Privacy Consent

Help Guide for NextGen® Enterprise PM 8

Viewing Patient Chart Details

In the Chart Details tab of Patient Information, you can view practice-related information of the patient, such as the patient's provider, medical recorder number, and privacy notice information. You can view additional patient information in eight user-defined fields set up in practice preferences. You can use the Chart Details tab window to do the following: Setting up the default rendering and referring provider for a patient Exempting a patient from outsourcing Issuing a privacy notice to a patient Setting Up patient co-manage information Recording the patient marketing plan For more information about patient chart details go to NextGen Healthcare Success Community and download the latest Case Management Guide for NextGen® Enterprise PM. Exempt Patient Encounters from Outsourcing You can use the Patient Information tab on the patient's chart to exempt a patient from outsourcing. Issue Privacy Notices to Patients You can use the Patient Information tab on the patient chart to issue

NextGen® Enterprise EHR Help

Privacy Consent

Consent status can be configured on up to three different levels: An enterprise policy applies to the combination of a single enterprise and a single external system. This policy provides the consent default for all patients of that enterprise when their data is being shared with that external system. Each enterprise policy can include practice overrides that establish a different consent default for a given practice. Each patient can optionally have a patient override that takes precedence over both the enterprise consent default and the practice default. Note: The practice default takes precedence over the enterprise default, and the patient override takes precedence over both enterprise and practice defaults. WhenEnterprise Chartis enabled for the enterprise, and the patient is configured as an enterprise patient, any practice overrides are ignored. If there is a patient override, that determines the patient consent. If there is no patient override, the enterprise consent default is

Help Guide for NextGen® Enterprise PM 8

Access a Patient's Consent

Select or add a patient. Open the Privacy Consent window: In NextGen® Enterprise EHR, do one of the following: Select Privacy Consent from the File menu. Select the Privacy Consent link in the Patient Demographics template. Select the Privacy Consent button in the Privacy tab of the Add/Modify Patient Information window. In NextGen® Enterprise PM, select the Privacy Consent button in the Privacy tab of the Add/Modify Patient Information window. The Privacy Consent window opens. The left pane of the window displays any external system icons. If a message appears, stating that the patient's chart is protected from sharing data in one or more practices, then choose one of the following responses: To enable Enterprise Chart, and set and save the enterprise-level consent policy to Do Not Share in the patient's chart, select Yes. If you do not want to change the enterprise consent setting, select No. (Optional) To specify a consent policy for the patient, select or enter the consent policy i

Help Guide for NextGen® Enterprise PM 8

Configuring the Patient Preferred Name on Correspondence

You can configure a patient chart in NextGen® Enterprise PM to display the preferred name of the patient by selecting the Use Preferred Name on Correspondence check-box on the Chart Details window. The preferred name is appears for the following: Standard statement Budget statement Itemized statement Detailed statement Summary statement NextGen® Background Business Processor statement Statement run report Budget statement report Fee tickets Patient data sheet and patient data sheet detail Addressee header of the budget letter, demand encounter letter, and demand account letter. You can set the preferred name on the correspondence using the Chart Details window in the patient chart and the Add/Modify Patient window. Use Preferred Name for Patient Correspondence for Privacy You can configure a patient chart to display the preferred name for the patient correspondence in privacy tab. Set up the Preferred Name for Patient Correspondence You can configure a patient chart to display the pref

Help Guide for NextGen® Enterprise PM 8

Privacy Consent External System Icons

The Privacy Consent window may display any of the following icons that represent whether the patient's privacy consent is shared or not shared through a specific external system. Field Description Red X The consent is not set up for sharing the patient's information through this external system. Green Check Mark The consent is set up for sharing the patient's information through this external system. Warning Icon The consent for the external system has not been set up in HIE Gateway Administration. Contact your system administrator or NextGen Client Support. A Consent Discrepancy message also appears. To dismiss the window, select Close. Parent topic: Privacy Consent

Help Guide for NextGen® Enterprise PM 8

Managing Privacy Information

On the Privacy tab, you can enter information for a patient related to the practice’s HIPAA Privacy Notice. The information is saved for established patients with an existing chart, and for new patients when the chart is created. Information on the Privacy tab is stored at the practice level; therefore, each practice can enter and maintain different information for a patient. The Privacy tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information No No N/A Patient Information Yes Yes No For more information on setting up Privacy Notices master list items for selection in the Privacy Notice Reason field, go to the NextGen Healthcare Success Community, and download the latest File Maintenance Master Lists Guide for NextGen Enterprise. Add or Modify Privacy Notice Information You can manage privacy information of a patient with a chart. Privacy Consent Parent topic: Management of Demographic Records

Privacy Consent

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Viewing Patient Chart Details

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Managing Privacy Information

Privacy Consent

Viewing Patient Chart Details

Privacy Consent

Access a Patient's Consent

Configuring the Patient Preferred Name on Correspondence

Privacy Consent External System Icons

Managing Privacy Information