Custom Tooltip Items

The following table describes the custom tooltip items and from where the data gets filled for each tooltip item.

Custom Tooltip Item	Data Populates From
Appointment Date	The information fills in from the Edit Appointment window.
Appointment Begin Time	The information fills in from the Edit Appointment window.
Appointment Event	The information fills in from the Edit Appointment window.
Appointment Duration	The information fills in from the Edit Appointment window.
Appointment Resources	The information fills in from the Edit Appointment window.
Appointment Details	The information fills in from the Edit Appointment window.
Appointment User Defined 1 - 4	The information fills in from the Edit Appointment window. Note: Field names are from Appt Scheduling tab of the Practice Preferences window.
Appointment User Defined 5 - 8	The information fills in from the Edit Appointment window. Note: Field names are from Appt Scheduling tab of the Practice Preferences window.
Appointment Confirmed?	The information fills in from the Edit Appointment window.
Appointment Kept?	The information fills in from the Edit Appointment window.
Appointment Rescheduled History	The information fills in from the History tab of the Edit Appointment window.
Appointment Rendering Physician	The information fills in from the Edit Appointment window.
Appointment Referring Physician	The information fills in from the Edit Appointment window.
Appointment Created By and Date	The information fills in from the Who/When button of the Edit Appointment window.
Appointment Modified By and Date	The information fills in from the Who/When button of the Edit Appointment window.
Account Self-Pay Balance	The information fills in from the Account Profile (for guarantor).
Authorization Required?	The information fills in from the Detail tab of the Insurance Maintenance window.
Bad Debt?	The information fills in from the Account Profile (for guarantor).
Primary Insurance Eligibility Status	The information fills in from Chart > Clinical History/Notes > Eligibility Results.
Patient Birth Date	The information fills in from the Update Patient Information window.
Patient Address	The information fills in from the Update Patient Information window.
Patient City	The information fills in from the Update Patient Information window.
Patient State	The information fills in from the Update Patient Information window.
Patient Zip Code	The information fills in from the Update Patient Information window.
Patient Home Phone	The information fills in from the Update Patient Information window.
Patient Day Phone	The information fills in from the Update Patient Information window.
Patient Alternate Phone	The information fills in from the Update Patient Information window.
Patient Chart User Defined 1 - 8	The information fills in from Chart > Patient Information > Chart Details Note: Field names are from Chart tab of the Practice Preferences window.
Race	The information fills in from the Update Patient Information window. Note: If there are multiple entries, then they are separated by commas.
Language	The information fills in from the Update Patient Information window.
Religion	The information fills in from the Update Patient Information window.
Church	The information fills in from the Update Patient Information window.
Patient E-Mail Address	The information fills in from the Update Patient Information window.
Patient Employer	The information fills in from the Employer tab of the Update Patient Information window.
Patient Status	The information fills in from the Status tab of the Update Patient Information window.
Marital Status	The information fills in from the Update Patient Information window.
Patient Primary Care Provider	The information fills in from the Update Patient Information window.
Patient Primary Insurance	The information fills in from the Insurance Listing section of the Update Patient Information window.
Patient Secondary Insurance	The information fills in from the Insurance Listing section of the Update Patient Information window.
Patient Tertiary Insurance	The information fills in from the Insurance Listing section of the Update Patient Information window.
Case Description	The information fills in from the Edit Appointment window.
Enterprise Client Defined 1 - 14	The information fills in from the Client Defined tab of the Update Patient Information window. Note: Field names are from Client Defined tab of the Enterprise Preferences window.
UDS Homeless Status	The information fills in from the UDS tab of the Update Patient Information window.
UDS Migrant Worker Status	The information fills in from the UDS tab of the Update Patient Information window.
UDS Language Barrier	The information fills in from the UDS tab of the Update Patient Information window.
UDS Primary Medical Coverage	The information fills in from the UDS tab of the Update Patient Information window.
UDS Family Size	The information fills in from the UDS tab of the Update Patient Information window.
UDS Income	The information fills in from the UDS tab of the Update Patient Information window.
UDS Family Size & Income Verify Date	The information fills in from the UDS tab of the Update Patient Information window.
UDS Family Size & Income Eff Date	The information fills in from the UDS tab of the Update Patient Information window.
UDS Family Size & Income Exp Date	The information fills in from the UDS tab of the Update Patient Information window.
UDS Public Housing Primary Care	The information fills in from the UDS tab of the Update Patient Information window.
UDS School Based Health Center	The information fills in from the UDS tab of the Update Patient Information window.
Template Category	The information fills in from the Scheduling Admin > Resource > Template.
Template Location	The information fills in from Scheduling Admin > Resource > Template.
Person Number	The information fills in from the Update Patient Information window.
Medical Record Number	The information fills in from the Update Patient Information window.
Ethnicity	The information fills in from the Update Patient Information window. Note: If there are multiple entries, then they are separated by commas.
UDS Consent to Treat	The information fills in from the UDS tab of the Update Patient Information window.
UDS Tribal Affiliation	The information fills in from the UDS tab of the Update Patient Information window.
UDS Blood Quantum	The information fills in from the UDS tab of the Update Patient Information window.
UDS Veteran Status	The information fills in from the UDS tab of the Update Patient Information window.
UDS IHS Eligibility Status	The information fills in from the UDS tab of the Update Patient Information window.
UDS Classification/Beneficiary	The information fills in from the UDS tab of the Update Patient Information window.
UDS Descendancy	The information fills in from the UDS tab of the Update Patient Information window.
Workflow Status	The information fills in from the UDS tab of the Update Patient Information window.
Primary Insurance Eligibility CoPay Information	The information fills in from Chart > Clinical History/Notes > Eligibility Results.
Patient Portal Enrollment Status	Displays the patient's current enrollment status in NextGen® PxP Portal. Following are the available enrollment statuses: Not Enrolled Pending Completed Deactivated Account Deleted Declined Deferred For more information, go to NextGen Healthcare Success Community, and download the latest NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM.
Group Appointment Indicator	Displays Y if the appointment is scheduled as a group appointment, else displays N.
Patient Group	Displays the name of the Patient Group if the appointment is scheduled as a group appointment.
EDI Messaging Latest Result	Displays the latest appointment confirmation status.
EDI Messaging Contact Method	Displays the contact preference for NextGen® EDI messages.
EDI Messaging Delivered On	Displays the date on which the EDI confirmation message delivers.

The following table describes the custom tooltip items and from where the data gets filled for each tooltip item.

Custom Tooltip Item	Data Populates From
Appointment Date	The information fills in from the Edit Appointment window.
Appointment Begin Time	The information fills in from the Edit Appointment window.
Appointment Event	The information fills in from the Edit Appointment window.
Appointment Duration	The information fills in from the Edit Appointment window.
Appointment Resources	The information fills in from the Edit Appointment window.
Appointment Details	The information fills in from the Edit Appointment window.
Appointment User Defined 1 - 4	The information fills in from the Edit Appointment window. Note: Field names are from Appt Scheduling tab of the Practice Preferences window.
Appointment User Defined 5 - 8	The information fills in from the Edit Appointment window. Note: Field names are from Appt Scheduling tab of the Practice Preferences window.
Appointment Confirmed?	The information fills in from the Edit Appointment window.
Appointment Kept?	The information fills in from the Edit Appointment window.
Appointment Rescheduled History	The information fills in from the History tab of the Edit Appointment window.
Appointment Rendering Physician	The information fills in from the Edit Appointment window.
Appointment Referring Physician	The information fills in from the Edit Appointment window.
Appointment Created By and Date	The information fills in from the Who/When button of the Edit Appointment window.
Appointment Modified By and Date	The information fills in from the Who/When button of the Edit Appointment window.
Account Self-Pay Balance	The information fills in from the Account Profile (for guarantor).
Authorization Required?	The information fills in from the Detail tab of the Insurance Maintenance window.
Bad Debt?	The information fills in from the Account Profile (for guarantor).
Primary Insurance Eligibility Status	The information fills in from Chart > Clinical History/Notes > Eligibility Results.
Patient Birth Date	The information fills in from the Update Patient Information window.
Patient Address	The information fills in from the Update Patient Information window.
Patient City	The information fills in from the Update Patient Information window.
Patient State	The information fills in from the Update Patient Information window.
Patient Zip Code	The information fills in from the Update Patient Information window.
Patient Home Phone	The information fills in from the Update Patient Information window.
Patient Day Phone	The information fills in from the Update Patient Information window.
Patient Alternate Phone	The information fills in from the Update Patient Information window.
Patient Chart User Defined 1 - 8	The information fills in from Chart > Patient Information > Chart Details Note: Field names are from Chart tab of the Practice Preferences window.
Race	The information fills in from the Update Patient Information window. Note: If there are multiple entries, then they are separated by commas.
Language	The information fills in from the Update Patient Information window.
Religion	The information fills in from the Update Patient Information window.
Church	The information fills in from the Update Patient Information window.
Patient E-Mail Address	The information fills in from the Update Patient Information window.
Patient Employer	The information fills in from the Employer tab of the Update Patient Information window.
Patient Status	The information fills in from the Status tab of the Update Patient Information window.
Marital Status	The information fills in from the Update Patient Information window.
Patient Primary Care Provider	The information fills in from the Update Patient Information window.
Patient Primary Insurance	The information fills in from the Insurance Listing section of the Update Patient Information window.
Patient Secondary Insurance	The information fills in from the Insurance Listing section of the Update Patient Information window.
Patient Tertiary Insurance	The information fills in from the Insurance Listing section of the Update Patient Information window.
Case Description	The information fills in from the Edit Appointment window.
Enterprise Client Defined 1 - 14	The information fills in from the Client Defined tab of the Update Patient Information window. Note: Field names are from Client Defined tab of the Enterprise Preferences window.
UDS Homeless Status	The information fills in from the UDS tab of the Update Patient Information window.
UDS Migrant Worker Status	The information fills in from the UDS tab of the Update Patient Information window.
UDS Language Barrier	The information fills in from the UDS tab of the Update Patient Information window.
UDS Primary Medical Coverage	The information fills in from the UDS tab of the Update Patient Information window.
UDS Family Size	The information fills in from the UDS tab of the Update Patient Information window.
UDS Income	The information fills in from the UDS tab of the Update Patient Information window.
UDS Family Size & Income Verify Date	The information fills in from the UDS tab of the Update Patient Information window.
UDS Family Size & Income Eff Date	The information fills in from the UDS tab of the Update Patient Information window.
UDS Family Size & Income Exp Date	The information fills in from the UDS tab of the Update Patient Information window.
UDS Public Housing Primary Care	The information fills in from the UDS tab of the Update Patient Information window.
UDS School Based Health Center	The information fills in from the UDS tab of the Update Patient Information window.
Template Category	The information fills in from the Scheduling Admin > Resource > Template.
Template Location	The information fills in from Scheduling Admin > Resource > Template.
Person Number	The information fills in from the Update Patient Information window.
Medical Record Number	The information fills in from the Update Patient Information window.
Ethnicity	The information fills in from the Update Patient Information window. Note: If there are multiple entries, then they are separated by commas.
UDS Consent to Treat	The information fills in from the UDS tab of the Update Patient Information window.
UDS Tribal Affiliation	The information fills in from the UDS tab of the Update Patient Information window.
UDS Blood Quantum	The information fills in from the UDS tab of the Update Patient Information window.
UDS Veteran Status	The information fills in from the UDS tab of the Update Patient Information window.
UDS IHS Eligibility Status	The information fills in from the UDS tab of the Update Patient Information window.
UDS Classification/Beneficiary	The information fills in from the UDS tab of the Update Patient Information window.
UDS Descendancy	The information fills in from the UDS tab of the Update Patient Information window.
Workflow Status	The information fills in from the UDS tab of the Update Patient Information window.
Primary Insurance Eligibility CoPay Information	The information fills in from Chart > Clinical History/Notes > Eligibility Results.
Patient Portal Enrollment Status	Displays the patient's current enrollment status in NextGen® PxP Portal. Following are the available enrollment statuses: Not Enrolled Pending Completed Deactivated Account Deleted Declined Deferred For more information, go to NextGen Healthcare Success Community, and download the latest NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM.
Group Appointment Indicator	Displays Y if the appointment is scheduled as a group appointment, else displays N.
Patient Group	Displays the name of the Patient Group if the appointment is scheduled as a group appointment.
EDI Messaging Latest Result	Displays the latest appointment confirmation status.
EDI Messaging Contact Method	Displays the contact preference for NextGen® EDI messages.
EDI Messaging Delivered On	Displays the date on which the EDI confirmation message delivers.

Custom Tooltip Items

Recommendations

Custom Tooltip

Appointment Lookup Results Settings

Patient Groups Report Columns

Estimate Patient Cost Fields

General Tab

Kept Appointment with No Charges Report Columns

Custom Tooltip Items

Custom Tooltip

Appointment Lookup Results Settings

Patient Groups Report Columns

Estimate Patient Cost Fields

General Tab

Kept Appointment with No Charges Report Columns