Windows with SOGI Fields

Window	Applications
Patient/Person Information window in the General Information header. The General Information header displays on all of the tabs of this window. For example, Demographics, Status, Employer, Relations/UDS, Ext and History.	NextGen® Enterprise EHR NextGen® Optical Management NextGen® Enterprise PM
Person Lookup	NextGen® Enterprise EHR NextGen® EDR NextGen® Enterprise PM
Patient Lookup	NextGen® Enterprise EHR NextGen® EDR NextGen® Optical Management NextGen® Enterprise PM
Image Lookup	NextGen® Document Management
Appointment Lookup	NextGen® Enterprise PM
Patient Information Bar	NextGen® Enterprise PM
Clinical History/Notes tab and all sub-tabs	NextGen® Enterprise PM
Patient Datasheet Form	NextGen® Enterprise PM
Datasheet Detail Form	NextGen® Enterprise PM

File Maintenance Help for NextGen® Enterprise 8

Reports with SOGI Fields

The following table identifies the reports that can contain SOGI data. Report Path Report Reports > General Patient Charts Demographics Patient Charts Demographics with Providers Reports > Scheduling Appointment Listing Reports > Daily Charges Charges by Current User Encounters Reports > Health Center Qualifying Encounter Sliding Fee Unduplicated Patients Reports > Accounts Receivable Billed Encounters Unbilled Encounters Reports > Memorized Memorized Reports Parent topic: Protected Content Tab

File Maintenance Help for NextGen® Enterprise 8

Identify SOGI Fields as Protected Content

The fields on Protected Content tab identify a patient's sexual orientation and gender identity (SOGI). If any of these fields are identified as protected content, then a user must have the appropriate security permissions in System Administrator to view the field data. For example, a patient identifies their current gender as Male and their preferred pronoun as She or They. When you select the Preferred Pronoun field, only then users with the appropriate security permissions can view the data in the Preferred Pronoun field. To access this tab use one of the following paths: In NextGen® Enterprise PM, select Preferences > Enterprise Preferences > Protected Content. In File Maintenance, select Master Files > System > Enterprises. Select the applicable Enterprise and then Preferences > Protected Content. The Enterprise Preferences > Protected Content tab opens. To identify field data as protected content, select one or more of the following fields: Current Gender Gender Identity Preferre

NextGen® Enterprise EHR Help

Viewing Patient's General Information

The patient's general information includes the patient's photo, name and preferred name; these elements are non-configurable. You can configure other demographic and non-demographic information to display on the Patient Information Card (PIC). You can configure the locations where various types of data points are displayed, including: date of birth, age, gender, preferred pronouns, address, contact information, marital status, spouse name, number of children, and smoking history, to name a few. Important: Sexual Orientation and Gender Identity (SOGI) information is unprotected and visible to any user by default. The system administrator can configure the protected content settings in the Enterprise Preferences window in File Maintenance, which makes the patient's SOGI information appear as Protected Content in NextGen® Enterprise EHR. To view such protected content as a user, you require adequate security permissions. For more information on protected content, go to NextGen Healthcare

Help Guide for NextGen® Enterprise PM 8

Person Data Collected

The procedure to add a new person is the same in NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management, but the data collected by each application differs, as shown in the following table. Tab Data Collected Application Demographics Demographic information such as (but not limited to) first and last name, Social Security number, date of birth, sex, address, race, language, religion, ethnicity, and phone number. Note: : The NextGen® Enterprise PM Add/Modify Person Information window has an Account button that enables you to access the patient's Account Profile. For more information on patient accounts, go to the NextGen Healthcare Success Community, and download the latest Accounts and Patient Records Guide for NextGen Enterprise PM . NextGen® Enterprise EHR and NextGen® Enterprise PM Status The patient's status at your practice. Additionally, when modified, you can list the reason for the change. NextGen® Enterprise EHR and NextGen® Enterprise PM Client Defin

NextGen® Enterprise EHR Help

Person Data Collected

The procedure to add a new person is the same in NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management, but the data collected by each application differs, as shown in the following table. Tab Data Collected Application Demographics Demographic information such as (but not limited to) first and last name, Social Security number, date of birth, sex, address, race, language, religion, ethnicity, and phone number. Note: : The NextGen® Enterprise PM Add/Modify Person Information window has an Account button that enables you to access the patient's Account Profile. For more information on patient accounts, go to the NextGen Healthcare Success Community, and download the latest Accounts and Patient Records Guide for NextGen Enterprise PM . NextGen® Enterprise EHR and NextGen® Enterprise PM Status The patient's status at your practice. Additionally, when modified, you can list the reason for the change. NextGen® Enterprise EHR and NextGen® Enterprise PM Client Defin

Help Guide for NextGen® Enterprise PM 8

Patient Data Collected

Although the procedure to add patients is the same, the data collected by NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management differs, as shown in the following table. Tab Data Collected Application Demographics Demographic information such as (but not limited to) first and last name, Social Security number, date of birth, sex, address, race, language, religion, ethnicity, and phone number. Note: : The NextGen® Enterprise PM Add/Modify Person Information window has an Account button that enables you to access the patient's Account Profile. For more information on patient accounts, go to the NextGen Healthcare Success Community, and download the latest Accounts and Patient Records Guide for NextGen Enterprise PM . NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management Status The patient's status at your practice. Additionally, when modified, you can list the reason for the change. NextGen® Enterprise EHR and NextGen® Enterprise PM C

Windows with SOGI Fields

Recommendations

Reports with SOGI Fields

Identify SOGI Fields as Protected Content

Viewing Patient's General Information

Person Data Collected

Person Data Collected

Patient Data Collected

Reports with SOGI Fields

Identify SOGI Fields as Protected Content

Viewing Patient's General Information

Person Data Collected

Person Data Collected

Patient Data Collected