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Create Person Accounts from People Lookup
Open
NextGen® Enterprise PM
.
Select
Lookup
.
The
People Lookup
window opens.
In the
Search Criteria
section, enter the person's information and then select
Find
.
Person records that match the search criteria appear in the
Matching Records
section.
Select the person, and then select
Open
.
The
Modify Person Information
window opens.
Note:
When you select the patient, the
Update Patient Information
window opens.
Verify that the demographics, billing address, and contact information are complete.
Select
Account
.
A message appears asking you for confirmation to create the account.
Select
OK
.
The person account is created and the
Account Profile
window opens.
Create Person Accounts from People Lookup
Help Guide for NextGen® Enterprise PM 8
Create Person Accounts from Patient Lookup
Open NextGen® Enterprise PM. On the NextGen® Enterprise PM toolbar, selectChart. The Patient Lookup window opens. Enter the search criteria data to locate the patient, and then selectFind. All existing patients that match the search criteria display in the Matching Records section of the Patient Lookup window. Right-click the patient, and then select Open. The Add Patient Information window opens. Verify the Demographics, Billing Address and Phone information. SelectAccount. A message appears asking you for confirmation to create the account. SelectOK. A person account is created and the Account Profile window opens. Parent topic: Creating Person Accounts Parent topic: Creating a Person Account
Help Guide for NextGen® Enterprise PM 8
Creating a Person Account
When you select a person as the guarantor on a patient’s encounter for the first time, the person's account is automatically created. You can manually create a person account before selecting that person as the guarantor on a patient’s encounter, if needed. You can create a person account from the following areas in NextGen® Enterprise PM. People Lookup Patient Lookup Note: To create a person account, the person must have an existing demographic record. Create Person Accounts from People Lookup You can create a person account using the People Lookup window. Create Person Accounts from Patient Lookup You can use the Add Patient Information or Modify Patient Information windows to create a person or patient account. Parent topic: Person Accounts Overview
Help Guide for NextGen® Enterprise PM 8
Create Person Accounts from Patient Lookup
Open NextGen® Enterprise PM. On the NextGen® Enterprise PM toolbar, selectChart. The Patient Lookup window opens. Enter the search criteria data to locate the patient, and then selectFind. All existing patients that match the search criteria display in the Matching Records section of the Patient Lookup window. Right-click the patient, and then select Open. The Add Patient Information window opens. Verify the Demographics, Billing Address and Phone information. SelectAccount. A message appears asking you for confirmation to create the account. SelectOK. A person account is created and the Account Profile window opens. Parent topic: Creating a Person Account
Help Guide for NextGen® Enterprise PM 8
Creating a Person Account
When you select a person as the guarantor on a patient’s encounter for the first time, the person's account is automatically created. You can manually create a person account before selecting that person as the guarantor on a patient’s encounter, if needed. You can create a person account from the following areas in NextGen® Enterprise PM. People Lookup Patient Lookup Note: To create a person account, the person must have an existing demographic record. Create a Person Account from an Existing Record You can use the People Lookup window and Patient Lookup window to create a person account. Create Person Accounts from Patient Lookup You can use the Add Patient Information or Modify Patient Information windows to create a person or patient account. Parent topic: Person Accounts Overview
Help Guide for NextGen® Enterprise PM 8
Create Employer Accounts from Employer Lookup
Open NextGen® Enterprise PM. From the Tasks menu, select Lookup > Employers. The Employer Lookup window opens. In the Search Criteria section, enter the employer’s information and then select Find. Employer records that match the search criteria appear in the Matching Records section. Right-click the employer, and then select Open. The Employer Maintenance window opens. Verify that the demographics, billing address, and contact information are completed. Select Account. The employer account is created and the Account Profile window opens. Parent topic: Creating Employer Accounts
Help Guide for NextGen® Enterprise PM 8
Create Employer Accounts from Account Lookup
Open NextGen® Enterprise PM On the NextGen® Enterprise PM toolbar, select Account. The Account Lookup window opens. Select Employer/Last Name, and then enter the employer name. Clear the People Accounts and Existing Accounts Only check boxes. Select Find. The employer appears in the Account List section of the Account Lookup window. Double-click to select the employer. The employer account is created and the Account Profile window opens. Parent topic: Creating Employer Accounts
