NextGen Knowledge Center

Set up Patient Co-Management Information

When a patient is co-managed by two physicians within the enterprise, you can add the name of the co-managing physician in the patient chart.

  1. Open NextGen® Enterprise PM.
  2. On the main toolbar, select Chart or Chart Lookup Chart Lookup icon .
    The Patient Lookup window opens.
  3. 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.
  4. Select the patient, and then select Open.
    The Patient Chart window opens.
  5. Under Patient Information, select the Chart Details tab, and then select open folder Open Folder Icon .
    The Chart Details window opens.
  6. Select Co-Managed Patient.
  7. Select the co-managing physician from the Co-Managed Physician list.
  8. Select OK.