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
.
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Help Guide for NextGen® Enterprise PM 8
Create a Support Role from a Relationship
Open the Person Information or Patient Information window for the desired person or patient. Select the Relations/Roles tab. In the Relationship section, select the row for the relationship to be used to create a support role. Select the Open Menu button, and select Create Support Role. The Add Support Role Information window appears. Information is filledd from the relationship's demographics. Modify information for the support role as needed. In the Support Role field, select one of the following. This field is required. Caregiver Emergency Contact Next of Kin Note: Items available for selection are from the Support Role Type code table in File Maintenance. To save changes and close the window, select OK. Parent topic: Relationship Information
Help Guide for NextGen® Enterprise PM 8
Modify 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 row for the relationship to be modified. Select the Open Menu button, and select Open. The Modify Relationship Information window appears. Modify information for the relationship as needed. To save changes and close the window, select OK. Parent topic: Relationship Information
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
Help Guide for NextGen® Enterprise PM 8
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
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
Change a Guarantor
Open the Patient Information window for the desired patient. Select the Relations/Roles tab. The Guarantor section displays the current guarantor. Select the Open Record button. If the current guarantor is a person, the Modify Guarantor Information window appears. If the current guarantor is an employer, the Employer Maintenance window appears. Select Change. The following prompt appears: Change guarantor to? Do one of the following: To change the guarantor to a person, select Person. The Guarantor Lookup window appears. To change the guarantor to an employer, select Employer. The Employer Lookup window appears. Enter the desired Search Criteria to find the person or employer. Select Find. All persons and patients, or employers, 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
button, and select New.
The Relationship Lookup window appears.