Add Patient Information to a Patient Chart

Help Guide for NextGen® Enterprise PM 8

Add Insurance for Patients and Persons

You can add insurance information for a patient or other person by using the Insurance Maintenance window. The system administrator manages the list of insurers in File Maintenance in the Payers master file. 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. In Insurance Listing, select the open menu icon, and then select New Insurance. In the Payer Lookup window, enter search criteria for the payer, and then select Find. In Payer List, double-click the applicable payer. In the Insurance Maintenance window, select the Detail tab, and then enter the health insurance claim or policy number in HIC/Policy Nbr. Optional: Enter any additional information required by your practice. Select OK. Note: In the Insurance Listing section of the Demographics tab, you can hid

Help Guide for NextGen® Enterprise PM 8

Create a Patient Chart

In NextGen® Enterprise PM, people with an existing appointment, an account guarantor, an insurance subscriber, and an emergency contact are considered to be persons. When you create a chart, the person becomes a patient in your practice, and the patient chart is available only to your practice. However, if the patient is linked to multiple practices, a common patient demographic record is shared across the practices. 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. To avoid creating a duplicate record, enter different search criteria combinations, and then select Find.If your practice uses phonetic search, you can select the option to include patients with similar names in the search results. Matching people and patient records appear in the search results. If the record does not exist, select New. In Add Patient Information, ent

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

Help Guide for NextGen® Enterprise PM 8

Adding Patient Relationships, Contact, or Guarantor Information

A relationship is any person with a connection to the patient who is using (or could use) his or her insurance to cover the patient charges. Relationships can include parent child, sibling, and non familial support role as a caregiver. A patient can have more than one relationship connected to his or her chart. For example, if a child is covered by the parents' insurance, both parents can be entered in the relationships list. A patient can have a relationship to a guarantor, insurance policy holder, emergency contact and head of the household. Information that you add to the Default Guarantor and Contact Information window automatically creates a record in the patient chart. Relationships are enterprise-wide. When a relationship is created in a different practice, that relationship appears when you create a chart for your practice. Note: Any insurance that you attach to a relationship automatically becomes available to the patient when you create an encounter for the patient. You can u

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

NextGen® Enterprise EHR Help

Add a Patient on the Add Patient Information Window

In NextGen® Enterprise PM, NextGen® Enterprise EHR, and NextGen® Optical Management, you can add a patient on the Add Patient Information window. A person becomes a patient after you add a chart to the person's profile on the Add Patient Information window. To access the Patient Information window: In NextGen® Enterprise PM, go to Step 2. In NextGen® Optical Management, go to Step 3. In NextGen® Enterprise EHR, go to Step 4. In NextGen® Enterprise PM, select Chart. The Patient Lookup window appears. To add a patient, select New. The Add Patient Information window appears. To search for an existing person/patient, enter the search criteria. Then in the Matching Records list, select the patient, right-click and select Open. The Add/Modify Patient Information window appears. In NextGen Optical Management, select Patient Lookup, or select the Patients menu and then select Search. The Patient Lookup window appears. To add a patient, select New. To search for an existing patient, enter the s

Add Patient Information to a Patient Chart

Recommendations

Add Insurance for Patients and Persons

Create a Patient Chart

Viewing Patient Demographics Information

Adding Patient Relationships, Contact, or Guarantor Information

Modify Patient Information

Add a Patient on the Add Patient Information Window

Add Patient Information to a Patient Chart

Add Insurance for Patients and Persons

Create a Patient Chart

Viewing Patient Demographics Information

Adding Patient Relationships, Contact, or Guarantor Information

Modify Patient Information

Add a Patient on the Add Patient Information Window