UDF Tab

Help Guide for NextGen® Enterprise PM 8

Appointment Information

This section provides additional information about the Add/Edit Appointment window. Patient Tab History Tab Recall/Waitlist Tab UDF Tab Insurance/Diagnosis Tab You can manage patient insurance and diagnosis details in the appointment window for streamlined administration. Tasks/Providers Tab Note Tab Marketing Tab Guidelines Tab Reminders Tab Parent topic: Appointments

File Maintenance Help for NextGen® Enterprise 8

Client Defined Tab

The Client Defined tab enables you to add multiple client-defined fields at the enterprise level. These fields display in various areas of NextGen® Enterprise EHR and NextGen® Enterprise PM. When you add a client-defined field, a corresponding master list with the same name is created. The values you add to the master lists become the values users can select when the client-defined fields display in the following areas of NextGen® Enterprise EHR and NextGen® Enterprise PM. In NextGen® Enterprise PM and NextGen® Enterprise EHR Add/Modify Person/Patient Information window, on the Client Defined tab and the Demographics tab. In NextGen® Enterprise PM Patient Chart Patient Information tab and Demographics tab. Also on the NextGen® Enterprise PM Appointment Details window, on the Chart/Ins tab. In File Maintenance Practice Preferences, Appt Scheduling, Chart, Required on link appt, Data Repository, Patient Information, Required Fields data field list, and Form and Label Template master file

File Maintenance Help for NextGen® Enterprise 8

Restrict User Access to the Client Defined Tab

When at least one of the 14 client defined fields are labeled in the Enterprise Preferences, the Client Defined tab displays in the Add/Modify Patient Information window. Security rights determines the users ability to modify the fields on this tab. Open System Administrator, and then select the appropriate group. Select the Rights tab. Expand MODULES > General > Client Defined. Under Access Rights, select the rights you want to grant. Note: If Add is checked but Update is not, users can make a selection in the blank Client Defined fields when they open a chart. However, when they reopen the chart, any fields with values are disabled. If Update is checked but Add is not, users can make a selection in the Client Defined fields that have values. Blank fields are disabled. If a client-defined field is required but a user does not have the proper access rights to modify the field, the user cannot save patient charts. Select Save or Update. Parent topic: User Access to Client Defined Fields

Help Guide for NextGen® Enterprise PM 8

Require UDS Fields at the Practice Level

Access NextGen® Enterprise PM. Enable UDS fields for the enterprise. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. From the Preference List on the left, do one of the following: If you require UDS fields when appointments are scheduled, select Appt Scheduling. If you require UDS fields when charts are created, select Chart. To require specific UDS fields, select the check box for those fields In the Required Fields section. A green check mark indicates the field is required. Required Fields To save changes and close the window, select OK. Note: The UDS fields are available for selection in Practice Preferences in Appt Scheduling or Chart only when the Display person UDS fields check box is selected in Enterprise Preferences > UDS. If specific fields are set as required in Enterprise Preferences, then they are automatically required in Practice Preferences and the requirement cannot be removed. Parent topic: Enabling and Requiring UDS

File Maintenance Help for NextGen® Enterprise 8

Require Client Defined Fields At the Practice Level

At the practice level, you can require the fields on the patient chart or during appointment scheduling. You can require the fields on all charts or during appointment scheduling by changing the settings in the Chart Practice Preferences or Appt Scheduling Practice Preferences. Parent topic: Client Defined Tab

Help Guide for NextGen® Enterprise PM 8

Enabling and Requiring UDS Fields

Enabling UDS Fields When UDS fields are enabled, the UDS tab displays on the Add/Modify Patient Information window in NextGen® Enterprise EHR and NextGen® Enterprise PM. Users can then access the tab to select the appropriate UDS values for each person/patient. UDS fields are enabled at the enterprise level. Therefore, if enabled, the UDS tab displays on the Add/Modify Patient Information window in all practices within the enterprise. Requiring UDS Fields UDS fields can be set up to be required at either the enterprise level or at the practice level. If required at the enterprise level, users in all practices in the enterprise must enter data in the UDS fields for all persons (globes) and all patients (charts) when the demographic record is created for a person/patient. If required at the practice level, there are two points at which users in the practice must enter data in the UDS fields; either when an appointment is scheduled for a person/patient, or when the chart is created for a

UDF Tab

Recommendations

Appointment Information

Client Defined Tab

Restrict User Access to the Client Defined Tab

Require UDS Fields at the Practice Level

Require Client Defined Fields At the Practice Level

Enabling and Requiring UDS Fields

Appointment Information

Client Defined Tab

Restrict User Access to the Client Defined Tab

Require UDS Fields at the Practice Level

Require Client Defined Fields At the Practice Level

Enabling and Requiring UDS Fields