Matching Records for Patient or People Lookup

Help Guide for NextGen® Enterprise PM 8

Search for a Person or Patient

Open NextGen® Enterprise PM. From the Tasks menu, select Lookup > Charts. The Patient Lookup window opens. To search for a patient, enter the search criteria data. You can use different combinations of the search criteria to search for a patient. Select Find. People and patient records that match the search criteria, appear in the display in the Matching Records section. NextGen® Enterprise PM displays different icons for persons, patients, and patients enrolled in Enterprise Chart. The globe People icon icon indicates people who do not have a chart. The folder Patient icon icon indicates people or patients with a chart. The folder with a small globe People or Patients with an enterprise chart icon indicates people or patients enrolled in Enterprise Chart. Patient Lookup Window Note: To prevent creation of duplicate records, it is suggested to use a different criteria for performing the patient search if the desired person or patient is not found. Parent topic: Creating Patient Charts

Help Guide for NextGen® Enterprise PM 8

Create Patient Charts

The patient or person lookup search results includes both patients and persons. To set up a person as a patient, you must create a chart for the person using the Create Encounter window. Open NextGen® Enterprise PM, and then select Chart or Chart Lookup The Patient Lookup window opens. Select New. The Add Patient Information window opens. Modify Patient Information- Encounte Enter the details in the required fields that appear in red color and any additional information you want to include for the person. Select Chart.A message appears for your confirmation to create the account. A message appears for your confirmation to create the account. Select OK. The Create Encounter window opens. Create Encounter window Enter the details in the required fields that appear in red color and any additional information you want to include for the person. Select OK. Note: If checking for duplicate records is enabled, a message appears if a duplicate chart exists. The patient chart is created. Parent

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

Customize Matching Records columns

Action Description Auto Size Colums Select a column header, then right-click and select Auto Size Column, or select any column header, then right-click and select Auto Size All Columns. Rearrange Columns Select the header of a column to be moved, then drag the column to the left or right to drop the column in the desired position. Add/ Remove Colums Right-click any column header, then select on a description in the list to select (add) or deselect (remove) the column. Parent topic: Matching Records for Patient or People Lookup

Help Guide for NextGen® Enterprise PM 8

Add or Remove Columns in the Lookup Results

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. All existing person and patient records that match the search criteria appear in Matching Records. Right-click any column header. The menu lists all columns available in the Matching Records section. Columns included in the current view appear with a indicator. Do one of the following: To add a column to the view, select to select a column name without a check mark. To remove a column from the view, select to clear the check mark. To save changes and close the Patient Looku

Help Guide for NextGen® Enterprise PM 8

Customizing Lookup Results

Lookup results appear in the Matching Records section on the People Lookup and Patient Lookup windows. You can customize the lookup results. Sort Lookup Results You can sort lookup results in ascending or descending order in the name column. Add or Remove Columns in the Lookup Results You can add or remove columns from the lookup results. Parent topic: Search for Patients in NextGen Enterprise PM

Matching Records for Patient or People Lookup

Recommendations

Search for a Person or Patient

Create Patient Charts

Creating Patient Charts

Customize Matching Records columns

Add or Remove Columns in the Lookup Results

Customizing Lookup Results

Search for a Person or Patient

Create Patient Charts

Creating Patient Charts

Customize Matching Records columns

Add or Remove Columns in the Lookup Results

Customizing Lookup Results