Set Active Patients

Help Guide for NextGen® Enterprise PM 8

Opening the Active Patient Record

Opening the Active Patient Record Opening the Active Patient Record In NextGen® Enterprise PM, you can open the current active patient's records from the following windows: People Lookup Patient Lookup Appointment Lookup Add Appointment Edit Appointment Charge Posting Payment Entry To open the patient chart, you can double-click the Active Patient indicator located on the status bar on the NextGen® Enterprise PM desktop. The patient's chart displays details of the active patient. Open Active Person Records You can quickly open the currently active person record from the People Lookup window. Open Active Patient Records You can quickly open the patient record that is currently active from the Patient Lookup window. View Appointments for the Active Patient You can view the list of appointments set for the active patient record from the Appointment Lookup window. Open the Active Patient Records to Link New Appointments You can quickly open the active patient record and link new appointmen

Help Guide for NextGen® Enterprise PM 8

Setting Active Patients in NextGen® Enterprise PM

When you open a patient's chart in NextGen® Enterprise PM, you can set that patient as the current active patient. You can then easily access the active patient in other areas of the application, if needed. Set Active Patients You can set a patient record as active, and quickly access it from other areas of NextGen® Enterprise PM. Opening the Active Patient Record You can quickly open the active patient record to add or edit appointments, post charges, or make payments. Parent topic: Search for Patients in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Set Active Patient Status for Patients

A patient set as the active patient remains in recall when you work with other patient charts and is available for quick access. Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup Chart Lookup icon. The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and then select Find. Patient records that match the search criteria appear in the Matching Records section. Select the patient, and then select Open. The Patient Chart window opens. Select open menu Open Menu icon and select Set Active Patient. The current patient is set as an active patient. Parent topic: Viewing Patient Demographics Information

Help Guide for NextGen® Enterprise PM 8

Open Active Patient Records

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 Select the arrow next to Find, and then select Access Active Patient from the menu. The patient chart opens for the active patient. Parent topic: Opening the Active Patient Record

Help Guide for NextGen® Enterprise PM 8

Open Active Person Records

In NextGen® Enterprise PM, open the People Lookup window using one of the following methods: On the main toolbar, select Chart. From the Tasks menu, select Lookup > Charts. Select the arrow next to Find and select Access Active Patient from the menu. The Update Patient Information window opens displaying details of the active person. Parent topic: Opening the Active Patient Record

Help Guide for NextGen® Enterprise PM 8

View Appointments for the Active Patient

In NextGen® Enterprise PM, open the Appointment Lookup window by doing one of the following: From the main toolbar, select the Appt List button. From the Tasks menu, select Lookup, and then Appointments. Appointment Lookup window Select the arrow next to Find, and then select Access Active Patient from the menu. The Appointment List section of the Appointment Lookup window displays appointments for the active patient. Parent topic: Opening the Active Patient Record

Set Active Patients

Recommendations

Opening the Active Patient Record

Setting Active Patients in NextGen® Enterprise PM

Set Active Patient Status for Patients

Open Active Patient Records

Open Active Person Records

View Appointments for the Active Patient

Opening the Active Patient Record

Setting Active Patients in NextGen® Enterprise PM

Set Active Patient Status for Patients

Open Active Patient Records

Open Active Person Records

View Appointments for the Active Patient