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Delete Family Information
Open the
Patient Information
window for the desired patient.
Select the
UDS
tab.
Delete the current Head of Household (see
Delete a Head of Household - UDS Tab
).
The head of household and the family information are removed.
Help Guide for NextGen® Enterprise PM 8
Delete a Head of Household - UDS Tab
Open the Patient Information window for the desired patient. Select the UDS tab. The Head of Household section displays the current head of household. Select the Open Record button, and select Delete. The head of household is removed. Note: The deleted head of household is not removed from the Relationship section of the tab. Parent topic: Head of Household Information
Help Guide for NextGen® Enterprise PM 8
Modify Family Information
Open the Patient Information window for the desired patient. Select the UDS tab. In the Family Information section, select the Open Menu button, and select Open. The Family Info window appears. Modify the following fields as needed. Family Size (see note) Income (see note) Income Cycle (see note) Refused to Report (see note) Verify Date Effective/Expiration Dates To save changes and close the window, select OK. Note: Family information can be modified only if it has not been used. If family size and income were previously used to calculate automatic adjustments on an encounter, they cannot be modified. Only the Verify Date and Effective/Expiration Dates can be modified. Parent topic: Family Information
NextGen® Enterprise EHR Help
Delete Family Information
Open the Patient Information window for the desired patient. Select the UDS tab. Delete the current Head of Household (see Delete a Head of Household - UDS Tab). The head of household and the family information are removed. Parent topic: Family Information
NextGen® Enterprise EHR Help
Delete a Head of Household - UDS Tab
Open the Patient Information window for the desired patient. Select the UDS tab. The Head of Household section displays the current head of household. Select the Open Record button, and select Delete. The head of household is removed. Note: The deleted head of household is not removed from the Relationship section of the tab. Parent topic: Head of Household Information
Help Guide for NextGen® Enterprise PM 8
Family Information
In the Family Information section of the UDS tab, you can enter family size and annual income for the patient's head of household. This information is typically used by Community Health Centers in conjunction with sliding fee schedules. When a patient qualifies for a sliding fee schedule, family size and income are used to determine the percentage of charges that are automatically adjusted for the patient. Family information is also reported on the UDS Report. Note: A head of household must be selected for a patient to enter family information. Family Information is stored at the practice level; therefore, each practice can enter and maintain different information for a person or patient. The Family Information section of the UDS tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information No No N/A Patient Information Yes Yes Yes Add Family Information Modify Family Information Delete Family Information Parent topic
NextGen® Enterprise EHR Help
Delete a Head of Household - Relations/Roles Tab
Open the Patient Information window for the desired patient. Select the Relations/Roles tab. The Head of Household section displays the current head of household. Select the Open Record button. The Modify Head of Household Information window appears. Select Delete. The following prompt appears: Confirm removal of patient head of household? To delete the head of household, select OK. Note: The deleted head of household is not removed from the Relationship section of the tab. Parent topic: Head of Household Information
