Create a Support Role from a Relationship
Open the
Person Information
or
Patient Information
window for the desired person or patient.
Select the
Relations/Roles
tab.
In the
Relationship
section, select the row for the relationship to be used to create a support role.
Select the
Open Menu
button, and select
Create Support Role
.
The
Add Support Role Information
window appears. Information is filledd from the relationship's demographics.
Modify information for the support role as needed.
In the
Support Role
field, select one of the following. This field is required.
Caregiver
Emergency Contact
Next of Kin
Note:
Items available for selection are from the
Support Role Type
code table in File Maintenance.
To save changes and close the window, select
OK
.
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Help Guide for NextGen® Enterprise PM 8
Add a Relationship
Open the Person Information or Patient Information window for the desired person or patient. Select the Relations/Role tab. In the Relationship section, select the Open Menu button, and select New. The Relationship Lookup window appears. Enter the desired Search Criteria to find the relationship. 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 relationship. Select New to add a person record for the relationship. The Modify Relationship Information window appears. Enter and update information for the relationship as needed. In the Relationship field, select the person'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
Help Guide for NextGen® Enterprise PM 8
Modify a Relationship
Open the Person Information or Patient Information window for the desired person or patient. Select the Relations/Role tab. In the Relationship section, select the row for the relationship to be modified. Select the Open Menu button, and select Open. The Modify Relationship Information window appears. Modify information for the relationship as needed. To save changes and close the window, select OK. Parent topic: Relationship Information
NextGen® Enterprise EHR Help
Create a Support Role from a Relationship
Open the Person Information or Patient Information window for the desired person or patient. Select the Relations/Roles tab. In the Relationship section, select the row for the relationship to be used to create a support role. Select the Open Menu button, and select Create Support Role. The Add Support Role Information window appears. Information is filledd from the relationship's demographics. Modify information for the support role as needed. In the Support Role field, select one of the following. This field is required. Caregiver Emergency Contact Next of Kin Note: Items available for selection are from the Support Role Type code table in File Maintenance. To save changes and close the window, select OK. Parent topic: Relationship Information
Help Guide for NextGen® Enterprise PM 8
Relationship Information
In the Relationship section of the Relations/Roles tab, you can enter other people that are associated with a person or patient in the practice. For example, a patient may have relationships to a guarantor, an insurance policyholder, an emergency contact, and a head of household. Relationship information is stored at the system level; therefore, all practices in all enterprises share the same information for a person or patient. The Relationship section of the Relations/Roles tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information Yes Yes N/A Patient Information Yes Yes No Add a Relationship Modify a Relationship Create a Support Role from a Relationship Hide a Relationship Unhide a Relationship Delete a Relationship Parent topic: Managing Relations or Roles Information
Help Guide for NextGen® Enterprise PM 8
Add a Support Role
Open the Person Information or Patient Information window for the desired person or patient. Select the Relations/Roles tab. In the Support Role section, select the Open Menu button, and select New. The Add Support Role Information window appears. In the Last field, enter the person's last name. This field is required. In the First field, enter the person's first name. This field is required. In the Middle field, enter the person's middle name. In the Birth Date field, enter the person's birth date. In the Billing Address section, enter the person's address with the following information: Street Line 1 Street Line 2 City State Zip Address Type Note: Items available for selection are from the Address Type master list in File Maintenance. In the Relationship field, select the person's relationship to the patient. This field is required. Note: Items available for selection are from the Relationships code table in File Maintenance. In the Support Role field, select one of the following. Th
NextGen® Enterprise EHR Help
Add a Support Role
Open the Person Information or Patient Information window for the desired person or patient. Select the Relations/Roles tab. In the Support Role section, select the Open Menu button, and select New. The Add Support Role Information window appears. In the Last field, enter the person's last name. This field is required. In the First field, enter the person's first name. This field is required. In the Middle field, enter the person's middle name. In the Birth Date field, enter the person's birth date. In the Billing Address section, enter the person's address with the following information: Street Line 1 Street Line 2 City State Zip Address Type Note: Items available for selection are from the Address Type master list in File Maintenance. In the Relationship field, select the person's relationship to the patient. This field is required. Note: Items available for selection are from the Relationships code table in File Maintenance. In the Support Role field, select one of the following. Th
button, and select Create Support Role.
The Add Support Role Information window appears. Information is filledd from the relationship's demographics.