:

SIM Library > RVU Update for New RVU Values SIM Library > SIM Global Update for New Prices Contracts Library > Contract Global Update for New Allowed Amounts

NDC

One Library per Practice Values obtained from: https://www.dmepdac.com/crosswalk/index.html Create Library Name Right-click > NDC Import

Set in Practice Preferences > Libraries Tab Non-Coordinated SIM Library

One Library per Practice Set in Practice Preferences > Libraries Tab

Places of Service Reason Codes Pre-Installed

HIPAAX12 Standard Reason Codes Library Do Not Rename – Needed for COB Electronic Secondary Claims

Copy if ERA Payer specific Libraries are needed Default Library set in Practice Preferences > Transactions Payer Specific Libraries Attached to Payer(s)

Payers Table > Practice Tab > Libraries Sub-Tab Reason Code Priority

Display Order for End Users Determines which ‘rules’ apply when multiple codes are used

Remittance Profiles

Covered in ERA Training RVU

Values obtained from CMS Website Create Library Name Right-click > RVU Import Uses of RVU Values:

SIM Library > RVU Update for New RVU Values SIM Library > SIM Global Update for New Prices Contracts Library > Contract Global Update for New Allowed Amounts

I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative

Version 5.8UD2 – September 2015 Page 11 of 14 Corporate Training

This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.

NextGen® PM System Configuration Training

Client Preparedness Outline

Module 17: Libraries (continued) Service Items NextGen® Wizard

One Library per Practice Use the Pre-Installed “Default Service Item Library”

Add Parameters to All Codes Required for Billing General Tab Other Tab Payer Tab NextGen® Wizard Labels Tab Notes/Significant Events Tab Drugs Tab

Set in Practice Preferences > Libraries Tab RVU Update

Update Existing RVU Values SIM Exceptions

Only for Prices by Provider / Location / Payer Attach to Providers

Providers Table > Practice Tab > Group Information SIM Global Update Calculate New Prices SIM Groups

SIM Pricing Regions

Only if using Advanced SIM Library Mode Multiple SIM Libraries for Payer specific Regional Pricing

Enterprise Preferences > Libraries Tab > “Enable Advanced SIM Library Mode” SIM Pricing Template

Only if using Advanced SIM Library Mode Multiple SIM Libraries for Payer specific Regional Pricing

Enterprise Preferences > Libraries Tab > “Enable Advanced SIM Library Mode” Statement

Covered in PM Advanced Training Submitter Profiles NextGen® Wizard

Create One for each Clearinghouse and/or Direct Payer Attach to Payers

Payers Table > Practice Tab > Claims Sub-Tab Submitter Profile Electronic Transmitter ID Primary / Secondary / Tertiary Media Type

Tax Exemption Tax Rate Types of Service

I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative

Version 5.8UD2 – September 2015 Page 12 of 14 Corporate Training

This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.

NextGen® PM System Configuration Training

Client Preparedness Outline

Module 17: Libraries (continued)

Contract

General Tab Fee Schedule Tab Modifier Reimbursement Tab

Reduce Allowed Amounts to specified Percentage based on Charge Modifier(s) Multiple Procedure Discounting Tab

Reduce Allowed Amounts to specified Percentage based on Charge Sequence Payer Specific Libraries Attached to Payer(s)

Payers Table > Practice Tab > Libraries Sub-Tab Participating Providers

Contract Exceptions Only for Allowed Amounts by Provider / Location / Payer

Attach to Providers Providers Table > Practice Tab > Group Information

Contract Global Update Calculate New Allowed Amounts

Module 18: Code Tables Pre-Installed

New items cannot be added Existing items may be modified or hidden

Module 19: Enterprise Preferences

Enterprise Preferences Access from File Maintenance Access from PM Best Practice settings are Pre-Installed

NOTE: Modifications to initial settings may be made throughout the implementation process

Module 20: Practice Preferences

Practice Preferences Access from File Maintenance Access from PM

Best Practice settings are Pre-Installed NOTE: Modifications to initial settings may be made throughout the implementation process

I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative

Version 5.8UD2 – September 2015 Page 13 of 14 Corporate Training

This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.

NextGen® PM System Configuration Training

Client Preparedness Outline

Module 21: Scheduling Administration

Practice Preferences > Appt Scheduling Tab Default Time Interval Allow Interval Overrides

Classes Resources

General Tab Daily Templates vs. Weekly Templates

External Tab (Interfaces) Hide vs. Delete

Events NextGen® Wizard

Overrides Tab Default Resources Tab Limits Tab SIMs Tab Locations Tab External Tab (Interfaces) Note Template Tab Hide vs. Delete

Event Chains Categories Weekly Templates Daily Templates Assign Template(s) to Resource’s Calendar

Resource Tab > Template Button Template Exceptions

Resource Tab > Template Button Highlight Week or Day Right-click > Exception

Practice Preferences > Holidays Tab

Module 22: Fee Tickets

Fee Tickets Microsoft® Excel Spreadsheet

Use Template with Red Line Borders Convert Excel Format (.xls) to Bitmap Format (.bmp)

Convert using Microsoft® PowerPoint Convert using Microsoft® Paint

Import Converted Image into PM File > Tools > Image Explorer menu

I have reviewed this report and I certify that the training and comments noted are accurate and complete. Client Representative NextGen Representative

Version 5.8UD2 – September 2015 Page 14 of 14 Corporate Training

This outline was created based on NextGen version 5.8UD2 and KBM version 8.x. Slight variations in the steps performed, graphic images, and screens depicted may occur depending on the versions being used. The fundamental concepts will remain the same.

NextGen® PM System Configuration Training

Client Preparedness Outline

Notes / Comments: