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Open Previous Patient Records for Posting Charges
From the main toolbar in
NextGen® Enterprise PM
, select
Charges
.
In the
Charge Posting
window, select the open menu
icon next to
Patient
, and then select
Access Previous Patient
.
A list of the last five recently accessed patient records appears.
Select a patient.
The selected patient's details and the patient's most recent encounter appear.
Open Previous Patient Records for Posting Charges
Help Guide for NextGen® Enterprise PM 8
Open the Active Patient Records for Posting Charges
From the main toolbar in NextGen® Enterprise PM, select Charges. In the Charge Posting window, select the open menu icon next to Patient, 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
Help Guide for NextGen® Enterprise PM 8
Open Previous 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 Previous Patient. A sub-menu appears, displaying the last five recently accessed patient records. Select a patient. The selected patient's details and most recent encounter appear. 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
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
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
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