Client-Defined Fields

File Maintenance Help for NextGen® Enterprise

Set Up Client-Defined Fields

To open the Enterprise Preferences window, do one of the following: From NextGen® Enterprise PM, select Admin > > Preferences > Enterprise. From File Maintenance, select Master Files > System > Enterprises, and from the list, choose an enterprise and then select Preferences. From Preference List, select Client Defined. The Client Defined tab displays various fields and settings. Note: If you are licensed for Chart Tracking, the first four client defined fields are specifically used for this tracking. In the Client Defined Label column, enter names for the fields. The client-defined field names are displayed in the Add/Modify Person/Patient Information window. You can modify the labels of only the first 14 client-defined fields. To make a field mandatory, do one of the following: To make a field mandatory for all practices, select the Require Always column. A check mark appears in the column. The required setting is also selected in the Appt Scheduling and Chart Practice Preferences. To

File Maintenance Help for NextGen® Enterprise

Set Up Selections for Client-Defined Fields

Open File Maintenance, and then select Master Lists. The Master Lists List window opens. From Master List, select the name of the client-defined field that was entered in the Enterprise Preferences window. Select the client-defined field from Master List Select the file icon, and then select New.. The selected master lists window opens. Add Address Type Information In the Master List Defaults tab, enter a description. In the External tab, select the file icon, and then select New. Enter details in the External ID and External System fields. To add another field selection, select Next. To close the window, select OK. Restrict User Access to Modify Client-Defined Fields In System Administrator, you can restrict users' ability to add or update client-defined fields. Restrict Impromptu Additions to Religion and Church Fields From System Administrator, you can restrict users' ability to add religion and church values from the Patient Information window. Parent topic: Client-Defined Fields

File Maintenance Help for NextGen® Enterprise 8

Client Defined Tab

The Client Defined tab enables you to add multiple client-defined fields at the enterprise level. These fields display in various areas of NextGen® Enterprise EHR and NextGen® Enterprise PM. When you add a client-defined field, a corresponding master list with the same name is created. The values you add to the master lists become the values users can select when the client-defined fields display in the following areas of NextGen® Enterprise EHR and NextGen® Enterprise PM. In NextGen® Enterprise PM and NextGen® Enterprise EHR Add/Modify Person/Patient Information window, on the Client Defined tab and the Demographics tab. In NextGen® Enterprise PM Patient Chart Patient Information tab and Demographics tab. Also on the NextGen® Enterprise PM Appointment Details window, on the Chart/Ins tab. In File Maintenance Practice Preferences, Appt Scheduling, Chart, Required on link appt, Data Repository, Patient Information, Required Fields data field list, and Form and Label Template master file

NextGen® Enterprise EHR Help

Managing Client Defined Information

The Client Defined tab appears only when one or more custom Client Defined fields have been created in Enterprise Preferences. Up to 14 client-defined fields can be set up and then used to collect additional information for what is not already a standard field within the application. In Enterprise Preferences, each client-defined field can be set up to be required either for all persons and patients when a demographic record is created, or for all patients when a chart is created. In Practice Preferences, each client-defined field can be set up to be required either for all persons and patients when an appointment is scheduled, or for all patients when a chart is created. Information on the Client Defined tab is stored at the enterprise level; therefore, all practices in the same enterprise share the same information for a person or patient. The Client Defined tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Informat

NextGen® Enterprise EHR Help

Managing Client Defined Information

The Client Defined tab appears only when one or more custom Client Defined fields have been created in Enterprise Preferences. Up to 14 client-defined fields can be set up and then used to collect additional information for what is not already a standard field within the application. In Enterprise Preferences, each client-defined field can be set up to be required either for all persons and patients when a demographic record is created, or for all patients when a chart is created. In Practice Preferences, each client-defined field can be set up to be required either for all persons and patients when an appointment is scheduled, or for all patients when a chart is created. Information on the Client Defined tab is stored at the enterprise level; therefore, all practices in the same enterprise share the same information for a person or patient. The Client Defined tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Informat

Help Guide for NextGen® Enterprise PM 8

Client-Defined Master Lists

When enabled, a Client Defined tab displays on the Add/Modify Patient Information window in NextGen® Enterprise PM. The tab includes up to 14 customized fields for capturing additional patient information that is not already a standard field within NextGen® Enterprise PM. The fields can be used by Health Centers and IHS practices for informational and reporting purposes. The Client Defined tab and related fields are enabled at the enterprise level. Therefore, they are available to all practices in the enterprise. Once a Client Defined field is created in Enterprise Preferences > Client Defined tab, a new Master List table by the same name becomes available in File Maintenance. The pick-list items available for user selection in each Client Defined field are created in the corresponding Master List tables. Parent topic: Setting Up Master Lists for Health Centers

Client-Defined Fields

Recommendations

Set Up Client-Defined Fields

Set Up Selections for Client-Defined Fields

Client Defined Tab

Managing Client Defined Information

Managing Client Defined Information

Client-Defined Master Lists

Set Up Client-Defined Fields

Set Up Selections for Client-Defined Fields

Client Defined Tab

Managing Client Defined Information

Managing Client Defined Information

Client-Defined Master Lists