Managing Patient Inclusion and Exclusion Lists

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

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

NextGen® Enterprise EHR Help

Patient Inclusion and Exclusion Lists in NextGen® Enterprise EHR

Your practice may use an Inclusion or Exclusion list to control which patients in the database you can view. Only the patients listed on your Inclusion list or all patients except those listed on your Exclusion list are displayed in the Patient Lookup window. The Inclusion or Exclusion list is initially set up in the System Administrator application and applied when you search for a patient. Based on your operations rights, you may be able to perform these actions in NextGen® Enterprise EHR: Modify your personal Inclusion list. Modify the Inclusion or Exclusion lists for other users. Share an Inclusion list with another user. Look up a patient on your Exclusion list in an emergency. For more information on Inclusion list and Exclusion list setup and permissions, go to the NextGen Healthcare Success Community, and download the latest System Administrator Guide for NextGen Enterprise. Modify an Inclusion List You can add patients to or delete patients from an existing Inclusion list for

NextGen® Enterprise EHR Help

Modify an Inclusion List

You can add patients to or delete patients from an existing Inclusion list for a selected user. From the Main menu, select Admin and then Modify Inclusion/Exclusion List. The Modify Inclusion/Exclusion List window appears. Select the user from the User Name list. The Inclusion list of patient names for that user appears, and the Include button is enabled. To add a patient: Select Include. The Add Patients to Inclusion List window appears. Perform a patient search. To select all the patient names returned in the search, select the Select All check box. To select individual patient names, select the check box for each name to include. When a patient is selected from the Patient Name list, the Search button becomes the Add button. Select Add. Each selected patient is added to the user's Inclusion list on the Modify Inclusion/Exclusion List window. To delete a patient: Select the patient on the Modify Inclusion/Exclusion List window. The Delete button is enabled. Select Delete. The patient

NextGen® Enterprise EHR Help

Modify an Exclusion List

You can add patients to or delete patients from an existing Exclusion list for a selected user. From the Main menu, select Admin and then Modify Inclusion/Exclusion List. The Modify Inclusion/Exclusion List window opens. Select the user from the User Name list. The Exclusion list of patient names for that user appears, and the Exclude button is enabled. To add a patient: Select Exclude. The Add Patients to Exclusion List window opens. Perform a patient search. To select all the patient names returned in the search, select the Select All check box. To select individual patient names, select the check box for each patient to exclude. When a patient is selected from the Patient Name list, the Search button becomes the Add button. Select Add. Each selected patient is added to the user's Exclusion list on the Modify Inclusion/Exclusion List window. Patients to exclude are identified by icon. To delete a patient: Select the patient on the Modify Inclusion/Exclusion List window. The Delete bu

NextGen® Enterprise EHR Help

Person and Patient Lookup in NextGen® Enterprise EHR

This section provides information on the following topics in NextGen® Enterprise EHR: The difference between a person and a patient in the database How to look up a person or patient using specific search criteria How to customize the sort and display of the lookup results How to search for a person or patient using the secure lookup functionality How to access a restricted patient record in a medical emergency How to access a patient in NextGen® Enterprise PM The use of practice associations in controlling patient access How to access patients based on an Inclusion or Exclusion list How to view a list of other users who are accessing the same patient chart 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. Find a Patient in NextGen Enterprise EHR You can find a patient using Patient Lookup. Searc

Managing Patient Inclusion and Exclusion Lists

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Search for Patients in NextGen® Enterprise PM

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Search for Patients in NextGen® Enterprise PM

Searching for a Person or Patient in NextGen® Enterprise PM

Patient Inclusion and Exclusion Lists in NextGen® Enterprise EHR

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