Creating Patient Charts

Help Guide for NextGen® Enterprise PM 8

Person and Patient Information

In NextGen® Enterprise the initial information entered for a person or patient, such as name, birth date, address, phone, etc., is known as the "demographic record." All demographic records have a system-assigned person number and are part of the Master Person Index (MPI) in the database. This section provides information on how to add and maintain demographic records for persons and patients within the practice. Demographic information is entered when creating and updating person and patient records in NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen Optical Management. From the Person Information and Patient Information windows, a navigation bar provides easy access to various tabs and sections of information that include the following: Demographics Tab Status Tab Client Defined Tab Provider Tab Privacy Tab Employer Tab Relations/Roles Tab UDS Tab External Tab History Tab Pharmacy Tab Chart Details Tab Management of Demographic Records You can manage demographic records f

Help Guide for NextGen® Enterprise PM 8

Add Person Information in NextGen Enterprise PM

You can add a person on the Add Person Information window in NextGen® Enterprise PM. Open NextGen® Enterprise PM. Select the Lookup or People Lookup icon. The People Lookup window opens. Select New. The Add Person Information window opens. Add Person Information window Enter the details in the required fields that appear in red color and any additional information you want to include for the person. Select OK. A person record is created in the practice. A person becomes a patient only after you add a chart. Parent topic: Creating Patient Charts

Help Guide for NextGen® Enterprise PM 8

Patient Demographics

Specific patient information that is available in a patient's record is called patient demographics. The following data comprises the patient demographics: Name Age Gender Allergies Previous Medical History Contact Information Marriage Status Insurance ID This section provides information on how to search for a patient based on the demographic data, customize patient demographics, open, previous records, add and maintain demographic records for persons and patients within the practice. Searching for a Person or Patient in NextGen Enterprise PM You can search for a person or patient in a practice based on the search criteria or secure lookup functionality. Person and Patient Information Real-time Address Validation You can automatically validate the demographic address of a person registered in NextGen Enterprise EHR or NextGen Enterprise PM against the United States Postal Service (USPS) database." Person Merge You can use the Person Merge process in NextGen® Enterprise PM to find dupl

Help Guide for NextGen® Enterprise PM 8

Search for a Person or Patient

Open NextGen® Enterprise PM. From the Tasks menu, select Lookup > Charts. The Patient Lookup window opens. To search for a patient, enter the search criteria data. You can use different combinations of the search criteria to search for a patient. Select Find. People and patient records that match the search criteria, appear in the display in the Matching Records section. NextGen® Enterprise PM displays different icons for persons, patients, and patients enrolled in Enterprise Chart. The globe People icon icon indicates people who do not have a chart. The folder Patient icon icon indicates people or patients with a chart. The folder with a small globe People or Patients with an enterprise chart icon indicates people or patients enrolled in Enterprise Chart. Patient Lookup Window Note: To prevent creation of duplicate records, it is suggested to use a different criteria for performing the patient search if the desired person or patient is not found. Parent topic: Creating Patient Charts

Help Guide for NextGen® Enterprise PM 8

Add Person Information in Nextgen Enterprise EHR

You can add a person on the Add Person Information window in NextGen® Enterprise EHR. Open NextGen® Enterprise EHR. Select File > New > Person. The People Lookup window opens. Select New. The Add Person Information window opens. Add Person Information window Enter the details in the required fields that appear in red color and any additional information you want to include for the person. For more information, see Adding Details for a Person or Patient. For more information, see Adding Details for a Person or Patient. Select OK. A person record is created in the system. A person becomes a patient only after you add a chart. Parent topic: Creating Patient Charts

Help Guide for NextGen® Enterprise PM 8

Create Patient Charts

The patient or person lookup search results includes both patients and persons. To set up a person as a patient, you must create a chart for the person using the Create Encounter window. Open NextGen® Enterprise PM, and then select Chart or Chart Lookup The Patient Lookup window opens. Select New. The Add Patient Information window opens. Modify Patient Information- Encounte Enter the details in the required fields that appear in red color and any additional information you want to include for the person. Select Chart.A message appears for your confirmation to create the account. A message appears for your confirmation to create the account. Select OK. The Create Encounter window opens. Create Encounter window Enter the details in the required fields that appear in red color and any additional information you want to include for the person. Select OK. Note: If checking for duplicate records is enabled, a message appears if a duplicate chart exists. The patient chart is created. Parent

Creating Patient Charts

Recommendations

Person and Patient Information

Add Person Information in NextGen Enterprise PM

Patient Demographics

Search for a Person or Patient

Add Person Information in Nextgen Enterprise EHR

Create Patient Charts

Creating Patient Charts

Person and Patient Information

Add Person Information in NextGen Enterprise PM

Patient Demographics

Search for a Person or Patient

Add Person Information in Nextgen Enterprise EHR

Create Patient Charts