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

Require UDS Fields at the Practice Level

Access NextGen® Enterprise PM. Enable UDS fields for the enterprise. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. From the Preference List on the left, do one of the following: If you require UDS fields when appointments are scheduled, select Appt Scheduling. If you require UDS fields when charts are created, select Chart. To require specific UDS fields, select the check box for those fields In the Required Fields section. A green check mark indicates the field is required. Required Fields To save changes and close the window, select OK. Note: The UDS fields are available for selection in Practice Preferences in Appt Scheduling or Chart only when the Display person UDS fields check box is selected in Enterprise Preferences > UDS. If specific fields are set as required in Enterprise Preferences, then they are automatically required in Practice Preferences and the requirement cannot be removed. Parent topic: Enabling and Requiring UDS

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

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. 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

Require UDS Fields at the Practice Level

Recommendations

Enable UDS Fields for the Enterprise

Require UDS Fields at the Enterprise Level

Require UDS Fields at the Practice Level

Enabling and Requiring UDS Fields

Require UDS Fields at the Enterprise Level

Enabling and Requiring UDS Fields

Require UDS Fields at the Practice Level

Enable UDS Fields for the Enterprise

Require UDS Fields at the Enterprise Level

Require UDS Fields at the Practice Level

Enabling and Requiring UDS Fields

Require UDS Fields at the Enterprise Level

Enabling and Requiring UDS Fields