Customize Matching Records columns

Action	Description
Auto Size Colums	Select a column header, then right-click and select Auto Size Column, or select any column header, then right-click and select Auto Size All Columns.
Rearrange Columns	Select the header of a column to be moved, then drag the column to the left or right to drop the column in the desired position.
Add/ Remove Colums	Right-click any column header, then select on a description in the list to select (add) or deselect (remove) the column.

Help Guide for NextGen® Enterprise PM 8

Matching Records for Patient or People Lookup

When you enter your search criteria on the Patient Lookup or People Lookup window and select Find, records of people and patients that match appear in the Matching Records section. You can scroll right or left to view more information for each person or patient. From the matching records section of the window, you can do the following: Use the Patient icon to open the Patient Chart for the desired Patient. Use Person Icon to open the Add Patient Information window for the desired Person. Use the right-click option for a patient or person to view all the available actions. People Lookup with Matching Records Customize Matching Records columns You can use different options to view the columns in the Matching Records section. Parent topic: Creating Patient Charts

Help Guide for NextGen® Enterprise PM 8

Add or Remove Columns in the Appointment Lookup Results

You can customize the columns that appear in the Appointment List section of the Appointment Lookup window. Right-click any column header. A context menu opens with the lists all columns that are available for the window. Note: The columns that are included in the current view display a icon. Do one of the following: To add a column to the view, select a column name. To remove a column from the view, clear the selection for the column name. Select OK to save changes and close the window. Appointment Lookup Results Settings Parent topic: Search from the Appointment Lookup Window

Help Guide for NextGen® Enterprise PM 8

Add or Remove Columns in the Lookup Results

In NextGen® Enterprise PM, do one of the following to open the Patient Lookup window: On the main toolbar, select Chart. From the Tasks menu, select Lookup > Charts. Patient Lookup Window Enter the details in the Search Criteria fields to find the desired person or patient. You can use multiple parameters. For example, you can enter part of the last and first names, and birth date. Note: Fields with the Lightning Bolt indicator are for direct match searches and cannot be used with other search criteria. Select Find. All existing person and patient records that match the search criteria appear in Matching Records. Right-click any column header. The menu lists all columns available in the Matching Records section. Columns included in the current view appear with a indicator. Do one of the following: To add a column to the view, select to select a column name without a check mark. To remove a column from the view, select to clear the check mark. To save changes and close the Patient Looku

File Maintenance Help for NextGen® Enterprise 8

Adjusting Report Columns

Adjusting the columns can improve the appearance of reports and make room for additional information. To manually adjust a column's width select the column's right diamond and drag it to the right to widen or drag it to the left to narrow the column. To automatically adjust all column widths, select Autosize on the Report toolbar. To add a column, select the column from the Report Filter window Columns filter option. For more information, see Selecting Report Columns. To remove a column do one of the following: In the report display, select the column's right diamond and drag to the left until it touches the left diamond. Remove the column on the Report Filter window Columns filter option. For more information, see Selecting Report Columns. Parent topic: Working with the Report Display

Help Guide for NextGen® Enterprise PM 8

Customizing Lookup Results

Lookup results appear in the Matching Records section on the People Lookup and Patient Lookup windows. You can customize the lookup results. Sort Lookup Results You can sort lookup results in ascending or descending order in the name column. Add or Remove Columns in the Lookup Results You can add or remove columns from the lookup results. Parent topic: Search for Patients in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Add or Remove Columns in the Encounter Lookup Results

The columns displayed in the Encounter List section of the Encounter Lookup window can be customized by each user. Right-click any column header. The menu lists all columns available for the window. Columns included in the current view display with a check mark icon. Do one of the following: To add a column to the view, select to select a column name without a check mark. To remove a column from the view, select to deselect a column name with a check mark. To save changes and close the window, select OK. Note: Use the table in Encounter List Columns as a reference when making column selections. Encounter List Columns You can search for existing encounters and the search results display encounter list columns. You can select the required columns by right-clicking any column header in the Encounter List section. Parent topic: Search from the Encounter Lookup Window

Customize Matching Records columns

Recommendations

Matching Records for Patient or People Lookup

Add or Remove Columns in the Appointment Lookup Results

Add or Remove Columns in the Lookup Results

Adjusting Report Columns

Customizing Lookup Results

Add or Remove Columns in the Encounter Lookup Results

Matching Records for Patient or People Lookup

Add or Remove Columns in the Appointment Lookup Results

Add or Remove Columns in the Lookup Results

Adjusting Report Columns

Customizing Lookup Results

Add or Remove Columns in the Encounter Lookup Results