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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
Set Up Selections for 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
File Maintenance Help for NextGen® Enterprise
Set Up Selections for Client-Defined Fields
Open File Maintenance, and then select Master Lists. The Master Lists List window opens. From Master List, select the name of the client-defined field that was entered in the Enterprise Preferences window. Select the client-defined field from Master List Select the file icon, and then select New.. The selected master lists window opens. Add Address Type Information In the Master List Defaults tab, enter a description. In the External tab, select the file icon, and then select New. Enter details in the External ID and External System fields. To add another field selection, select Next. To close the window, select OK. Restrict User Access to Modify Client-Defined Fields In System Administrator, you can restrict users' ability to add or update client-defined fields. Restrict Impromptu Additions to Religion and Church Fields From System Administrator, you can restrict users' ability to add religion and church values from the Patient Information window. Parent topic: Client-Defined Fields
Help Guide for NextGen® Enterprise PM 8
Client-Defined Master Lists
When enabled, a Client Defined tab displays on the Add/Modify Patient Information window in NextGen® Enterprise PM. The tab includes up to 14 customized fields for capturing additional patient information that is not already a standard field within NextGen® Enterprise PM. The fields can be used by Health Centers and IHS practices for informational and reporting purposes. The Client Defined tab and related fields are enabled at the enterprise level. Therefore, they are available to all practices in the enterprise. Once a Client Defined field is created in Enterprise Preferences > Client Defined tab, a new Master List table by the same name becomes available in File Maintenance. The pick-list items available for user selection in each Client Defined field are created in the corresponding Master List tables. Parent topic: Setting Up Master Lists for Health Centers
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
File Maintenance Help for NextGen® Enterprise
Client-Defined Fields
You can add multiple client-defined fields at the enterprise level in the Client Defined tab in the Enterprise Preferences window. When you add a client-defined field, a corresponding master list with the same name is created in File Maintenance. You can add values to the master list from File Maintenance. Users can view and select those values from the corresponding client-defined fields. These fields are displayed in the following areas. In the Add/Modify Person/Patient Information window and on the Client Defined and Demographics tabs in NextGen® Enterprise PM and NextGen® Enterprise EHR. On the Patient Information and Demographics tabs on the patient chart and in the Appointment Details window on the Chart/Ins tab in NextGen® Enterprise PM. In the Practice Preferences, Appt Scheduling, Chart, Required on link appt, Data Repository, Patient Information, and Required Fields data field list, as well as the Form and Label Template master files in File Maintenance . Note: If Client Defi
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, and select from the client-defined fields. Note: Enterprise-level client-defined fields are labeled in Enterprise Preferences. The items you can select in each field are obtained from the corresponding master list in File Maintenance. Select OK. Parent topic: Managing Client Defined Information
