Configuring the Patient Preferred Name on Correspondence

Help Guide for NextGen® Enterprise PM 8

Set up Patient Co-Management Information

When a patient is co-managed by two physicians within the enterprise, you can add the name of the co-managing physician in the patient chart. Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup Chart Lookup icon. The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and then select Find. Patient records that match the search criteria appear in the Matching Records section. Select the patient, and then select Open. The Patient Chart window opens. Under Patient Information, select the Chart Details tab, and then select open folder Open Folder Icon. The Chart Details window opens. Select Co-Managed Patient. Select the co-managing physician from the Co-Managed Physician list. Select OK. Parent topic: Viewing Patient Chart Details

Help Guide for NextGen® Enterprise PM 8

Set up the Preferred Name for Patient Correspondence

Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup Chart Lookup icon. The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and then select Find. Patient records that match the search criteria, appear in the Matching Records section. Select the patient, and then select Open. The Patient Chart window opens. Under Patient Information, select the Chart Details tab, and then select open record Open Record icon. The Chart Details window opens. Select the Use Preferred Name on Correspondence check box. Select OK. The preferred name appears on the patient's correspondence. Parent topic: Configuring the Patient Preferred Name on Correspondence

Help Guide for NextGen® Enterprise PM 8

Use Preferred Name for Patient Correspondence for Privacy

Open the Patient Chart for the desired patient. On the Patient Information tab, select the Open Record icon. The Modify Patient Information window opens. Select Privacy. Select the Use Preferred Name on Correspondence check box. Select OK. The preferred name is displayed on the patient's correspondence. Parent topic: Configuring the Patient Preferred Name on Correspondence

Help Guide for NextGen® Enterprise PM 8

Viewing Patient Chart Details

In the Chart Details tab of Patient Information, you can view practice-related information of the patient, such as the patient's provider, medical recorder number, and privacy notice information. You can view additional patient information in eight user-defined fields set up in practice preferences. You can use the Chart Details tab window to do the following: Setting up the default rendering and referring provider for a patient Exempting a patient from outsourcing Issuing a privacy notice to a patient Setting Up patient co-manage information Recording the patient marketing plan For more information about patient chart details go to NextGen Healthcare Success Community and download the latest Case Management Guide for NextGen® Enterprise PM. Exempt Patient Encounters from Outsourcing You can use the Patient Information tab on the patient's chart to exempt a patient from outsourcing. Issue Privacy Notices to Patients You can use the Patient Information tab on the patient chart to issue

Help Guide for NextGen® Enterprise PM 8

Privacy Consent

Consent status can be configured on up to three different levels: An enterprise policy applies to the combination of a single enterprise and a single external system. This policy provides the consent default for all patients of that enterprise when their data is being shared with that external system. Each enterprise policy can include practice overrides that establish a different consent default for a given practice. Each patient can optionally have a patient override that takes precedence over both the enterprise consent default and the practice default. Note: The practice default takes precedence over the enterprise default, and the patient override takes precedence over both enterprise and practice defaults. WhenEnterprise Chartis enabled for the enterprise, and the patient is configured as an enterprise patient, any practice overrides are ignored. If there is a patient override, that determines the patient consent. If there is no patient override, the enterprise consent default is

Help Guide for NextGen® Enterprise PM 8

Set up Chart Preferences

You can configure specific areas of a patient chart in NextGen® Enterprise PM. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > General. The User Preferences window opens. Select the Chart tab. User preferences Chart tab In theDefault Word Processorfield, select one of the following to use as the default processor when creating notes in patient charts: Wordpad Word ® In theEncounter List Default Displaysection, select from the following options for the default display of encounters in patient charts: Encounter Date: view encounters listed by date. Encounter Number (default): Select this check box to view encounters listed by number. Both: view encounters listed by date and number. Note: You must select at least one check box. If only one check box is selected and you clear it, then the other check box is automatically selected. Select preferences for the display and color of the Patient Information Bar inNextGen® Enterprise PM. In thePreferred Recall Planss

Configuring the Patient Preferred Name on Correspondence

Recommendations

Set up Patient Co-Management Information

Set up the Preferred Name for Patient Correspondence

Use Preferred Name for Patient Correspondence for Privacy

Viewing Patient Chart Details

Privacy Consent

Set up Chart Preferences

Set up Patient Co-Management Information

Set up the Preferred Name for Patient Correspondence

Use Preferred Name for Patient Correspondence for Privacy

Viewing Patient Chart Details

Privacy Consent

Set up Chart Preferences