Set Up Client Defined Fields for Health Centers

Help Guide for NextGen® Enterprise PM 8

Client-Defined Master Lists

When enabled, a Client Defined tab displays on the Add/Modify Patient Information window in NextGen® Enterprise PM. The tab includes up to 14 customized fields for capturing additional patient information that is not already a standard field within NextGen® Enterprise PM. The fields can be used by Health Centers and IHS practices for informational and reporting purposes. The Client Defined tab and related fields are enabled at the enterprise level. Therefore, they are available to all practices in the enterprise. Once a Client Defined field is created in Enterprise Preferences > Client Defined tab, a new Master List table by the same name becomes available in File Maintenance. The pick-list items available for user selection in each Client Defined field are created in the corresponding Master List tables. Parent topic: Setting Up Master Lists for Health Centers

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

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

File Maintenance Help for NextGen® Enterprise

Client-Defined Fields

You can add multiple client-defined fields at the enterprise level in the Client Defined tab in the Enterprise Preferences window. When you add a client-defined field, a corresponding master list with the same name is created in File Maintenance. You can add values to the master list from File Maintenance. Users can view and select those values from the corresponding client-defined fields. These fields are displayed in the following areas. In the Add/Modify Person/Patient Information window and on the Client Defined and Demographics tabs in NextGen® Enterprise PM and NextGen® Enterprise EHR. On the Patient Information and Demographics tabs on the patient chart and in the Appointment Details window on the Chart/Ins tab in NextGen® Enterprise PM. In the Practice Preferences, Appt Scheduling, Chart, Required on link appt, Data Repository, Patient Information, and Required Fields data field list, as well as the Form and Label Template master files in File Maintenance . Note: If Client Defi

File Maintenance Help for NextGen® Enterprise 8

Client Defined Tab

The Client Defined tab enables you to add multiple client-defined fields at the enterprise level. These fields display in various areas of NextGen® Enterprise EHR and NextGen® Enterprise PM. When you add a client-defined field, a corresponding master list with the same name is created. The values you add to the master lists become the values users can select when the client-defined fields display in the following areas of NextGen® Enterprise EHR and NextGen® Enterprise PM. In NextGen® Enterprise PM and NextGen® Enterprise EHR Add/Modify Person/Patient Information window, on the Client Defined tab and the Demographics tab. In NextGen® Enterprise PM Patient Chart Patient Information tab and Demographics tab. Also on the NextGen® Enterprise PM Appointment Details window, on the Chart/Ins tab. In File Maintenance Practice Preferences, Appt Scheduling, Chart, Required on link appt, Data Repository, Patient Information, Required Fields data field list, and Form and Label Template master file

Help Guide for NextGen® Enterprise PM 8

Make Client Defined Fields Required

Client Defined fields can be set up to be required at either the Enterprise level or at the Practice level. If required at the Enterprise level, users in all practices in the enterprise must enter data in the Client Defined fields for all persons (globes) and all patients (charts). There are two options available: Require Always: Makes the fields required when the demographic record is created for a person or patient. Require on Chart Creation: Makes the fields required when the chart is created for a patient. If required at the Practice level, there are two points at which users in the practice must enter data in the Client Defined fields; either when an appointment is scheduled for a person or patient, or when the chart is created for a patient. To require Client Defined fields at the enterprise level, do the following: Access Enterprise Preferences. Click the Client Defined tab. Click the Require Always column or the Require on Chart Creation column for the appropriate fields. A gre

Set Up Client Defined Fields for Health Centers

Recommendations

Client-Defined Master Lists

Managing Client Defined Information

Managing Client Defined Information

Client-Defined Fields

Client Defined Tab

Make Client Defined Fields Required

Set Up Client Defined Fields for Health Centers

Client-Defined Master Lists

Managing Client Defined Information

Managing Client Defined Information

Client-Defined Fields

Client Defined Tab

Make Client Defined Fields Required