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 make a field mandatory for all patient charts in the enterprise, select the Require on Chart Creation column. A check mark appears in the column. The required setting is selected in the Chart Practice Preferences for all new and existing charts.
Note: If you do not have security rights to add client-defined fields marked as Require on Chart Creation at the enterprise level, then you cannot create a chart.
To configure the display of Race and Ethnicity fields in the Add/Modify Person/Patient Information window, do the following:
To display a field on the Demographics tab, select Display General.
To display a field on the UDS tab, select Display UDS. You must also select Display person UDS fields on the Enterprise Preferences UDS tab to display it in the Add/Modify Person/Patient Information window.
To include a client-defined field in the People Lookup window, select the field in Include on Lookup Screens.
Note: You cannot add Race, Language, Religion, Church, and Ethnicity to the lookup.
To make the Details link available in the Gender field located in the Patient Lookup window in NextGen® Enterprise PM, select Privatize gender details in link on General. The link allows you to select the patient's preferred pronouns, gender identity, sexual orientation, and current gender. The Privatize gender details in link on General checkbox is not available by default.
