Matching Records components

Description	Data Pulls From
Name	Patient Information > Last, First Middle
Patient Portal	Displays either Y or N indicating whether the person or patient is enrolled in the NextGen® PxP Portal.
Preferred Name	Patient Information > Preferred Name
Maiden Name	Patient Information > Mother's Maiden Name
Address	Patient Information > Street, City, State, Zip
Sex	Patient Information > Sex
Birth Dt	Patient Information > Birth Date
SS Nbr	Patient Information > Social Security
Home Phone	Patient Information > Home Phone
Person Nbr	Patient Information > Person Number
Other ID Nbr	Other ID Number field from the External tab of the Patient Information
Enr Sts	NextGen® PxP Portal Enrollment Status indicates the patient's current NextGen® PxP Portal status, such as Not Enrolled, Pending, and Completed. For more information on Enrollment Statuses, go to the NextGen Healthcare Success Community, and download the latest NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM .
Ord Dt	NextGen Optical Management > Order Date
Ord Nbr	NextGen Optical Management > Order Number
Ord Remake	NextGen Optical Management > Order Remake > Displays Y or N
Doc #	NextGen Document Management > Image Lookup > Document Number
%	Enterprise MPI Search: Based on search criteria, the higher the %, the better the match
Ent Chart	Patient Information > Enterprise Chart
Med Rec	Patient Information > Medical Record Number
Gender Identity	Gender Identity field of the Person Information
Current Gender	Current Gender field of the Person Information
Suffix	Patient Information > Suffix

Help Guide for NextGen® Enterprise PM 8

Components of the Patient Lookup Window

The following table describe the person or patient search criteria fields on the People Lookup window. Search Criteria Description Last, First / Preferred, Middle, Suffix Searches by the patient's name. You can enter the last name, first name (or preferred name), middle name, suffix, or any combination of a patient's name. Note: The Suffix field appears if the Include suffix on lookup screens check box is selected on the General tab of the Practice Preferences and the Name Suffix table is populated in File Maintenance > Master Lists. Previous Last Searches by the previous last name if the patient's last name has changed. City Searches by the city of residence. Address Line 1 Searches by the patient's street address. Zip Searches by the patient's zip code. Mother's Maiden Name Searches by the maiden name of the patient's mother. Social Security Searches by the patient's Social Security Number. Birth Date Searches by the patient's date of birth. Sex Searches by the patient's gender. Home

Help Guide for NextGen® Enterprise PM 8

Creating Patient Charts

An individual added to NextGen® Enterprise PM without a chart is known as a person. A person may be someone with an existing appointment, an account guarantor, insurance subscriber, or an emergency contact. A person is allocated a unique identifier and stored in the Master Person Index (MPI) which is shared by all individuals within an enterprise system. When you create a chart for a person in a practice, the person qualifies as a patient. Only the practice that creates the patient chart, has access to it. A patient associated with multiple practices has a single demographic record that can be shared with all other practices using MPI. For more information on entering and maintaining person and patient demographic information, go to and download Patient Demographics Guide for NextGen® Enterprise. Search for a Person or Patient You can search for an individual with or without chart in the Patient Lookup window. Components of the Patient Lookup Window Details of search criteria to search

Help Guide for NextGen® Enterprise PM 8

Columns in the Lookup Results

The following table provides information about various columns on the People Lookup and Patient Lookup windows: Column Name Column Description Auto size all columns Automatically resizes all columns to fit the content in each column. Name The last name, first name, and middle name for each person or patient in the General subtab of the Demographics tab in the Patient Information window. Suffix Suffix for each person/patient in the General subtab of the Demographics tab in the Patient Information window. Patient Portal Displays Y or N indicating whether the person or patient is enrolled in the NextGen® PxP Portal. Note: This column is not applicable for NextGen® Optical Management. Preferred Name Preferred name for each person/patient in the General subtab of the Demographics tab in the Patient Information window. Maiden Name Mother's Maiden Name for each person or patient the Demographics tab in the Patient Information window. Address Address, City, State and Zip for each person/patien

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

NextGen® Enterprise EHR Help

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

NextGen® Enterprise EHR Help

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

Matching Records components

Recommendations

Components of the Patient Lookup Window

Creating Patient Charts

Columns in the Lookup Results

Patient Data Collected

Patient Data Collected

Patient Data Collected

Matching Records components

Components of the Patient Lookup Window

Creating Patient Charts

Columns in the Lookup Results

Patient Data Collected

Patient Data Collected

Patient Data Collected