Reports with SOGI Fields

Report Path	Report
Reports > General	Patient Charts Demographics Patient Charts Demographics with Providers
Reports > Scheduling	Appointment Listing
Reports > Daily	Charges Charges by Current User Encounters
Reports > Health Center	Qualifying Encounter Sliding Fee Unduplicated Patients
Reports > Accounts Receivable	Billed Encounters Unbilled Encounters
Reports > Memorized	Memorized Reports

File Maintenance Help for NextGen® Enterprise 8

Windows with SOGI Fields

The following table identifies the windows and the applications that contain SOGI data. Window Applications Patient/Person Information window in the General Information header. The General Information header displays on all of the tabs of this window. For example, Demographics, Status, Employer, Relations/UDS, Ext and History. NextGen® Enterprise EHR NextGen® Optical Management NextGen® Enterprise PM Person Lookup NextGen® Enterprise EHR NextGen® EDR NextGen® Enterprise PM Patient Lookup NextGen® Enterprise EHR NextGen® EDR NextGen® Optical Management NextGen® Enterprise PM Image Lookup NextGen® Document Management Appointment Lookup NextGen® Enterprise PM Patient Information Bar NextGen® Enterprise PM Clinical History/Notes tab and all sub-tabs NextGen® Enterprise PM Patient Datasheet Form NextGen® Enterprise PM Datasheet Detail Form NextGen® Enterprise PM Parent topic: Protected Content Tab

File Maintenance Help for NextGen® Enterprise 8

Identify SOGI Fields as Protected Content

The fields on Protected Content tab identify a patient's sexual orientation and gender identity (SOGI). If any of these fields are identified as protected content, then a user must have the appropriate security permissions in System Administrator to view the field data. For example, a patient identifies their current gender as Male and their preferred pronoun as She or They. When you select the Preferred Pronoun field, only then users with the appropriate security permissions can view the data in the Preferred Pronoun field. To access this tab use one of the following paths: In NextGen® Enterprise PM, select Preferences > Enterprise Preferences > Protected Content. In File Maintenance, select Master Files > System > Enterprises. Select the applicable Enterprise and then Preferences > Protected Content. The Enterprise Preferences > Protected Content tab opens. To identify field data as protected content, select one or more of the following fields: Current Gender Gender Identity Preferre

File Maintenance Help for NextGen® Enterprise 8

Protected Content Tab

The protected content settings provide you with the ability to limit users who can view data that identifies a person/patient's Sexual Orientation and Gender Identity (SOGI). When any of these fields are selected as Protected, only users with the applicable security permissions can view the data in these fields. When the user does not have the security rights to view this data Protected Content displays in these fields. The SOGI fields are: Current Gender Gender Identity Preferred Pronoun Sexual Orientation Identify SOGI Fields as Protected Content You can identify and set fields as protected content and give appropriate security permission. Set Up Advanced Audit to Track Protected Content Changes Windows with SOGI Fields Reports with SOGI Fields Parent topic: Enterprise Preferences

Help Guide for NextGen® Enterprise PM 8

Daily Charges Report Columns

This report contains fields that can be identified as Protected Content in Enterprise Preferences. These fields identify a patient's sexual orientation and gender identity (SOGI). If any of these fields are identified as protected content fields, then you must have the appropriate security access rights to view the data in these fields. The following columns are available on the Daily Charges report: Column Name Description Data Populates From Acc Occur Cd Accident Occurrence Code Encounter Maintenance Acc Occur St Accident Occurrence State Encounter Maintenance Acct Nbr Account Number Account Profile Add-On APG Add-On Amount Addr 1 Address 1 Patient Information Addr 2 Address 2 Patient Information Addtl Prov Additional Provider Note: Field name is from Practice Preferences > Charge Entry. Charge Posting Admitting Admitting Provider Encounter Maintenance Admitting DX Admitting Diagnosis Encounter Diagnosis Selection Admit Dt Admit Date Encounter Maintenance Admit Tm Admit Time Encounte

Help Guide for NextGen® Enterprise PM 8

Patient Encounters and Financial History

Patient Encounters and Financial History Patient Encounters and Financial History This section provides information on encounters and the financial history associated with an encounter. Viewing Financial Information You can view a patient's financial history, encounters, and payments in the Financial tab of the patient chart. Viewing Clinical History and Notes Information You can use the Clinical History/Notes tab to view encounter and chart related information. Viewing General Information in Encounters You can use the General tab under Encounters to view detailed information for a selected encounter. Viewing Insurance Information in Encounters You can view a patient's insurance information in the insurance tab. Viewing Transactions Information in Encounters You can view detailed information of transactions for a selected encounter using the Transactions tab under Encounters. Viewing Notes Information in Encounters You can use the Note tab under Encounters to add, delete, and view note

Help Guide for NextGen® Enterprise PM 8

Sliding Fee Patient Report Columns

This report contains fields that can be identified as Protected Content in Enterprise Preferences. These fields identify a patient's sexual orientation and gender identity (SOGI). If any of these fields are identified as protected content fields, then you must have the appropriate security access rights to view the data in these fields. The following columns are available on the Sliding Fee Patient report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the patient Pat Name Patient Name Patient Information Per Nbr Person Number Patient Information Prior Lst Name If the patient has had a name change. The patient's previous last name. Patient Information Md Rc Medical Record Number Patient Chart Md Rc Term Dig Medical Record Number Terminal Digit Patient Information Loc Addr 1 Location Address Line 1 Locations Master File Loc Addr 2 Location Address Line 2 Locations Master File Loc City Location City Locations Master File Loc State Location St

Reports with SOGI Fields

Recommendations

Windows with SOGI Fields

Identify SOGI Fields as Protected Content

Protected Content Tab

Daily Charges Report Columns

Patient Encounters and Financial History

Sliding Fee Patient Report Columns

Windows with SOGI Fields

Identify SOGI Fields as Protected Content

Protected Content Tab

Daily Charges Report Columns

Patient Encounters and Financial History

Sliding Fee Patient Report Columns