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On the Patient Lookup window in NextGen® Enterprise PM, when you right-click the name of a person or patient, the following options appear in the context menu:
| Option | Description |
|---|---|
| New | Opens the Add Patient Information window where you can add a person or patient. Alternatively, you can select New on the Patient Lookup window. |
| Open | Opens the Add Patient Information window for the selected person, or the Modify Patient Information window for the selected patient. Alternatively, you can select Open on the window. |
| Chart | Opens the chart for the selected patient. Alternatively, you can double-click the patient name to open the chart. |
| Eligibility Inquiry | Opens the Eligibility Inquiry window for the selected person or patient.
|
| New Referral | Opens the New Referral Entry window for the selected person or patient.
|
| Referral History | Opens the Provider Referral Inquiry window for the selected person or patient.
|
| Statement | Opens the Patient Statement window to print or export a demand statement for the selected patient.
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| View History: | Displays the other practices where the selected person or patient has a chart.
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| Patient Portal | Displays the patient portal enrollment status of the patient and the Send Message options. If you have not opened a patient, the context menu appears as Enrollment and is disabled.
The context menu appears based on the enrollment status of the patient as follows:
You can select Enroll Now to send an enrollment invitation email to the patient. |