Online Profiles

File Maintenance Help for NextGen® Enterprise 8

Add a New Online Profile

When you create a new profile, you can add users or groups of users to the profile. You can also apply the Do Not Reply feature to the profile. Open the Online Profiles window. Select Add Profile. You can also select New Online Profile from the Actions menu. A new profile opens with the default name New Online Profile. Perform the following actions: Enter a name for the profile. Select individual users or groups of users. You can also search for users if required . To select all users and groups, right-click in the users and groups list and select Select All. To clear all check boxes for users and groups, right-click in the users and groups list and select Select None. Select the Do not allow patients to reply check box to enable the Do Not Reply feature. Select Save. Parent topic: Online Profiles

NextGen® Enterprise EHR Help

Send Messages to Patients

Before you begin Ensure that the patient is enrolled in Patient Portal. You can initiate a message from the Patient Information Card (PIC) and send it to a recipient in NextGen® Enterprise EHR. You can attach a template, document, image, email, or report to the message. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. On the PIC, select New Message. Note: The New Message button appears only when the patient enrollment is complete in Patient Portal. The icon indicates that the enrollment is complete. The Patient Portal Message window opens with the recipient’s name in the To field by default. You can change the recipient or add recipients from the To list. Verify the recipient's name, enter the subject, and message, and then select Send & Chart. If you do not want to add the message to patient's chart, select the Do not add to chart option under Send & Chart. For more information on various options available on the Patient Portal Message window, go to N

Help Guide for NextGen® Enterprise PM 8

Person Data Collected

The procedure to add a new person is the same in NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management, but the data collected by each application differs, as shown in the following table. Tab Data Collected Application Demographics Demographic information such as (but not limited to) first and last name, Social Security number, date of birth, sex, address, race, language, religion, ethnicity, and phone number. Note: : The NextGen® Enterprise PM Add/Modify Person Information window has an Account button that enables you to access the patient's Account Profile. For more information on patient accounts, go to the NextGen Healthcare Success Community, and download the latest Accounts and Patient Records Guide for NextGen Enterprise PM . NextGen® Enterprise EHR and NextGen® Enterprise PM Status The patient's status at your practice. Additionally, when modified, you can list the reason for the change. NextGen® Enterprise EHR and NextGen® Enterprise PM Client Defin

NextGen® Enterprise EHR Help

Person Data Collected

The procedure to add a new person is the same in NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management, but the data collected by each application differs, as shown in the following table. Tab Data Collected Application Demographics Demographic information such as (but not limited to) first and last name, Social Security number, date of birth, sex, address, race, language, religion, ethnicity, and phone number. Note: : The NextGen® Enterprise PM Add/Modify Person Information window has an Account button that enables you to access the patient's Account Profile. For more information on patient accounts, go to the NextGen Healthcare Success Community, and download the latest Accounts and Patient Records Guide for NextGen Enterprise PM . NextGen® Enterprise EHR and NextGen® Enterprise PM Status The patient's status at your practice. Additionally, when modified, you can list the reason for the change. NextGen® Enterprise EHR and NextGen® Enterprise PM Client Defin

Help Guide for NextGen® Enterprise PM 8

Patient Data Collected

Although the procedure to add patients is the same, the data collected by NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management differs, as shown in the following table. Tab Data Collected Application Demographics Demographic information such as (but not limited to) first and last name, Social Security number, date of birth, sex, address, race, language, religion, ethnicity, and phone number. Note: : The NextGen® Enterprise PM Add/Modify Person Information window has an Account button that enables you to access the patient's Account Profile. For more information on patient accounts, go to the NextGen Healthcare Success Community, and download the latest Accounts and Patient Records Guide for NextGen Enterprise PM . NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management Status The patient's status at your practice. Additionally, when modified, you can list the reason for the change. NextGen® Enterprise EHR and NextGen® Enterprise PM C

NextGen® Enterprise EHR Help

Patient Data Collected

Although the procedure to add patients is the same, the data collected by NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management differs, as shown in the following table. Tab Data Collected Application Demographics Demographic information such as (but not limited to) first and last name, Social Security number, date of birth, sex, address, race, language, religion, ethnicity, and phone number. Note: : The NextGen® Enterprise PM Add/Modify Person Information window has an Account button that enables you to access the patient's Account Profile. For more information on patient accounts, go to the NextGen Healthcare Success Community, and download the latest Accounts and Patient Records Guide for NextGen Enterprise PM . NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management Status The patient's status at your practice. Additionally, when modified, you can list the reason for the change. NextGen® Enterprise EHR and NextGen® Enterprise PM C

Online Profiles

Recommendations

Add a New Online Profile

Send Messages to Patients

Person Data Collected

Person Data Collected

Patient Data Collected

Patient Data Collected

Add a New Online Profile

Send Messages to Patients

Person Data Collected

Person Data Collected

Patient Data Collected

Patient Data Collected