Marketing Tab

Help Guide for NextGen® Enterprise PM 8

Encounter Maintenance - Marketing Tab

The Marketing tab includes additional information about any outside influence, such as advertising or a recommendation by another patient that may have been involved in the patient’s decision to come to the practice for the encounter. The Marketing tab includes the following fields: Field Description Marketing Plan Select a marketing plan for the encounter, if applicable, which reflects how the patient came to the practice for the encounter. If the encounter is created from the appointment book check-in process and the appointment had a marketing plan linked to it, the encounter marketing plan will default from the appointment. Marketing Data / Physician / Patient / Facility/Location This field is dependent on the setup of the marketing plan in File Maintenance: If the marketing plan is defined with Plan Type = Physician, then Physician is a required entry for the plan and reflects the physician that recommended the practice to the patient for the encounter. If the marketing plan is de

Help Guide for NextGen® Enterprise PM 8

Add or Modify Chart Details

Open the Patient Information window for the desired patient. Select the Chart Details tab. In the Default Rendering Physician field, select a provider to default as the Rendering on new encounters created for the patient. The encounters are those created from the Patient Chart in NextGen® Enterprise PM and in the Appointment Book from appointments without a rendering provider. In the Default Referring Physician field, select a provider to default as the Referring on new encounters created for the patient. The encounters are those created from the Patient Chart in NextGen® Enterprise PM and in the Appointment Book from appointments without a referring provider. The Print Statements check box is selected by default. Do one of the following: To include encounters in the patient's chart on statements, select the check box. To exclude encounters in the patient's chart from statements, clear the check box. In each User Defined 1-8 field, enter a free-text response, if applicable. Note: Chart

NextGen® Enterprise EHR Help

Add or Modify Chart Details

Open the Patient Information window for the desired patient. Select the Chart Details tab. In the Default Rendering Physician field, select a provider to default as the Rendering on new encounters created for the patient. The encounters are those created from the Patient Chart in NextGen® Enterprise PM and in the Appointment Book from appointments without a rendering provider. In the Default Referring Physician field, select a provider to default as the Referring on new encounters created for the patient. The encounters are those created from the Patient Chart in NextGen® Enterprise PM and in the Appointment Book from appointments without a referring provider. The Print Statements check box is selected by default. Do one of the following: To include encounters in the patient's chart on statements, select the check box. To exclude encounters in the patient's chart from statements, clear the check box. In each User Defined 1-8 field, enter a free-text response, if applicable. Note: Chart

Help Guide for NextGen® Enterprise PM 8

Record the Patient Marketing Plans

You can record the marketing plan that brought your practice to the attention of the patient. Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup Chart Lookup icon. The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and then select Find. Patient records that match the search criteria, appear in the Matching Records section. Select the patient, and then select Open. The Patient Chart window opens. Under Patient Information, select Chart Details, and then select open folder Open Folder icon. The Chart Details window opens. From the Marketing Plan list, select a marketing plan to attach to the patient. Note: Marketing plans are set up for the practice in the Marketing Plans master file in File Maintenance. Enter additional details of the marketing plan in Marketing Data. If the patient saw an advertisement in a newspaper, you can record the name of the newspaper. Additional details could mean instances such as the n

Help Guide for NextGen® Enterprise PM 8

Add an Appointment

You can schedule an appointment for a resource at a particular time and date. Open NextGen® Enterprise PM. From the main toolbar, select the ApptBook button. The Appointment Book window opens. Note: For a better response time, open the Appointment Scheduling Preferences by selecting and then select Only show my preferred resources in the Resources tab. In the Daily, Weekly Schedule or Multi-View tabs, select a resource, a date, and a time slot to schedule an appointment. To add an appointment, do one of the following: From the Appointment Book toolbar, select the Add Appt button. Right-click the time slot and, select New from the menu. Double-click the time slot. The Add Appointment window opens. Enter the details for the mandatory fields in the Add Appointment window to schedule an appointment. To select and link a person or patient to the appointment, select the open menu button in the upper-right side of the Add Appointment window and select one of the following: Access Active Patie

Help Guide for NextGen® Enterprise PM 8

Change the Patient Linked to an Appointment

You can remove the current patient linked to the appointment and link a new patient to the same event at the scheduled time. Select the appointment to change the linked patient, and double-click to open the Edit Appointment window. Select the open menu button next to the patient's name and select Clear Patient. A message appears asking you to confirm if you want to delete the linked patient. Select OK to remove the incorrect patient from the appointment. To add the correct patient to the appointment, select the open menu button and select Lookup. The People Lookup window opens. Do one of the following: To select an existing person or patient for the appointment, enter the appropriate search criteria and then select Find. Select New to add a person or patient for the appointment. Select OK to save changes and close the window. Parent topic: Modifying an Appointment

Marketing Tab

Recommendations

Encounter Maintenance - Marketing Tab

Add or Modify Chart Details

Add or Modify Chart Details

Record the Patient Marketing Plans

Add an Appointment

Change the Patient Linked to an Appointment

Encounter Maintenance - Marketing Tab

Add or Modify Chart Details

Add or Modify Chart Details

Record the Patient Marketing Plans

Add an Appointment

Change the Patient Linked to an Appointment