Manage Patient Synchronization

Help Guide for NextGen® Enterprise PM 8

Configuring Patient Synchronization in NextGen® Enterprise PM

Patient synchronization sets a patient as active in NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management. When you set a patient as active in NextGen® Optical Management, the same patient is automatically set as an active patient in NextGen® Enterprise EHR and NextGen® Enterprise PM. For example, assume John Smith is the active patient and the chart for John Smith is currently open in NextGen® Enterprise EHR or NextGen® Optical Management. When you access NextGen® Enterprise PM, the chart for John Smith automatically opens. You can do the following when you have patient synchronization set up in user preferences: Open a patient's chart in NextGen® Enterprise PM or NextGen® Optical Management. Open NextGen® Enterprise PM by selecting PM on the main toolbar. NextGen® Enterprise PM opens and the chart for the same patient automatically opens. Manage Patient Synchronization You can set the user preferences to enable patient synchronization between NextGen® Enter

NextGen® Enterprise EHR Help

Enable or Disable Patient Synchronization

Patient synchronization in NextGen® Enterprise EHR is enabled or disabled from the Suspend patient synchronization setting in your user preferences. From the Tools menu, select Preferences. The Preferences window appears. Select the General tab. In the Suspend patient synchronization check box, do one of the following: Clear the check box to enable patient synchronization. Select the check box to disable patient synchronization. Select OK. Parent topic: Patient Synchronization

NextGen® Enterprise EHR Help

Set up Synchronization Settings Preferences

By default all NextGen® applications are synchronized to show the same selected patient when you switch from one application to another. For example, if you select Jane Doe in NextGen® Enterprise EHR and switch to NextGen® Enterprise PM, Jane Doe is automatically selected. Do the following in the Synchronization Settings section: To turn off synchronization, select the Suspend Patient Synchronization check box. To display a window prompting you to automatically create an encounter for the selected patient when you switch from another NextGen application to NextGen® Enterprise EHR, select the Prompt for encounter auto creation check box. Parent topic: General Preferences

NextGen® Enterprise EHR Help

Set up Synchronization Settings Preferences

By default all NextGen® applications are synchronized to show the same selected patient when you switch from one application to another. For example, if you select Jane Doe in NextGen® Enterprise EHR and switch to NextGen® Enterprise PM, Jane Doe is automatically selected. Do the following in the Synchronization Settings section: To turn off synchronization, select the Suspend Patient Synchronization check box. To display a window prompting you to automatically create an encounter for the selected patient when you switch from another NextGen application to NextGen® Enterprise EHR, select the Prompt for encounter auto creation check box. Parent topic: General Preferences

NextGen® Enterprise EHR Help

Turn Patient Synchronization On or Off

With patient synchronization turned on, an active patient in NextGen® Enterprise PM or NextGen® Optical Management appears in NextGen® Enterprise EHR. For example, if a patient's chart is open in NextGen® Enterprise PM or NextGen® Optical Management, it automatically opens in NextGen® Enterprise EHR. Open NextGen® Enterprise EHR, Select Tools > Preferences, and then select the General tab. In Synchronization Settings, select or clear the Suspend patient synchronization checkbox. Select OK. Parent topic: Viewing Patient Information and Generating Charts

NextGen® Enterprise EHR Help

Patient Synchronization

Patient synchronization controls if a patient currently open or active in NextGen® Enterprise PM or NextGen Optical Management appears in NextGen® Enterprise EHR when you access it. For example, if the chart for patient John Smith is currently open in NextGen® Enterprise PM or NextGen Optical Management, when you access NextGen® Enterprise EHR, the chart for John Smith automatically opens. When patient synchronization is enabled in user preferences, it works as follows: In NextGen® Enterprise PM or NextGen Optical Management, open a patient's chart. From the Main toolbar, select the EHR button. NextGen® Enterprise EHR opens and the chart for the same patient automatically opens. Enable or Disable Patient Synchronization Patient synchronization in NextGen® Enterprise EHR is enabled or disabled from the Suspend patient synchronization setting in your user preferences. Parent topic: Person and Patient Lookup in NextGen Enterprise EHR

Manage Patient Synchronization

Recommendations

Configuring Patient Synchronization in NextGen® Enterprise PM

Enable or Disable Patient Synchronization

Set up Synchronization Settings Preferences

Set up Synchronization Settings Preferences

Turn Patient Synchronization On or Off

Patient Synchronization

Manage Patient Synchronization

Configuring Patient Synchronization in NextGen® Enterprise PM

Enable or Disable Patient Synchronization

Set up Synchronization Settings Preferences

Set up Synchronization Settings Preferences

Turn Patient Synchronization On or Off

Patient Synchronization