Modify an Employer

Help Guide for NextGen® Enterprise PM 8

Add an Employer

Open the Person Information or Patient Information window for the desired person or patient. Select the Employer tab. Select the open menu , and select New. The Employer Lookup window appears. In the Employer Name field, enter all or part of the employer's name. Select Find. All employers that match the search criteria entered display in the Matching Records list. Note: Items available for selection are from the Employers master file in File Maintenance. If no records are found, the following prompt appears stating that no records were found. From the Matching Records list, double-click to select the employer. The Employer Maintenance window appears. Fields on the Employer Maintenance window are available for modification only if you have security access rights in System Administrator to update the Employers master file. Otherwise, all fields on the window are grayed-out and cannot be modified. CAUTION: Modifications made to any field in the Demographics section of the Employer Mainten

NextGen® Enterprise EHR Help

Modify an Employer

Open the Person Information or Patient Information window for the desired person or patient. Select the Employer tab. Select the row for the employer to be modified. Select the Open Menu button, and select Open. The Employer Maintenance window appears. CAUTION: Modifications made to any field in the Demographics section of the Employer Maintenance window update the Employers master file in File Maintenance. They also update employer records for all persons and patients already linked to the employer. In the Employment Profile section at the bottom of the window, modify the following fields as needed: Occupation Employment Status Work Phone Extension Retirement Date Primary Employer To save changes and close the window, select OK. Parent topic: Managing Employer Information

NextGen® Enterprise EHR Help

Add an Employer

Open the Person Information or Patient Information window for the desired person or patient. Select the Employer tab. Select the open menu , and select New. The Employer Lookup window appears. In the Employer Name field, enter all or part of the employer's name. Select Find. All employers that match the search criteria entered display in the Matching Records list. Note: Items available for selection are from the Employers master file in File Maintenance. If no records are found, the following prompt appears stating that no records were found. From the Matching Records list, double-click to select the employer. The Employer Maintenance window appears. Fields on the Employer Maintenance window are available for modification only if you have security access rights in System Administrator to update the Employers master file. Otherwise, all fields on the window are grayed-out and cannot be modified. CAUTION: Modifications made to any field in the Demographics section of the Employer Mainten

NextGen® Enterprise EHR Help

Add an Employer Guarantor

Open the Patient Information window for the desired patient. Select the Relations/Roles tab. In the Guarantor section, select the Open Menu button, and select Employer as Guarantor. The Employer Lookup window appears. In the Employer Name field, enter all or part of the employer's name. Select Find. All employers that match the search criteria entered display in the Matching Records list. Note: Items available for selection are from the Employers master file in File Maintenance. If no records are found, the following prompt appears: No records were found! From the Matching Records list, double-click to select the employer. The Employer Maintenance window appears. CAUTION: Do not make modifications in the Demographics section of the window. These changes update the Employers master file in File Maintenance. They also update employer records for all persons and patients already linked to the employer. Select OK. Parent topic: Guarantor Information

Help Guide for NextGen® Enterprise PM 8

Add an Employer Guarantor

Open the Patient Information window for the desired patient. Select the Relations/Roles tab. In the Guarantor section, select the Open Menu button, and select Employer as Guarantor. The Employer Lookup window appears. In the Employer Name field, enter all or part of the employer's name. Select Find. All employers that match the search criteria entered display in the Matching Records list. Note: Items available for selection are from the Employers master file in File Maintenance. If no records are found, the following prompt appears: No records were found! From the Matching Records list, double-click to select the employer. The Employer Maintenance window appears. CAUTION: Do not make modifications in the Demographics section of the window. These changes update the Employers master file in File Maintenance. They also update employer records for all persons and patients already linked to the employer. Select OK. Parent topic: Guarantor Information

NextGen® Orthopedic Suite Help 80.2.14.0

Add Employment Details of Patients

On the appropriate template, click Add below the Employer field. The Modify Patient Information window opens. Modify Patient Information window Click Employer in the left pane. In the Employer section, click the Menu icon icon, and then select New. The Employer Lookup window opens. On the Employer Lookup window, do the following: In the Employer Name field, type the keyword to search the employer's name. Click Find. The grid displays the list of employer names that contain the keyword. Double-click on the employer's name to be added. The Employer Maintenance window opens. On the Employer Maintenance window, in the Employment Profile section, enter the details of the patient's employment. Click OK. The Employer Maintenance and Employer Lookup windows close. The employment details of the patient are added to the grid on the Modify Patient Information window. On the Modify Patient Information window, click OK. The Modify Patient Information window closes. The employment details of the pat

Modify an Employer

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Add an Employer

Modify an Employer

Add an Employer

Add an Employer Guarantor

Add an Employer Guarantor

Add Employment Details of Patients

Add an Employer

Modify an Employer

Add an Employer

Add an Employer Guarantor

Add an Employer Guarantor

Add Employment Details of Patients