Add, Modify, or Delete an Immunization Registry

Help Guide for NextGen® Enterprise PM 8

Add Patient Information to a Patient Chart

You can update patient demographics, contact, and relationship details. A relationship refers to any individual who is connected to a patient and using the patient's insurance to cover charges. Relationships are enterprise-wide. When a relationship is created in a different practice, the relationship automatically appears when you create a chart in your practice. For more information on patient relationships and roles, go to NextGen Healthcare Success Community, and download the latest Case Management Guide for NextGen® Enterprise PM. 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, select the open folder icon next to Name. The Demographics tab opens in the Modify Patient Info

NextGen® Enterprise EHR Help

Add, Modify, or Delete an Immunization Registry

Before you begin Exporting information from an immunization registry requires NextGen® Enterprise Rosetta Interface Messenger and an Immunization Export agent. From the main toolbar in NextGen® Enterprise PM, select Chart. In the Patient Lookup window, enter search criteria, and then select Find. In Matching Records, right-click the patient record, and then select Open.The Demographics tab opens in the Modify Patient Information window. Select the Status tab. In Immunization Registry Information, select the open menu icon, and then select New. In the Add Immunization Registry Information window, select the immunization registry details, and then select OK. In Immunization Home Location, select the primary location for the patient's immunizations. Note: The home location may be determined by a parent or guardian, by the last immunization administered by a provider, or by assignment from a health plan. The items you can select are set in the Locations master file in File Maintenance. Sel

Help Guide for NextGen® Enterprise PM 8

Add an Immunization Registry

When immunization information is exported to an Immunization Registry, and an Immunization Consent template is not being used, perform the following steps. Note: Exporting immunization registry information requires NextGen® Enterprise Rosetta Interface Messenger and an Immunization Export agent. Open the Person Information or Patient Information window for the desired person or patient. Select the Status tab. In the Immunization Registry Information section, select the open menu , and select New. The Add Immunization Registry Information window appears. Select the immunization registry details in the Add Immunization Registry Information window as follows: Select the immunization registry. This field is required. Select the patient status designation to set immunization status for the patient. This field is required. Select the effective and expiration dates for the selected patient status designation. Select the publicity code to set immunization reminders for the patient. Select the

NextGen® Enterprise EHR Help

Add an Immunization Registry

When immunization information is exported to an Immunization Registry, and an Immunization Consent template is not being used, perform the following steps. Note: Exporting immunization registry information requires NextGen® Enterprise Rosetta Interface Messenger and an Immunization Export agent. Open the Person Information or Patient Information window for the desired person or patient. Select the Status tab. In the Immunization Registry Information section, select the open menu , and select New. The Add Immunization Registry Information window appears. Select the immunization registry details in the Add Immunization Registry Information window as follows: Select the immunization registry. This field is required. Select the patient status designation to set immunization status for the patient. This field is required. Select the effective and expiration dates for the selected patient status designation. Select the publicity code to set immunization reminders for the patient. Select the

NextGen® Enterprise EHR Help

Managing Status Information

The Status tab appears only when the Enable patient status option is enabled on the Chart practice preferences. You can select a specific status for a person or patient in the practice, and also document a reason for changing the patient's status. The Immunization Registry Information section of the tab appears only when the Show Immunization Registry Patient Status in PM check box is enabled on the External practice preferences. In this section, you can enter immunization information for a patient in the practice that is needed for submission to an Immunization Registry. The information is saved for established patients with an existing chart, and for new patients when the chart is created. Information on the Status tab is stored at the practice level; therefore, each practice can enter and maintain different information for a person or patient. The Status tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information

NextGen® Enterprise EHR Help

Managing Status Information

The Status tab appears only when the Enable patient status option is enabled on the Chart practice preferences. You can select a specific status for a person or patient in the practice, and also document a reason for changing the patient's status. The Immunization Registry Information section of the tab appears only when the Show Immunization Registry Patient Status in PM check box is enabled on the External practice preferences. In this section, you can enter immunization information for a patient in the practice that is needed for submission to an Immunization Registry. The information is saved for established patients with an existing chart, and for new patients when the chart is created. Information on the Status tab is stored at the practice level; therefore, each practice can enter and maintain different information for a person or patient. The Status tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information

Add, Modify, or Delete an Immunization Registry

Before you begin

Recommendations

Add Patient Information to a Patient Chart

Add, Modify, or Delete an Immunization Registry

Add an Immunization Registry

Add an Immunization Registry

Managing Status Information

Managing Status Information

Add, Modify, or Delete an Immunization Registry

Before you begin

Add Patient Information to a Patient Chart

Add, Modify, or Delete an Immunization Registry

Add an Immunization Registry

Add an Immunization Registry

Managing Status Information

Managing Status Information