Adding Person or Patient Details

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 Demographics to Patient Profiles

You can add demographics such as the patient's general information, address, contact information, and insurance details. You can also specify if a person is a smoker or veteran on the Demographics tab of Add Person Information window. Additionally you can enroll the patient or person in the Enterprise Chart to view encounters from different practices in NextGen® Enterprise EHR. Note: The optional and mandatory fields that appear on the Add Person Information window can be configured by your system administrator in Enterprise Preferences in File Maintenance. The mandatory fields appear in red color. Open NextGen® Enterprise PM. On the main toolbar select Lookup or People Lookup The Person Lookup window opens. Select New. The Add Person Information window opens. Add Person Information window Add the optional and mandatory information for the following in the Demographics section of the Add Person Information window. Address Demographics Contact Information Insurance Listing Select OK. Co

Help Guide for NextGen® Enterprise PM 8

Set Up Default Physician and Medical Information in the Chart

When completing a chart for a patient, you can add the default rendering and the default physicians on the Patient Information window. Open NextGen® Enterprise PM. Select the Lookup or People Lookup icon. The People Lookup window opens. In the Search Criteria section, enter the person's information and then select Find. Person records that match the search criteria appear in the Matching Records section. Select the person and select Open. When you select a person, the Modify Person Information window opens. When you select a patient, the Update Patient Information window opens. Select Chart Details. The Chart Details section opens. Select the default Default Rendering Physician and Default Referring Provider. Chart Details window Enter information in the user-defined fields that are set up for the chart. Select OK. Parent topic: Adding Person or Patient Details

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

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 Patient on the Add Patient Information Window

In NextGen® Enterprise PM, NextGen® Enterprise EHR, and NextGen® Optical Management, you can add a patient on the Add Patient Information window. A person becomes a patient after you add a chart to the person's profile on the Add Patient Information window. To access the Patient Information window: In NextGen® Enterprise PM, go to Step 2. In NextGen® Optical Management, go to Step 3. In NextGen® Enterprise EHR, go to Step 4. In NextGen® Enterprise PM, select Chart. The Patient Lookup window appears. To add a patient, select New. The Add Patient Information window appears. To search for an existing person/patient, enter the search criteria. Then in the Matching Records list, select the patient, right-click and select Open. The Add/Modify Patient Information window appears. In NextGen Optical Management, select Patient Lookup, or select the Patients menu and then select Search. The Patient Lookup window appears. To add a patient, select New. To search for an existing patient, enter the s

Adding Person or Patient Details

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