Open Active Person or Patient Records

Help Guide for NextGen® Enterprise PM 8

View Appointments for the Active Patient

Open NextGen® Enterprise PM. Do one of the following: From the main toolbar, select Chart. Select Tasks > Lookup > Charts. In the Patient Lookup window, enter search criteria and select Find. Do one of the following: From the main toolbar, select Appointments. Select Tasks > Lookup > Appointments. In the Appointment Lookup window, select the arrow next to Find, and then select Access Active Patient.The Appointment List section of the Appointment Lookup window displays appointments for the active patient. Parent topic: Search for Patients in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

View Previous Person or Patient Records

Open NextGen® Enterprise PM. Do one of the following: From the main toolbar, select Chart. Select Tasks > Lookup > Charts. In the Patient Lookup window, enter search criteria and select Find. Select the arrow next to Find, and then select Access Previous Patient. The last five recently-opened accessed people records appear in the sub-menu. Select a person. The details of the previous patient appear on the Update Person Information window. Parent topic: Search for Patients in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Set Active Patients

Open NextGen® Enterprise PM. Do one of the following: From the main toolbar, select Chart. Select Tasks > Lookup > Charts. In the Patient Lookup window, enter search criteria and select Find. Select Tasks > Lookup > Charts. Enter search criteria and select Find. Double-click the patient with folder indicator.The chart of the selected patient opens. Select the open menu icon next to the patient's name, and then select Set Active Patient.The patient is set as the current active patient. Note: The Active Patient indicator appears on the status bar on the NextGen® Enterprise PM desktop. You can hover over the Active Patient indicator to view the active patient's name. Parent topic: Search for Patients in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Link Active Patients to a New Appointment

From the main toolbar in NextGen® Enterprise PM, select ApptBook. In the Appointment Book window, select Add Appt. In the Add Appointment window, select the open menu icon next to Last Name, and then select Access Active Patient. The active patient record is linked to the new appointment. Parent topic: Search for Patients in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

View Appointments for a Previous Person or Patient

Open NextGen® Enterprise PM. Do one of the following: From the main toolbar, select Chart. Select Tasks > Lookup > Charts. In the Patient Lookup window, enter search criteria and select Find. Do one of the following: From the main toolbar, select Appointments. Select Tasks > Lookup > Appointments. In the Appointment Lookup window, select the arrow next to Find, and then select Access Previous Patient.The last five recently-opened patient records appear. Select a patient.The Appointment List section of the Appointment Lookup window displays appointments for the previous patient. Parent topic: Search for Patients in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Open the Active Patient Records for Making Payment Entries

From the main toolbar in NextGen® Enterprise PM, select Posting. In the Batch Posting window, double-click the batch header record. In the Payment Entry window, select the open menu icon next to Patient/MRN, and then select Access Active Patient. The active patient details and the patient's most recent encounter appear. Parent topic: Search for Patients in NextGen Enterprise PM

Open Active Person or Patient Records

Recommendations

View Appointments for the Active Patient

View Previous Person or Patient Records

Set Active Patients

Link Active Patients to a New Appointment

View Appointments for a Previous Person or Patient

Open the Active Patient Records for Making Payment Entries

View Appointments for the Active Patient

View Previous Person or Patient Records

Set Active Patients

Link Active Patients to a New Appointment

View Appointments for a Previous Person or Patient

Open the Active Patient Records for Making Payment Entries