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Guide
for NextGen® Share
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© 2014-2023 NXGN Management, LLC. All Rights Reserved.
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Onboarding and Installation Guide for NextGen Share
Contents
Chapter 1 NextGen Share Overview 5
NextGen Enterprise System Requirements .................................................................................. 5
Interface Server Requirements ..................................................................................................... 6
Installation Considerations ........................................................................................................... 7
Network Connectivity Requirements ....................................................................................... 8
Staging Environment Details................................................................................................ 8
Production Environment Details ........................................................................................ 10
Amazon Web Services Package Downloads ...................................................................... 10
Network Topology.................................................................................................................. 11
Corporate Domain Security Policy Settings ........................................................................... 11
Corporate Proxy Settings ........................................................................................................ 11
Corporate Intranet Firewall Settings ...................................................................................... 12
NextGen Share Firewall Rules ........................................................................................... 12
Advanced Auditing Requirements ......................................................................................... 13
Enabling TAP-Windows Adapter V9 ..................................................................................... 13
Automatic Installation of the Patient Locator Service ........................................................... 14
Automatic Installation of the NextGen Share eChart Extraction Service .............................. 15
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Appendix C Locate Patient Records with Unpopulated or Null Birth Date or Current Gender Fields 58
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CHAPTER 1
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Note: Ensure that NextGen Share and Rosetta are not installed on the SQL
Server.
Requirement Description
Minimum Server • Any Intel® supported 2 GHz or greater processor (x64 architecture, 4
Hardware cores minimum)
Specifications • At least 8 GB of system memory
• At least 200 GB of free drive space (a robust, SSD-based or
equivalent, disk storage configuration is highly recommended)
• Gigabit Ethernet
Supported Operating Windows Server® 2016
Systems
.NET Framework 4.7.2
Internet Information 10
Services (IIS)
ASP.NET ASP.NET MVC 3 through 5.2
Symphonia (for If you are using NextGen Enterprise EHR8, the interface server must
NextGen Enterprise have a Symphonia license. If you do not have a Symphonia license, you
EHR8) can go to NextGen Healthcare Success Community and open a Support
case to request a license.
Note: A single license can be used for one test and one production
server. A single Symphonia license can also be shared by multiple
NextGen® applications.
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Installation Considerations
The following sections provide information about the factors that must be taken into
consideration before you begin the installation of NextGen Share. In addition, you must:
• Ensure that your systems (staging or production) meet all hardware and software
requirements.
• Ensure that you have the proper credentials to access:
o Your network domain
o Microsoft SQL Server on the NextGen interface server
o NextGen Enterprise
• Note: During installation, you are required to enter the license key that
was issued to your site during your enrollment. The license key is used
to establish a secure connection for your NextGen Share instance on
the NextGen Share network. Each NextGen Share installation must be
associated with a unique license key. Using the same license key for
more than one installation will cause all instances sharing the license
key to fail.
• Note: Openfire, software for instant messaging and group chat, utilizes
ports 20000, 20004, and 20008. These ports are also used by NextGen
Share therefore Openfire and NextGen Share cannot be installed on the
same server.
See Also
• Download and Install the NextGen Share Software
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• Note: You may need to adjust your firewall settings if you are performing
packet inspections. Some firewalls attempt to perform inspection on the
encrypted TCP/443 traffic and terminate the connection even though the
network administrator configured the firewall to enable outbound
TCP/443 traffic.
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• Carequality service:
o https://carequality-staging.nextgenshareaws.com/v1
o https://ngshare-stg-cq.s3.us-west-2.amazonaws.com
• Patient Locator Service:
o https://cx-stg.nextgenshareaws.com/v1/
o https://nextgenshare-stg-activity.s3.us-west-2.amazonaws.com
• eChart Service (VDP):
o https://nextgenshare-stg-chase.s3.us-west-2.amazonaws.com
• Various functionality: CNC Async Dispatches (Core), Provider Search Service (Messaging),
Diagnostic Hub (VDL)
o https://share-api.staging-nextgenshareaws.com
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See Also
• Upgrade NextGen Share
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Network Topology
This reference diagram shows the technical endpoints (IP addresses, URLs, and ports) that
are used by NextGen Share:
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Note: If you are using the NextGen® Share Carequality Service requester
feature, you must allow your NextGen Enterprise to connect to NextGen
Connect Integration Engine Mirth® Connect eXchange (Cx) through Port 9005
(share.server.commander.port).
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Note: If you are running NextGen Enterprise 5.8 UD1 or UD2 and NextGen
Share advanced auditing messages are not being logged, you can troubleshoot
the problem by going to the NextGen Healthcare Success Community and
referring to the Resolving Advanced Audit Server Name Mismatch document.
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• Note: If you deactivate the PLS, your site cannot participate in other
NextGen® Share services that require patient-matching functionality such
as the NextGen® Share Carequality Service.
See Also
• Manually Activate the Patient Locator Service
• Locate Patient Records with Unpopulated or Null Birth Date or Current Gender Fields
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Note: If your organization does not want to activate the NextGen Share
eChart Extraction Service, you must log a ticket with NextGen Healthcare
Support using NextGen Healthcare Success Community before the 96-hour
waiting period expires. Indicate in the Support case when the 96-hour waiting
period will expire.
If the system requirements are not met or if an error occurs during the installation of the
NextGen Share eChart Extraction Service, the service is not installed. If the auto-installation
fails, you can manually check the system requirements and activate the service from the
NextGen Share portal. When the system checks are performed, the system also tests whether
documents can be converted to PDF format. If the document conversion test fails, the service
is not auto-installed and you must visit NextGen Healthcare Success Community and open a
case with NextGen Healthcare Support to have the problem resolved.
See Also
• Manually Activate the NextGen Share eChart Extraction Service
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Onboarding and Installation Guide for NextGen Share
CHAPTER 2
Before you can install NextGen Share, you must enroll and create a profile for your
organization on the network using NextGen Healthcare Success Community. After you are
enrolled, you can download the software and connect your NextGen Enterprise EHR to the
network.To create your NextGen Share profile, the NextGen Share portal collects
information about your organization from the NextGen Healthcare Success Community.
After you log on, the information collected about your organization is used to complete the
form.
NextGen Share provides two separate environments you can connect to. The staging
environment is a full-scale test system which can be connected to a client’s test database. The
production environment is the live system which can be connected to a client’s production
database.
You can install NextGen Share into your test environment, or you may choose to go directly
into production with NextGen Share. If you are installing in environment, there is no need to
migrate to the production environment. After testing has concluded, you can install NextGen
Share on the production environment.
1. In a Web browser, go to the appropriate NextGen Share website for the environment you
want to connect to.
o NextGen Share production: https://www.nextgenshare.com
o NextGen Share staging: https://staging-ngshare.com/
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The first time you log into the NextGen Share Portal, the NextGen Share Prerequisites
Checklist appears.
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Within two business days, you (or your organization) will receive an email notifying you
of the approval. When you log back on to the NextGen Share Portal, a green check mark
appears next to the question, “Are you a NextGen Share Administrator for your
organization?” You can then begin enrollment.
6. On the NextGen Share Enrollment page, ensure that all fields are completed (including the
fax number).
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7. From the Specialty list, select the specialty that best represents your organization.
Note: Notice that the Specialty list includes a multi-Specialty option for
organizations with providers dedicated to more than one specialty.
A sub-domain is a unique identifier that is part of each Direct address assigned for your
providers and organizations. It facilitates identifying the practice that a provider is
associated with.
It is best to choose a short sub-domain which easily identifies your organization. A
sample sub-domain below the sub-domain field shows how a direct address looks.
9. Enter the sub-domain for your organization.
The icon indicates that the sub-domain you entered is unique in the NextGen Share
Network.
10. Scroll down to the bottom of the page, review the Terms of Service, and then select I
Agree to the Terms and Conditions.
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The Connect <organization name> to NextGen Share window opens and displays the
NextGen Share license key.
Note: Before you can connect to the NextGen Share network, you must
download the NextGen Share installation kit and install NextGen Share on
your NextGen Interface server.
12. Enter the email address of the person performing the NextGen Share installation, and then
select Send to email the license key and the installation kit instructions.
When you begin enrollment, the NextGen Share Enrollment page appears.
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CHAPTER 3
Note: This patch is not required for NextGen® Adaptive Content Engine
versions 8.3.10 or later, as the NextGen Share functionality is built in to the
standard 8.3.10 version onwards. If you have NextGen Adaptive Content
Engine 8.3.10 or later installed, you can skip this section.
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4. Enter your logon credentials, select an enterprise and practice, and then select Logon.
The NextGen KBM Upgrade Utility: Page 1 of 4 screen appears.
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7. Select Browse .
The Browse window appears.
8. Navigate to the location of the extracted NextGen® Adaptive Content Engine Upgrade
files, and then select OK.
CAUTION: If the Windows file path is longer than 255 characters, the
NextGen Adaptive Content Engine Upgrade Utility will be unable to access
some files.
The NextGen KBM Upgrade Utility: Page 2 of 4 screen displays the path you selected.
9. Select Next.
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10. Select the NextGen Adaptive Content Engine version currently installed on the NextGen®
Enterprise database server (must be version 8.3.3 or later) and select Next.
The NextGen KBM Upgrade Utility: Page 4 of 4 screen appears.
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When the upgrade is complete, the message Upgrade succeeded! appears at the top of the
NextGen KBM Upgrade Utility: Page 4 of 4 screen and the Update Hash Keys window
appears.
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8. Select Next.
The Share Client Registration Validation screen appears.
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9. Enter the license key provided in the NextGen Share Installation Kit email, and then
select Submit.
The status of the registration validation is displayed in the Details section. If there is a
problem with registration validation, information about the problem will be displayed in
the Details section.
10. Select Next.
The NextGen Share Network Connectivity Test screen appears. This screen tests to ensure
that your NextGen interface server can connect to the NextGen Share network through
HTTP, HTTPS and TCP connectivity.
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13. Enter the name of the installation environment (for example, PROD) and select Next.
Confirming your installation environment ensures that you do not install the NextGen
Share Staging version in your Production environment or vice-versa.
The NextGen Share Connectivity Setup screen appears.
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18. Enter the location path to install NextGen Share (or select Browse to manually select a
location) and select Next.
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The Share core system dependencies review screen appears verifying that the NextGen
Share required dependencies are installed on the server.
If you have the wrong version of Microsoft PowerShell or Microsoft .NET Framework,
the Share core system dependencies review screen notifies you that you must upgrade and
provides a link where you can download the software.
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When the installation is complete, the NextGen Share Installation Complete! page appears.
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The installation status indicates that the eChart Extraction Service will be installed
automatically.
See Also
• Installation Considerations
• Automatic Installation of the NextGen Share eChart Extraction Service
• Automatic Installation of the Patient Locator Service
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CHAPTER 4
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Preview Messages
You can preview messages received in the Message Center.
1. Select the Subject of the message in the Messages grid.
The contents of the message appear in the preview pane below the grid.
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View Messages
Open messages to fully view the contents of the message.
1. Log in to the NextGen Share Portal.
2. On the Administration panel, select Message Center.
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The Message Center opens and displays your Inbox. Unread messages are highlighted in
bold.
Sort Messages
You can sort messages by date or subject to easier navigate your message list or locate
messages.
• To toggle the sort order of the Message Center, select Subject or Date on the
corresponding column header.
Note: After you archive a message, you cannot move it back to the Inbox.
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3. To disenroll from a Message Center subscription, clear the check box next to the
subscription type.
4. To turn off email notifications for the site, for Send me email notifications select No.
5. Select Save to keep the changes and return to the NextGen Share portal main page.
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Note: If you deactivate the Patient Locator service, your site cannot
participate in other NextGen Share services that require patient-matching,
such as the NextGen Share Carequality Service.
1. Log on to the NextGen Share portal and locate the Patient Locator service panel.
2. Select Activate.
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A warning message appears informing you that you should consider activating the service
only after normal working hours, due to the excess load that the service activation places
on your NextGen Enterprise database.
See Also
• Automatic Installation of the Patient Locator Service
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The button in the eChart Extraction tile indicates that the service has been
automatically installed. The actual activation date is also available under the Activate Now
button. If needed, you can further delay the activation of the service by opening a case
with NextGen Support.
4. To activate the service immediately, select Activate Now.
The Activate Now confirmation message appears.
5. Select OK.
See Also
• Automatic Installation of the NextGen Share eChart Extraction Service
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The Guided Tour tools appear to the right of the overlay. They include a description of
the specific panel and tools to navigate across the overlays (Skip, Back and Next).
3. At the end of the tour (Overlay 4), select Done to exit the guided tour.
Note: You can exit the guided tour at any time by clicking anywhere outside
the overlay.
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CHAPTER 5
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o NG6593.NGProd.1.NextGenShare.WebServices
o NG6593.NGProd.1.RosettaMonitorService
o NG6593.NGProd.1.RosettaService
Note: It is possible to have more than one instance of Rosetta installed. In the
above example, the NextGen Share instance of Rosetta was installed first.
However, if NextGen Share were installed second, then the
NextGenShare.WebServices service will be named
NG6593.NGProd.2.NextGenShare.WebServices.
6. Log on to the NextGen Share portal and access the Message Center.
A message in the Message Center indicates that the NextGen Share upgrade is complete.
See Also
• Amazon Web Services Package Downloads
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CHAPTER 6
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Upon completion, the wizard notifies you that the uninstallation has been completed
successfully.
4. Select Finish.
The NextGen Share uninstallation is complete.
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APPENDIX A
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How does DigiCert appoint trusted agents to assist in the identity vetting process?
DigiCert appoints representatives of customer organizations as trusted agents to help collect
the documentation needed to issue Direct Certificates. Before a representative can act as a
trusted agent, they must first verify their identity with DigiCert according to DT LOA3. The
representative then executes an agreement that appoints them as an agent of DigiCert for the
purposes of collecting documentation, verifying identities, and providing identity
information. Verified information is reviewed by DigiCert before a certificate is issued.
What level of identity verification is necessary?
DirectTrust based its standard for identity vetting on Level of Assurance 3 (LOA3) as set
forth in NIST publication 800-63. This standard requires strong identity authentication. For
instance, to establish a legal identity, a certificate applicant could present a government-
issued ID to a verifying person, such as a notary or a DigiCert Trusted Agent. Then, the
applicant’s identity must be verified by two other persons: both an Information Systems
Security Officer (ISSO) working for the HISP and either the individual named in the
certificate (for Direct Address Certificates) or a representative of the organization named in
the certificate (for Direct Organization Certificates). For organizations, the representative is
responsible for managing use of the certificate, and the ISSO at the HISP is responsible for
ensuring the security of the related private key.
What information should I have ready to complete the identity verification?
In addition to your notarized Identity Verification form, you must also provide the publicly
listed phone number of the organization that performed the notarization. The phone number
must be associated with a verified business and be available through a public web search.
This information is required in order for DigiCert to validate the notarization as part of the
identity verification process.
DigiCert may ask you to provide a number from a valid government-issued ID (such as a
driver’s license or passport) and a financial or utility account number (such as, checking
account, savings account, utility account, loan account, or credit card number) confirmed
through record checks. All credentials must be unexpired.
What is the time limit for submitting the DigiCert Identity Verification form after it is notarized?
The completed and notarized Identity Verification form should be submitted to NextGen
Healthcare as soon as possible. The document expires 30 days after the data of notarization.
Given the time required to process the form by NextGen Healthcare and DigiCert, you are
strongly encouraged to submit your form within 20 days after notarization.
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How long does the process take after submitting the notarized DigiCert Identity Verification
form?
After NextGen Healthcare submits your completed and notarized Identity Verification form
to DigiCert, the review and verification process typically takes 3-5 business days. During this
time, DigiCert validates the notarization with the notary and all the details you provided. To
avoid delays, you must ensure the accuracy of the Identity Verification form. The entire
process is as follows:
• Complete and Submit the Identity Verification Form: It usually takes only a few minutes to
complete the form. Ensure that the form is notarized. After it is notarized, the completed
form must be submitted to the NextGen Share team in the manner defined on the form.
Forms that are incomplete or difficult to read will be returned for updates.
• DigiCert ID Form Review: NextGen Healthcare submits the completed form to DigiCert to
review its content and verify the user’s identification information.
• Certificate Creation: After the submitter’s identification is verified, a unique certificate is
issued for the organization and made available to the NextGen Share HISP. The
certificate is loaded in the HISP, and the NextGen Share Direct Messaging Service can be
activated.
What are the common reasons for DigiCert to reject a submission?
Two of the most common reasons for rejecting a submission are as follows:
• The notary is not properly registered in your state.
• The form does not reflect the legal name of your organization.
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APPENDIX B
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APPENDIX C
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See Also
• Automatic Installation of the Patient Locator Service
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