Add Person Information in NextGen Enterprise PM

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

Help Guide for NextGen® Enterprise PM 8

Add Person Information in Nextgen Enterprise EHR

You can add a person on the Add Person Information window in NextGen® Enterprise EHR. Open NextGen® Enterprise EHR. Select File > New > Person. The People Lookup window opens. Select New. The Add Person Information window opens. Add Person Information window Enter the details in the required fields that appear in red color and any additional information you want to include for the person. For more information, see Adding Details for a Person or Patient. For more information, see Adding Details for a Person or Patient. Select OK. A person record is created in the system. A person becomes a patient only after you add a chart. Parent topic: Creating Patient Charts

Help Guide for NextGen® Enterprise PM 8

Creating Patient Charts

An individual added to NextGen® Enterprise PM without a chart is known as a person. A person may be someone with an existing appointment, an account guarantor, insurance subscriber, or an emergency contact. A person is allocated a unique identifier and stored in the Master Person Index (MPI) which is shared by all individuals within an enterprise system. When you create a chart for a person in a practice, the person qualifies as a patient. Only the practice that creates the patient chart, has access to it. A patient associated with multiple practices has a single demographic record that can be shared with all other practices using MPI. For more information on entering and maintaining person and patient demographic information, go to and download Patient Demographics Guide for NextGen® Enterprise. Search for a Person or Patient You can search for an individual with or without chart in the Patient Lookup window. Components of the Patient Lookup Window Details of search criteria to search

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

Help Guide for NextGen® Enterprise PM 8

Add Person Information in NextGen® Enterprise PM

Open NextGen® Enterprise PM. Select the Lookup icon on the toolbar. The People Lookup window opens. SelectNew. TheAdd Person Informationwindow opens. Enter the person details in theDemographicstab. For information on how to add person details in theDemographicstab, see: Add General Information for Persons or Patients Add Address Information Add Contact Information SelectOKto save the demographic information in the person profile. Note: ANextGen® PxP Portalenrollment invitation email is automatically sent to the patient if the following information is provided while adding the person: First Name Last Name Date of Birth Birth Sex Zip Code Email Address Parent topic: Demographic Information in a Person or Patient Profile

Help Guide for NextGen® Enterprise PM 8

Add Patient Information in NextGen® Enterprise PM

Open NextGen® Enterprise PM. Select the Chart icon on the toolbar. The Patient Lookup window opens. SelectNew. TheAdd Patient Informationwindow opens. Enter the patient details in theDemographicstab For information on how to add person details in theDemographicstab, see: Add General Information for Persons or Patients Add Address Information Add Contact Information SelectOKto save the demographic information in the patient profile. Note: ANextGen® PxP Portalenrollment invitation email is automatically sent to the patient if the following information is provided while adding the person: First Name Last Name Date of Birth Birth Sex Zip Code Email Address Parent topic: Demographic Information in a Person or Patient Profile

Add Person Information in NextGen Enterprise PM

Recommendations

Create Patient Charts

Add Person Information in Nextgen Enterprise EHR

Creating Patient Charts

Add a Person on the Add Person Information Window

Add Person Information in NextGen® Enterprise PM

Add Patient Information in NextGen® Enterprise PM

Create Patient Charts

Add Person Information in Nextgen Enterprise EHR

Creating Patient Charts

Add a Person on the Add Person Information Window

Add Person Information in NextGen® Enterprise PM

Add Patient Information in NextGen® Enterprise PM