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Set up the Preferred Name for Patient Correspondence
Open
NextGen® Enterprise PM
.
On the main toolbar, select
Chart
or
Chart Lookup
.
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.
Under
Patient Information
, select the
Chart Details
tab, and then select open record
.
The
Chart Details
window opens.
Select the
Use Preferred Name on Correspondence
check box.
Select
OK
.
The preferred name appears on the patient's correspondence.
Set up the Preferred Name for Patient Correspondence
Help Guide for NextGen® Enterprise PM 8
Use Preferred Name for Patient Correspondence for Privacy
Open the Patient Chart for the desired patient. On the Patient Information tab, select the Open Record icon. The Modify Patient Information window opens. Select Privacy. Select the Use Preferred Name on Correspondence check box. Select OK. The preferred name is displayed on the patient's correspondence. Parent topic: Configuring the Patient Preferred Name on Correspondence
Help Guide for NextGen® Enterprise PM 8
Configuring the Patient Preferred Name on Correspondence
You can configure a patient chart in NextGen® Enterprise PM to display the preferred name of the patient by selecting the Use Preferred Name on Correspondence check-box on the Chart Details window. The preferred name is appears for the following: Standard statement Budget statement Itemized statement Detailed statement Summary statement NextGen® Background Business Processor statement Statement run report Budget statement report Fee tickets Patient data sheet and patient data sheet detail Addressee header of the budget letter, demand encounter letter, and demand account letter. You can set the preferred name on the correspondence using the Chart Details window in the patient chart and the Add/Modify Patient window. Use Preferred Name for Patient Correspondence for Privacy You can configure a patient chart to display the preferred name for the patient correspondence in privacy tab. Set up the Preferred Name for Patient Correspondence You can configure a patient chart to display the pref
Help Guide for NextGen® Enterprise PM 8
Apply the Patient Preferred Name to Correspondence
Open NextGen® Enterprise PM. On the main toolbar, select Chart, and then in Patient Lookup, enter your search criteria, and then select Find. Matching people and patient records appear in the search results. In Matching Records, select a patient record , and then select Open. The Patient Information tab opens in the Patient Chart window. Select the Chart Details tab, and then select the open record icon. In Chart Details, select the Use Preferred Name on Correspondence checkbox, and then select OK. The preferred name appears on the following: Standard statement Budget statement Itemized statement Detailed statement Summary statement NextGen® Background Business Processor statement Statement run report Budget statement report Fee tickets Patient data sheet and patient data sheet detail Addressee header of the budget letter, demand encounter letter, and demand account letter Parent topic: Create a Patient Chart
Help Guide for NextGen® Enterprise PM 8
Open Previous Patient Charts
Open NextGen® Enterprise PM. On the main toolbar, select Chart, and then in Patient Lookup, enter your search criteria, and then select Find. Matching people and patient records appear in the search results. In Matching Records, select a patient record , and then select Open. The Patient Information tab opens in the Patient Chart window. On Patient Information Bar, select the open menu icon next to the patient name, select Access Previous Patient, and then select the necessary patient. The selected patient chart opens. Optional: To set the patient account as active, on Patient Information Bar, select the open menu icon next to the patient name, and then select Set Active Patient. Parent topic: Create a Patient Chart
Help Guide for NextGen® Enterprise PM 8
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. 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. Under Patient Information, select the Chart Details tab, and then select open folder Open Folder Icon. The Chart Details window opens. Select Co-Managed Patient. Select the co-managing physician from the Co-Managed Physician list. Select OK. Parent topic: Viewing Patient Chart Details
Help Guide for NextGen® Enterprise PM 8
Enter a Correspondence Language for a Patient
Open NextGen® Enterprise PM. Do one of the following: Select Tasks > Lookup > Peoplefrom the main menu bar or select LookupNull. Select Tasks > Lookup > Charts from the main menu bar or select ChartNull. Select Tasks > Lookup > Encounters from the main menu bar or select EncounterNull. Search and select the desired patient and open the patient chart. Select the Demographics tab. Select the hyper link Correspondence Language link. The Correspondence Language window appears. To identify the patient's preferred Correspondence Language, do one of the following: To select English, select None from the list and then select OK. To select a supported correspondence language, select the list, select the patient's preferred correspondence language, and then select OK. Parent topic: Multi-Language Letters in NextGen Enterprise PM
