Practice Preferences for Patient Information Bar

File Maintenance Help for NextGen® Enterprise 8

NextGen® Enterprise PM Patient Information Bar Descriptions

The following tables provide additional descriptions for the Patient Demographic Information and Alerts section of PM Patient Information Bar. Use this table when setting up the PM Patient Information Bar Practice Preferences. Patient Demographic Information You can select up to three types of demographic information to display on the Patient Information Bar. Select this check box... To display... Default Guarantor The patient's default Guarantor from the Patient Chart > Patient Information tab > Relationship/Contact/Guar sub-tab. Preferred Language The patient's Preferred Language from the Patient Information window. Credit Card On File Y (Yes) or N (No) indicating whether the guarantor's credit card is on file on the Account Profile > Credit Card on File tab. Preferred Pronoun The patient's Preferred Pronoun from the Patient Information window. Patient Portal An icon indicating the patient's NextGen Patient Portal enrollment status. Primary Care Provider The patient's Primary Care Pr

File Maintenance Help for NextGen® Enterprise 8

Set Up Patient Information Bar Practice Preferences for NextGen® Enterprise PM

From the Preference List, select Patient Information Bar, and then select PM tab. Select the Show Patient Information Bar check box. To display the Patient Information Bar on the Charge Posting, select the In Charge Entry check box. To display the Patient Information Bar on the Payment Entry, select the In Payment Entry check box. Define which information to display on the bar in the Patient Information section. Define which information to display on the bar in the Chart Link section. For each Field that you want to be accessible from the Patient Information Bar, do the following: In the Table field, select the Open File and then select a table. In the Field field, select a field from the table to display the field value on the Patient Information Bar. In the Display Label field, enter a label for the field on the Patient Information Bar. The Display Label is limited to 15 characters. If your label includes more than 15 characters, the field will display an ellipsis (...) where the lab

File Maintenance Help for NextGen® Enterprise 8

Patient Information Bar Practice Preferences for NextGen® Enterprise PM

The Patient Information Bar in practice preferences enable you to select whether the Patient Information Bar displays in the Patient Chart in NextGen® Enterprise PM and what patient information displays on the bar. You can also configure Practice Preferences to display the Patient Information Bar in Charge Entry and Payment Entry. Patient Demographic Information. You can select up to three types of demographic information to display on the Patient Information Bar. Chart Link. You can decide whether to display optional information as a link on the Patient Information Bar. This information can be optionally displayed whether the Patient Information Bar is minimized or maximized. Field Name Customization. You can select any field to display on the Patient Information Bar from the following database tables: patient person practice_person_family_info practice_person_sliding_fee You can also create short labels for the fields that display on the Patient Information Bar. You can also hover th

File Maintenance Help for NextGen® Enterprise 8

NextGen® EDR Patient Information Bar Descriptions

The following tables provide additional descriptions for the Patient Demographic Information and Alerts section of Patient Information Bar. You can use this table when setting up NextGen® Enterprise EHR Patient Information Bar Practice Preferences. Patient Demographic Information You can select up to three types of demographic information to display on the Patient Information Bar. Select this check box... To display... MRN The patient Medical Record Number. Parent/Guardian The name of the patient parent or guardian. Enterprise Chart Indicator Whether the chart is an enterprise chart. Patient Insurance Name of the patient insurer. Encounter Insurance Whether one or more insurances are added to the encounter for billing purposes. Preferred Language The patient preferred language. Preferred Name The patient preferred name. Patient Portal Indicator Whether the patient is enrolled in NextGen® PxP Portal Patient Portal or not. Alerts You can select and customize NextGen® Enterprise PM alerts

File Maintenance Help for NextGen® Enterprise 8

Set Up Practice Preferences for Patient Information Bar

In File Maintenance, select Master Files > System > Practices. The Practice List window opens. Double-click a practice. The Modify Practice Information window opens. Select Preferences and select Patient Information Bar from the Preference List pane. Note: The EDR tab is selected by default. To display patient information bar in NextGen® EDR, select Show Patient Information Bar. In the Patient Information section, select the required check boxes to display in the patient information bar. In Alerts section, select the required check boxes to display in the patient information bar. In the Appointment Hover section, select the number of historical and future appointments you wish to see when you hover over Appointment section in the patient information bar. Select OK. Parent topic: Practice Preferences for Patient Information Bar

Help Guide for NextGen® Enterprise PM 8

Patient Information Bar Buttons

The following buttons are available on the Patient Information Bar in NextGen® Enterprise PM: Buttons Image Function Alerts If one or more NextGen® Enterprise PM alerts exist for patients, the Alerts button appears in red color. If no alerts exist, the button appears in gray color. Note: You can hover over the red button to view the Type and Description of alerts. The types of alerts that appear in NextGen® Enterprise PM are determined by settings in practice preferences. The alerts also appear in NextGen® Enterprise EHR from the Patient Information Bar if enabled in practice preferences in the EHR tab. For more information on setting up alerts in NextGen® Enterprise PM, go to NextGen Healthcare Success Community and download the latest File Maintenance Preferences Guide forNextGen®Enterprise. Appointments Displays the number of future appointments for the patient within a blue circle. You can hover over the buttons to view the Date/Time, Event, Location, Status and Resource for each a

Practice Preferences for Patient Information Bar

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