Client-Defined Master Lists

Help Guide for NextGen® Enterprise PM 8

IHS Specific Master Lists

When enabled, a UDS tab displays on the Add/Modify Patient Information window in NextGen® Enterprise PM. The tab includes fields for capturing additional patient demographic information used by IHS practices for reporting purposes. The UDS tab and related IHS fields are enabled at the enterprise level. Therefore, they are available to all practices in the enterprise. The pick-list items available for user selection in each IHS field are created in the corresponding Master Lists tables in File Maintenance. The following Master List tables must be manually created since the items in each table may vary for each IHS practice: Blood Quantum Descendancy IHS Eligibility Status The following Master List tables can be pre-loaded after the NextGen® Enterprise applications are installed by using the IHS Report Export Utility provided by NextGen Technical Consulting Services: Classification/Beneficiary Community Code Tribal Affiliation Blood Quantum Descendancy IHS Eligibility Status Classificati

Help Guide for NextGen® Enterprise PM 8

Add or Modify Master List Items

To keep your reports manageable, consider adding no more than 25 codes to any one Master List table. You can set up a code of Other for each list to cover less frequently used data entries. Open File Maintenance. Select Master Lists. The Master Lists List window opens. Master Lists List In Master List, select a master list table. The items within the master list appear. To filter the master list items, select or clear any of the following check boxes: Include Hidden Items to display items in the master list that are hidden. Include EHR Items to display items in the master list that are set up as Show in EHR. Include PM Items to display items in the master list that are set up as Show in PM. To add or modify a master list item, do one of the following: To open the Add [Master Lists] Information window and add a master list item, select open menu , and then select New. To open the Modify [Master List] Information window and modify a master list item, select the item you want to modify, s

Help Guide for NextGen® Enterprise PM 8

UDS Related Master Lists

When enabled, a UDS tab displays on the Add/Modify Patient Information window in NextGen® Enterprise PM. The tab includes fields for capturing additional patient demographic information used by Health Centers for UDS Report purposes. The UDS tab and related fields are enabled at the enterprise level. Therefore, they are available to all practices in the enterprise. The pick-list items available for user selection in each UDS field are created in the corresponding Master Lists tables in File Maintenance. The following Master List tables come pre-installed with valid values for the UDS Report: Ethnicity Homeless Status Language Barrier Migrant Worker Status Public Housing Primary Care Race School Based Health Center The following Code Table comes pre-installed with valid values for the UDS Report: Veteran Status The Payers master file is used for the following UDS field: Primary Medical Coverage Ethnicity Financial Classes Homeless Status Language Barrier Migrant Worker Status Provider T

Help Guide for NextGen® Enterprise PM 8

Setting Up Master Lists for Health Centers

Master Lists are types of tables that enable you to add and modify the items within each list. You define items in each list to be used for billing and collections, maintaining patient records, and tracking practice-specific information. You can use the terminology relevant to your organization for reporting purposes. Master Lists items do not appear on claims. Note: If you change a setting that affects NextGen® Enterprise PM, it takes several minutes for the change to take effect. For a faster update while you are in NextGen Enterprise PM, log off, and then log back on. Each of the patient demographic fields for UDS and IHS corresponds to a Master List table in File Maintenance. Each table should be setup to include the appropriate pick-list options for end user selection on the UDS tab of the Add/Modify Patient Information window . Add or Modify Master List Items You can add a master list item or modify an existing item in the Master Lists section of File Maintenance. UDS Related Mas

NextGen® Enterprise EHR Help

Managing Client Defined Information

The Client Defined tab appears only when one or more custom Client Defined fields have been created in Enterprise Preferences. Up to 14 client-defined fields can be set up and then used to collect additional information for what is not already a standard field within the application. In Enterprise Preferences, each client-defined field can be set up to be required either for all persons and patients when a demographic record is created, or for all patients when a chart is created. In Practice Preferences, each client-defined field can be set up to be required either for all persons and patients when an appointment is scheduled, or for all patients when a chart is created. Information on the Client Defined tab is stored at the enterprise level; therefore, all practices in the same enterprise share the same information for a person or patient. The Client Defined tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Informat

Help Guide for NextGen® Enterprise PM 8

Set Up Client Defined Fields for Health Centers

Additional custom patient demographic fields can be created and made available on the Client Defined tab of the Add/Modify Patient Information window. Up to 14 client defined fields are available that can be used to capture additional information about patients. These fields can be included on most reports in NextGen® Enterprise PM. Note: For the Client Defined tab to display on the Add/Modify Patient Information window, at least one client defined field must be created. Open Enterprise Preferences. Select the Client Defined tab. In the Client Defined Label column, click into the first blank field and enter a name for the client defined field. Note: Each field label creates a Master List table in File Maintenance by the same name. Repeat steps 1-3 to create additional client defined fields. To save changes and close the window, click OK. Make Client Defined Fields Required Parent topic: Health Center Setup Requirements

Client-Defined Master Lists

Recommendations

IHS Specific Master Lists

Add or Modify Master List Items

UDS Related Master Lists

Setting Up Master Lists for Health Centers

Managing Client Defined Information

Set Up Client Defined Fields for Health Centers

IHS Specific Master Lists

Add or Modify Master List Items

UDS Related Master Lists

Setting Up Master Lists for Health Centers

Managing Client Defined Information

Set Up Client Defined Fields for Health Centers