Sort Lookup Results

Help Guide for NextGen® Enterprise PM 8

Add or Remove Columns in the Lookup Results

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 Enter the details in the Search Criteria fields to find the desired person or patient. You can use multiple parameters. For example, you can enter part of the last and first names, and birth date. Note: Fields with the Lightning Bolt indicator are for direct match searches and cannot be used with other search criteria. Select Find. All existing person and patient records that match the search criteria appear in Matching Records. Right-click any column header. The menu lists all columns available in the Matching Records section. Columns included in the current view appear with a indicator. Do one of the following: To add a column to the view, select to select a column name without a check mark. To remove a column from the view, select to clear the check mark. To save changes and close the Patient Looku

Help Guide for NextGen® Enterprise PM 8

Customizing Lookup Results

Lookup results appear in the Matching Records section on the People Lookup and Patient Lookup windows. You can customize the lookup results. Sort Lookup Results You can sort lookup results in ascending or descending order in the name column. Add or Remove Columns in the Lookup Results You can add or remove columns from the lookup results. Parent topic: Search for Patients in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Search for a Person or Patient

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. People and patient records that match the search criteria, appear in the display in the Matching Records section. NextGen® Enterprise PM displays different icons for persons, patients, and patients enrolled in Enterprise Chart. The globe People icon icon indicates people who do not have a chart. The folder Patient icon icon indicates people or patients with a chart. The folder with a small globe People or Patients with an enterprise chart icon indicates people or patients enrolled in Enterprise Chart. Patient Lookup Window Note: To prevent creation of duplicate records, it is suggested to use a different criteria for performing the patient search if the desired person or patient is not found. Parent topic: Creating Patient Charts

Help Guide for NextGen® Enterprise PM 8

Entering Search Criteria for Patient Lookup

You can search for a person or patient on the People Lookup and Patient Lookup windows. You can use multiple parameters for the search criteria. For example, you can enter a part of the last name, first name, and birth date. When you search by name (Last, First, Preferred, Middle, Previous Last, Mother's Maiden Name), you can use an asterisk as a wild card character as follows: *abc: searches for names that start with any letter or letters, followed by abc. Ab*c: searches for names that start with Ab, followed by any letter or letters, followed by c. Abc* searches for names that start with Abc, followed by any letter or letters. Note: Fields with the Lightning bolt indicator for direct match searches indicator are for direct match searches and cannot be used with other search criteria. When the People Lookup or Patient Lookup window first opens in NextGen® Enterprise EHR, the cursor appears on the field selected as the Initial field in your user Preferences, General tab. In NextGen® En

Help Guide for NextGen® Enterprise PM 8

Search for Patients in NextGen® Enterprise PM

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 Enter the details in the Search Criteria fields to find the desired person or patient. You can use multiple parameters. For example, you can enter part of the last and first names, and birth date. Note: Fields with the Lightning Bolt indicator are for direct match searches and cannot be used with other search criteria. Select Find. Note: : If you are connected to an external system, such as the EMPI Query Interaction System (EMPI QIS), the NextGen database is searched first. If no matching records are found, the external system is also searched. All existing person and patient records that match the search criteria appear in Matching Records. From the Matching Records list, you can do the following: Customize the lookup results. Select right-click menu options to perform specific tasks. Set up quick a

NextGen® Enterprise EHR Help

Entering Search Criteria for Patient Lookup

You can search for a person or patient on the People Lookup and Patient Lookup windows. You can use multiple parameters for the search criteria. For example, you can enter a part of the last name, first name, and birth date. When you search by name (Last, First, Preferred, Middle, Previous Last, Mother's Maiden Name), you can use an asterisk as a wild card character as follows: *abc: searches for names that start with any letter or letters, followed by abc. Ab*c: searches for names that start with Ab, followed by any letter or letters, followed by c. Abc* searches for names that start with Abc, followed by any letter or letters. Note: Fields with the Lightning bolt indicator for direct match searches indicator are for direct match searches and cannot be used with other search criteria. When the People Lookup or Patient Lookup window first opens in NextGen® Enterprise EHR, the cursor appears on the field selected as the Initial field in your user Preferences, General tab. In NextGen® En

Sort Lookup Results

Recommendations

Add or Remove Columns in the Lookup Results

Customizing Lookup Results

Search for a Person or Patient

Entering Search Criteria for Patient Lookup

Search for Patients in NextGen® Enterprise PM

Entering Search Criteria for Patient Lookup

Add or Remove Columns in the Lookup Results

Customizing Lookup Results

Search for a Person or Patient

Entering Search Criteria for Patient Lookup

Search for Patients in NextGen® Enterprise PM

Entering Search Criteria for Patient Lookup