Add or Modify Birth Mother's Name

Help Guide for NextGen® Enterprise PM 8

Birth Mother's Full Name

The Birth Mother's Full Name section appears on the Relations/Roles tab only when enabled in the following areas: Enterprise Preferences, General: Select the Birth Mother’s full name on Relations Tab check box to display the same check box in Practice Preferences for all practices. If not selected, the check box does not appear in Practice Preferences for any practice. Practice Preferences, Chart: Select the Birth Mother's full name on Relations tab check box to display the Birth Mother's Full Name section on the Relations/Roles tab for the practice. Birth Mother's Full Name is stored at the system level; therefore, all practices in all enterprises share the same information for a person or patient. The Birth Mother's Full Name section of the Relations/Roles tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information Yes Yes N/A Patient Information Yes Yes No Add or Modify Birth Mother's Name Parent topic: Managing

NextGen® Enterprise EHR Help

Add or Modify Birth Mother's Name

Open the Person Information or Patient Information window for the desired person or patient. Open the Person Information or Patient Information window for the desired person or patient. Select the Relations/Roles tab. In the Birth Mother's Full Name section at the bottom of the window, complete the following fields: Last Name: Enter the mother's last name. First Name: Enter the mother's first name. Middle Name: Enter the mother's middle name. Maiden Name: Enter the mother's maiden name. Note: If the Mother’s Maiden Name field is filledd on the Demographics tab, it carries over to the Maiden Name field on the Relations/Roles tab, and vice versa. To save changes and close the window, select OK. Parent topic: Birth Mother's Full Name

NextGen® Enterprise EHR Help

Birth Mother's Full Name

The Birth Mother's Full Name section appears on the Relations/Roles tab only when enabled in the following areas: Enterprise Preferences, General: Select the Birth Mother’s full name on Relations Tab check box to display the same check box in Practice Preferences for all practices. If not selected, the check box does not appear in Practice Preferences for any practice. Practice Preferences, Chart: Select the Birth Mother's full name on Relations tab check box to display the Birth Mother's Full Name section on the Relations/Roles tab for the practice. Birth Mother's Full Name is stored at the system level; therefore, all practices in all enterprises share the same information for a person or patient. The Birth Mother's Full Name section of the Relations/Roles tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information Yes Yes N/A Patient Information Yes Yes No Add or Modify Birth Mother's Name Parent topic: Managing

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

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

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

Add or Modify Birth Mother's Name

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