NextGen Knowledge Center

Enroll a Patient in a Program

You can enroll a patient in a program from Patient Chart in NextGen® Enterprise PM. The patient must be enrolled in a program before you link their encounters to that program.
  1. From Patient Chart, select the Patient Information tab, and then select the Programs sub-tab.
    The existing program enrollments for the patient are listed in the Programs section.
  2. To add a program enrollment, do one of the following:
    • Select open menu and then select New.
    • In the Programs section, right-click and then select New.
    The [Patient Name] - Program Enrollment window opens.

  3. In the Program Category field, select a category to limit the list of programs in the Program field.
    Only the programs linked to the selected category are listed.
  4. In the Program field, select the program where you want to enroll the patient.
    This is a required field. If you select a program before selecting a category, the category linked to the program automatically appears in the Program Category field.
  5. In the Program Primary Provider field, select the provider responsible for directing and managing the patients program, if applicable.
    The primary provider may or may not render services under the program.
  6. In the Program Location field, select a location for the program. You can use this for clinical purposes in NextGen® Enterprise EHR and this is only for information purpose in NextGen® Enterprise PM.
  7. In the Program Enrollment Date field, enter a start date for the program.
    This field is required, and the date must be earlier than or same as the discharge date.
  8. In the Program Discharge Date field, enter an end date for the program.
    The date must be later than or same as the enrollment date.
  9. To save changes and close the window, select OK.
    The new enrollment is added to the programs list for the patient.