Open the Active Patient Records for Posting Charges

Help Guide for NextGen® Enterprise PM 8

Open the Active Patient Records for Making Payment Entries

In NextGen® Enterprise PM, open the Payment Entry window. For details on opening the Payment Entry window, go to NextGen Healthcare Success Community, and download the latest Transactions User Guide forNextGen®Enterprise PM. Select open menu next to Patient/MRN, and then select Access Active Patient from the menu. The active patient details and the patient's most recent encounter appear. Parent topic: Opening the Active Patient Record

Help Guide for NextGen® Enterprise PM 8

Open Active Patient Records

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 Select the arrow next to Find, and then select Access Active Patient from the menu. The patient chart opens for the active patient. Parent topic: Opening the Active Patient Record

Help Guide for NextGen® Enterprise PM 8

Open the Active Patient Records to Link New Appointments

In NextGen® Enterprise PM, select the Appt Book icon on the main toolbar. The Appointment Book window opens. From Appointment Book, open the Add Appointment window. Select open menu next to First, and then select Access Active Patient from the menu. The active patient record is linked to the new appointment. Parent topic: Opening the Active Patient Record

Help Guide for NextGen® Enterprise PM 8

Open Active Person Records

In NextGen® Enterprise PM, open the People Lookup window using one of the following methods: On the main toolbar, select Chart. From the Tasks menu, select Lookup > Charts. Select the arrow next to Find and select Access Active Patient from the menu. The Update Patient Information window opens displaying details of the active person. Parent topic: Opening the Active Patient Record

Help Guide for NextGen® Enterprise PM 8

View Appointments for the Active Patient

In NextGen® Enterprise PM, open the Appointment Lookup window by doing one of the following: From the main toolbar, select the Appt List button. From the Tasks menu, select Lookup, and then Appointments. Appointment Lookup window Select the arrow next to Find, and then select Access Active Patient from the menu. The Appointment List section of the Appointment Lookup window displays appointments for the active patient. Parent topic: Opening the Active Patient Record

Help Guide for NextGen® Enterprise PM 8

Open the Active Patient Records to Link Existing Appointments

Before you begin You must first remove the link between the existing person record and the appointment. In NextGen® Enterprise PM, select the Appt Book icon on the main toolbar. The Appointment Book window opens. From Appointment Book, open the Edit Appointment window. Select open menu , and then select Clear Patient from the menu. A message appears for your confirmation to delete the person linked to the appointment. To remove the current person or patient from the appointment, select OK. Select open menu , and then select Access Active Patient from the menu. The active patient is linked to the existing appointment. Parent topic: Opening the Active Patient Record

Open the Active Patient Records for Posting Charges

Recommendations

Open the Active Patient Records for Making Payment Entries

Open Active Patient Records

Open the Active Patient Records to Link New Appointments

Open Active Person Records

View Appointments for the Active Patient

Open the Active Patient Records to Link Existing Appointments

Open the Active Patient Records for Making Payment Entries

Open Active Patient Records

Open the Active Patient Records to Link New Appointments

Open Active Person Records

View Appointments for the Active Patient

Open the Active Patient Records to Link Existing Appointments