NextGen Knowledge Center

Components of the Patient Lookup Window

The following table describe the person or patient search criteria fields on the People Lookup window.

Search CriteriaDescription
Last, First / Preferred, Middle, SuffixSearches by the patient's name. You can enter the last name, first name (or preferred name), middle name, suffix, or any combination of a patient's name.
Previous LastSearches by the previous last name if the patient's last name has changed.
CitySearches by the city of residence.
Address Line 1Searches by the patient's street address.
ZipSearches by the patient's zip code.
Mother's Maiden NameSearches by the maiden name of the patient's mother.
Social SecuritySearches by the patient's Social Security Number.
Birth DateSearches by the patient's date of birth.
SexSearches by the patient's gender.
Home PhoneSearches by the patient's home phone numbers
Search By
  • Med Rec Nbr: Searches by Medical Record Number
  • Person Nbr: Searches by the number assigned to a person by NextGen® Enterprise PM.
  • Other ID Nbr: Searches by an ID field used on the Patient Demographics template in NextGen® Enterprise EHR. If you know the Other ID used in NextGen® Enterprise EHR, you can select this option in the Search By field and then enter the Other ID Number.
Policy NbrSearches by patient's insurance policy number.
Enc NbrSearches by an encounter number associated with a patient.
View ByYou can specify how you want the results of your search to appear. You can sort the results in any of the following orders:
  • All Patients
  • Appointment
  • Default Location
  • Preferred Provider
  • Provider
  • Provider Specialty
  • Provider Appointment
  • Primary Care Provider
  • Referred By
External SystemSearches using a third-party application that interfaces with NextGen® Enterprise PM and stores patient chart records.
External IDSearches using the ID used by the selected External System to identify a patient. External ID number may differ from the ID number provided by NextGen® Enterprise PM.
Exclude Expired PatientsExcludes patients who are no longer living.
Birth DateSearch by the patient's date of birth. You can enter the date manually or select the date from the pop up calendar. Birth Date is a secure lookup field.
L4DSSNSearch for a patient using the last 4 digits of his or her Social Security Number. L4DSSN is a secure lookup field.
Chart Status - Home LockSearch by selecting either Active or Inactive for the chart status. Chart Status- Home Lock narrows down the search.
Phonetic SearchSelect this option to perform a phonetic search for a patient lookup. A phonetic search returns results which include names that sound similar to the name you entered as a search criteria.