Change a Contact

Help Guide for NextGen® Enterprise PM 8

Delete a Contact

Open the Patient Information window for the desired patient. Select the Relations/Roles tab. The Contact section displays the current contact. Select the Open Record button. The Modify Contact Information window appears. Select Delete. The following prompt appears: Confirm removal of patient contact? To delete the contact, select OK. Note: The deleted contact is not removed from the Relationship section of the tab. Parent topic: Contact Information

Help Guide for NextGen® Enterprise PM 8

Add a Contact

Open the Patient Information window for the desired patient. Select the Relations/Roles tab. In the Contact section, select the Open Record button. The Contact Lookup window appears. Enter the desired Search Criteria to find the contact. Select Find. All persons and patients that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the contact. Select New to add a person record for the contact. The Modify Contact Information window appears. Enter and update information for the contact as needed. In the Relationship field, select the contact's relationship to the patient. This field is required. Note: Items available for selection are from the Relationships code table in File Maintenance. To save changes and close the window, select OK. The contact displays in the Contact and Relationship sections of the tab. If

Help Guide for NextGen® Enterprise PM 8

Modify a Contact

Open the Patient Information window for the desired patient. Select the Relations/Roles tab. The Contact section displays the current contact. Select the Open Record button. The Modify Contact Information window appears. Modify information for the contact as needed. To save changes and close the window, select OK. Parent topic: Contact Information

NextGen® Enterprise EHR Help

Change a Contact

Open the Patient Information window for the desired patient. Select the Relations/Roles tab. The Contact section displays the current contact. Delete the current contact (see Delete a Contact). Add a contact (see Add a Contact). To save changes and close the window, select OK. The new contact displays in the Relationship and Contact sections of the Relations/Roles tab. Note: The previous contact is not removed from the Relationship section of the tab. Parent topic: Contact Information

NextGen® Enterprise EHR Help

Modify a Contact

Open the Patient Information window for the desired patient. Select the Relations/Roles tab. The Contact section displays the current contact. Select the Open Record button. The Modify Contact Information window appears. Modify information for the contact as needed. To save changes and close the window, select OK. Parent topic: Contact Information

NextGen® Enterprise EHR Help

Delete a Contact

Open the Patient Information window for the desired patient. Select the Relations/Roles tab. The Contact section displays the current contact. Select the Open Record button. The Modify Contact Information window appears. Select Delete. The following prompt appears: Confirm removal of patient contact? To delete the contact, select OK. Note: The deleted contact is not removed from the Relationship section of the tab. Parent topic: Contact Information

Change a Contact

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