Modify Patient Information

Help Guide for NextGen® Enterprise PM 8

Open Previous Patient Records

When working with multiple patients, you can access a recently accessed patient chart without performing a chart lookup. 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. Select open menu Open Menu icon and select Access Previous Patient. The most recently opened patient chart list appears. Select the patient record you want to open from the list. The selected patient's chart opens. Parent topic: Viewing Patient Demographics Information

Help Guide for NextGen® Enterprise PM 8

Modify addresses for Persons or Patients

Open NextGen® Enterprise PM. On the main toolbar, select Lookup or People Lookup People Lookup icon. The People Lookup window opens. In the Search Criteria section, enter the person's information, and then select Find. Person records that match the search criteria appear in the Matching Records section. Select the person, and then select Open. When you select a person, the Modify Person Information window opens. When you select a patient, the Update Patient Information window opens. Under the Address section, make the desired changes. Note: NextGen® Enterprise PM updates the address for all relationships except the following: Child-Insured Not Responsible Emancipated Minor Employee Injured Plaintiff Organ Donor Other Self Sibling Unknown Ward Address field is blank Select OK. Parent topic: Viewing Patient Demographics Information

Help Guide for NextGen® Enterprise PM 8

Print Patient Photos

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 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. In the Chart Details tab, select open menu Open Menu icon and then select Open. The Scanning Device Input window opens. In the Selected Segment box, right-click the image, and then select Print. Parent topic: Viewing Patient Demographics Information

Help Guide for NextGen® Enterprise PM 8

Set Active Patient Status for Patients

A patient set as the active patient remains in recall when you work with other patient charts and is available for quick access. 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. Select open menu Open Menu icon and select Set Active Patient. The current patient is set as an active patient. Parent topic: Viewing Patient Demographics Information

Help Guide for NextGen® Enterprise PM 8

Viewing Patient Demographics Information

The Demographics tab in Patient Information is the default tab that appears on the patient chart displaying demographics, patient status and client-defined information for the patient. You can select Who/When button to view the Created By and Last Modified By information. The demographics information consists of gender identity, preferred pronoun, current gender, sexual orientation, veteran status, and pharmacy information. The fields that appear for demographic information depend on the selections made on the Enterprise Preferences Client Defined tab and/or the Practice Preferences of the Chart window. You can create the Patient Expired label on an expired patient's chart by selecting the Expired check box and entering the expired date on the Demographics tab in the Add Person Information or Modify Person Information window For more information on adding or modifying patient demographic information, go to NextGen Healthcare Success Community and download the Patient Demographics Guide

Help Guide for NextGen® Enterprise PM 8

Modify Patient Information in NextGen® Enterprise PM

Open NextGen® Enterprise PM. Select the Chart icon. The Patient Lookup window opens. Enter the search criteria and selectFind. TheMatching Recordslist displays the records that meet the search criteria. Right-click the desired patient and select Open from the menu. The Modify Patient Information window appears displaying the demographic information of the selected patient. Modify the fields as required and selectOKto save the changes. For information on how to add patient details in theDemographicstab, see: Add General Information for Persons or Patients Add Address Information Add Contact Information Parent topic: Demographic Information in a Person or Patient Profile

Modify Patient Information

Recommendations

Open Previous Patient Records

Modify addresses for Persons or Patients

Print Patient Photos

Set Active Patient Status for Patients

Viewing Patient Demographics Information

Modify Patient Information in NextGen® Enterprise PM

Open Previous Patient Records

Modify addresses for Persons or Patients

Print Patient Photos

Set Active Patient Status for Patients

Viewing Patient Demographics Information

Modify Patient Information in NextGen® Enterprise PM