Open Previous Patient Charts

Help Guide for NextGen® Enterprise PM 8

Open Previous Patient Records

When working with multiple patients, you can access a recently accessed patient chart without performing a chart lookup. 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 then 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 window opens. Select open menu Open Menu icon and select Access Previous Patient. The most recently opened patient chart list appears. Select the patient record you want to open from the list. The selected patient's chart opens. Parent topic: Viewing Patient Demographics Information

Help Guide for NextGen® Enterprise PM 8

Open Active 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 Active Patient. The patient chart opens for the active patient. Parent topic: Search for Patients in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Open Active Patient Records

In NextGen® Enterprise PM, do one of the following to open the Patient Lookup window: On the main toolbar, select Chart. From the Tasks menu, select Lookup > Charts. Patient Lookup Window Select the arrow next to Find, and then select Access Active Patient from the menu. The patient chart opens for the active patient. Parent topic: Opening the Active Patient Record

Help Guide for NextGen® Enterprise PM 8

Set Active Patient Status for Patients

A patient set as the active patient remains in recall when you work with other patient charts and is available for quick access. 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 then 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 window opens. Select open menu Open Menu icon and select Set Active Patient. The current patient is set as an active patient. Parent topic: Viewing Patient Demographics Information

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

Open the Patient Information Bar in the Patient Chart

Before you begin You must set the Practice and user preferences, to enable the Patient Information Bar in the patient chart. For more information on the patient chart, go to the NextGen Healthcare Success Community and download the latest Accounts and Patient Records User Guide for NextGen® Enterprise PM. Open NextGen® Enterprise PM. From the main toolbar, select Chart. The Patient Lookup window opens. Search for and select the patient using the available search criteria. The patient chart opens displaying the Patient Information Bar, where you can exclusively select Patient Chart Lookup and Open Menu to search for patients, set an active patient, and manage the NextGen® PxP Portal enrollment. Patient Lookup and Open Menu Buttons The Patient Chart Lookup button opens the Patient Lookup window, while the Open Menu button displays options to modify the patient's records. Parent topic: Viewing the Patient Information Bar

Open Previous Patient Charts

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Open Previous Patient Records

Open Active Person or Patient Records

Open Active Patient Records

Set Active Patient Status for Patients

Set Active Patients

Open the Patient Information Bar in the Patient Chart

Open Previous Patient Records

Open Active Person or Patient Records

Open Active Patient Records

Set Active Patient Status for Patients

Set Active Patients

Open the Patient Information Bar in the Patient Chart