Family Information for UDS

Help Guide for NextGen® Enterprise PM 8

Demographic Information for UDS

The following demographics information must be collected on the Demographics tab of the Add/Modify Patient Information window for all patients in NextGen® Enterprise PM: Birth Date/Age Sex Race Preferred Language Ethnicity Zip Code The following UDS information must be collected on the UDS tab of the Add/Modify Patient Information window for all patients in NextGen® Enterprise PM: Homeless Status Migrant Worker Status Language Barrier Public Housing Primary Care School Based Health Center Veteran Status Primary Medical Coverage Note: The Race and Ethnicity fields can display on either the Demographics tab or the UDS tab of the Add/Modify Patient Information window. In Enterprise Preferences > Client Defined, select Display General to display race/ethnicity on the Demographics tab, or select Display UDS to display race/ethnicity on the UDS tab. Parent topic: Information Needed for the UDS Report

Help Guide for NextGen® Enterprise PM 8

Demographic Information for IHS

Additional fields may be used by IHS practices to meet state specific and/or other reporting needs. These fields are not required for the UDS report. The following IHS information can be collected on the Demographics tab of the Add/Modify Patient Information window for all patients in NextGen® Enterprise PM: Community Code The following IHS information can be collected on the UDS tab of the Add/Modify Patient Information window for all patients in NextGen® Enterprise PM: Tribal Affiliation Blood Quantum IHS Eligibility Status Classification/Beneficiary Descendancy Parent topic: Information Needed for the UDS Report

NextGen® Enterprise EHR Help

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

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

Help Guide for NextGen® Enterprise PM 8

Information Needed for the UDS Report

Although some data required for the UDS Report is more readily (or only) available from a general ledger or other external system, much of the data can be reported directly from NextGen® Enterprise PM. Several demographic fields required by Health Centers for the UDS report are available on the UDS tab of the Add/Modify Patient Information window. Additional fields are available for use by IHS practices. To display the UDS tab, enable the Display person UDS fields check box in Enterprise Preferences > UDS. Demographic Information for UDS Demographic Information for IHS Transaction Codes for UDS Family Information for UDS Parent topic: Uniform Data System (UDS) Report

NextGen® Enterprise EHR Help

Head of Household Information

In the Head of Household section of the Relations/Roles and UDS tabs, you can enter the person designated as the head of household for a patient. This may be the patient, or another person such as a parent or spouse. Family information, which includes family size and annual income, can then be entered and associated with the head of household. The information is saved for established patients with an existing chart, and for new patients when the chart is created. Note: A head of household must be selected for a patient to enter family information. Head of household information is stored at the practice level; therefore, each practice can enter and maintain different information for a patient. The Head of Household section of the Relations/Roles and UDS tabs 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 a Head of Household - Relations/Roles Tab Modify a Head of

Family Information for UDS

Recommendations

Demographic Information for UDS

Demographic Information for IHS

Family Information

Family Information

Information Needed for the UDS Report

Head of Household Information

Demographic Information for UDS

Demographic Information for IHS

Family Information

Family Information

Information Needed for the UDS Report

Head of Household Information