Managing the Patient Information Bar

Patient Information Bar Buttons	Names	Function
	Mininize	View less patient information on the Patient Information Bar. Note: Only the top and bottom lines of the Patient Information Bar appear in the minimized view.
	Maximize	Return to the expanded view Note: The last view you selected is retained and displayed the next time you log on.
	Refresh	Refresh the Patient Information Bar.
	Close	Close the Patient Information Bar.

Help Guide for NextGen® Enterprise PM 8

Viewing the Patient Information Bar

To use the Patient Information Bar in NextGen® Enterprise PM, you must configure the Practice Preferences. For more information on configuring Practice Preferences for the Patient Information Bar, go to NextGen Healthcare Success Community and download the latest File Maintenance Preferences Guide forNextGen®Enterprise, and then see the Patient Information Bar Preferences section. The chart user preferences must be set up to enable the Patient Information Bar to appear on the patient chart during charge posting and payment entry in NextGen® Enterprise PM. User preferences override the practice preferences. Open the Patient Information Bar in the Patient Chart You can open the Patient Information Bar in the patient chart. Open the Patient Information Bar in Charge Posting You can open the Patient Information Bar in the Charge Posting window. Open the Patient Information Bar in Payment Entry Parent topic: Patient Information Bar

Help Guide for NextGen® Enterprise PM 8

Managing the Patient Information Bar

You can view the Patient Information Bar in the maximized or minimized state. The Patient Information Bar appears in the maximized or expanded view by default, displaying all the configured patient information. Patient Information Bar Buttons Names Function Mininize View less patient information on the Patient Information Bar. Note: Only the top and bottom lines of the Patient Information Bar appear in the minimized view. Maximize Return to the expanded view Note: The last view you selected is retained and displayed the next time you log on. Refresh Refresh the Patient Information Bar. Close Close the Patient Information Bar. The Patient Information Bar is organized in the following sections: General information Demographics information Encounter information In the patient chart, the Patient Information Bar also includes the Patient Chart Lookup and Open Menu buttons. Viewing Patient General Information You can view the patient's general information such as name, contact details, and c

Help Guide for NextGen® Enterprise PM 8

Viewing Demographics Information

The following patient demographic information appears on the Patient Information Bar in NextGen® Enterprise PM: Sex Note: Sex is abbreviated. You can hover over the abbreviation to view the full description. Date of Birth Age Note: In case of expired patients, (Deceased) appears instead of age. Person Number Medical Record Number (MRN) Other ID Number Other ID Number is based on the details in the External tab of the Modify Patient Information. A practice can configure the Patient Information Bar to display up to three additional demographic fields from among the following: Default Guarantor Preferred Language Credit Card On File Preferred Pronoun Primary Care Provider Gender Identity Current Gender Patient Status Note: The Enable patient status option must be enabled in Chart, in Practice Preferences. Primary Dental Provider Sexual Orientation A practice can also configure the Patient Information Bar to display up to three additional demographic fields from the following database tabl

Help Guide for NextGen® Enterprise PM 8

Patient Information Bar

You can quickly view a patient’s general, demographic, and encounter-based information through the Patient Information Bar as you work in the patient chart in NextGen® Enterprise PM. The information includes patient alerts, appointments, insurance, balances, NextGen® PxP Portal status, and recall plans. Viewing the Patient Information Bar You can configure the Patient Information Bar to appear or be hidden in the Patient Chart in NextGen® Enterprise PM and customize the patient information that appear on the patient information bar. Managing the Patient Information Bar You can maximize, minimize, or close the Patient Information Bar. Patient Information Bar Buttons The buttons on the Patient Information bar display information regarding, alerts, appointments, insurance, patient balance, and recall plans. Viewing Hidden Payers in the Patient Chart You can view hidden payers in the Insurance Listing section only when you select the Show Hidden option. Parent topic: Viewing the Desktop La

Help Guide for NextGen® Enterprise PM 8

Viewing Demographics Information

The following patient demographic information appears on the Patient Information Bar in NextGen® Enterprise PM: Sex Note: Sex is abbreviated. You can hover over the abbreviation to view the full description. Date of Birth Age Note: In case of expired patients, (Deceased) appears instead of age. Person Number Medical Record Number (MRN) Other ID Number Other ID Number is based on the details in the External tab of the Modify Patient Information. A practice can configure the Patient Information Bar to display up to three additional demographic fields from among the following: Default Guarantor Preferred Language Credit Card On File Preferred Pronoun Primary Care Provider Gender Identity Current Gender Patient Status Note: The Enable patient status option must be enabled in Chart, in Practice Preferences. Primary Dental Provider Sexual Orientation A practice can also configure the Patient Information Bar to display up to three additional demographic fields from the following database tabl

Help Guide for NextGen® Enterprise PM 8

Open the Patient Information Bar in the Patient Chart

Before you begin You must set the Practice and user preferences, to enable the Patient Information Bar in the patient chart. For more information on the patient chart, go to the NextGen Healthcare Success Community and download the latest Accounts and Patient Records User Guide forNextGen®Enterprise PM. Open NextGen® Enterprise PM. From the main toolbar, select Chart . The Patient Lookup window opens. Search for and select the patient using the available search criteria. The patient chart opens displaying the Patient Information Bar, where you can exclusively select Patient Chart Lookup and Open Menu to search for patients, set an active patient, and manage the NextGen® PxP Portal enrollment. Patient information bar in patient chart Patient Lookup and Open Menu Buttons The Patient Chart Lookup button opens the Patient Lookup window, while the Open Menu button displays options to modify the patient's records. Parent topic: Viewing the Patient Information Bar

Managing the Patient Information Bar

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Viewing the Patient Information Bar

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Open the Patient Information Bar in the Patient Chart

Managing the Patient Information Bar

Viewing the Patient Information Bar

Managing the Patient Information Bar

Viewing Demographics Information

Patient Information Bar

Viewing Demographics Information

Open the Patient Information Bar in the Patient Chart