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.
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Help Guide for NextGen® Enterprise PM 8
Set up the Preferred Name for Patient Correspondence
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 record Open Record icon. 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. 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
Viewing Patient Chart Details
In the Chart Details tab of Patient Information, you can view practice-related information of the patient, such as the patient's provider, medical recorder number, and privacy notice information. You can view additional patient information in eight user-defined fields set up in practice preferences. You can use the Chart Details tab window to do the following: Setting up the default rendering and referring provider for a patient Exempting a patient from outsourcing Issuing a privacy notice to a patient Setting Up patient co-manage information Recording the patient marketing plan For more information about patient chart details go to NextGen Healthcare Success Community and download the latest Case Management Guide for NextGen® Enterprise PM. Exempt Patient Encounters from Outsourcing You can use the Patient Information tab on the patient's chart to exempt a patient from outsourcing. Issue Privacy Notices to Patients You can use the Patient Information tab on the patient chart to issue
NextGen® Enterprise EHR Help
Modify a Patient Provider
Open the Person Information or Patient Information window for the desired person or patient. Select the Provider tab. Select the row for the provider to be modified. Select the open menu , and select Open. The Modify Patient Provider window appears. Modify the following fields as needed: Preference Name Provider Effective/Expiration Dates Expiration Reason Primary Preference Name To save changes and close the window, select OK. Parent topic: Managing Provider Information
Help Guide for NextGen® Enterprise PM 8
Modify a Patient Provider
Open the Person Information or Patient Information window for the desired person or patient. Select the Provider tab. Select the row for the provider to be modified. Select the open menu , and select Open. The Modify Patient Provider window appears. Modify the following fields as needed: Preference Name Provider Effective/Expiration Dates Expiration Reason Primary Preference Name To save changes and close the window, select OK. Parent topic: Managing Provider Information
Help Guide for NextGen® Enterprise PM 8
Matching Records for Patient or People Lookup
When you enter your search criteria on the Patient Lookup or People Lookup window and select Find, records of people and patients that match appear in the Matching Records section. You can scroll right or left to view more information for each person or patient. From the matching records section of the window, you can do the following: Use the Patient icon to open the Patient Chart for the desired Patient. Use Person Icon to open the Add Patient Information window for the desired Person. Use the right-click option for a patient or person to view all the available actions. People Lookup with Matching Records Customize Matching Records columns You can use different options to view the columns in the Matching Records section. Parent topic: Creating Patient Charts
icon.
The Modify Patient Information window opens.