Chart Practice Preferences Fields
The following table describes the fields located in Chart Practice Preferences.
Chart
| Field | Description |
|---|---|
| User-Defined Names 1-8 | Enter a label for each of the user-defined fields that you want to display on the patient's chart. You can use these fields at any time or you can make them required entries. To make one of these fields required at chart creation, select the corresponding Required check box. These user-defined fields represent information that remains constant from encounter to encounter, for example, "organ donor." When the User-Defined Name is created and selected as required, the information from the user-defined fields displays on the patient's chart and the Chart tab, as well as on the Chart/Ins tab of the Appointment Book. You can also select the fields from Patient Information in the Data Repository for form and label templates |
| Require 1-8 | Select this option to require the User-Defined Names 1-8 fields above at chart creation. |
Chart Options
| Field | Description |
|---|---|
| Required Fields | Select the column to the right of a field to add/remove a green check mark. Green check marks indicate fields that are required when users create or modify patient charts. The following fields can be set as required: Birth Date, Day Phone, Home Phone, Alternate Phone, Secondary Home Phone, E-Mail, Cell Phone, Primary Care Physician, Primary Dental Physician, SSN, Contact Preference, Race, Language, Religion, Church, Homeless Status, Migrant Worker Status, Language Barrier, Primary Med Coverage, Public Housing Prim Care, School Based Health Center, Ethnicity, Tribal Affiliation, Blood Quantum, Community Code, Head of Household, IHS Eligibility Status, Classification/Beneficiary, Descendancy, Family Information, Veteran Status, Gender Identity, Sexual Orientation, Preferred Pronoun, Current Gender, Marital Status, Client Defined fields 1 - 14 (from Enterprise Preferences > Client Defined tab) and Community Code. The following UDS fields can be set as required if enabled in tab: Homeless Status, Migrant Worker Status, Language Barrier, Primary Medical Coverage, Public Housing Primary Care, School Based Health Center, Tribal Affiliation, Blood Quantum, Head of Household, IHS Eligibility Status, Classification/Beneficiary, Descendancy, Family Information and Veteran Status. |
| Release of information | Select to set the default for the release of information when a payer is attached to an encounter. The default is stored in the insurance record and displays on the Patient Insurance - Encounter window. |
| Automatically assign benefits | Select this check box to automatically select the Assignment of Benefits box on the Patient Insurance - Encounter window on the Encounters tab of the patient's chart. |
| Enable patient status | Select this check box to display the: Patient Status tab on the Add/Modify People/Patient Information window. Patient Status section on the patient chart. When a user selects the Patient Status and Pt Status Reason on the Patient Status tab, the information also displays on the Add/Modify People/Patient Information window. |
| Patient status required at Chart creation | Select this check box to require users to enter a patient's status at chart creation. |
| Marketing plan required at Chart creation | Select this check box to require marketing information when a chart is being created. This option allows you to track how patients found out about your practice. You can create marketing plans in the Practice master files. |
| Hidden marketing plans default to new Encounters | Select this check box to enable marketing plans to default from Chart Details for all new encounters for a patient, when the encounter is added directly from the chart. When this check box is not selected, hidden marketing plans on new encounters will not default when encounters are added directly from the chart. |
| Enable practice payer specific information | Select this check box to set up the co-pay as practice-specific. The co-pay is pulled from the Practice Level section of the Insurance Maintenance window. If the check box is not selected, the co-pay will be set up as enterprise-wide. For more information, refer to the Determining Where the Co-Pay is Pulled From section of the Claims User Guide for NextGen® Enterprise PM. |
| Automatically reassign encounter balance responsibility | Select this check box to reassign the encounter balance to the next insurance (secondary or tertiary) or to the patient balance once the insurance is posted, i.e., the line item status will be "Settled to [next payer]". Refer to the Posting Transactions chapter in the Transactions User Guide for NextGen® Enterprise PM for more information. |
| Default chart guarantor to self if patient is 18 or older | Select this check box to use the patient as a default guarantor when users create charts for patient who are 18 years or older. This feature applies to the tab, and to the Create Encounters windows. |
| Enable encounter payer copay | Select this check box to display the Encounter Co-payment field and the Copay Exempt check box on the Insurance Maintenance window. For more information about turning on copay exemption for an encounter, see the Claims User Guide for NextGen® Enterprise PM. |
| Birth Mother's full name on Relations Tab | Select this check box to enable the “ Birth Mother’s Full Name ” fields on the Add/Modify Patient Information window in the Relations/Role tab.
|
| Prompt for a reason when a Recall Plan is stopped | Deselect this check box to do the following: To stop active recalls for expired patients. You are not required to enter a reason for stopping the recall. For Expired Patients - On the window, when the Expired check box is selected and an Expired Date is entered, all active recalls will be canceled. Select this check box to do the following: Require users to enter a reason when stopping a patient's recall. For Expired Patients - On the window, when the Expired check box is selected and an Expired Date is entered, you have the option to stop active recalls. |
Appt Event SIM Carryover
| Field | Description |
|---|---|
| Default to encounter | Select this check box to automatically populate the Charge Posting window with the associated service items when it is initially accessed if an encounter is created for an appointment for an event. |
| Effective date | Enter the date set for the SIM carryover to start. |
Medical Record Number
The Medical Record Number is used in both NextGen® Enterprise PM and NextGen® Enterprise EHR. In NextGen® Enterprise PM, it displays at the top of the patient chart.
| Field | Description |
|---|---|
| Req at Chart creation | Select this check box to require assigning the Medical Record Number when the chart is created. The default chart number is the next available number as determined by the Counter master file. If this box is not selected, then no medical record numbers are added to new charts. |
| Allow user override at Chart creation | If you selected the Require at Chart Creation check box, then you can select this check box to enable the user to override the system-generated medical record number by entering a different chart number. |
| Allow preceding zeros | If you selected the Require at Chart Creation check box, then you can select this check box to have zeros precede all medical record numbers for new and existing charts in the practice. Because the Medical Record field is a twelve-digit field, enough zeros display at the beginning of the number to make the total number of digits equal twelve. |