Import Wizard

 

Import Wizard

The Import Wizard helps new users load their NextGen Healthcare databases faster so they can go live sooner. The wizard imports data from Excel® spreadsheets directly into the NextGen Healthcare database. The source of the imported data can be from data entry into a template or from data exported from an external system.

To download and install the latest version on your machine, first uninstall any previous version of the Import Wizard and click the INSTALL link below.

Download Latest Version:  v10.2
VERSION:
v10.2
UPDATED:
September 5, 2025
CATEGORY:
Team R&D
COMPATIBILITY:
10.2
September 5, 2025
  • Updated Infragistics to v15 from v12
  • Corrected the reference path for EPPlus
  • PS-1892: Replaced ODBC with EPPlus to import Excel files
  • When checking for EMR Mid Level Provider, the code should have been checking for LIMIT23, but it was checking for LIMIT5 and this caused a message to appear that EMR licenses were exceeded
10.1.32
October 25, 2023
  • RR-940: SIM Library- Payers Tab Template
10.1.31
October 23, 2023
  • RR-938: Import Wizard: Service Item Library Template
10.1.30
October 20, 2023
  • RR-1208: Import Wizard: Submitter Profiles -Navicure Submitter
10.1.29
October 19, 2023
  • Alt Payer - Update Modify Timestamp
10.1.27
September 13, 2023
  • RR-1205: Import Wizard: Submitter Profiles - Claimremedi Edit Template
  • RR-1206: Import Wizard: Submitter Profiles - Default Submitter Profile Template
10.1.23
August 31, 2023
  • Fix: Claim Edit (Default, Medicaid, Medicare), added few columns from Claim_Edit table to be shown in file maintenance
10.1.22
August 24, 2023
  • RR-1082: Enhance Claim Edits - Medicare Template
10.1.21
August 23, 2023
  • Fixed imported record count when there is any exception occured because of invalid data (eg - string length)
10.1.20
August 22, 2023
  • RR-924: Import Wizard - Payers - Practice Tab - Comments Tab, Help Text (Notes - length, datatype), Verify import
  • RR-930: Import Wizard - Providers - Comments Tab, Help Text (Notes - length, datatype), Verify import
10.1.18
August 18, 2023
  • RR-813 - Insert records in Claims Edit Table
  • RR-924 - Payer Template Notes and help section
10.1.16
August 11, 2023
  • RR-926: Import Wizard - Programs - Comments Tab, Help Text (Notes - length, datatype), Verify import
  • RR-928: Import Wizard - Program Details - Comments Tab, Help Text (Notes - length, datatype), Verify import
10.1.14
August 9, 2023
  • RR-813: Import Wizard - Claim Edits - Medicare
10.1.12
July 28, 2023
  • RR-916: Import Wizard - Locations - Comments Tab, Help Text (Notes - length, datatype), Verify import
  • RR-914: Import Wizard - Events - Comments Tab, Help Text (Notes - length, datatype), Verify import
10.1.11
July 25, 2023
  • RR-812: Import Wizard - Alternate Payers - Comments Tab, Help Text (Notes - length, datatype), Verify import
10.1.10
July 23, 2023
  • RR-815: Import Wizard - Enhanced UB Claims - Comments Tab, Help Text (Notes - length, datatype), Verify import
10.1.9
July 20, 2023
  • RR-814: Import Wizard - Employers - Comments Tab, Help Text (Notes - length, datatype), Verify import
  • RR-815: Import Wizard - Enhanced UB Claims - Comments Tab, Help Text (Notes - length, datatype), Verify import
  • RR-816: Import Wizard - DME Regions - Comments Tab, Help Text (Notes - length, datatype), Verify import
10.1.8
July 5, 2023
  • Fix - Script error for Location Subgrouping
10.1.7
July 4, 2023
  • Fix: Introduce Location Subgrouping 1 & 2 wile import Location
10.1.6
June 21, 2023
  • Updated the Install SQL script version
10.1.5
June 20, 2023
  • Fix: Provider Import Added 12 columns for Provider Types Tab - Practice Level Provider Types (Default value - Y)
10.1.4
June 13, 2023
  • Removed Spouse name and home address fields except Home Phone,Fax
10.1.3
May 15, 2023
  • User Import - Same user under different practices
  • User Import - Remove PIN
  • Code clean up
v10.1.2
April 5, 2021
  • Added default value for the Source of Payment Typology field
v10.1
December 18, 2020
  • Several defects and issues addressed
  • Version number updated to match with new releases
v3.1.0.0
April 9, 2019
  • Added module to upload programs and program details.
v3.0.8.6
February 16, 2018
  • Updated exclusion of User defined SQL types
vVersion 3.0.8.5
September 1, 2015
Import Wizard - Version 3.0.8.4
June 10, 2015
  • Handles data type 243 error

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