Update Patient Demographics from an Appointment

Help Guide for NextGen® Enterprise PM 8

Change the Patient Linked to an Appointment

You can remove the current patient linked to the appointment and link a new patient to the same event at the scheduled time. Select the appointment to change the linked patient, and double-click to open the Edit Appointment window. Select the open menu button next to the patient's name and select Clear Patient. A message appears asking you to confirm if you want to delete the linked patient. Select OK to remove the incorrect patient from the appointment. To add the correct patient to the appointment, select the open menu button and select Lookup. The People Lookup window opens. Do one of the following: To select an existing person or patient for the appointment, enter the appropriate search criteria and then select Find. Select New to add a person or patient for the appointment. Select OK to save changes and close the window. Parent topic: Modifying an Appointment

Help Guide for NextGen® Enterprise PM 8

Modify Appointment Details

You can modify the appointment and reschedule if needed. Select the appointment to be modified, and double-click to open the Edit Appointment window. Make the modifications to the appointment as needed. Select OK to save changes and close the window. If any of the following fields are modified, the change is considered a reschedule: Date Time Event Duration Resource Location Patient The Appointment Rescheduling Reasonwindow opens. In the Reason for appointment reschedule list, select a reason for rescheduling the appointment, and select OK. The appointment is rescheduled. Parent topic: Modifying an Appointment

Help Guide for NextGen® Enterprise PM 8

Modifying an Appointment

You can modify the following information for an existing appointment: Appointment details, such as date, time, event, resource, location, and so on. Change the patient linked to the appointment. Patient demographics information, such as address, phone numbers, and so on. Modify Appointment Details You can modify the appointment and reschedule if needed. Change the Patient Linked to an Appointment You can change the patient linked to the appointment. Update Patient Demographics from an Appointment You can update the patient demographics information for an existing patient. Parent topic: Appointment Scheduling

Help Guide for NextGen® Enterprise PM 8

Patient Tab

The Patient tab on the Add/Edit Appointment window is the default tab. It displays demographics and other appointment related information such as encounter number/date and rendering/referring physicians. The patient’s demographics information can be modified by selecting the Open Menu button and selecting Lookup from the menu. Parent topic: Appointment Information

Help Guide for NextGen® Enterprise PM 8

Modify Patient Information

You can modify and update the demographic information in a 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 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 opens. In the Patient Information tab, select the Demographics tab and then select open folder Open Folder icon next to Name. The Modify Patient Information window opens. Update the desired fields. Select OK. Parent topic: Viewing Patient Demographics Information

Help Guide for NextGen® Enterprise PM 8

Viewing Patient Demographics Information

The Demographics tab in Patient Information is the default tab that appears on the patient chart displaying demographics, patient status and client-defined information for the patient. You can select Who/When button to view the Created By and Last Modified By information. The demographics information consists of gender identity, preferred pronoun, current gender, sexual orientation, veteran status, and pharmacy information. The fields that appear for demographic information depend on the selections made on the Enterprise Preferences Client Defined tab and/or the Practice Preferences of the Chart window. You can create the Patient Expired label on an expired patient's chart by selecting the Expired check box and entering the expired date on the Demographics tab in the Add Person Information or Modify Person Information window For more information on adding or modifying patient demographic information, go to NextGen Healthcare Success Community and download the Patient Demographics Guide

Update Patient Demographics from an Appointment

Recommendations

Change the Patient Linked to an Appointment

Modify Appointment Details

Modifying an Appointment

Patient Tab

Modify Patient Information

Viewing Patient Demographics Information