NextGen Knowledge Center

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

  1. From the Preference List, select Patient Information Bar, and then select PM tab.

  2. Select the Show Patient Information Bar check box.
  3. To display the Patient Information Bar on the Charge Posting, select the In Charge Entry check box.
  4. To display the Patient Information Bar on the Payment Entry, select the In Payment Entry check box.
  5. Define which information to display on the bar in the Patient Information section.
  6. Define which information to display on the bar in the Chart Link section.
  7. 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 label is shortened. When you hover the field, the entire label will display in the description.

  8. Set the number of appointments you wish to see, if any, in the Appointment Hover section.
  9. To save changes and close the window, select OK.