Add or Remove Columns in the Lookup Results

Help Guide for NextGen® Enterprise PM 8

Sort Lookup Results

The default sorting for the lookup results is by Name in ascending order. In NextGen® Enterprise PM, do one of the following to open the Patient Lookup window: On the main toolbar, select Chart. From the Tasks menu, select Lookup > Charts. Patient Lookup Window Enter the details in the Search Criteria fields to find the desired person or patient. You can use multiple parameters. For example, you can enter part of the last and first names, and birth date. Note: Fields with the Lightning Bolt indicator are for direct match searches and cannot be used with other search criteria. Select Find. All existing person and patient records that match the search criteria appear in Matching Records. To change the sorting order, select any column header. An up arrow icon appears next to the column name, indicating the lookup results are sorted by that column in ascending order. To sort by the same column in descending order, select the column header again. A down arrow icon appears next to the column

Help Guide for NextGen® Enterprise PM 8

Customizing Lookup Results

Lookup results appear in the Matching Records section on the People Lookup and Patient Lookup windows. You can customize the lookup results. Sort Lookup Results You can sort lookup results in ascending or descending order in the name column. Add or Remove Columns in the Lookup Results You can add or remove columns from the lookup results. Parent topic: Search for Patients in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Search for Patients in NextGen® Enterprise PM

In NextGen® Enterprise PM, do one of the following to open the Patient Lookup window: On the main toolbar, select Chart. From the Tasks menu, select Lookup > Charts. Patient Lookup Window Enter the details in the Search Criteria fields to find the desired person or patient. You can use multiple parameters. For example, you can enter part of the last and first names, and birth date. Note: Fields with the Lightning Bolt indicator are for direct match searches and cannot be used with other search criteria. Select Find. Note: : If you are connected to an external system, such as the EMPI Query Interaction System (EMPI QIS), the NextGen database is searched first. If no matching records are found, the external system is also searched. All existing person and patient records that match the search criteria appear in Matching Records. From the Matching Records list, you can do the following: Customize the lookup results. Select right-click menu options to perform specific tasks. Set up quick a

NextGen® Enterprise EHR Help

Find a Patient in NextGen® Enterprise EHR

To access the Patient Lookup window, do one of the following: From the Main toolbar, select the Patient button. From the File menu, select Select Patient. The Patient Lookup window appears. Enter Search Criteria to find the desired person or patient. Multiple parameters can be used. For example, enter part of the last name, part of the first name, and birth date. Note: Fields with a "lightning bolt" indicator are for direct match searches and cannot be used with other search criteria. Select Find. Note: : If you are connected to an external system, such as the EMPI Query Interaction System (EMPI QIS), the NextGen database is searched first. If no matching records are found, the external system is also searched. All existing person and patient records that match the search criteria entered display in the Matching Records list. From the list, you can do the following: Customize the lookup results. Select right-click menu options to perform specific tasks. If no records are found, the fol

Help Guide for NextGen® Enterprise PM 8

Search for a Person or Patient

Open NextGen® Enterprise PM. From the Tasks menu, select Lookup > Charts. The Patient Lookup window opens. To search for a patient, enter the search criteria data. You can use different combinations of the search criteria to search for a patient. Select Find. People and patient records that match the search criteria, appear in the display in the Matching Records section. NextGen® Enterprise PM displays different icons for persons, patients, and patients enrolled in Enterprise Chart. The globe People icon icon indicates people who do not have a chart. The folder Patient icon icon indicates people or patients with a chart. The folder with a small globe People or Patients with an enterprise chart icon indicates people or patients enrolled in Enterprise Chart. Patient Lookup Window Note: To prevent creation of duplicate records, it is suggested to use a different criteria for performing the patient search if the desired person or patient is not found. Parent topic: Creating Patient Charts

Help Guide for NextGen® Enterprise PM 8

Create Patient Charts

The patient or person lookup search results includes both patients and persons. To set up a person as a patient, you must create a chart for the person using the Create Encounter window. Open NextGen® Enterprise PM, and then select Chart or Chart Lookup The Patient Lookup window opens. Select New. The Add Patient Information window opens. Modify Patient Information- Encounte Enter the details in the required fields that appear in red color and any additional information you want to include for the person. Select Chart.A message appears for your confirmation to create the account. A message appears for your confirmation to create the account. Select OK. The Create Encounter window opens. Create Encounter window Enter the details in the required fields that appear in red color and any additional information you want to include for the person. Select OK. Note: If checking for duplicate records is enabled, a message appears if a duplicate chart exists. The patient chart is created. Parent

Add or Remove Columns in the Lookup Results

Recommendations

Sort Lookup Results

Customizing Lookup Results

Search for Patients in NextGen® Enterprise PM

Find a Patient in NextGen® Enterprise EHR

Search for a Person or Patient

Create Patient Charts

Add or Remove Columns in the Lookup Results

Sort Lookup Results

Customizing Lookup Results

Search for Patients in NextGen® Enterprise PM

Find a Patient in NextGen® Enterprise EHR

Search for a Person or Patient

Create Patient Charts