NextGen Knowledge Center

Search for Patients in NextGen® Enterprise PM

  1. 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

  2. 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.
  3. Select Find.

    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 access to an active patient.
  4. To perform a new search using different criteria, select Clear.
  5. To add a person or patient after verifying a record does not already exist, select New.
  6. To close the window without selecting a person or patient, select Close.
  7. To select a person or patient in the Matching Records list, do one of the following:
    • Highlight the person or patient, and then select Open.
    • Double-click the person or patient.
    • If a person is selected, the Add Patient Information window opens.
    • If a patient is selected, the patient's chart opens.
    • If a person is selected, the Add Patient Information window opens.
    • If a patient is selected, the patient's chart opens.