Creating a Person Account

Help Guide for NextGen® Enterprise PM 8

Creating Person Accounts

A person account is automatically created when a person is selected as the guarantor on a patient’s encounter for the first time. If needed, you can also manually create an account for a person before selecting that person as the guarantor on a patient’s encounter. You can create a person account from the People Lookup and Patient Lookup windows. Note: To create a person account, the person must have an existing demographic record, or a new demographic must be created. 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

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

Person Accounts Overview

A person account is automatically created when the person is selected as the guarantor on a patient’s encounter for the first time, which results in statements generated for the person’s account that include encounters with outstanding self-pay balances. NextGen® Enterprise PM assigns each account a unique account number on the person's Account Profile window. The account number is also printed on statements sent to the guarantor. The Account Profile window for a person account includes the following tabs: Properties Encounter Detail Account Summary Credit Card on File Budget Notes Creating a Person Account You can create a person or a patient account from the People Lookup window or Patient Lookup window. Parent topic: Managing Accounts

Help Guide for NextGen® Enterprise PM 8

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 selectFind. Person records that match the search criteria appear in the Matching Records section. Select the person, and then selectOpen. 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. SelectAccount. A message appears asking you for confirmation to create the account. Select OK. The 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

Person Accounts Overview

A person account is automatically created when the person is selected as the guarantor on a patient’s encounter for the first time, which results in statements generated for the person’s account that include encounters with outstanding self-pay balances. NextGen® Enterprise PM assigns each account a unique account number on the person's Account Profile window. The account number is also printed on statements sent to the guarantor. The Account Profile window for a person account includes the following tabs: Properties Encounter Detail Account Summary Credit Card on File Budget Notes Creating Person Accounts You can create a person account using the People Lookup and the Patient Lookup windows. Set Active Status for Accounts You can use the Account Profile window for a given patient to set an active account. Access Active Accounts You can use the Account Profile window to access an active account. Viewing Account Properties Information You can view account demographics, account settings,

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

Creating a Person Account

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