Reviewing and Editing Relationship Roles

Section	To add or modify information...
Relationship	You can use open menu in the Relationships section to add, modify, hide, or delete relationship information. You can also create a support role from the menu. Note: A relationship cannot be deleted if the person is the guarantor on one or more encounters for the patient in any practice.
Contact	You can select open folder in the Contact section to add or modify contact information. The person entered as a contact for the patient also appears in the Relationships section of this tab. Note: If the contact person has insurance, their insurance becomes available for use on the patient’s encounters unless a relationship of Other or Unknown is used.
Guarantor	You can select open folder in the Guarantor section to add or modify guarantor information. The person entered as the guarantor for the patient also appears in the Relationships section. The guarantor defaults onto all future encounters created for the patient.
Head of Household	You can select open folder in the Head of Household section to add or modify head of household information. The person entered as the head of household for the patient also appears in the Relationships section of this tab. The head of household defaults onto all future encounters created for the patient.
Support Role	After you add a relationship to the patient's profile, then you can add a support role. Select the open menu button in the Relationships section and then select Create Support Role.

Help Guide for NextGen® Enterprise PM 8

Adding Patient Relationships, Contact, or Guarantor Information

A relationship is any person with a connection to the patient who is using (or could use) his or her insurance to cover the patient charges. Relationships can include parent child, sibling, and non familial support role as a caregiver. A patient can have more than one relationship connected to his or her chart. For example, if a child is covered by the parents' insurance, both parents can be entered in the relationships list. A patient can have a relationship to a guarantor, insurance policy holder, emergency contact and head of the household. Information that you add to the Default Guarantor and Contact Information window automatically creates a record in the patient chart. Relationships are enterprise-wide. When a relationship is created in a different practice, that relationship appears when you create a chart for your practice. Note: Any insurance that you attach to a relationship automatically becomes available to the patient when you create an encounter for the patient. You can u

Help Guide for NextGen® Enterprise PM 8

Add a Person Guarantor

Open the Patient Information window for the desired patient. Select the Relations/Roles tab. In the Guarantor section, select the Open Menu button, and select Person as Guarantor. The Guarantor Lookup window appears. Do one of the following: If the patient is the guarantor, select Self. The patient displays in the Guarantor section of the Relations/Roles tab. If someone other than the patient is the guarantor, enter the desired Search Criteria to find the guarantor. Select Find. All persons and patients that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the guarantor. Select New to add a person record for the guarantor. The Modify Guarantor Information window appears. Enter and update information for the guarantor as needed. In the Relationship field, select the guarantor's relationship to the patient. Th

NextGen® Enterprise EHR Help

Add a Person Guarantor

Open the Patient Information window for the desired patient. Select the Relations/Roles tab. In the Guarantor section, select the Open Menu button, and select Person as Guarantor. The Guarantor Lookup window appears. Do one of the following: If the patient is the guarantor, select Self. The patient displays in the Guarantor section of the Relations/Roles tab. If someone other than the patient is the guarantor, enter the desired Search Criteria to find the guarantor. Select Find. All persons and patients that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the guarantor. Select New to add a person record for the guarantor. The Modify Guarantor Information window appears. Enter and update information for the guarantor as needed. In the Relationship field, select the guarantor's relationship to the patient. Th

NextGen® Enterprise EHR Help

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

Help Guide for NextGen® Enterprise PM 8

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

NextGen® Enterprise EHR Help

Designate a Person or Employer as the Guarantor

Open the Person Information or Patient Information window for the desired person or patient. Select the Relations/Role tab. In Guarantor, select the open menu icon, and then select either Person as Guarantor or Employer as Guarantor. If the patient is the guarantor, from the Guarantor Lookup window, select Self. If the guarantor is a person other than the patient, from the Guarantor Lookup window, do the following: Enter search criteria, and then select Find. In Matching Records, double-click an existing guarantor, or select New to add a record for the guarantor. In the Modify Guarantor Information window, update the information. In Relationship, select the guarantor's relationship to the patient, and then select OK. If the employer is the guarantor for employer-sponsored accounts, from the Employer Lookup window, do the following: Enter the employer's name, and then select Find. In Matching Records, double-click to select the employer.The Employer Maintenance window opens. CAUTION: Yo

Reviewing and Editing Relationship Roles

Recommendations

Adding Patient Relationships, Contact, or Guarantor Information

Add a Person Guarantor

Add a Person Guarantor

Relationship Information

Relationship Information

Designate a Person or Employer as the Guarantor

Reviewing and Editing Relationship Roles

Adding Patient Relationships, Contact, or Guarantor Information

Add a Person Guarantor

Add a Person Guarantor

Relationship Information

Relationship Information

Designate a Person or Employer as the Guarantor