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Set Up Selections for Client Defined Fields
In File Maintenance, select
Master Lists
from the list launcher.
The
Master Lists List
window opens.
Select the drop-down arrow in the
Master List
field and scroll to the field name you entered from the
Enterprise Preferences
window.
Select the field name for which you want to create selections.
Select on and select
New.
.
The selected master lists window opens.
Enter the description in the
Description
field.
Select
External
tab and select the open menu .
Select
New
and enter details in the
External ID
and
External System
fields.
Do one of the following:
To add another field selection, select
Next
.
To close the window, select
OK
.
User Access to Client Defined Fields
File Maintenance Help for NextGen® Enterprise 8
Setting Up Selections for Client Defined Fields
Once you create the client-defined field names, you must add selections that will display for each field. For example, if the client-defined field is "Home Location", you would enter each location that you want to display in the drop-down list for that field on the Person/Patient Maintenance window. Adding selections causes the Client Defined tab to display when you add a new person or access the Person/Patient Maintenance window. Note: The Master List names associated with the Client Defined fields display in all enterprises. The items in the master lists are specific to the enterprise they were created in and master list items created in a particular enterprise will not be visible in other enterprises. Set Up Selections for Client Defined Fields Parent topic: Client Defined Tab
NextGen® Enterprise EHR Help
Add or Modify Client-defined Information
Open the Person Information or Patient Information window for the desired person or patient. Select the Client Defined tab. In each of 14 Client Defined fields, select an item. Note: Enterprise-level, client-defined fields are labeled in Enterprise Preferences. Items available for selection in each field are from the corresponding Master List in File Maintenance. To save changes and close the window, select OK. Parent topic: Managing Client Defined Information
NextGen® Enterprise EHR Help
Managing Client Defined Information
The Client Defined tab appears only when one or more custom Client Defined fields have been created in Enterprise Preferences. Up to 14 client-defined fields can be set up and then used to collect additional information for what is not already a standard field within the application. In Enterprise Preferences, each client-defined field can be set up to be required either for all persons and patients when a demographic record is created, or for all patients when a chart is created. In Practice Preferences, each client-defined field can be set up to be required either for all persons and patients when an appointment is scheduled, or for all patients when a chart is created. Information on the Client Defined tab is stored at the enterprise level; therefore, all practices in the same enterprise share the same information for a person or patient. The Client Defined tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Informat
File Maintenance Help for NextGen® Enterprise 8
Set Up Vendor Labels Tab
In File Maintenance, select Master Files > System > Enterprises Double-click an enterprise, and then select Preferences. The Enterprise Preferences window opens. Open the Enterprise Preferences, and then select Vendor Labels tab. Under Vendor Matching Labels, enter a label for each User Defined field. Select OK. Parent topic: Vendor Labels Tab
File Maintenance Help for NextGen® Enterprise 8
Client Defined Tab
The Client Defined tab enables you to add multiple client-defined fields at the enterprise level. These fields display in various areas of NextGen® Enterprise EHR and NextGen® Enterprise PM. When you add a client-defined field, a corresponding master list with the same name is created. The values you add to the master lists become the values users can select when the client-defined fields display in the following areas of NextGen® Enterprise EHR and NextGen® Enterprise PM. In NextGen® Enterprise PM and NextGen® Enterprise EHR Add/Modify Person/Patient Information window, on the Client Defined tab and the Demographics tab. In NextGen® Enterprise PM Patient Chart Patient Information tab and Demographics tab. Also on the NextGen® Enterprise PM Appointment Details window, on the Chart/Ins tab. In File Maintenance Practice Preferences, Appt Scheduling, Chart, Required on link appt, Data Repository, Patient Information, Required Fields data field list, and Form and Label Template master file
File Maintenance Help for NextGen® Enterprise 8
Add or Modify External Systems for Master List Items
You can use the External tab to define a cross-reference for the master list item in NextGen® Enterprise to the ID for the item in the external system. Open File Maintenance, and select Master Lists. In Master List, select a master list table. The items within the master list appear. Double-click a master list item. The Modify [Master List] Information window opens. To add or modify external systems for master lists, from the External tab, do one of the following: To open the Add External Interface window and add an item, select open menu , and then select New. To open the Modify External Interface window and modify an item, select the item in the list, select open menu , and then select Open. In theExternal IDfield, enter the ID that represents the resource in the external system. In theExternal Systemfield, select the system to interface with the NextGen applications. Do one of the following: To save changes and add another external system, selectNext. To save changes and close the w
