--- title: NextGen Integration Guide description: NextGen Integration Guide for SamaCare --- [Skip to content](https://help.samacare.com/nextgen-integration-guide#main-content) English - United States Show submenu for translations [![samacare logo](https://help.samacare.com/hubfs/SamaCare_logo_hubspot.svg)](https://www.samacare.com/) - [Home](https://help.samacare.com/) Open main navigation Close main navigation - [Home](https://help.samacare.com/) - English - United States Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [SamaCare Help Center](https://help.samacare.com/?hsLang=en-us) 2. [EHR](https://help.samacare.com/ehr?hsLang=en-us) September 16, 2026 # NextGen Integration Guide ## Connect SamaCare with NextGen Enterprise to access patient information and documents directly within SamaCare. #### **What the integration supports** Once your integration is active, you can: - Search for patient demographics on demand - Download patient documents from NextGen into SamaCare without first saving them to your computer - Upload patient documents from SamaCare into NextGen  #### **Before you begin** You will need: - **NextGen Enterprise version 5.9.0 or later** - Access to the **NextGen Enterprise System Administrator** - Access to the **NextGen API Client Portal** - A **Main Client Community** user who can grant API Client Portal access, if portal access has not previously been configured --- ##### **Step 1: Confirm your NextGen Enterprise version** Your organization must use NextGen Enterprise version **5.9.0 or later**. To check your version: 1. Open an application within the NextGen suite. 2. Locate the **Release** version on the login screen or from within NextGen EHR or NextGen PM. 3. Confirm that your version is **5.9.0 or later**. ##### **Step 2: Confirm that NextGen API Suite Manager is installed** Confirm that the **NextGen API Suite Manager** is installed in your production environment. A non-production installation is only required if your organization wants to test the integration before enabling it in production. If API Suite Manager is not installed, **NextGen API Support** can install and configure it at no cost. Your organization can also follow NextGen's[Enterprise API installation guidance](https://www.community.nextgen.com/articles/Hot_Topic/NextGen-Enterprise-API) to complete the installation. ##### **Step 3: Find your practice ID** 1. Open **NextGen Enterprise System Administrator**. 2. Locate your enterprise and practice in the left navigation. - Enterprises are identified by a **brown building icon**. - Practices appear as **nested folders** beneath the enterprise. 3. Select the applicable practice to display its practice ID. If your organization has multiple practices, confirm which practice or practices should be connected to SamaCare. ##### **Step 4: Create or select a document type** Choose the document type SamaCare should use when uploading documents to NextGen. The document type may have any name, but it must include the following required fields: 1. **Person Nbr** 2. **Date of Service** For instructions on creating a document type, refer to page 53 of NextGen's [User Guide for NextGen Document Management](https://www.community.nextgen.com/articles/Knowledge/User-Guide-for-NextGen-Document-Management-6-2021-1). Once complete, email the following information to **ehr\_accounts@samacare.com:** - Your **practice ID** - Your **document type description** ##### **Step 5: Authorize SamaCare in the NextGen API Client Portal** If your organization has not used the API Client Portal before, a **Main Client Community** **user** must first grant portal access to themselves or another Success Community user. Follow NextGen's [Client API Portal User Guide](https://successcommunity.nextgen.com/s/article/Client-API-Portal-User-Guide) to configure access. Once access is configured: 1. Sign in to the **NextGen API Client Portal**. 2. Select **Authorize New Apps**. 3. Locate **SamaCare**. 4. Add the SamaCare app to authorize the integration. #### **Complete your setup** After completing all five steps, contact your **SamaCare Customer Success Manager** or email **ehr\_accounts@samacare.com ** The SamaCare team will complete the remaining activation steps and let you know when your NextGen integration is ready to use. Ready to integrate your EHR with SamaCare? Complete [**this form**](https://udigq.share.hsforms.com/2KPxwjAQuTfKscavUfZXP-A) to get started with the integration process.   - [Welcome Aboard](https://help.samacare.com/welcome-aboard?hsLang=en-us) - [Getting Started](https://help.samacare.com/getting-started?hsLang=en-us) - [Authorizations](https://help.samacare.com/authorizations?hsLang=en-us#main-content) - [Submitting Authorizations](https://help.samacare.com/authorizations?hsLang=en-us#submitting-authorizations) - [Managing Authorizations](https://help.samacare.com/authorizations?hsLang=en-us#managing-authorizations) - [Help and Support](https://help.samacare.com/help-and-support?hsLang=en-us) - [FAQ](https://help.samacare.com/faq?hsLang=en-us) - [EHR](https://help.samacare.com/ehr?hsLang=en-us) - [Home](https://help.samacare.com/) [![samacare logo](https://help.samacare.com/hubfs/SamaCare_logo_hubspot.svg "samacare logo")](https://www.samacare.com/) Copyright © 2026,