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Search for Patients in
NextGen® Enterprise PM
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
.
Optional:
To perform a search using different criteria, select
Clear
.
Optional:
If the record does not exist, select
New
to add a person or patient.
View Previous Person or Patient Records
You can search for and open a recently-opened person or patient record.
View Appointments for a Previous Person or Patient
You can open existing appointments for the most recently-opened person or patient record.
Open Previous Patient Records for Posting Charges
You can quickly open the previous patient record along with the latest encounter and perform charge posting on the Charge Posting window.
Open Previous Patient Records for Making Payment Entries
You can open a previously accessed patient record along with the patient's most recent encounter to make payment entries in the Payment Entry window.
Set Active Patients
You can set a patient record as active, and quickly access it from other areas of
NextGen® Enterprise PM
.
Open Active Person or Patient Records
You can quickly open the currently active person or patient record.
View Appointments for the Active Patient
You can view the list of appointments set for the active patient record.
Link Active Patients to a New Appointment
You can quickly open the active patient record and link new appointments.
Link Active Patients to an Existing Appointment
You can quickly open the active patient record and link any existing appointments.
Open the Active Patient Records for Posting Charges
You can open the active patient record to post charges on the Charge Posting window.
Open the Active Patient Records for Making Payment Entries
You can open the active patient record and the latest encounter to quickly make payment entries on the payment entry window.
Search for Patients in NextGen® Enterprise PM
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
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
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
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 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. Parent topic: Search for Patients in NextGen Enterprise PM
Help Guide for NextGen® Enterprise PM 8
Link Active Patients to an Existing Appointment
Before you begin You must first remove the link between the existing person record and the appointment. From the main toolbar in NextGen® Enterprise PM, select ApptBook . In the Appointment Book window, double-click the appointment. In the Edit Appointment window, select the open menu icon next to the Last Name, and then select Clear Patient. A confirmation message appears. Select OK. In the Edit Appointment window, select the open menu icon, and then select Access Active Patient. The active patient is linked to the existing appointment. Parent topic: Search for Patients in NextGen Enterprise PM
