Add Primary Care Provider for Patients

Help Guide for NextGen® Enterprise PM 8

Open Previous Patient Charts

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 Bar, select the open menu icon next to the patient name, select Access Previous Patient, and then select the necessary patient. The selected patient chart opens. Optional: To set the patient account as active, on Patient Information Bar, select the open menu icon next to the patient name, and then select Set Active Patient. Parent topic: Create a Patient Chart

Help Guide for NextGen® Enterprise PM 8

Apply the Patient Preferred Name to Correspondence

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. Select the Chart Details tab, and then select the open record icon. In Chart Details, select the Use Preferred Name on Correspondence checkbox, and then select OK. The preferred name appears on 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 Parent topic: Create a Patient Chart

Help Guide for NextGen® Enterprise PM 8

Add the Patient Co-Managing Provider

When a patient is co-managed by two physicians within the enterprise, you can add the name of the co-managing physician in the patient chart. 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. Select the Chart Details tab, and then select the open folder icon. In Chart Details, select the Co-Managed Patient checkbox, select a provider from the Co-Managed Physician list, and then select OK. The co-managing provider details are updated in the patient chart. Parent topic: Create a Patient Chart

Help Guide for NextGen® Enterprise PM 8

Set up Primary Care Providers for Patients

Each patient must be assigned a primary care provider. Open NextGen® Enterprise PM. From the Tasks menu, select Lookup > Charts. The Patient Lookup window opens. To search for a patient, enter the search criteria data. You can use different combinations of the search criteria to search for a patient. Select Find. Patient records that match the search criteria, appear in the Matching Records section. Double-click the patient to open. The Update Patient Information window opens. Select the Provider tab. Select open menu Open Menu button and select New. The Add Patient Provider window opens. Select the provider type in Preference Name. Provider types are set up on the Providers tab in Practice Preferences. Select the applicable provider from the Provider list. Select the Primary Preference Name check box. This field is required. Enter an Effective Date and Expiration Date for the provider. These fields are optional. Effective date is the date the provider became the default provider for t

Help Guide for NextGen® Enterprise PM 8

Add a Patient Provider

Open the Person Information or Patient Information window for the desired person or patient. Select the Provider tab. Select the open menu , and select New. The Add Patient Provider window appears. Select a user-defined provider type from Preference Name. This field is required. Note: Your system administrator manages providers from Practice Preferences, Providers. Select a Provider. To search for a specific provider, select . The Provider Lookup window opens. Note: The providers listed for selection are those that are flagged with the selected Preference Name in the Providers master file in File Maintenance. Enter an Effective Date to start for the selected patient provider in mm/dd/yyyy format, if applicable. Enter an Expiration Date to end for the selected patient provider in mm/dd/yyyy format, if applicable. If an expiration date was entered, select an Expiration Reason, if applicable. Note: Your system administrator manages the Provider Expiration Reasons from the master list in F

NextGen® Enterprise EHR Help

Add a Patient Provider

Open the Person Information or Patient Information window for the desired person or patient. Select the Provider tab. Select the Open Menu button, and select New. The Add Patient Provider window appears. In the Preference Name field, select a user-defined provider type. This field is required. Note: Items available for selection are from Practice Preferences, Providers. In the Provider field, do one of the following. This field is required. Select a provider from the list. Select the search button to access the Provider Lookup window, and find the provider. Note: Providers available for selection are those that are flagged with the selected Preference Name in the Providers master file in File Maintenance. In the Effective Date field, enter a start date for the selected patient provider in mm/dd/yyyy format, if applicable. In the Expiration Date field, enter an end date for the selected patient provider in mm/dd/yyyy format, if applicable. If an expiration date was entered, select an Ex

Add Primary Care Provider for Patients

Recommendations

Open Previous Patient Charts

Apply the Patient Preferred Name to Correspondence

Add the Patient Co-Managing Provider

Set up Primary Care Providers for Patients

Add a Patient Provider

Add a Patient Provider

Add Primary Care Provider for Patients

Open Previous Patient Charts

Apply the Patient Preferred Name to Correspondence

Add the Patient Co-Managing Provider

Set up Primary Care Providers for Patients

Add a Patient Provider

Add a Patient Provider