Open the Patient Information Bar in the Patient Chart

Help Guide for NextGen® Enterprise PM 8

Open the Patient Information Bar in Charge Posting

Before you begin Practice and user preferences must be set in charge posting to enable the Patient Information Bar. Open NextGen® Enterprise PM. From the main toolbar, select Charges. The Charge Posting window opens displaying the Patient Information Bar. The Patient Information Bar does not display any information until a patient is selected. Patient information bar in charge posting Search for and select the patient and encounter to record charges. The information for the selected patient displays in the Patient Information Bar. Note: If you access the Charge Posting window from the Appointment Book or Encounters tab of the chart, the patient data automatically appears in the Patient Information Bar. For more information on charge posting, go to the NextGen Healthcare Success Community, and download the latest Billing and Collections User Guide forNextGen®Enterprise PM. Parent topic: Viewing the Patient Information Bar

Help Guide for NextGen® Enterprise PM 8

Open the Patient Information Bar in Payment Entry

Before you begin Practice and user preferences must be set to enable the Patient Information Bar in payment entry. You can open the Patient Information Bar in the Payment Entry window. Open NextGen® Enterprise PM. From the main toolbar, select Posting. The Batch Posting window opens. Select and then select New to create a batch or Open to open an existing batch. The Payment Entry window opens, displaying the Patient Information Bar. Note: The Patient Information Bar does not show any information until a patient is selected. Patient information bar payment entry Search for and select the patient whose payments you want to record. Information for the selected patient appears in the Patient Information Bar. For more information on payment entry, go to the NextGen Healthcare Success Community and download the latest Transactions User Guide forNextGen®Enterprise PM. Parent topic: Viewing the Patient Information Bar

Help Guide for NextGen® Enterprise PM 8

Viewing the Patient Information Bar

To use the Patient Information Bar in NextGen® Enterprise PM, you must configure the Practice Preferences. For more information on configuring Practice Preferences for the Patient Information Bar, go to NextGen Healthcare Success Community and download the latest File Maintenance Preferences Guide forNextGen®Enterprise, and then see the Patient Information Bar Preferences section. The chart user preferences must be set up to enable the Patient Information Bar to appear on the patient chart during charge posting and payment entry in NextGen® Enterprise PM. User preferences override the practice preferences. Open the Patient Information Bar in the Patient Chart You can open the Patient Information Bar in the patient chart. Open the Patient Information Bar in Charge Posting You can open the Patient Information Bar in the Charge Posting window. Open the Patient Information Bar in Payment Entry Parent topic: Patient Information Bar

Help Guide for NextGen® Enterprise PM 8

Patient Lookup and Open Menu Buttons

Patient Chart Lookup on the patient chart opens the Patient Lookup window. For more information, go to the NextGen Healthcare Success Community and download the latest Accounts and Patient Records User Guide forNextGen®Enterprise PM. Open menu on the patient chart displays the following options: Access Active Patient Access Previous Patient Set Active PatientFor more information on Access Active Patient, Access Previous Patient, and Set Active Patient, go to the NextGen Healthcare Success Community and download the latest Accounts and Patient Records User Guide for NextGen® Enterprise PM. Patient Portal Enroll Now - opens the Initiate Enrollment window to enroll the patient. Note: The available option changes as per the enrollment status of the patient. Enrollment Status Context Menu Pending Enrollment – Pending Completed Enrollment – Completed Deactivated Enrollment – Deactivated Declined Enrollment – Declined Deferred Enrollment – Deferred Account Deleted Enroll Now Online Forms - en

Help Guide for NextGen® Enterprise PM 8

Patient Information Bar

You can quickly view a patient’s general, demographic, and encounter-based information through the Patient Information Bar as you work in the patient chart in NextGen® Enterprise PM. The information includes patient alerts, appointments, insurance, balances, NextGen® PxP Portal status, and recall plans. Viewing the Patient Information Bar You can configure the Patient Information Bar to appear or be hidden in the Patient Chart in NextGen® Enterprise PM and customize the patient information that appear on the patient information bar. Managing the Patient Information Bar You can maximize, minimize, or close the Patient Information Bar. Patient Information Bar Buttons The buttons on the Patient Information bar display information regarding, alerts, appointments, insurance, patient balance, and recall plans. Viewing Hidden Payers in the Patient Chart You can view hidden payers in the Insurance Listing section only when you select the Show Hidden option. Parent topic: Viewing the Desktop La

File Maintenance Help for NextGen® Enterprise 8

Set Up Patient Information Bar Practice Preferences for NextGen® Enterprise PM

From the Preference List, select Patient Information Bar, and then select PM tab. Select the Show Patient Information Bar check box. To display the Patient Information Bar on the Charge Posting, select the In Charge Entry check box. To display the Patient Information Bar on the Payment Entry, select the In Payment Entry check box. Define which information to display on the bar in the Patient Information section. Define which information to display on the bar in the Chart Link section. For each Field that you want to be accessible from the Patient Information Bar, do the following: In the Table field, select the Open File and then select a table. In the Field field, select a field from the table to display the field value on the Patient Information Bar. In the Display Label field, enter a label for the field on the Patient Information Bar. The Display Label is limited to 15 characters. If your label includes more than 15 characters, the field will display an ellipsis (...) where the lab

Open the Patient Information Bar in the Patient Chart

Before you begin

Recommendations

Open the Patient Information Bar in Charge Posting

Open the Patient Information Bar in Payment Entry

Viewing the Patient Information Bar

Patient Lookup and Open Menu Buttons

Patient Information Bar

Set Up Patient Information Bar Practice Preferences for NextGen® Enterprise PM

Open the Patient Information Bar in Charge Posting

Open the Patient Information Bar in Payment Entry

Viewing the Patient Information Bar

Patient Lookup and Open Menu Buttons

Patient Information Bar

Set Up Patient Information Bar Practice Preferences for NextGen® Enterprise PM