UDF Tab

Help Guide for NextGen® Enterprise PM 8

UDF Tab

The UDF (User Defined Fields) tab on the Add/Edit Appointment window displays information entered in practice-level Chart User Defined fields and/or enterprise-level Client Defined fields for the patient. Practice-level UDF fields are created in Practice Preferences > Chart. There are eight fields available. Patient information is entered in these fields on the Chart > Patient Information tab > Chart Details sub-tab. Enterprise-level UDF fields are created in Enterprise Preferences > Client Defined tab. There are fourteen fields available. Patient information is entered in these fields on the Add/Modify Patient Information window > Client Defined tab. Parent topic: Appointment Information

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

Appointment Information

This section provides additional information about the Add/Edit Appointment window. Patient Tab History Tab Recall/Waitlist Tab UDF Tab Insurance/Diagnosis Tab You can manage patient insurance and diagnosis details in the appointment window for streamlined administration. Tasks/Providers Tab Note Tab Marketing Tab Guidelines Tab Reminders Tab Appointment Insurance Data Repository Data Field Primary, secondary, and tertiary appointment payer data repository fields have been added in Forms, Forms Enhanced, and Letters Master Files to reflect the appointment insurance in the forms.

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

File Maintenance Help for NextGen® Enterprise 8

Restrict User Access to the Client Defined Tab

When at least one of the 14 client defined fields are labeled in the Enterprise Preferences, the Client Defined tab displays in the Add/Modify Patient Information window. Security rights determines the users ability to modify the fields on this tab. Open System Administrator, and then select the appropriate group. Select the Rights tab. Expand MODULES > General > Client Defined. Under Access Rights, select the rights you want to grant. Note: If Add is checked but Update is not, users can make a selection in the blank Client Defined fields when they open a chart. However, when they reopen the chart, any fields with values are disabled. If Update is checked but Add is not, users can make a selection in the Client Defined fields that have values. Blank fields are disabled. If a client-defined field is required but a user does not have the proper access rights to modify the field, the user cannot save patient charts. Select Save or Update. Parent topic: User Access to Client Defined Fields

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

UDF Tab

Recommendations

UDF Tab

Client Defined Tab

Appointment Information

Make Client Defined Fields Required

Restrict User Access to the Client Defined Tab

Client-Defined Fields

UDF Tab

UDF Tab

Client Defined Tab

Appointment Information

Make Client Defined Fields Required

Restrict User Access to the Client Defined Tab

Client-Defined Fields