Change a Head of Household - Relations/Roles Tab

Help Guide for NextGen® Enterprise PM 8

Delete a Head of Household - Relations/Roles Tab

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

Help Guide for NextGen® Enterprise PM 8

Add a Head of Household - Relations/Roles Tab

Open the Patient Information window for the desired patient. Select the Relations/Roles tab. In the Head of Household section, select the Open Record button. The Head of Household Lookup window appears. Do one of the following: If the patient is the head of household, select Self. The patient displays in the Head of Household section of the Relations/Roles tab. If someone other than the patient is the head of household, enter the desired Search Criteria to find the head of household. 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 head of household. Select New to add a person record for the head of household. The Modify Head of Household Information window appears. Enter and update information for the head of household as needed. In the Relationship field, sele

Help Guide for NextGen® Enterprise PM 8

Modify a Head of Household - Relations/Roles Tab

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

Help Guide for NextGen® Enterprise PM 8

Delete a Head of Household - UDS Tab

Open the Patient Information window for the desired patient. Select the UDS tab. The Head of Household section displays the current head of household. Select the Open Record button, and select Delete. The head of household is removed. Note: The deleted head of household is not removed from the Relationship section of the tab. Parent topic: Head of Household Information

Help Guide for NextGen® Enterprise PM 8

Change a Head of Household - UDS Tab

Open the Patient Information window for the desired patient. Select the UDS tab. The Head of Household section displays the current head of household. Select the Open Record button, and select one of the following: To change the head of household to the patient, select Self. The patient displays in the Head of Household section of the UDS tab. To change the head of household to someone other than the patient, select New. The Head of Household Lookup window appears. Enter the desired Search Criteria to find the head of household. 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 head of household. Select New to add a person record for the head of household. The Modify Head of Household Information window appears. Enter and update information for the head of househ

Help Guide for NextGen® Enterprise PM 8

Add a Head of Household - UDS Tab

Open the Patient Information window for the desired patient. Select the UDS tab. In the Head of Household section, select the Open Record button, and select one of the following: If the patient is the head of household, select Self. The patient displays in the Head of Household section of the UDS tab. If someone other than the patient is the head of household, select New. The Head of Household Lookup window appears. Enter the desired Search Criteria to find the head of household. 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 head of household. Select New to add a person record for the head of household. The Modify Head of Household Information window appears. Enter and update information for the head of household as needed. In the Relationship field, select t

Change a Head of Household - Relations/Roles Tab

Recommendations

Delete a Head of Household - Relations/Roles Tab

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Delete a Head of Household - UDS Tab

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Add a Head of Household - UDS Tab

Delete a Head of Household - Relations/Roles Tab

Add a Head of Household - Relations/Roles Tab

Modify a Head of Household - Relations/Roles Tab

Delete a Head of Household - UDS Tab

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Add a Head of Household - UDS Tab