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

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

Set Up Selections for Client Defined Fields

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Setting Up Selections for Client Defined Fields

Add or Modify Client-defined Information

Managing Client Defined Information

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Client Defined Tab

Add or Modify External Systems for Master List Items

Setting Up Selections for Client Defined Fields

Add or Modify Client-defined Information

Managing Client Defined Information

Set Up Vendor Labels Tab

Client Defined Tab

Add or Modify External Systems for Master List Items