Relationship Information

Window:	NextGen® Enterprise EHR	NextGen® Enterprise PM	NextGen® Optical Management
Person Information	Yes	Yes	N/A
Patient Information	Yes	Yes	No

Help Guide for NextGen® Enterprise PM 8

Contact Information

In the Contact section of the Relations/Roles tab, you can enter the person designated as the primary contact for a patient. The information is saved for established patients with an existing chart, and for new patients when the chart is created. Contact information is stored at the practice level; therefore, each practice can enter and maintain different information for a patient. The Contact section of the Relations/Roles 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 Add a Contact Modify a Contact Change a Contact Delete a Contact Parent topic: Managing Relations or Roles Information

Help Guide for NextGen® Enterprise PM 8

Support Role Information

In the Support Roles section of the Relations/Roles tab, you can enter people that play an important role in the support of a person or patient in the practice. A support role can be a caregiver, an emergency contact, or a next of kin. Support roles and relationships are stored as separate demographic records in the database. Relationships are assigned a person number, and they are part of the Master Person Index (MPI). Relationships can be found from the People Lookup and Patient Lookup windows. Support roles are not assigned a person number, and they are not part of the MPI. Support roles cannot be found from the lookup windows. If a person is both a relationship and a support role for a patient in the practice, updating the demographic record for one does not update the demographic record for the other. Support Role information is stored at the practice level; therefore, each practice can enter and maintain different information for a person or patient. The Support Role section of t

Help Guide for NextGen® Enterprise PM 8

Guarantor Information

In the Guarantor section of the Relations/Roles tab, you can enter the person designated as the chart-level guarantor for a patient. This person defaults as the guarantor on all new encounters created for the patient, and is financially responsible for any outstanding unpaid patient balances. The information is saved for established patients with an existing chart, and for new patients when the chart is created. Guarantor information is stored at the practice level; therefore, each practice can enter and maintain different information for a patient. The Guarantor section of the Relations/Roles 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 Add a Person Guarantor Add an Employer Guarantor Modify a Guarantor Change a Guarantor Delete a Guarantor Parent topic: Managing Relations or Roles Information

Help Guide for NextGen® Enterprise PM 8

Birth Mother's Full Name

The Birth Mother's Full Name section appears on the Relations/Roles tab only when enabled in the following areas: Enterprise Preferences, General: Select the Birth Mother’s full name on Relations Tab check box to display the same check box in Practice Preferences for all practices. If not selected, the check box does not appear in Practice Preferences for any practice. Practice Preferences, Chart: Select the Birth Mother's full name on Relations tab check box to display the Birth Mother's Full Name section on the Relations/Roles tab for the practice. Birth Mother's Full Name is stored at the system level; therefore, all practices in all enterprises share the same information for a person or patient. The Birth Mother's Full Name section of the Relations/Roles tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information Yes Yes N/A Patient Information Yes Yes No Add or Modify Birth Mother's Name Parent topic: Managing

Help Guide for NextGen® Enterprise PM 8

Head of Household Information

In the Head of Household section of the Relations/Roles and UDS tabs, you can enter the person designated as the head of household for a patient. This may be the patient, or another person such as a parent or spouse. Family information, which includes family size and annual income, can then be entered and associated with the head of household. The information is saved for established patients with an existing chart, and for new patients when the chart is created. Note: A head of household must be selected for a patient to enter family information. Head of household information is stored at the practice level; therefore, each practice can enter and maintain different information for a patient. The Head of Household section of the Relations/Roles and UDS tabs is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information No No N/A Patient Information Yes Yes Yes Add a Head of Household - Relations/Roles Tab Modify a Head of

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Relationship Information

In the Relationship section of the Relations/Roles tab, you can enter other people that are associated with a person or patient in the practice. For example, a patient may have relationships to a guarantor, an insurance policyholder, an emergency contact, and a head of household. Relationship information is stored at the system level; therefore, all practices in all enterprises share the same information for a person or patient. The Relationship section of the Relations/Roles tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information Yes Yes N/A Patient Information Yes Yes No Add a Relationship Modify a Relationship Create a Support Role from a Relationship Hide a Relationship Unhide a Relationship Delete a Relationship Parent topic: Managing Relations or Roles Information

Relationship Information

Recommendations

Contact Information

Support Role Information

Guarantor Information

Birth Mother's Full Name

Head of Household Information

Relationship Information

Contact Information

Support Role Information

Guarantor Information

Birth Mother's Full Name

Head of Household Information

Relationship Information