Marketing Tab

Help Guide for NextGen® Enterprise PM 8

Marketing Tab

The Marketing tab on the Add/Edit Appointment window allows a Marketing Plan to be linked to a patient's appointment. A Marketing Plan may be required for specific events, depending on the setup of the Event in Scheduling Administration. A marketing plan linked to an appointment carries over to the encounter that gets created from the appointment during the check-in process. If a Marketing Plan already exists in the patient’s Chart > Patient Information tab > Chart Details sub-tab, the appointment-level marketing plan is stored at the appointment level and does not override the existing chart-level marketing plan. If the person does not yet have a chart, the marketing data entered for the appointment is stored at the appointment level until a chart is created. When the chart is created, the appointment level data is added to the Chart > Patient Information tab > Chart Details sub-tab. Parent topic: Appointment Information

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

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

Marketing Tab

Recommendations

Marketing Tab

Encounter Maintenance - Marketing Tab

Encounter Maintenance - Marketing Tab

Add or Modify Chart Details

Add or Modify Chart Details

Record the Patient Marketing Plans

Marketing Tab

Marketing Tab

Encounter Maintenance - Marketing Tab

Encounter Maintenance - Marketing Tab

Add or Modify Chart Details

Add or Modify Chart Details

Record the Patient Marketing Plans