Set Up Practice Preferences for Patient Information Bar

File Maintenance Help for NextGen® Enterprise 8

Practice Preferences for Patient Information Bar

The patient information bar practice preferences enable you to display or hide patient information bar and patient demographic information in NextGen® Enterprise EHR. You can also select which pop-up templates to open. Patient Information. You can select up to three types of demographic information to display in the patient information bar. Alerts. You can select and customize NextGen® Enterprise PM alerts to display in the patient information bar. Appointment Hover. You can configure the number of appointments that you want to display when you point to Appointments in the patient information bar. You can select up to five historical and five future appointments to display on the patient information bar. All future appointments with the status BOOKED are displayed. The appointments with the status KEPT and NoShow are displayed in the Past Appointments section. Note: Both historical and future appointments are determined by the system date. Appointments for the current day (today) are c

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

Help Guide for NextGen® Enterprise PM 8

Viewing the Patient Information Bar

To use the Patient Information Bar in NextGen® Enterprise PM, you must configure the Practice Preferences. For more information on configuring Practice Preferences for the Patient Information Bar, go to NextGen Healthcare Success Community and download the latest File Maintenance Preferences Guide forNextGen®Enterprise, and then see the Patient Information Bar Preferences section. The chart user preferences must be set up to enable the Patient Information Bar to appear on the patient chart during charge posting and payment entry in NextGen® Enterprise PM. User preferences override the practice preferences. Open the Patient Information Bar in the Patient Chart You can open the Patient Information Bar in the patient chart. Open the Patient Information Bar in Charge Posting You can open the Patient Information Bar in the Charge Posting window. Open the Patient Information Bar in Payment Entry Parent topic: Patient Information Bar

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

Patient Information Bar Practice Preferences

The Patient Information Bar allows you to view patient information as you work and can be viewed in NextGen® Enterprise EHR and NextGen® Enterprise PM Chart. The Patient Information Bar Practice Preferences enables you to display the Patient Information Bar in NextGen® Enterprise EHR and NextGen® Enterprise PM Chart. Patient Information Bar Practice Preferences for NextGen Enterprise PM Tracking Changes to UDS Fields Parent topic: Practice Preferences

Help Guide for NextGen® Enterprise PM 8

Open the Patient Information Bar in the Patient Chart

Before you begin You must set the Practice and user preferences, to enable the Patient Information Bar in the patient chart. For more information on the patient chart, go to the NextGen Healthcare Success Community and download the latest Accounts and Patient Records User Guide forNextGen®Enterprise PM. Open NextGen® Enterprise PM. From the main toolbar, select Chart . The Patient Lookup window opens. Search for and select the patient using the available search criteria. The patient chart opens displaying the Patient Information Bar, where you can exclusively select Patient Chart Lookup and Open Menu to search for patients, set an active patient, and manage the NextGen® PxP Portal enrollment. Patient information bar in patient chart Patient Lookup and Open Menu Buttons The Patient Chart Lookup button opens the Patient Lookup window, while the Open Menu button displays options to modify the patient's records. Parent topic: Viewing the Patient Information Bar

Set Up Practice Preferences for Patient Information Bar

Recommendations

Practice Preferences for Patient Information Bar

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

Viewing the Patient Information Bar

Patient Information Bar Practice Preferences for NextGen® Enterprise PM

Patient Information Bar Practice Preferences

Open the Patient Information Bar in the Patient Chart

Practice Preferences for Patient Information Bar

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

Viewing the Patient Information Bar

Patient Information Bar Practice Preferences for NextGen® Enterprise PM

Patient Information Bar Practice Preferences

Open the Patient Information Bar in the Patient Chart