Search for a Person or Patient

Help Guide for NextGen® Enterprise PM 8

Create Patient Charts

The patient or person lookup search results includes both patients and persons. To set up a person as a patient, you must create a chart for the person using the Create Encounter window. Open NextGen® Enterprise PM, and then select Chart or Chart Lookup The Patient Lookup window opens. Select New. The Add Patient Information window opens. Modify Patient Information- Encounte Enter the details in the required fields that appear in red color and any additional information you want to include for the person. Select Chart.A message appears for your confirmation to create the account. A message appears for your confirmation to create the account. Select OK. The Create Encounter window opens. Create Encounter window Enter the details in the required fields that appear in red color and any additional information you want to include for the person. Select OK. Note: If checking for duplicate records is enabled, a message appears if a duplicate chart exists. The patient chart is created. Parent

Help Guide for NextGen® Enterprise PM 8

Add Person Information in NextGen Enterprise PM

You can add a person on the Add Person Information window in NextGen® Enterprise PM. Open NextGen® Enterprise PM. Select the Lookup or People Lookup icon. The People Lookup window opens. Select New. The Add Person Information window opens. Add Person Information window Enter the details in the required fields that appear in red color and any additional information you want to include for the person. Select OK. A person record is created in the practice. A person becomes a patient only after you add a chart. Parent topic: Creating Patient Charts

Help Guide for NextGen® Enterprise PM 8

Creating Patient Charts

An individual added to NextGen® Enterprise PM without a chart is known as a person. A person may be someone with an existing appointment, an account guarantor, insurance subscriber, or an emergency contact. A person is allocated a unique identifier and stored in the Master Person Index (MPI) which is shared by all individuals within an enterprise system. When you create a chart for a person in a practice, the person qualifies as a patient. Only the practice that creates the patient chart, has access to it. A patient associated with multiple practices has a single demographic record that can be shared with all other practices using MPI. For more information on entering and maintaining person and patient demographic information, go to and download Patient Demographics Guide for NextGen® Enterprise. Search for a Person or Patient You can search for an individual with or without chart in the Patient Lookup window. Components of the Patient Lookup Window Details of search criteria to search

Help Guide for NextGen® Enterprise PM 8

Search for Patients in NextGen® Enterprise PM

In NextGen® Enterprise PM, do one of the following to open the Patient Lookup window: On the main toolbar, select Chart. From the Tasks menu, select Lookup > Charts. Patient Lookup Window Enter the details in the Search Criteria fields to find the desired person or patient. You can use multiple parameters. For example, you can enter part of the last and first names, and birth date. Note: Fields with the Lightning Bolt indicator are for direct match searches and cannot be used with other search criteria. Select Find. Note: : If you are connected to an external system, such as the EMPI Query Interaction System (EMPI QIS), the NextGen database is searched first. If no matching records are found, the external system is also searched. All existing person and patient records that match the search criteria appear in Matching Records. From the Matching Records list, you can do the following: Customize the lookup results. Select right-click menu options to perform specific tasks. Set up quick a

Help Guide for NextGen® Enterprise PM 8

Identifying Persons and Patients

Identifying Persons and Patients Identifying Persons and Patients NextGen® Enterprise EHR and NextGen® Enterprise PM store information for both patients and non-patients. All persons and patients have a demographics record that includes non-clinical information, such as name, date of birth, address, and phone number. Additionally, all patients have a chart that includes clinical and financial information related to their encounters in the practice. When you open NextGen® Enterprise EHR or NextGen® Enterprise PM, the following visual indicators help you to easily identify and distinguish a person from a patient. A chart icon denotes a patient in the practice. When you perform a person or patient lookup by selecting a patient from the search results, the patient's chart opens. A globe icon denotes a person who is not a patient in the practice. When you perform a person lookup by selecting a person from the search results, the Modify Person Information window opens. A person can be an ind

NextGen® Enterprise EHR Help

Identifying Persons and Patients

Identifying Persons and Patients Identifying Persons and Patients NextGen® Enterprise EHR and NextGen® Enterprise PM store information for both patients and non-patients. All persons and patients have a demographics record that includes non-clinical information, such as name, date of birth, address, and phone number. Additionally, all patients have a chart that includes clinical and financial information related to their encounters in the practice. When you open NextGen® Enterprise EHR or NextGen® Enterprise PM, the following visual indicators help you to easily identify and distinguish a person from a patient. A chart icon denotes a patient in the practice. When you perform a person or patient lookup by selecting a patient from the search results, the patient's chart opens. A globe icon denotes a person who is not a patient in the practice. When you perform a person lookup by selecting a person from the search results, the Modify Person Information window opens. A person can be an ind

Search for a Person or Patient

Recommendations

Create Patient Charts

Add Person Information in NextGen Enterprise PM

Creating Patient Charts

Search for Patients in NextGen® Enterprise PM

Identifying Persons and Patients

Identifying Persons and Patients

Create Patient Charts

Add Person Information in NextGen Enterprise PM

Creating Patient Charts

Search for Patients in NextGen® Enterprise PM

Identifying Persons and Patients

Identifying Persons and Patients