Each patient must be assigned a primary care provider.
Open NextGen® Enterprise PM.
From the Tasks menu, select Lookup > Charts.
The Patient Lookup window opens.
To search for a patient, enter the search criteria data.
You can use different combinations of the search criteria to search for a patient.
Select Find.
Patient records that match the search criteria, appear in the Matching Records section.
Double-click the patient to open.
The Update Patient Information window opens.
Select the Provider tab.
Select open menu button and select New.
The Add Patient Provider window opens.
Select the provider type in Preference Name.
Provider types are set up on the Providers tab in Practice Preferences.
Select the applicable provider from the Provider list.
Select the Primary Preference Name check box.
This field is required.
Enter an Effective Date and Expiration Date for the provider. These fields are optional.
Effective date is the date the provider became the default provider for the patient and expiration date is the date provider ceased to be the default provider. You can use Expiration Reason to select the expiration reason.
