Patient Information Bar Buttons

Buttons	Image	Function
Alerts		If one or more NextGen® Enterprise PM alerts exist for patients, the Alerts button appears in red color. If no alerts exist, the button appears in gray color. Note: You can hover over the red button to view the Type and Description of alerts. The types of alerts that appear in NextGen® Enterprise PM are determined by settings in practice preferences. The alerts also appear in NextGen® Enterprise EHR from the Patient Information Bar if enabled in practice preferences in the EHR tab. For more information on setting up alerts in NextGen® Enterprise PM, go to NextGen Healthcare Success Community and download the latest File Maintenance Preferences Guide forNextGen®Enterprise.
Appointments		Displays the number of future appointments for the patient within a blue circle. You can hover over the buttons to view the Date/Time, Event, Location, Status and Resource for each appointment. Up to 4 past and 4 future appointments can appear. An appointment for the current day (today) is considered a future appointment, even if the status is Kept. Therefore, more than 4 future appointments may appear. Deleted appointments are not included. You can select this button to open the Appointments section of the Chart in the Clinical History/Notes tab.
Insurance		You can select the button to open the Insurance Listing window. Note: You can hover over the button to view the Relationship, Insurance Info (insurance name) and Note for each insurance.
Patient Balance		You can hover over Patient Balance to view the information for the patient's default guarantor. You can select the button to access the Patient Balance window. Note: Before selecting or hovering over Patient Balance, if an encounter is highlighted in the Encounters tab, then the information for the guarantor of the highlighted encounter is displayed.
Recall Plans		Recall Plans displays the number of active recall plans for the patient within a blue circle. You can hover over the button to view the Recall Plan, Start Date, Return Date, and Event for each recall. You can select the button to open the Recalls section of the Chart in the Clinical History/Notes tab.

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

Help Guide for NextGen® Enterprise PM 8

Alerts Options - Practice Preferences

Chart Alerts The following options determine when users see Chart Alerts in NextGen® Enterprise PM. Field Name Description Account Chart alerts when users access the Account Profile window for the guarantor. Chart Chart alerts when users access the Patient Chart window for the patient. Encounter Chart alerts when users open an encounter for the patient. Task Chart alerts when users open a task for the patient. Appointment Chart alerts when users open an appointment for the patient. System The System options under Chart Alerts display system-generated alerts with chart alerts. Note: The Expired, Co-Managed, and After Care Days check boxes are not available if none of the Chart Alert check boxes ( Account, Chart, or Encounter) are selected. At least one Chart Alert check box must be selected to allow access to these check boxes. Field Name Description Expired Alerts indicating a patient is marked as expired on the People Maintenance window. Co-managed Alerts indicating a patient is marke

File Maintenance Help for NextGen® Enterprise 8

Alerts Options - Practice Preferences

Chart Alerts The following options determine when users see Chart Alerts in NextGen® Enterprise PM. Field Name Description Account Chart alerts when users access the Account Profile window for the guarantor. Chart Chart alerts when users access the Patient Chart window for the patient. Encounter Chart alerts when users open an encounter for the patient. Task Chart alerts when users open a task for the patient. Appointment Chart alerts when users open an appointment for the patient. System The System options under Chart Alerts display system-generated alerts with chart alerts. Note: The Expired, Co-Managed, and After Care Days check boxes are not available if none of the Chart Alert check boxes ( Account, Chart, or Encounter) are selected. At least one Chart Alert check box must be selected to allow access to these check boxes. Field Name Description Expired Alerts indicating a patient is marked as expired on the People Maintenance window. Co-managed Alerts indicating a patient is marke

File Maintenance Help for NextGen® Enterprise 8

NextGen® EDR Patient Information Bar Descriptions

The following tables provide additional descriptions for the Patient Demographic Information and Alerts section of Patient Information Bar. You can use this table when setting up NextGen® Enterprise EHR Patient Information Bar Practice Preferences. Patient Demographic Information You can select up to three types of demographic information to display on the Patient Information Bar. Select this check box... To display... MRN The patient Medical Record Number. Parent/Guardian The name of the patient parent or guardian. Enterprise Chart Indicator Whether the chart is an enterprise chart. Patient Insurance Name of the patient insurer. Encounter Insurance Whether one or more insurances are added to the encounter for billing purposes. Preferred Language The patient preferred language. Preferred Name The patient preferred name. Patient Portal Indicator Whether the patient is enrolled in NextGen® PxP Portal Patient Portal or not. Alerts You can select and customize NextGen® Enterprise PM alerts

NextGen® Enterprise EHR Help

View Patient Alerts

You can view a quick list of all available NextGen® Enterprise EHR and NextGen® Enterprise PM alerts for the patient on the Patient Information Card (PIC). You can also open the Patient Alerts window to view, acknowledge, add, edit, snooze, and remove the patient's NextGen® Enterprise EHR and NextGen® Enterprise PM alerts. Note: The Alerts button in red color with a numeric count; indicates that there are patient alerts available. For example, . When there are no alerts, the button appears as . Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. To view a quick list of available alerts for the patient; on the PIC, hover over Alerts.The Alerts table appears listing the patient alerts by type and description. Alerts that require acknowledgement, appear at the top of the list, denoted by red-colored text and the indicator. Note: If you configure the Practice Preferences settings in File Maintenance to include NextGen® Enterprise PM alerts, such alerts appear in

NextGen® Enterprise EHR Help

Set Preferences to View NextGen® Enterprise PM Alerts in NextGen Enterprise EHR

You must enable the following practice preferences to include NextGen® Enterprise PM alerts in NextGen® Enterprise EHR and display visual indicators for them on the Patient Information Card. Note: You can add or edit these alerts only from NextGen® Enterprise PM. For more information, go to NextGen Healthcare Success Community and download the latest Layout and Preferences Guide for NextGen® Enterprise PM. For more information on practice preferences for the Patient Information Card, go to NextGen Healthcare Success Community and download the latest File Maintenance Guides for NextGen Enterprise. Access NextGen® Enterprise PM. From the Admin menu, select Preferences > Practice. The Practice Preferences window opens. In the Preference List pane, select Patient Information Bar. In the EHR tab, select one or both of the following options. To display a PM tab on the Patient Alerts window for viewing NextGen® Enterprise PM alerts, select the Display PM Alerts check box. To display the count

Patient Information Bar Buttons

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Patient Information Bar

Alerts Options - Practice Preferences

Alerts Options - Practice Preferences

NextGen® EDR Patient Information Bar Descriptions

View Patient Alerts

Set Preferences to View NextGen® Enterprise PM Alerts in NextGen Enterprise EHR

Patient Information Bar

Alerts Options - Practice Preferences

Alerts Options - Practice Preferences

NextGen® EDR Patient Information Bar Descriptions

View Patient Alerts

Set Preferences to View NextGen® Enterprise PM Alerts in NextGen Enterprise EHR