Managing Employer Information

Window:	NextGen® Enterprise EHR	NextGen® Enterprise PM	NextGen® Optical Management
Person Information	Yes	Yes	N/A
Patient Information	Yes	Yes	No

Help Guide for NextGen® Enterprise PM 8

Managing Demographic Information

On the Demographics tab, you can enter general information for a person or patient, such as address, demographics, contact phone numbers, contact, insurance, and notification methods for the patient. If your practice is licensed for EDI, the link appears on this window. When you select the link, the EDI Messaging window opens where you can view the patient's notification preferences for balance reminders, appointment reminders, and recall plans. Information on the Demographics tab is stored at the system level; therefore, all practices in all enterprises share the same information for a person or patient. The Demographics tab is available as follows: Window NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information Yes Yes N/A Patient Information Yes Yes Yes Demographic Information in a Person or Patient Profile Demographic information for a person or patient includes identifying information, contact information, and insurance information. Managing an

Help Guide for NextGen® Enterprise PM 8

Patient Data Collected

Although the procedure to add patients is the same, the data collected by NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management differs, as shown in the following table. Tab Data Collected Application Demographics Demographic information such as (but not limited to) first and last name, Social Security number, date of birth, sex, address, race, language, religion, ethnicity, and phone number. Note: : The NextGen® Enterprise PM Add/Modify Person Information window has an Account button that enables you to access the patient's Account Profile. For more information on patient accounts, go to the NextGen Healthcare Success Community, and download the latest Accounts and Patient Records Guide for NextGen Enterprise PM . NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management Status The patient's status at your practice. Additionally, when modified, you can list the reason for the change. NextGen® Enterprise EHR and NextGen® Enterprise PM C

Help Guide for NextGen® Enterprise PM 8

Managing Privacy Information

On the Privacy tab, you can enter information for a patient related to the practice’s HIPAA Privacy Notice. The information is saved for established patients with an existing chart, and for new patients when the chart is created. Information on the Privacy tab is stored at the practice level; therefore, each practice can enter and maintain different information for a patient. The Privacy 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 No For more information on setting up Privacy Notices master list items for selection in the Privacy Notice Reason field, go to the NextGen Healthcare Success Community, and download the latest File Maintenance Master Lists Guide for NextGen Enterprise. Add or Modify Privacy Notice Information You can manage privacy information of a patient with a chart. Privacy Consent Parent topic: Management of Demographic Records

Help Guide for NextGen® Enterprise PM 8

Person Data Collected

The procedure to add a new person is the same in NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management, but the data collected by each application differs, as shown in the following table. Tab Data Collected Application Demographics Demographic information such as (but not limited to) first and last name, Social Security number, date of birth, sex, address, race, language, religion, ethnicity, and phone number. Note: : The NextGen® Enterprise PM Add/Modify Person Information window has an Account button that enables you to access the patient's Account Profile. For more information on patient accounts, go to the NextGen Healthcare Success Community, and download the latest Accounts and Patient Records Guide for NextGen Enterprise PM . NextGen® Enterprise EHR and NextGen® Enterprise PM Status The patient's status at your practice. Additionally, when modified, you can list the reason for the change. NextGen® Enterprise EHR and NextGen® Enterprise PM Client Defin

Help Guide for NextGen® Enterprise PM 8

Managing Relations or Roles Information

On the Relations/Roles tab, you can enter other people that are associated with a person or patient. The tab is divided into the following sections: Relationships Contact Guarantor Head of Household Support Roles Birth Mother's Full Name The Relations/Roles tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information Yes Yes N/A Patient Information Yes Yes No Relationship Information Contact Information Guarantor Information Head of Household Information Support Role Information Using OCR to Update Patient Information and Insurance Birth Mother's Full Name Parent topic: Management of Demographic Records

NextGen® Enterprise EHR Help

Managing Employer Information

On the Employer tab, you can enter employer information for a person or patient, including the name, address, and phone and fax numbers for the employer. In addition, you can enter the person or patient's occupation and employment status. Information on the Employer tab is stored at the system level; therefore, all practices in all enterprises share the same information for a person or patient. The Employer tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information Yes Yes N/A Patient Information Yes Yes No For more information on setting up Employers, go to the NextGen Healthcare Success Community, and download the File Maintenance Master Lists Guide for NextGen Enterprise. Add an Employer Modify an Employer Delete an Employer Flag an Employer as Primary Parent topic: Management of Demographic Records

Managing Employer Information

Recommendations

Managing Demographic Information

Patient Data Collected

Managing Privacy Information

Person Data Collected

Managing Relations or Roles Information

Managing Employer Information

Managing Employer Information

Managing Demographic Information

Patient Data Collected

Managing Privacy Information

Person Data Collected

Managing Relations or Roles Information

Managing Employer Information