Managing System Configurations and  Customizations


Managing System Configurations and  Customizations

During this session, we'll focus on Step 7 of the 12 Steps to Upgrade Success

We will focus on:
•  Areas of PM preference, File Maintenance, PM memorized reports, EHR based reports, KBM System/Practice templates, and KBM development Best Practices
•  Updating the Testing Plan document to account for changes that can be verified/validated during testing

Associated files for this session can be found under the Resources/Training on the right-side: •  PowerPoint presentation file

Additional information about a 3 day in person training seminar expanding on these topics (NextGen Combined Upgrade Management)can be found here:

Any questions, concerns or otherwise can be emailed to

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