Add a Contact

Help Guide for NextGen® Enterprise PM 8

Modify a Contact

Open the Patient Information window for the desired patient. Select the Relations/Roles tab. The Contact section displays the current contact. Select the Open Record button. The Modify Contact Information window appears. Modify information for the contact as needed. To save changes and close the window, select OK. Parent topic: Contact Information

NextGen® Enterprise EHR Help

Add a Contact

Open the Patient Information window for the desired patient. Select the Relations/Roles tab. In the Contact section, select the Open Record button. The Contact Lookup window appears. Enter the desired Search Criteria to find the contact. Select Find. All persons and patients that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the contact. Select New to add a person record for the contact. The Modify Contact Information window appears. Enter and update information for the contact as needed. In the Relationship field, select the contact's relationship to the patient. This field is required. Note: Items available for selection are from the Relationships code table in File Maintenance. To save changes and close the window, select OK. The contact displays in the Contact and Relationship sections of the tab. If

Help Guide for NextGen® Enterprise PM 8

Add a Relationship

Open the Person Information or Patient Information window for the desired person or patient. Select the Relations/Role tab. In the Relationship section, select the Open Menu button, and select New. The Relationship Lookup window appears. Enter the desired Search Criteria to find the relationship. Select Find. All persons and patients that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the relationship. Select New to add a person record for the relationship. The Modify Relationship Information window appears. Enter and update information for the relationship as needed. In the Relationship field, select the person's relationship to the patient. This field is required. Note: Items available for selection are from the Relationships code table in File Maintenance. To save changes and close the window, select OK

NextGen® Enterprise EHR Help

Add a Relationship

Open the Person Information or Patient Information window for the desired person or patient. Select the Relations/Role tab. In the Relationship section, select the Open Menu button, and select New. The Relationship Lookup window appears. Enter the desired Search Criteria to find the relationship. Select Find. All persons and patients that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the relationship. Select New to add a person record for the relationship. The Modify Relationship Information window appears. Enter and update information for the relationship as needed. In the Relationship field, select the person's relationship to the patient. This field is required. Note: Items available for selection are from the Relationships code table in File Maintenance. To save changes and close the window, select OK

NextGen® Enterprise EHR Help

Add a Person Guarantor

Open the Patient Information window for the desired patient. Select the Relations/Roles tab. In the Guarantor section, select the Open Menu button, and select Person as Guarantor. The Guarantor Lookup window appears. Do one of the following: If the patient is the guarantor, select Self. The patient displays in the Guarantor section of the Relations/Roles tab. If someone other than the patient is the guarantor, enter the desired Search Criteria to find the guarantor. Select Find. All persons and patients that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the guarantor. Select New to add a person record for the guarantor. The Modify Guarantor Information window appears. Enter and update information for the guarantor as needed. In the Relationship field, select the guarantor's relationship to the patient. Th

Help Guide for NextGen® Enterprise PM 8

Add a Person Guarantor

Open the Patient Information window for the desired patient. Select the Relations/Roles tab. In the Guarantor section, select the Open Menu button, and select Person as Guarantor. The Guarantor Lookup window appears. Do one of the following: If the patient is the guarantor, select Self. The patient displays in the Guarantor section of the Relations/Roles tab. If someone other than the patient is the guarantor, enter the desired Search Criteria to find the guarantor. Select Find. All persons and patients that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the guarantor. Select New to add a person record for the guarantor. The Modify Guarantor Information window appears. Enter and update information for the guarantor as needed. In the Relationship field, select the guarantor's relationship to the patient. Th

Add a Contact

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