NextGen Release Notes Version 5.8 UD2 Hot Fix 81

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1 Practice Management RTS 5.8 UD1 Unable to run memorize or elig/ref report. Report crashes with IRC 8152 When remove the resp_status it works. Client uses RTS reader which pulls additional response status. Client uses RTS reader to deposit additional response status. Steps to recreate: 1. Log into Practice Management 2. Go to Reports > Scheduling > Appointment Listing 3. Under columns, make sure RTS Resp Status is selected Note: There must be a RTS Rep Status over 30 characters. 4. Click OK. Now, the user will not receive an irc = 8152 error message when a RTS Response status is greater than 30 characters. This hot fix has no impact on other areas of the application. Refer to the Steps to Reproduce for more information. Ambulatory EHR Template Runtime 5.8 UD1 The Clear button does not clear data from the Describe The Note field does not save after the Assign plan/attempt field under the Risk Assesment panel. Note field value triggers. This hot fix has no impact on other areas of the application. Refer 1. Create a template with a Note field on. to the Steps to Reproduce for more information. 2. Add a button and add the Assign Note Field trigger with empty string (""). 3. Open this template, type some string in the Note field, save, and close it. 4. Reopen this template from the same encounter, click on the button that has the trigger and then close the template. 5. Reopen the same template again. Actual result: The Note field retains the old value that was typed in step3. Expected result: The Note field is empty.

2 Document Management Batch Filing 5.8 UD1 In NextGen Document Management, while filing multiple documents, if the user navigates between document pages, an error displays. 1. Select multiple files and Acquire them through the File Import option. 2. Select multiple files and open a document type with a custom field (preferably free text). 3. Select a patient from the Person Lookup button. 4. Go to the viewer and select Move to first page. 5. Go back to the index form and type some free text on the custom field. 6. Go to the viewer again and select Move to next page. An object reference error appears. In NextGen Document Management, while filing documents multiple documents, if the user navigates between document pages, it does not display any error. This hot fix has no impact on other areas of the application. Refer to the Steps to Reproduce for more information. Ambulatory EHR Menu Items 5.8 UD1 After the UD2 upgrade, alert comments are not tied to a specific alert and that they are not shown in the Alert Module or Patient Information Bar. For example, alerts_mrp_.txt_comments does not display in Alerts module following the UD2 upgrade, KBM Version These are alerts that are not tied to a specific alert in the template. There is no place to store/view general comments. Steps to Reproduce 1. Prior to the upgrade, add an alert comment in the alerts_mrp_ template. 2. Upgrade to UD2 HF Verify the general comment from the alerts_mrp_ template. It is displayed as a Chart alert. General Alert comments are mapped to the User-Defined Chart alert type. This hot fix has no impact on other areas of the application. Refer to the Steps to Reproduce for more information.

3 Ambulatory EHR Document Generator Tx Text 5.8 UD2 Even though no immunization has been marked as Completed, a blank Immunization section shows up in the document. Steps to reproduce: 1. In EHR, create a patient record > set the gender to male and age to Create an encounter for the patient. 3. Open *Intake and set any Specialty and Visit Type. 4. Click on the Care Guidelines link to open the Care Guidelines template. 5. Go to the Clinical Guidelines panel and click the Add/Update button on the grid. 6. In the Active Guidelines panel, click in the Condition field and select Health Maintenance from the picklist. 7. Select No risk indicator from the Risk Male popup. 8. Click Save and Close on the Activate Clinical Guidelines template to return to the Care Guidelines template. TD vaccine appears in the CG grid. 9. Highlight the TD vaccine in the Clinical Guidelines grid and click the Order button on the grid to launch the Immunizations module. 10. Search for the following vaccines with the exact cpt and cvx code and mark them as Partially Administered: Td cpt (cvx - 113) 11. Click Save and close the Immunization module window. The Clinical Guideline template refreshes. 12. Close the Clinical Guidelines template and click the Preview button to generate master_im document. Actual result: The Immunizations section is shown in the document even though no immunization has been marked as Completed. Expected result: Immunization details should be shown in the document only if all the immunizations are marked as Completed. The immunization macro does not detect the immunization section in the document when no immunization is marked as Completed. If the immunization is marked as Completed, it shows up in the document. This hot fix has no impact on other areas of the application. Refer to the Steps to Reproduce for more information.

4 Ambulatory EHR Template Runtime 5.8 UD2 Updated the ROWID() function to return current sequence number on opened extended popup. 1. Use ROWID() function without any parameters on an extended popup. 2. Assign a label or field on populate the ROWID function. * Without the fix the rowid will not return anything. * With the fix the row id will return the current navigated record on the extended popup Set all proper field styles when recreating edit fields when the change field style trigger is run. This hot fix has no impact on other areas of the application. Refer to the Steps to Reproduce for more information.

5 Ambulatory EHR Template Editor 5.8 UD2 Patient Diagnosis Trigger DUR check is altering the behavior of attached triggers that belong to the event that fired the patient diagnosis trigger Create trigger scenario like list below Normal scenario 1. User selects a dx. 2. Insert Patient Diagnosis. 3. Various SPs that update that new Patient Diagnosis record. Alternate step #3 This can assign field value triggers or an alert box for the sake of testing 4. Data Grid refresh. DUR Alert 1. User selects a dx. 2. Alert pops up. (this is DUR screen not a trigger) 3. Various SPs run and fail. Alternate step #3 This can assign field value triggers or an alert box for the sake of testing 4. Data Grid refresh. 5. User acknowledges alert. 6. Insert Patient Diagnosis. Modified 1. In Template Editor, create a template. Add a data grid with Billing ICD List table and some columns. Also add an edit field. 2. Add a button (E.g.: Insert Pat Dx ) with Patient Diagnosis trigger associated to it. Select V22.1 as the Dx. Save the template. 3. To the same button (E.g.: Insert Pat Dx ), associate an assign field value trigger to add a value Diagnosis Added to the edit field. Move the 'Assign field value' trigger below the 'Patient Diagnosis' trigger using arrow buttons so that it executes after the 'Patient Diagnosis' trigger. 4. In EHR runtime, add a medication E.g.: Coumadin. Stop trigger checking when DUR dialog is open. This hot fix has no impact on other areas of the application. Refer to the Steps to Reproduce for more information.

6 Ambulatory EHR Medications Module 5.8 UD1 When a user clicks on the Prescribe New button, The main SQL query is modified to include there is a delay of 1 to 3 minutes before the Medication PDR BRIEF indicators so that no additional Search window appears. This happens only when a provider has a large amount (For example, 1500) of medication favorites saved. This error does not occur for providers who have saved 20 to 30 medication subqueries are performed for each favorites medication listing. This hot fix has no impact on other areas of the application. Refer to Steps to Reproduce for more information. favorites. This is due to a query that is being fired off for each medication favorites and this query executes once for 5.8 UD1 and twice for 5.8 UD2 for each medication listing, whenever the Prescribe New button is pressed and the Medication Search window is opened. 1. Open a patient s record from Ambulatory EHR. 2. Click the Medications Module. 3. Press the Prescribe New button. Practice Management Form Templates 5.8 UD2 Selecting the Flat Fee option in the Late Fee Options Set the Percent Box to 0.00 when selecting the Form only zeros out the Percentage display, but it does flat fee. The statement no longer runs late fees not zero out the percentage value in the background, in percentage mode. This hot fix has no impact so the percentage stills gets applied to the late fee. on other areas of the application. Refer to Steps to Reproduce for more information. 1. Go to File/Print Forms/ Statements and click the Late Fee button. 2. Select Percentage Setting and set the percentage box to a percentage other than zero. 3. In the populated percentage box, change the Percentage Setting to the Flat Fee Setting. Note: The percentage box zeros out only the display. 4. Click OK. The percentage gets applied to the late fee instead of the Flat Fee.

7 Ambulatory EHR Template Runtime Whenever a user adds a common assessment, opens a custom template with the medication summary sheet, and double-clicks and launches the module, the Ambulatory EHR crashes. 1. Open *SOAP. 2. Click on My Plan. 3. Add Common Assessment. 4. Close the template completely. 5. Open the custom template with the medication summary sheet. 6. Double click on the summary sheet. The EHR crashes. Ambulatory EHR does not crash when a user does subsequent user actions such as add a common assessment, open a custom template with the medication summary sheet, and doubleclick and launch the module. This hot fix has no impact on other areas of the application. Refer to Steps to Reproduce for more information. Ambulatory EHR Other 5.7.x When you have documents or scanned images that go into multiple view categories and you select one of those documents or images from one category, the focus now sets to first category. 1. In NextGen File Maintenance > View Categories > Add a document into several different categories. 2. Log on to NextGen Ambulatory EHR. 3. Open a patient and create a new encounter. 4. Click Documents icon, Click Generate and save the document. 5. Select the Categories tab. 6. Expand the last category the document is in. 7. Open the document. 8. The focus will now jump up to the first category in the list of categories the document is in. When you have documents or scanned images that go into multiple view categories and you select one of those documents or images from one category, the focus now stays on the selected document or image. This hot fix has no impact on other areas of the application. Refer to the Steps to Reproduce for more information.

8 System Administrator System Administrator 5.8 UD2 When a user tries to change the User password in NextGen Ambulatory EHR, an unhandled exception error occurs. 1. Log on to NextGen Ambulatory EHR. 2. Click Admin. 3. Click User Password. 4. Enter Old Password > Enter New Password > Confirm New Password. 5. It will update the new password but you will receive an unhandled exception error. Actual Result: Password updates but exception error occurs. Expected Result: Password updates with no error. The password updates successfully without any error, when a user tries to change the User password in NextGen Ambulatory EHR. This hot fix has no impact on other areas of the application. Refer to the Steps to Reproduce for more information. Practice Management Statements The Statements cannot be printed when the printer toner is low. 1. Log on to NextGen Practice Management. 2. Go to patient s chart that has a balance. 3. Click the Statement icon. 4. Click Print. Actual Result: User cannot print the statements when printing from a specific printer. Expected Result: The User should be able to print the statement even when the printer toner is low. The user can print the statements even when the printer toner is low. This hot fix has no impact on other areas of the application. Refer to the Steps to Reproduce for more information. Ambulatory EHR Document Builder - High Edit 8.x The Document Builder Immunizations macro did not include the information such as Manufacturer, DateVIS, VersionDateVIS, CVXcode, and LotNumber. 1. Log on to NextGen Ambulatory EHR. 2. Click Tools > Document Builder. 3. Open a new document. 4. Click Tools > Macro Builder. 5. Click Create New Macro > Summary Macro > Standard > Immunizations and add one to the document. 6. In your macro, Click Edit in the Columns section. The Macro Column Select dialog box displays. All the required columns has been added to the Document Builder Immunizations macro such as Manufacturer, DateVIS, VersionDateVIS, CVXcode, and LotNumber. This hot fix has no impact on other areas of the application. Refer to the Steps to Reproduce for more information.

9 Ambulatory EHR Template Runtime In My Plan dialog box, when you click the diagnostic line items under Today s Assessments, the screen flashes for a few seconds before opening the NGKBM GetDxGroupByReference selection dialog box. 1. Log on to NextGen Ambulatory EHR. 2. Add data grids with multiple records to display. 3. Set the grids to sort on one more columns in the grid properties. 4. Open and refresh the grid then there will be an extra flash compared to the templates. Without grids set to use sorting. Delay the template drawing when showing or hiding the multiple fields to draw after all showing or hiding is completed. This hot fix has no impact on other areas of the application. Refer to the Steps to Reproduce for more information. Ambulatory EHR Provider Approval Queue HF22 When you launch a New Task from the PAQ tab, there is a GDI object leak within the Assign To window objects are lost. 1. Log on to NextGen Ambulatory EHR. 2. Click the Inbox icon and go to the Provider Approval Queue tab. 3. Select the + To Do button. 4. Click Add under assign too. Expected Result: There should be no GDI object leak within the Assign To window. Actual Result: There is a GDI object leak within the Assign To window. There is no GDI object leak within the Assign To window when you launch a New Task from the PAQ tab. This hot fix has no impact on other areas of the application. Refer to the Steps to Reproduce for more information.

10 Ambulatory EHR Workflow Module In Clinical Tasking tab, when you select the Chart button from the All Tasks and then re-open the workflow the patient at the top of the task list is highlighted. 1. Log on to NextGen Ambulatory EHR. 2. Click the Inbox icon. 3. Select the Clinical Tasking tab and click the All Tasks filter. 4. Highlight a patient task in the list and select Chart. 5. Re-open the Inbox. The same patient in the list is highlighted. 7. Select a different filter from the list of filters. 8. Highlight a patient task in the list and select Chart. 9. Re-open the Inbox icon. The focus is now on the first patient in the filter task list. In Clinical Tasking tab, when you select the Chart button from the All Tasks and then reopen the workflow the previously selected patient from the list is highlighted. This hot fix has no impact on other areas of the application. Refer to the Steps to Reproduce for more information. Expected Result: When a filter is applied, the Workflow module should highlight the previously selected task upon re-opening. Actual Result: When a filter is applied, the workflow module highlights the top task upon re-opening.

11 Ambulatory EHR Template Runtime The Pain Management panel in the Health Promotion Plan dialog box when accessed from the pain plan link in vital signs freezes the NextGen Ambulatory EHR when you enter the quality of pain. 1. Log on to NextGen Ambulatory EHR. 2. Click Add in vital signs panel to open vital signs popup. 3. Select the Pain Plan link. 4. Enter fields in Pain Management panel. (Pain scale, Method, Location, Onset, and Duration). 5. When user save and close the duration pop-up, the quality pick list auto opens and the template does a refresh that causes a big white space in the panel. (Trying to select the quality of pain from the pick list moves the user out of EHR and the EHR session freezes.) The Pain Management panel in the Health Promotion Plan dialog box when accessed from the pain plan link in vital signs does not freeze the NextGen Ambulatory EHR when you enter the quality of pain. This hot fix has no impact on other areas of the application. Refer to the Steps to Reproduce for more information.

12 Practice Management Billing HF7 Claim edit tasks are being generated when the check box Create tasks during claim edits is not selected in Enterprise Preferences dialog box. The tasks are created after an encounter is saved and Claim Edits are run in NextGen Practice Management. 1. Log on to NextGen Practice Management. 2. Click Admin > Preferences > Enterprise and clear the Create tasks during claim edits check box. 3. Create a claim edit task type in NextGen File Maintenance. 4. Open your claim edit library that is in use for your practice, turn on claim edit In the task types column, right-click and select Open. Select your claim edit task you just created in step In NextGen Practice Management, create a new encounter for a test patient and select a provider. 7. Add a new charge for the encounter with a different provider. 8. Click the life saver icon on the main toolbar of charge entry to run claim edits. 9. Note that the edit 173 fired off in red and should state you need to correct the difference in providers. 10. Click Work Log on the main toolbar. 11. Select Claim Edit Task Types, click find. 12. Note that a task has been generated for the encounter. Claim edit tasks are only generated when the check box Create tasks during claim edits is selected on the Enterprise Preferences dialog box. This hot fix has no impact on other areas of the application. Refer to the Steps to Reproduce for more information.

13 File Maintenance Master Files - Practice 5.8 UD2 The old data field Guar_Name of the Version 5.8, printed the first name and then the last name on the Budget Letters. The new data field Account Guarantor Name in the Version 5.8 UD2 prints the last name with a comma and then the first name. Steps to reproduce: 1. In File Maintenance, open the account letter to edit. 2. Add the Account Guarantor Name data field and save the letter. 3. Log on to NextGen Practice Management and open a patient's account. 4. Select the letter icon, select the letter that was edited, right click and preview. The account guarantor s name displays with the last name and then the first name. Actual Result: The old data field Guar_Name in the Version 5.8 printed the first name and then the last name on the Budget Letters. The new data field Account Guarantor Name in the Version 5.8 UD2 prints the last name with a comma and then the first name. Expected Result: The Guar_Name field should display the name in the First Last Name format. The Account Guarantor Name First Last field is added in the data repository under the Account Information section for the budget/demand account letter for printing the Guar_Name in the First Last Name format. Also, the Guarantor First Last Name is added in the data repository for demand encounter letters for printing the Guar_Name in the First Last Name format. This hot fix has no impact on other areas of the application. Refer to the Steps to Reproduce for more information.

14 Ambulatory EHR Communication Component 5.8 UD1 When some text from a workflow is copied and pasted When some text from a workflow is copied and into Communication Component template, if that text pasted into Communication Component has some special characters in it, the template, the application checks the pasted text Infragistics2.grid.v10.3 crashes and the Red X displays. for invalid characters and replaces them before Steps to reproduce: displaying on the grid. This hot fix has no 1. Log on to NextGen System Administrator and make impact on other areas of the application. Refer sure that your user has an assigned provider to access to the Steps to Reproduce for more information. the workflow. 2. Open the Workflow. 3. Select any workflow document and type a comment on the right side. Note: Keep the comment text to be short but with several lines of text. Make sure you use the Enter key to create a new line. 4. Create a task for yourself using this comment. 5. Open a patient and open a template with the Communication Component. 6. Create a new call as Other. 7. Fill in the Call Info and select Communication. 8. Click on the Comments textbox. 9. Open Inbox and click on the task that is created earlier. 10. Select the all the text that was created in step # Copy the text and close the Inbox. 12. Navigate back to the Communication Component template, paste the copied text to the Comments textbox, and click Add. The Red X displays instead of the grid. Expected Result: The application checks the pasted text for invalid characters and replaces them before displaying on the grid. Actual Result: When some text from a workflow is copied and pasted into Communication Component template, the Infragistics2.grid.v10.3 crashes and the Red X displays.

15 Ambulatory EHR Template Runtime In the Intake Cardiology template, under the Reason for Visit grid, if you select the Absent check box for In the Intake Cardiology template, under the Reason for Visit grid, if you select the Absent CAD, CHF Symptoms, Arrhythmia Symptoms, Vascular check box for CAD, CHF Symptoms, Symptoms, and Valvular Symptoms and when you clear the check box, it does not clear the data in the grid but retains the data in it. 1. Log on to NextGen Ambulatory EHR. 2. Select the Specialty as Cardiology and Office Arrhythmia Symptoms, Vascular Symptoms, and Valvular Symptoms and when you clear the check box, it clears the data in the grid. This hot fix has no impact on other areas of the application. Refer to the Steps to Reproduce for more information. Consult for Reason for Visit. 3. Select the Absent check box for CHF Symptoms and clear it. 4. Notice the data in the grid doesn t clear out upon clearing the Absent check box for CHF Symptoms. Expected Result: Data should be cleared out from grid. Actual Result: Data still remains in the grid on clearing the check boxes. Practice Management Reporting HF60 The Payments with Reason Code By Line Item report is not pulling in qualifying encounters based on report parameters. 1. Log on to NextGen Practice Management. 2. Go to Reports > Daily > Line Item > Reason Code > Select Payments. 3. Set up Parameters 4. Click OK. 5. Report Results. The Payments with Reason Code By Line Item report is now pulling in qualifying encounters based on report parameters. This hot fix has no impact on other areas of the application. Refer to the Steps to Reproduce for more information.

16 Practice Management Reporting Some of the ICD-10 codes do not export from the Daily Charge report. When you Export to Excel the value was in date format instead of ICD-10 codes such as Z01.01, Z01.21 and so on. 1. Log on to NextGen Practice Management. 2. Load the ICD-10 diagnosis library. 3. Create a test encounter and add a test charge for that encounter. 4. Select the Diagnosis code of Z Click Save. 6. Go to Reports > Daily > Charges. 7. Select the Diag 1, Diag 2, Diag 3, and Diag 4 columns. 8. Click OK. Note that the Z01.21 diagnosis is listed correctly. 9. Click the Export to Excel button and click Save. 10. Open the file in Excel, and note that the Z01.21 diagnosis code has been changed into a time date format. Actual Results: The Z01.20, Z01.21, Z01.30, Z01.31 ICD-10 diagnosis codes export into excel as dates. Expected Results: The diagnosis codes should be exported to Excel as they are. When you Export to Excel the Dialy Charge report, the Diag columns displays the ICD-10 codes as it is. This hot fix has no impact on other areas of the application. Refer to the Steps to Reproduce for more information. Ambulatory EHR Workflow Module In NextGen Ambulatory EHR, the new Inbox or PAQ In NextGen Ambulatory EHR, the Inbox or PAQ introduced in 5.8 UD2 upgrade executes a continuos does not refresh when the Workflow dialog box refresh at the specified user preference for the first time is hidden. This hot fix has no impact on other even when the window is closed. This causes areas of the application. Refer to the Steps to excessive executions of the respective stored Reproduce for more information. procedures. 1. Log on to NextGen Ambulatory EHR. 2. Click the Inbox icon. 3. Click the Clinical Tasking tab. 4. Click the Settings icon and select Preferences. 5. In Task Preferences dialog box, select Every Minute(s) option. 6. Close the Workflow module. 7. Run a SQL trace and look for the "EXECUTE ng_get_todo_tasks" to run. 8. With the fixed version, the tasking stored procedure will only run if the Workflow window is currently visible.

17 Practice Management Appointment Scheduling 5.8 UD2 In 5.8 UD2, when a query is run using high CPU during the check-in autoflow to get details from the Patient The cross joins in the query has been removed as they were taking more time to load the Information dialog box to the Patient Relation Insurance patients or relations details. This hot fix has no Selection screen, it takes about 2-8 seconds. impact on other areas of the application. Refer to the Steps to Reproduce for more information. Autoflow Sequence created specifically to test performace of this issue, no spikes in CPU usage or slowness of application observed for functions. NextGen Share Share Provider Search 5.8UD1 The NextGen Share provider search overwrites the contact data for a provider in File Maintenance > Master Files > Providers. This includes information such as name, address, fax, phone, , and taxonomy code. Steps to Reproduce 1. In File Maintenance > Master Files > Providers, create or modify a provider s contact information such as Name, Fax Number, Address, or Phone Number. 2. In NextGen Share directory, search for the provider that you modified or created in File Maintenance. 3. Select the provider from the NextGen Share directory. When a provider is created or modified in File Maintenance, the NextGen Share Provider Search component has been modified to not overwrite any provider data created or modified in File Maintenance (File Maintenance > Master Files > Providers). This hot fix has no impact on other areas of the application. Refer to Steps to Reproduce for more information. Ambulatory EHR Share Provider Search 5.8 UD2 When searching for a provider in the NextGen Share Provider Directory, and selecting a provider not on The NextGen Share Provider Search component has been modified to select the page one, an incorrect provider name displays in MSU. same provider by name as for the one selected For example, if you select the first provider on page two by the Direct from the second or (Dr. Smith), then the first provider on page one (Dr. Doe) displays in MSU. Steps to Reproduce subsequent pages of the search results. This hot fix has no impact on other areas of the application. Refer to Steps to Reproduce for more information.

18 Ambulatory EHR Share Provider Search When clicking the Search button on the Referrals Orders template or clicking the To button in the Medical Summary Utility; the system issues an error message "An item with the same key has already been added." Steps to Reproduce 1. In EHR do one of the following: Open the Referral Template and click the Orange Share button. OR Open the Medical Summary Utility, Load Patient, and click the To button. 2. Click the Search button to search for an external provider or organization with the same Direct address that are attached to your Favorites list. The NextGen Share Provider Search component has been modified to prevent the error message "An item with the same key has already been added." This message was occuring when activating the search screen and an external provider and an external organization have the same Direct address and added to the user s Favorites list. This hot fix has no impact on other areas of the application. Refer to Steps to Reproduce for more information. Ambulatory EHR Medications Module.NET To Be Determined The Comments label needs to be renamed as "Non- Clinical Notes to Pharmacy" when sending ERX perscriptions to a pharmacy from the Medication module. Steps to Reproduce 1. Submit a refill request from Surescripts, which comes in as Matched request. 2. After Refill request has been received for patient; Launch the Workflow Module. 3. Select the newly created refill request task. 4. Verify that the note to pharmacy should display as "Non-Clinical Notes to Pharmacy". 5. Select deny option then select "Denial - new prescription to follow. The Comments label has been renamed Non- Clinical Notes to Pharmacy" and the alert message, Notes to the pharmacy should be non-clinical now displays in the Send Prescription dialog box. This hot fix has no impact on other areas of the application. Refer to Steps to Reproduce for more information. Ambulatory EHR Medications Module.NET 5.8 When a generic name is substituted for a brand name during ERX, the drug name is abbreviated. Steps to Reproduce 1. Set the medication practice preference to "erx: always send generic name if not DAW". 2. Prescribe a brand medication such as Medrol (Pak) 4 mg oral tablets, dose pack. 3. Erx the medication. 4. The send medication's name is METHYLPREDNISOLONE 4 mg TAB DS PK. 5. Surescripts expects the name to be methylprednisolone 4 mg tablets in a dose pack. The code was modified to resolve the defect. When a generic name is substituted for a brand name during ERX, the drug name is not abbreviated. This hot fix has no impact on other areas of the application. Refer to Steps to Reproduce for more information.

19 Practice Management Payments/Transactions 5.8 UD2 On the Balance Control dialog box, when there is a discount on the encounter, the discount adjustment is recalculated with a create/modify date of today s date and the process date is nulled/blanked out.' Steps to Reproduce 1. On the Encounter Lookup dialog box search for an encounter. 2. Select the encounter, right-click, and click Balance Control. 3. On the Balance Control dialog box click the Prorate button. When the encounter has a discount, then the date error occurs. When clicking on the Prorate button on the Balance Control dialog box, if there is a discount on the encounter, the discount is reversed and a new discount is created with the current date. This hot fix has no impact on other areas of the application. Refer to Steps to Reproduce for more information. PM Statements 5.8 UD2 When printing statements in batches with more than 30 statements, the system freezes and displays the error message, "Insufficient memory to continue the execution of the program." Steps to Reproduce 1. In Practice Management, click File > Print Forms > Statements. 2. On the Statement Options dialog box, select a batch of statements equal to or larger than Click Print. When a printing statements in batches with more than 30 statements, the statements print successfully. The system does not freeze and an error message is not displayed. This hot fix has no impact on other areas of the application. Refer to Steps to Reproduce for more information Practice Management Statements 5.7 When an account meets the criteria to reset the statement counter, it does not reset to zero. Steps to Reproduce In Practice Preferences Statements, do the following: 1. Select the check box Minimum flat dollar payment amount and enter a dollar amount. 2. Select the check box Acceptable % of self-pay balance and enter the applicable percentage. 3. Preview a statement and check the balance due. 4. Apply a payment to the charge that meets the criteria for the statement counter. 5. Apply an adjustment for a patient with a discount for making a timely payment. When an account meets the criteria in Practice Preferences Statements to reset the statement counter, the statement counter resets to zero. This hot fix has no impact on other areas of the application. Refer to Steps to Reproduce for more information

20 Practice Management Appointment Scheduling In Practice Management when adding a holiday in Practice Preferences Holidays, the new holiday does not block out the time in the Appointment Book. Steps to Reproduce 1. In Practice Management access the Practice Preferences Holiday dialog box. 2. Click the Open Menu button and then Click New. 3. On the Holidays dialog box, add a holiday and click OK. 4. On the Appointment Book review the Calendar for updates. In Practice Management when adding a holiday in Practice Preferences, the new holiday is blocked out in the Appointment Book. The time frame is based on the criteria set on the Practice Preferences Holiday dialog box. Practice Management Other 5.8 UD2 When entering a patient s address in Practice Management > Modify Information dialog box or EHR > Patient Information dialog box an error message is issued and the address is not saved. This only occurs when the address begins with a number or the last character before is an (_). For example, 5test@nextgen.com or test_@nextgen.com. EHR Steps to Reproduce 1. In EHR access the Patient Information dialog box for a specific patient. 2. In the field, enter an for the patient that begins with a number or the last character before is an underscore (_). 3. Tab to the Comment field and the following error message displays The is invalid. Practice Management Steps to Reproduce 1. In Practice Management, access the Modify Person Information dialog box. 2. In the field, enter an for the patient that begins with a number or the last character before is an underscore (_). 3. Tab to the Comment field and the error message The is invalid. displays. When entering an address that begins with a number or the last character before is an (_). The address is saved as a valid in both Practice Management and EHR. This hot fix has no impact on other areas of the application. Refer to Steps to Reproduce for more information

21 Practice Management Statements 5.8 UD2 When printing statements reason codes are showing twice next to the line items. Steps to test: 1. In File Maintenance access the Reason Code library > Reason Code Library Maintenance dialog box. 2. Verify that two detail level reason codes are available and the check box Display on Patient Statements is selected for both reason codes. 3. In Practice Management create an encouner with a payer and attach two charges to the encounter. 4. Create a batch and add a payment to the encounter. 5. Spread the payment to both charges and specify CO18 and CO19 on both charge lines. 6. Save and post. 6. Export statements for the chart. When printing statements the reason codes only display one time next to the line item. Practice Management Performance Since upgrading to UD2, Practice Management takes seconds to launch. 1. Log into Practice Management. 2. Notice the slowness of the application. Ambulatory EHR Provider Approval Queue HF40 Object reference not set to an instance of an object When accepting the last item in the PAQ. 1. Open EHR. 2. Open the PAQ. 3. Accept all item. After the last item, error is thrown. The application was updated to more efficiently search through running applications which is done for syncing/sso. This hot fix has no impact on other areas of the application. Refer to Steps to Reproduce for more information. The error was fixed that displayed a message when you accept the last remaining pending item. This hot fix has no impact on other areas of the application. Refer to Steps to Reproduce for more information. Ambulatory EHR Document Builder - High Edit 5.8 UD2 Document Builder: Add a new column Employee to Communication macro. 1. Log into to Document Builder. 2. Open Macro Builder. 3. Create communication macro. 4. There is no Employee column. Employee column was added to Document builder Communication macro via SQL script. This hot fix has no impact on other areas of the application. Refer to Steps to Reproduce for more information.

22 Ambulatory EHR Orders Module 5.8 UD1 When several lab results are received (ie partials), the most recent final results are not displaying correctly in the order module results tab; the most recent results should display on top of the older results but they are not. 1. Open EHR, select a patient>go to the Orders Module. 2. Order a Lab. 3. Add results for that order. Then select a collection date time and a result and save and close the module. 4. Open the module again. Then select the same order and enter the results for it again by keeping the same collection date time (make sure it matches the one you inserted before) and select Save and Close. 5. Go to the Results tab. 6. If you don't see the results, click Refresh and notice the results. 7. Notice different results each time you change the view results by selection for the entered collection date time. Note: The Results tab should always display the most recent results for the patient. Code changes were made to display the most latest results added for the panel. This hot fix has no impact on other areas of the application. Refer to Steps to Reproduce for more information.

23 Ambulatory EHR Provider Approval Queue 5.8 UD1 Lab results show in the PAQ as Restricted when they are not enabled in the Provider Signoff setup in System Administrator. 1. Log into System Administrator. 2. Select View. 3. Select Provider Signoff Setup. 4. Select Setup. 5. Remove the check mark for All Lab Results. 6. Select Save. 7. Log into EHR. 8. Log into the PAQ. If the Labs checkbox is not selected in System Admin, we don't want to show labs at all in the PAQ. This hot fix has no impact on other areas of the application. Refer to Steps to Reproduce for more information. Practice Management Statements When running batch statements in preview and then clicking the print button, the statements print. When you are prompted to confirm if they printed OK, you get errors and the statement print date does not update. The statement run report comes up blank as if they were not run. 1. Log into Practice Management. 2. Go to File > Print Forms > Statements. 3. Click the Preview button on the Statement Options screen. Note: If you receive the message Exception Found. Would you like to view the report now?, click No. 4. Click the Print icon. 5. Click on the X to close the screen. 6. Select Yes for the message Did the statements print correctly? The temp table will now stay open until the statement form is closed. This hot fix has no impact on other areas of the application. Refer to Steps to Reproduce for more information.

24 Practice Management Insurance Maintenance 5.8 UD2 Line Item authorizations and referral are not attaching to claims. 1. Create an encounter. 2. Attach a payer that is set up to send line item or line and claim level authorizations. 3. Add few Charges screen. 4. Add Authorization codes and attach the CPT4 codes to them (Make sure to enter a range of codes). 5. Add Referral codes and attach the CPT4 codes to them. 6. Open the Insurance verification folder and confirm that the charges are linked to the authorization and or referral. 7. Bill the encounter. 8. View the Claim The first charge line will show the authorization or referral, but subsequent charges are blank. Alternate: Same steps as above. Do not enter a CPT range, but a separate line for each CPT code on the same authorization or referral. All will be blank. When a billed encounter has several charges with a range of CPT4 codes all of the charge lines display authorizations and referrals. This hot fix has no impact on other areas of the application. Refer to Steps to Reproduce for more information. Practice Management Billing 5.8 UD1 The system hangs and throws an out of memory exception when loading location payers during the billing process. Steps to reproduce: 1. Claim edit 166 is turned on. 2. Create an encounter. a. Bill the encounter. b. Verify that the billing process completes without an error. The LocationPayer sql was modified to include filters for locations, payers and providers that are currently being process. This should help eliminate the possibility of large number of records being brought back from the database. This hot fix has no impact on other areas of the application. Refer to Steps to Reproduce for more information.

25 Ambulatory EHR Medications Module Add a pop up alert for epcs admin / providers for audit report notification. Login into EHR no indicators/messages are populated to alert epcs admins / providers to review epcs audit reports 1. EPCS provider *** the practice.audit_enabled_flag MUST be set to 'Y' prior to testing the alert. login with a user associated with an EPCS provider wtih a relationship of self. a. first login will generate a message b any login after 30 days will generate a message c. any login on or after the 7th before 30 days has occurred will generate a message 2. EPCS Admin login with a user that has the epcsadmin_ind column on the user_mstr table set to 'Y' a. Every new calendar day will generate a pop up message Now, when an epcs provider or an epcs admin user logs into the NextGen Ambulatory EHR application, notification messages regarding the availability of an epcs audit report for review is displayed. This hot fix has no impact on other areas of the application. Refer to Steps to Reproduce for more information. Practice Management Patient Lookup When attempting to look up a patient by Provider appointment. An error returns about unclosed quotation marks. Steps to Reproduce / Client workflow: 1. Launch EMR. 2. Launch the patient search 3. View by provider appointment. 4. Select Provider. 5. Select Find and receive error. The error was does not occur anymore and was fixed to fetch data when Provider Appointment is selected in the search criteria in Patient Lookup. This hot fix has no impact on other areas of the application. Refer to Steps to Reproduce for more information.

26 Practice Management Statements HF38 Statements run by provider or location shows the same total account balance for all providers or locations per account, not the balance by each provider or each location. 1. Run statement one for each practice, look at the footer balance. 2. Then, run statement one for each provider or location. The provider or location id was added to the aging sql. This hot fix has no impact on other areas of the application. Refer to Steps to Reproduce for more information. Practice Management Reporting Appointment Listing reports margins are off since the upgrade. If you select auto size columns the report lines up but when you save the columns are off again. This happens with all reports not just appointment reports. 1. Log into PM. 2. Click on the Reports icon. 3. Click on Scheduling. 4. Click on Appointments Listing. 5. Click OK. The report is lined up as the client wants with the date to the far left. 6. Memorize the report to save. 7. Open the memorized report. The report is no longer lined up. Note: If you select to autosize columns, the report lines up but when you save, the columns are off again.this happens with all reports not just appointment reports. After 'Memorizing a Report' and reopening, it will show the Columns and Memorized width as the same. This hot fix has no impact on other areas of the application. Refer to Steps to Reproduce for more information.

27 Practice Management Letters When printing a recall letter from a patient's chart that has many previous recall plans that were not expired, the system will pull the expected return date from the earliest recall plan when the <<Recall Plan Expected Return Date>> data repository field is used on that letter. 1. From Patient's Chart, go to the Clinical History/Notes tab. 2. Click on Appointments on the left side of screen under Topics. 3. Right-click on one the appointments and select Recall. 4. From the Patient Recall window, right-click on one of the appointment and select Print > 1st Letter. 5. Close and go back to the Patient Recall window. 6. Highlight the next Appointment, and right-click and select Print > 1st letter. 7. In Recall Plans under PM Master, search for Recall Plans you just printed in PM for sample Patient. 8. Click Open, notice the information under Mailing Information. 9.Click Ok close. 10. Click on Letters under PM Master. 11. Find Recall from the drop-down menu for Letter Type. 12. Find the Recall Letter type and Open. 13. Notice the Micros for Date. Recall letters will print the expected return date repository field data of the selected recall plan for demand/batch recall letters. This hot fix has no impact on other areas of the application. Refer to Steps to Reproduce for more information.

28 Ambulatory EHR Template Runtime On the Chronic Conditions template (fts_chronic_conditions), Users must select a problem from the left list twice in order to edit details. 1. Open a patient with no problems. 2. In the problem module, add three problems 3. Open *Soap, select specialty and visit type. 4. Open *Chronic Conditions. 5. Select one of the problems. If prompted to map an ICD code, select one. 6. Type something in one of the text boxes. Select Add/Update. Notice the text box does not clear. 7. Select a different problem. 8. Without making any changes or clicking anywhere on the template, select a different problem. The template fields flash, but the newly selected problem details do not load the template. The User must select the item again in order for the details to appear. The users are now able to select and edit a problem from the Problem Description list on the left pane of the Chronic Conditions template the first time they select it. This hot fix has no impact on other areas of the application. Refer to the Steps to Reproduce for more information. Ambulatory EHR Share Provider Search 5.8 UD2 If a provider is added to favorite list after it has been recently used, the recently used entry is not updated and displays an error "Error adding Provider to yout favorites list. An item with the same key has already been added". 1. Open Provider Search from the referrals template. 2. Search and select a provider from the share directory. 3. After returning to the referral template, re-open Provider Search. 4. Click the star icon to favorite the provider. 5. Go back to the recently used view by clicking the time icon in the lower-left hand corner of the provider search window. The provider s star icon is not Yellow. 6. From the recently used view, click the star icon to the provider. The error displays. If a provider is added to favorite list after it has been recently used, the recently used entry is updated and error no longer displays. This hot fix has no impact on other areas of the application. Refer to the Steps to Reproduce for more information.

29 Practice Management Insurance Maintenance For Relation payers, the Authorizations and Referrals entered on the Encounter Insurance Selection screen are not displaying when you open the Insurance Maintenance dialog box. The Authorizations and Referrals entered in Insurance Maintenance dialog box are not displaying the pushpins on the Encounter Insurance Selection screen. 1. Log on to NextGen Practice Management. 2. Create a new patient, add a relation and make their insurance the primary or the secondary payer. 3. On the patient chart, click the Insurance tab, rightclick and select New. The Encounter Insurance Selection dialog box displays 4. Double-click the Authorization. The Insurance Maintenance displays. 5. Enter an encounter Authorization and click OK. 6. Double-click the Referrals, enter an encounter Referrals and click OK. Expected Result: When you open the Insurance Maintenance dialog box, the Authorization and Referrals tabs will have a pushpin and the information will be populated in each tab. Actual Result: When you open the Insurance Maintenance dialog box, the Referrals and Authorizations tabs do not have any pushpins and the information is not displaying in either tab. For Relation payers, the Authorizations and Referrals entered on the Encounter Insurance Selection screen are displaying when you open the Insurance Maintenance dialog box. The Authorizations and Referrals entered in Insurance Maintenance dialog box are displaying the pushpins on the Encounter Insurance Selection screen. This hot fix has no impact on other areas of the application. Refer to the Steps to Reproduce for more information. Practice Management Charge Entry 5.8 UD1 When processing an encounter payer change and the SIM/CPT amount is $0 on the new payer and there is a discount on the charge, once the SIM price is manually updated by the user, the balance does not move to the Ins 1 bucket. The application has been modified to ensure there will be no residual transactions for $0 charge after Encounter Payer change. This hot fix has no impact on other areas of the application. Refer to the Steps to Reproduce for more information. Ambulatory EHR Template Runtime 5.8 UD1 When accessing the Health Promotion Plan (BMI Plan) from the vitals template or from active text link on the *Intake template, the patient's BMI doesn't display at the top of the HPP template. The Label display on labels that are center justified has been modified. Now the BMI displays at the top of the HPP template. This hot fix has no impact on other areas of the application.