Searching for a Person or Patient in NextGen® Enterprise PM

Help Guide for NextGen® Enterprise PM 8

About NextGen® Enterprise PM

NextGen® Enterprise PM automates and streamlines the administrative and billing functions of a practice. With NextGen® Enterprise PM, your practice can increase efficiency and improve office visit and billing workflows. The NextGen® Enterprise PM application system enables you to capture patient demographics, manage charge capture, perform billing, generate reports, check insurance eligibility, and schedule appointments. NextGen® Enterprise PM fully integrates with NextGen® Enterprise EHR to let your practice schedule appointments, document office visits, and bill for your services, all in one place. Key features of NextGen® Enterprise PM include the following: Appointment management and scheduling Billing and statements management NextGen® Background Business Processor to automate common procedures, such as claims generation, running reports, and printing statements Worklog and task assignment Claims management Cost estimation for a service Viewing the Desktop Layout The different com

NextGen® Enterprise EHR Help

Person and Patient Lookup in NextGen® Enterprise EHR

This section provides information on the following topics in NextGen® Enterprise EHR: The difference between a person and a patient in the database How to look up a person or patient using specific search criteria How to customize the sort and display of the lookup results How to search for a person or patient using the secure lookup functionality How to access a restricted patient record in a medical emergency How to access a patient in NextGen® Enterprise PM The use of practice associations in controlling patient access How to access patients based on an Inclusion or Exclusion list How to view a list of other users who are accessing the same patient chart Identifying Persons and Patients You can distinguish patients and non-patients in a practice by different icons. You can view recorded non-clinical information of patients or non-patients in NextGen® Enterprise EHR and NextGen® Enterprise PM. Find a Patient in NextGen Enterprise EHR You can find a patient using Patient Lookup. Searc

Help Guide for NextGen® Enterprise PM 8

Managing Patient Inclusion and Exclusion Lists

Your practice may use an inclusion or exclusion list to control the patient records in the database you can view. On the Patient Lookup window, you can view only the patients listed on your inclusion list or all patients except those listed on your exclusion list. The inclusion or exclusion list is set up in System Administrator and applied when you search for a patient in NextGen® Enterprise EHR, NextGen® Enterprise PM, or NextGen® Optical Management. A universal preference for adding to the inclusion list from the Patient Lookup window can be set in System Administrator. If this preference is set to True, all patients who are not on your inclusion list appear on the Patient Lookup window, but are their charts are not available. You can select a patient and select Accept or double-click the patient's name to automatically add the patient to your inclusion list. You can then access that patient's medical records. If the preference is set to False or is blank, only the patients on your

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

Help Guide for NextGen® Enterprise PM 8

Configuring Patient Synchronization in NextGen® Enterprise PM

Patient synchronization sets a patient as active in NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management. When you set a patient as active in NextGen® Optical Management, the same patient is automatically set as an active patient in NextGen® Enterprise EHR and NextGen® Enterprise PM. For example, assume John Smith is the active patient and the chart for John Smith is currently open in NextGen® Enterprise EHR or NextGen® Optical Management. When you access NextGen® Enterprise PM, the chart for John Smith automatically opens. You can do the following when you have patient synchronization set up in user preferences: Open a patient's chart in NextGen® Enterprise PM or NextGen® Optical Management. Open NextGen® Enterprise PM by selecting PM on the main toolbar. NextGen® Enterprise PM opens and the chart for the same patient automatically opens. Manage Patient Synchronization You can set the user preferences to enable patient synchronization between NextGen® Enter

Help Guide for NextGen® Enterprise PM 8

Managing Practice Associations

An association is a logical grouping of practices that share a business interest, activity, or purpose. To comply with HIPAA requirements, NextGen® Enterprise EHR and NextGen® Enterprise PM offer the ability to create and use practice associations. New practices are automatically assigned to the DEFAULT association. If you do not want to share demographic and insurance information between practices, you can link the practice to a new association. After you assign the practice to another association, you cannot assign the practice back to the DEFAULT association. You can set up associations and assigned practices in System Administrator. For more information, go to NextGen Healthcare Success Community, and download the latest System Administrator Guide for NextGen® Enterprise. If you have not enabled the secure lookup, you cannot view a person record created in one association in a different association. CAUTION: You can create duplicate person records if you have not enabled the secure

Searching for a Person or Patient in NextGen® Enterprise PM

Recommendations

About NextGen® Enterprise PM

Person and Patient Lookup in NextGen® Enterprise EHR

Managing Patient Inclusion and Exclusion Lists

Identifying Persons and Patients

Configuring Patient Synchronization in NextGen® Enterprise PM

Managing Practice Associations

Searching for a Person or Patient in NextGen® Enterprise PM

About NextGen® Enterprise PM

Person and Patient Lookup in NextGen® Enterprise EHR

Managing Patient Inclusion and Exclusion Lists

Identifying Persons and Patients

Configuring Patient Synchronization in NextGen® Enterprise PM

Managing Practice Associations