Identifying Persons and Patients

Help Guide for NextGen® Enterprise PM 8

Managing Practice Associations

An association is a logical grouping of practices that share a business interest, activity, or purpose. To comply with HIPAA requirements, NextGen® Enterprise EHR and NextGen® Enterprise PM offer the ability to create and use practice associations. New practices are automatically assigned to the DEFAULT association. If you do not want to share demographic and insurance information between practices, you can link the practice to a new association. After you assign the practice to another association, you cannot assign the practice back to the DEFAULT association. You can set up associations and assigned practices in System Administrator. For more information, go to NextGen Healthcare Success Community, and download the latest System Administrator Guide for NextGen® Enterprise. If you have not enabled the secure lookup, you cannot view a person record created in one association in a different association. CAUTION: You can create duplicate person records if you have not enabled the secure

Help Guide for NextGen® Enterprise PM 8

Search for Patients in NextGen® Enterprise PM

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. Note: : If you are connected to an external system, such as the EMPI Query Interaction System (EMPI QIS), the NextGen database is searched first. If no matching records are found, the external system is also searched. All existing person and patient records that match the search criteria appear in Matching Records. From the Matching Records list, you can do the following: Customize the lookup results. Select right-click menu options to perform specific tasks. Set up quick a

NextGen® Enterprise EHR Help

Identifying Persons and Patients

Identifying Persons and Patients Identifying Persons and Patients NextGen® Enterprise EHR and NextGen® Enterprise PM store information for both patients and non-patients. All persons and patients have a demographics record that includes non-clinical information, such as name, date of birth, address, and phone number. Additionally, all patients have a chart that includes clinical and financial information related to their encounters in the practice. When you open NextGen® Enterprise EHR or NextGen® Enterprise PM, the following visual indicators help you to easily identify and distinguish a person from a patient. A chart icon denotes a patient in the practice. When you perform a person or patient lookup by selecting a patient from the search results, the patient's chart opens. A globe icon denotes a person who is not a patient in the practice. When you perform a person lookup by selecting a person from the search results, the Modify Person Information window opens. A person can be an ind

Help Guide for NextGen® Enterprise PM 8

Searching for a Person or Patient in NextGen® Enterprise PM

NextGen® Enterprise PM enables you to do the following: Look up a person or patient using specific search criteria. Customize the display of lookup results. Search for a person or patient using the secure lookup functionality. Open a patient's records across applications. Open patient records based on an inclusion or exclusion list. Identifying Persons and Patients You can distinguish patients and non-patients in a practice by different icons. You can view recorded non-clinical information of patients or non-patients in NextGen® Enterprise EHR and NextGen® Enterprise PM. Search for Patients in NextGen Enterprise PM You can search for a patient record in the practice using a specific search criteria. You can customize the search results. Searching for Patients or Persons with Secure Lookup You can perform a secure lookup for patients or persons not directly associated with your practice and to provide an additional means of authentication. Managing Practice Associations You can create a

Help Guide for NextGen® Enterprise PM 8

Creating Patient Charts

An individual added to NextGen® Enterprise PM without a chart is known as a person. A person may be someone with an existing appointment, an account guarantor, insurance subscriber, or an emergency contact. A person is allocated a unique identifier and stored in the Master Person Index (MPI) which is shared by all individuals within an enterprise system. When you create a chart for a person in a practice, the person qualifies as a patient. Only the practice that creates the patient chart, has access to it. A patient associated with multiple practices has a single demographic record that can be shared with all other practices using MPI. For more information on entering and maintaining person and patient demographic information, go to and download Patient Demographics Guide for NextGen® Enterprise. Search for a Person or Patient You can search for an individual with or without chart in the Patient Lookup window. Components of the Patient Lookup Window Details of search criteria to search

Help Guide for NextGen® Enterprise PM 8

Search for a Person or Patient

Open NextGen® Enterprise PM. From the Tasks menu, select Lookup > Charts. The Patient Lookup window opens. To search for a patient, enter the search criteria data. You can use different combinations of the search criteria to search for a patient. Select Find. People and patient records that match the search criteria, appear in the display in the Matching Records section. NextGen® Enterprise PM displays different icons for persons, patients, and patients enrolled in Enterprise Chart. The globe People icon icon indicates people who do not have a chart. The folder Patient icon icon indicates people or patients with a chart. The folder with a small globe People or Patients with an enterprise chart icon indicates people or patients enrolled in Enterprise Chart. Patient Lookup Window Note: To prevent creation of duplicate records, it is suggested to use a different criteria for performing the patient search if the desired person or patient is not found. Parent topic: Creating Patient Charts

Identifying Persons and Patients

Recommendations

Managing Practice Associations

Search for Patients in NextGen® Enterprise PM

Identifying Persons and Patients

Searching for a Person or Patient in NextGen® Enterprise PM

Creating Patient Charts

Search for a Person or Patient

Managing Practice Associations

Search for Patients in NextGen® Enterprise PM

Identifying Persons and Patients

Searching for a Person or Patient in NextGen® Enterprise PM

Creating Patient Charts

Search for a Person or Patient