Modify Family Information

Help Guide for NextGen® Enterprise PM 8

Add Family Information

Open the Patient Information window for the desired patient. Select the UDS tab. In the Family Information section, select the Open Menu button, and select New. Note: A head of household must be selected for a patient to enter family information. The Family Info window appears. In the Family Size field, enter the number of family members in the patient's household. The default value is 1. In the Income field, enter the income amount for the patient's household. The default value is $0.00. In the Income Cycle field, select one of the following. This field is required. Annually Monthly Weekly If the head of household refuses to provide income information, select the Refused to Report check box. The Income field becomes unavailable. In the Verify Date field, enter the date that the family information was verified. This field is required. In the Effective Date field, enter the start date for the family information. This field is required. In the Expiration Date field, enter the end date fo

Help Guide for NextGen® Enterprise PM 8

Delete Family Information

Open the Patient Information window for the desired patient. Select the UDS tab. Delete the current Head of Household (see Delete a Head of Household - UDS Tab). The head of household and the family information are removed. Parent topic: Family Information

NextGen® Enterprise EHR Help

Modify Family Information

Open the Patient Information window for the desired patient. Select the UDS tab. In the Family Information section, select the Open Menu button, and select Open. The Family Info window appears. Modify the following fields as needed. Family Size (see note) Income (see note) Income Cycle (see note) Refused to Report (see note) Verify Date Effective/Expiration Dates To save changes and close the window, select OK. Note: Family information can be modified only if it has not been used. If family size and income were previously used to calculate automatic adjustments on an encounter, they cannot be modified. Only the Verify Date and Effective/Expiration Dates can be modified. Parent topic: Family Information

Help Guide for NextGen® Enterprise PM 8

Family Information

In the Family Information section of the UDS tab, you can enter family size and annual income for the patient's head of household. This information is typically used by Community Health Centers in conjunction with sliding fee schedules. When a patient qualifies for a sliding fee schedule, family size and income are used to determine the percentage of charges that are automatically adjusted for the patient. Family information is also reported on the UDS Report. Note: A head of household must be selected for a patient to enter family information. Family Information is stored at the practice level; therefore, each practice can enter and maintain different information for a person or patient. The Family Information section of the UDS tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information No No N/A Patient Information Yes Yes Yes Add Family Information Modify Family Information Delete Family Information Parent topic

NextGen® Enterprise EHR Help

Add Family Information

Open the Patient Information window for the desired patient. Select the UDS tab. In the Family Information section, select the Open Menu button, and select New. Note: A head of household must be selected for a patient to enter family information. The Family Info window appears. In the Family Size field, enter the number of family members in the patient's household. The default value is 1. In the Income field, enter the income amount for the patient's household. The default value is $0.00. In the Income Cycle field, select one of the following. This field is required. Annually Monthly Weekly If the head of household refuses to provide income information, select the Refused to Report check box. The Income field becomes unavailable. In the Verify Date field, enter the date that the family information was verified. This field is required. In the Effective Date field, enter the start date for the family information. This field is required. In the Expiration Date field, enter the end date fo

NextGen® Enterprise EHR Help

Family Information

In the Family Information section of the UDS tab, you can enter family size and annual income for the patient's head of household. This information is typically used by Community Health Centers in conjunction with sliding fee schedules. When a patient qualifies for a sliding fee schedule, family size and income are used to determine the percentage of charges that are automatically adjusted for the patient. Family information is also reported on the UDS Report. Note: A head of household must be selected for a patient to enter family information. Family Information is stored at the practice level; therefore, each practice can enter and maintain different information for a person or patient. The Family Information section of the UDS tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information No No N/A Patient Information Yes Yes Yes Add Family Information Modify Family Information Delete Family Information Parent topic

Modify Family Information

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