Patient Data Sheet Detail

Help Guide for NextGen® Enterprise PM 8

Patient Data Sheet - Data Fields

The Patient Data Sheet includes four sections with the following information. Patient Information Name Medical Record Number SSN Birth Date Language Sex Address Secondary Address Ethnicity Home Phone Secondary Home Phone Race Sexual Orientation Note: This field displays as a masked 10-character string (##########) when in Universal Preferences the Person Demographics-Show Gender Identity/Sexual Orientation in EHR only is set to True. Preferred Pronoun Gender Identity Note: This field displays as a masked 10-character string (##########) when in Universal Preferences the Person Demographics-Show Gender Identity/Sexual Orientation in EHR only is set to True. Primary Care Physician Referring Physician Contact Name Contact Home Phone Primary Employer (Name, Address, Phone) Secondary Employer (Name, Address, Phone) Responsible Party Information Name SSN Birth Date Language Sex Address Secondary Address Home Phone Secondary Home Phone Relationship to Patient Primary Insurance Insurance Name

Help Guide for NextGen® Enterprise PM 8

Appointment Listing Report Columns

The Appointment Listing report contains fields that can be identified as Protected Content in Enterprise Preferences. These fields identify a patient's sexual orientation and gender identity (SOGI). You must have the appropriate security access rights to view the data in the fields identified as protected content fields. The following table describes the columns in the Appointment Listing report: Column Name Description Data Pulled From Prac Name Practice Name Practice associated with the patient's appointment Loc Name Service Location Name Add Appointment Location SubGrp 1 Location Subgrouping 1 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Location SubGrp 2 Location Subgrouping 2 Note: Subgrouping name is from Enterprise Preferences > General Tab. Locations Master File Res Name Resource Name Add Appointment Appt Dt Appointment date Add Appointment Beg Tm Begin Time Add Appointment End Tm End Time Calculated from Begin Time + Duration Dur D

Help Guide for NextGen® Enterprise PM 8

Policy Holder Report Columns

The following columns are available on the Policy Holder report: Column Name Description Data Populates From Payer Name Payer Name Payers Master File Payer SubGrp 1 Payer Subgrouping 1 Note: Subgrouping name is from Enterprise Preferences > General Tab. Payers Master File Payer SubGrp 2 Payer Subgrouping 2 Note: Subgrouping name is from Enterprise Preferences > General Tab. Payers Master File Contracted Ind Contracted Payer Indicator Payers Master File Name Patient Name Patient Information Per Nbr Person Number Patient Information Addr1 Address 1 Patient Information Addr2 Address 2 Patient Information City Person City/State/Zip Patient Information Country Person Country Patient Information County Person County Patient Information Hm Phone Home Phone Patient Information Day Phone Day Phone Patient Information Alt Phone Alternate Phone Patient Information Sec Hm Phone Secondary Home Phone Patient Information Cell Phone Cell Phone Patient Information Sex Code Sex at Birth Abbreviation (M/

Help Guide for NextGen® Enterprise PM 8

Patient Insurance Report Columns

The following columns are available on the Patient Insurance report: Column Name Description Data Populates From Practice Name Practice Name Practice associated with the patient's insurance Payer Name Payer Name Payers Master File Payer SubGrp 1 Payer Subgrouping 1 Note: Subgrouping name is from Enterprise PreferencesGeneral Tab. Payers Master File Payer SubGrp 2 Payer Subgrouping 2 Note: Subgrouping name is from Enterprise PreferencesGeneral Tab. Payers Master File Contracted Ind Contracted Payer Indicator Payers Master File Name Patient Name Patient Information Per Nbr Person Number Patient Information Ins Name Insured Name Insurance Maintenance Relation The name that displays in this column displays the name of the person who responsible for the patient insurance and what the relationship is. Insurance Maintenance Enc COB Encounter Coordination of Benefits Encounter Maintenance Addr1 Address 1 Patient Information Addr2 Address 2 Patient Information City City Patient Information Coun

Help Guide for NextGen® Enterprise PM 8

Patient Chart Demographics Report Columns

This report contains fields that can be identified as Protected Content in Enterprise Preferences. These fields identify a patient's sexual orientation and gender identity (SOGI). If any of these fields are identified as protected content fields, then you must have the appropriate security access rights to view the data in these fields. The following columns are available on the Patient Chart Demographics report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the Patient Chart Pat Name Patient Name Patient Information Per Nbr Person Number Patient Information Prior Lst Name Prior Last Name Patient Information Moth Maiden Name Mothers Maiden Name Patient Information Md Rc Medical Record Number Patient Chart Md Rc Term Dig Medical Record Number Terminal Digit Note: Enables you to sort based on the last two digits. Patient Chart Guar Name Guarantor Name Guarantor Information Pat/Guar Rel Guarantor's Relation To Patient Guarantor Information Co

NextGen® Enterprise EHR Help

Add General Information for Persons or Patients

You must add the person or patient's general identification information, such as the first and last name, social security number, birth date, sexual profile, and preferred pronoun. General information for a patient or person appears as a header on every tab of the patient or person information windows. Open NextGen® Enterprise. Open the People Lookup window, and then select New. The Add Person Information window opens. Select a Prefix preferred by the person or patient. Mr, Mrs, or Reverend. Enter the Last name and First name for the person or patient. Both are required fields. Select the Previous Last link and then enter the previous last name of the person or patient. Select the Previous First link and then enter the previous first name of the person or patient. Enter the person or patient's Middle name. Select the preferred Suffix, additional information after the person or patient's last name. Enter the Preferred Name that the person or patient wants to be addressed by. Enter the S

Patient Data Sheet Detail - Data Fields

Recommendations

Patient Data Sheet - Data Fields

Appointment Listing Report Columns

Policy Holder Report Columns

Patient Insurance Report Columns

Patient Chart Demographics Report Columns

Add General Information for Persons or Patients

Patient Data Sheet - Data Fields

Appointment Listing Report Columns

Policy Holder Report Columns

Patient Insurance Report Columns

Patient Chart Demographics Report Columns

Add General Information for Persons or Patients