Require UDS Fields at the Practice Level

Help Guide for NextGen® Enterprise PM 8

Enable UDS Fields for the Enterprise

Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Enterprise. The Enterprise Preferences window opens. Select the UDS tab. To enable UDS fields on the Patient Information window for all practices in the enterprise, select the Display person UDS fields check box. Enterprise Preferences To save changes and close the window, select OK. Parent topic: Enabling and Requiring UDS Fields

Help Guide for NextGen® Enterprise PM 8

Require UDS Fields at the Enterprise Level

Access NextGen® Enterprise PM. From the Admin menu, select Preferences, and then Enterprise. The Enterprise Preferences window opens. Select the UDS tab. Enable UDS fields for the enterprise. To require specific UDS fields, select the Require check box for those fields. Enterprise Preferences To save changes and close the window, select OK. Parent topic: Enabling and Requiring UDS Fields

Help Guide for NextGen® Enterprise PM 8

Enabling and Requiring UDS Fields

Enabling UDS Fields When UDS fields are enabled, the UDS tab displays on the Add/Modify Patient Information window in NextGen® Enterprise EHR and NextGen® Enterprise PM. Users can then access the tab to select the appropriate UDS values for each person/patient. UDS fields are enabled at the enterprise level. Therefore, if enabled, the UDS tab displays on the Add/Modify Patient Information window in all practices within the enterprise. Requiring UDS Fields UDS fields can be set up to be required at either the enterprise level or at the practice level. If required at the enterprise level, users in all practices in the enterprise must enter data in the UDS fields for all persons (globes) and all patients (charts) when the demographic record is created for a person/patient. If required at the practice level, there are two points at which users in the practice must enter data in the UDS fields; either when an appointment is scheduled for a person/patient, or when the chart is created for a

File Maintenance Help for NextGen® Enterprise 8

Enabling and Requiring UDS Fields

Enabling UDS Fields When UDS fields are enabled, the UDS tab displays on the Add/Modify Patient Information window in NextGen® Enterprise EHR and NextGen® Enterprise PM. Users can then access the tab to select the appropriate UDS values for each person/patient. UDS fields are enabled at the enterprise level. Therefore, if enabled, the UDS tab displays on the Add/Modify Patient Information window in all practices within the enterprise. Requiring UDS Fields UDS fields can be set up to be required at either the enterprise level or at the practice level. If required at the enterprise level, users in all practices in the enterprise must enter data in the UDS fields for all persons (globes) and all patients (charts) when the demographic record is created for a person/patient. If required at the practice level, there are two points at which users in the practice must enter data in the UDS fields; either when an appointment is scheduled for a person/patient, or when the chart is created for a

Help Guide for NextGen® Enterprise PM 8

Managing UDS Information

The UDS tab appears only when the Display person UDS fields option is enabled in Enterprise Preferences, UDS. On the tab, Community Health Centers can enter information for a person or patient that is used on the Uniform Data System (UDS) report, and Indian Health Systems can enter information needed for their reports. In Enterprise Preferences, each UDS field can be set up to be required for all persons and patients when a demographic record is created. In Practice Preferences, each UDS field can be set up to be required either for all persons and patients when an appointment is scheduled, or for all patients when a chart is created. The tab is divided into the following sections: UDS Sliding Fee Schedule Verification Head of Household Family Information The UDS 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 Yes For more information, go to the NextGen Healthcare

NextGen® Enterprise EHR Help

Managing UDS Information

The UDS tab appears only when the Display person UDS fields option is enabled in Enterprise Preferences, UDS. On the tab, Community Health Centers can enter information for a person or patient that is used on the Uniform Data System (UDS) report, and Indian Health Systems can enter information needed for their reports. In Enterprise Preferences, each UDS field can be set up to be required for all persons and patients when a demographic record is created. In Practice Preferences, each UDS field can be set up to be required either for all persons and patients when an appointment is scheduled, or for all patients when a chart is created. The tab is divided into the following sections: UDS Sliding Fee Schedule Verification Head of Household Family Information The UDS 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 Yes For more information, go to the NextGen Healthcare

Require UDS Fields at the Practice Level

Recommendations

Enable UDS Fields for the Enterprise

Require UDS Fields at the Enterprise Level

Enabling and Requiring UDS Fields

Enabling and Requiring UDS Fields

Managing UDS Information

Managing UDS Information

Enable UDS Fields for the Enterprise

Require UDS Fields at the Enterprise Level

Enabling and Requiring UDS Fields

Enabling and Requiring UDS Fields

Managing UDS Information

Managing UDS Information