Client Defined Tab

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

File Maintenance Help for NextGen® Enterprise 8

Require Client Defined Fields At the Enterprise Level

You can make the client defined fields required at the enterprise level or at the practice level. When you require a field at the enterprise level, the practice-level required option is automatically selected by default and cannot be modified. Open the Enterprise Preferences, and then select Client Defined tab. The Client Defined tab displays the Client Defined fields and their settings. To require a field, do one of the following: In the Require Always column, select to make this field required all the time for all practices in the enterprise. A displays in the column. If you select Require Always, the required setting is also selected in the Appt Scheduling and Chart Practice Preferences. In the Require on Chart Creation column, select to make this field required on all patient charts in the enterprise. A displays in the column. If you select Require on Chart Creation, the required setting is selected in the Chart Practice Preferences for new and existing charts, too. If you are crea

File Maintenance Help for NextGen® Enterprise 8

Setting Up Selections for Client Defined Fields

Once you create the client-defined field names, you must add selections that will display for each field. For example, if the client-defined field is "Home Location", you would enter each location that you want to display in the drop-down list for that field on the Person/Patient Maintenance window. Adding selections causes the Client Defined tab to display when you add a new person or access the Person/Patient Maintenance window. Note: The Master List names associated with the Client Defined fields display in all enterprises. The items in the master lists are specific to the enterprise they were created in and master list items created in a particular enterprise will not be visible in other enterprises. Set Up Selections for Client Defined Fields Parent topic: Client Defined Tab

File Maintenance Help for NextGen® Enterprise 8

Require Client Defined Fields At the Practice Level

At the practice level, you can require the fields on the patient chart or during appointment scheduling. You can require the fields on all charts or during appointment scheduling by changing the settings in the Chart Practice Preferences or Appt Scheduling Practice Preferences. Parent topic: Client Defined Tab

Help Guide for NextGen® Enterprise PM 8

Managing Chart Details

On the Chart Details tab, you can enter additional information for a patient's chart in NextGen® Enterprise PM. The tab includes up to 8 user defined fields that can be set up in Practice Preferences and then used to collect patient information that is not already a standard field within the application. The tab also includes default rendering and referring providers, and marketing plan information for the patient. The information is saved for established patients with an existing chart, and for new patients when the chart is created. Information on the Chart Details tab is stored at the practice level; therefore, each practice can enter and maintain different information for a patient. The Chart Details tab is available as follows: Window NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information No No N/A Patient Information Yes Yes Yes For more information, go to the NextGen Healthcare Success Community, and download the following guides: For setti

NextGen® Enterprise EHR Help

Managing Chart Details

On the Chart Details tab, you can enter additional information for a patient's chart in NextGen® Enterprise PM. The tab includes up to 8 user defined fields that can be set up in Practice Preferences and then used to collect patient information that is not already a standard field within the application. The tab also includes default rendering and referring providers, and marketing plan information for the patient. The information is saved for established patients with an existing chart, and for new patients when the chart is created. Information on the Chart Details tab is stored at the practice level; therefore, each practice can enter and maintain different information for a patient. The Chart Details tab is available as follows: Window NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information No No N/A Patient Information Yes Yes Yes For more information, go to the NextGen Healthcare Success Community, and download the following guides: For setti

Client Defined Tab

Recommendations

Managing Client Defined Information

Require Client Defined Fields At the Enterprise Level

Setting Up Selections for Client Defined Fields

Require Client Defined Fields At the Practice Level

Managing Chart Details

Managing Chart Details

Managing Client Defined Information

Require Client Defined Fields At the Enterprise Level

Setting Up Selections for Client Defined Fields

Require Client Defined Fields At the Practice Level

Managing Chart Details

Managing Chart Details