Add Demographics to Patient Profiles

Help Guide for NextGen® Enterprise PM 8

Adding Information to Person or Patient Profiles

You can enter the following data on the Demographics tab of the Add Person Information or Add Patient Information window, General Information that includes name, sexual profile, social security number, and birth date. Significant events are generated when a patient changes their gender identity, sexual orientation, or preferred pronoun. Contact Information that includes phone numbers, email address, and preferred contact methods. Demographic Information that includes marital status, student status, preferred language, religious information, and dental and primary provider. You can also enroll the patient in the Enterprise Chart feature. Insurance Information that includes insurers, authorizations, referrals, and eligibility inquiries. The optional and mandatory fields that appear on the Add Person Information or Add Patient Information window can be configured by the system administrator in the enterprise and practice preferences in File Maintenance. Viewing Patient Portal Enrollment S

Help Guide for NextGen® Enterprise PM 8

Add Insurance to a Person or Patient Profile

You can add insurance for a patient or person in the Add/Modify Person Information window or the Add/Modify Patient Information window. These windows enable you to: Add insurance to a person or patient Modify insurance Information Hide Insurance Information Add an Authorization to a Person or Patient Add an Eligibility Verification to a Person or Patient Add a new referral to a Person or Patient Request a provider referral inquiry Promote or demote insurance To review detailed information about adding or modifying insurance information, go to the NextGen Healthcare Success Community and download the Patient Demographics User Guide for NextGen® Enterprise PM. Parent topic: Add Demographics to Patient Profiles

Help Guide for NextGen® Enterprise PM 8

Add General Information for Persons or Patients

You must add the person or patient's general identification information, such as the first and last name, social security number, birth date, sexual profile, and preferred pronoun. General information for a patient or person appears as a header on every tab of the patient or person information windows. Open NextGen® Enterprise. Open the People Lookup window, and then select New. The Add Person Information window opens. Select a Prefix preferred by the person or patient. Mr, Mrs, or Reverend. Enter the Last name and First name for the person or patient. Both are required fields. Select the Previous Last link and then enter the previous last name of the person or patient. Select the Previous First link and then enter the previous first name of the person or patient. Enter the person or patient's Middle name. Select the preferred Suffix, additional information after the person or patient's last name. Enter the Preferred Name that the person or patient wants to be addressed by. Enter the S

NextGen® Enterprise EHR Help

Demographic Information in a Person or Patient Profile

On the Demographics tab of the Person Information or Patient Information window, you can enter the following data: General Information - includes name, sexual profile, social security number, and birth date. Contact Information - includes phone numbers, email address, and preferred contact methods. Demographic Information - includes marital status, student status, preferred language, religious information, and dental and primary provider. You can also enroll the patient in the Enterprise Chart feature. Insurance Information - includes insurers, authorizations, referrals, and eligibility inquiries. The optional and required fields that display on this window are determined by your system administrator's selections in Enterprise and Chart Practice Preferences. All required fields display in red text. Add a Person on the Add Person Information Window Add a person on the Add Person Informationwindow in NextGen® Enterprise PM or NextGen® Enterprise EHR. Add a Patient on the Add Patient Info

NextGen® Enterprise EHR Help

Demographic Information in a Person or Patient Profile

On the Demographics tab of the Person Information or Patient Information window, you can enter the following data: General Information - includes name, sexual profile, social security number, and birth date. Contact Information - includes phone numbers, email address, and preferred contact methods. Demographic Information - includes marital status, student status, preferred language, religious information, and dental and primary provider. You can also enroll the patient in the Enterprise Chart feature. Insurance Information - includes insurers, authorizations, referrals, and eligibility inquiries. The optional and required fields that display on this window are determined by your system administrator's selections in Enterprise and Chart Practice Preferences. All required fields display in red text. Add a Person on the Add Person Information Window Add a person on the Add Person Informationwindow in NextGen® Enterprise PM or NextGen® Enterprise EHR. Add a Patient on the Add Patient Info

NextGen® Enterprise EHR Help

Add a Person on the Add Person Information Window

You can add a person on the Add Person Information window in NextGen® Enterprise PM or NextGen® Enterprise EHR. On the Add Patient Information window, a person becomes a patient after you add a Chart. To open the Person Information window from NextGen® Enterprise PM, select Lookup. The People Lookup window opens. To open the Person Information window from NextGen® Enterprise EHR, select File, then New, and then Person. The People Lookup window opens. To add a person, select New. The Add Person Information window opens. To search for an existing person in NextGen® Enterprise PM, enter the search criteria. Then in the Matching Records list, double-click the desired patient. The Update Person Information window opens. To search for an existing person in NextGen® Enterprise EHR, enter the search criteria and select Find. Then in the Matching Records list, double-click the desired person. The Update Person Information window opens. The Demographics tab of the Add Person and Update Person wi

Add Demographics to Patient Profiles

Recommendations

Adding Information to Person or Patient Profiles

Add Insurance to a Person or Patient Profile

Add General Information for Persons or Patients

Demographic Information in a Person or Patient Profile

Demographic Information in a Person or Patient Profile

Add a Person on the Add Person Information Window

Add Demographics to Patient Profiles

Adding Information to Person or Patient Profiles

Add Insurance to a Person or Patient Profile

Add General Information for Persons or Patients

Demographic Information in a Person or Patient Profile

Demographic Information in a Person or Patient Profile

Add a Person on the Add Person Information Window