Managing Patient Information in charts

Help Guide for NextGen® Enterprise PM 8

Viewing Patient Demographics Information

The Demographics tab in Patient Information is the default tab that appears on the patient chart displaying demographics, patient status and client-defined information for the patient. You can select Who/When button to view the Created By and Last Modified By information. The demographics information consists of gender identity, preferred pronoun, current gender, sexual orientation, veteran status, and pharmacy information. The fields that appear for demographic information depend on the selections made on the Enterprise Preferences Client Defined tab and/or the Practice Preferences of the Chart window. You can create the Patient Expired label on an expired patient's chart by selecting the Expired check box and entering the expired date on the Demographics tab in the Add Person Information or Modify Person Information window For more information on adding or modifying patient demographic information, go to NextGen Healthcare Success Community and download the Patient Demographics Guide

Help Guide for NextGen® Enterprise PM 8

Viewing Patient Chart Details

In the Chart Details tab of Patient Information, you can view practice-related information of the patient, such as the patient's provider, medical recorder number, and privacy notice information. You can view additional patient information in eight user-defined fields set up in practice preferences. You can use the Chart Details tab window to do the following: Setting up the default rendering and referring provider for a patient Exempting a patient from outsourcing Issuing a privacy notice to a patient Setting Up patient co-manage information Recording the patient marketing plan For more information about patient chart details go to NextGen Healthcare Success Community and download the latest Case Management Guide for NextGen® Enterprise PM. Exempt Patient Encounters from Outsourcing You can use the Patient Information tab on the patient's chart to exempt a patient from outsourcing. Issue Privacy Notices to Patients You can use the Patient Information tab on the patient chart to issue

Help Guide for NextGen® Enterprise PM 8

Patient Demographics

Specific patient information that is available in a patient's record is called patient demographics. The following data comprises the patient demographics: Name Age Gender Allergies Previous Medical History Contact Information Marriage Status Insurance ID This section provides information on how to search for a patient based on the demographic data, customize patient demographics, open, previous records, add and maintain demographic records for persons and patients within the practice. Searching for a Person or Patient in NextGen Enterprise PM You can search for a person or patient in a practice based on the search criteria or secure lookup functionality. Person and Patient Information Real-time Address Validation You can automatically validate the demographic address of a person registered in NextGen Enterprise EHR or NextGen Enterprise PM against the United States Postal Service (USPS) database." Person Merge You can use the Person Merge process in NextGen® Enterprise PM to find dupl

Help Guide for NextGen® Enterprise PM 8

Adding Person or Patient Details

To add a patient, you must first enter data for all mandatory fields of the complete the required fields on each tab of the Add Patient Information or Add Person Information window, and then for other fields required by your practice. A system administrator can configure the mandatory fields in Enterprise Preferences and Practice Preferences in File Maintenance. The Add Patient Information or Add Person Information window contains the following tabs: Demographics UDS Status - complete the practice and enterprise required fields Client Defined Provider Relations/Role Ext Pharmacy Chart Details After you enter data in the mandatory fields, you can save the information. Adding Information to Person or Patient Profiles You can enter the general, contact, demographic and insurance information for persons or patients on the Demographics tab. Add Demographics to Patient Profiles You can add a patient's demographic information through the Add Person Information window. Set up Patient Status Yo

Help Guide for NextGen® Enterprise PM 8

Viewing Demographics Information

The following patient demographic information appears on the Patient Information Bar in NextGen® Enterprise PM: Sex Note: Sex is abbreviated. You can hover over the abbreviation to view the full description. Date of Birth Age Note: In case of expired patients, (Deceased) appears instead of age. Person Number Medical Record Number (MRN) Other ID Number Other ID Number is based on the details in the External tab of the Modify Patient Information. A practice can configure the Patient Information Bar to display up to three additional demographic fields from among the following: Default Guarantor Preferred Language Credit Card On File Preferred Pronoun Primary Care Provider Gender Identity Current Gender Patient Status Note: The Enable patient status option must be enabled in Chart, in Practice Preferences. Primary Dental Provider Sexual Orientation A practice can also configure the Patient Information Bar to display up to three additional demographic fields from the following database tabl

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 forNextGen®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 information bar in patient chart 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

Managing Patient Information in charts

Recommendations

Viewing Patient Demographics Information

Viewing Patient Chart Details

Patient Demographics

Adding Person or Patient Details

Viewing Demographics Information

Open the Patient Information Bar in the Patient Chart

Viewing Patient Demographics Information

Viewing Patient Chart Details

Patient Demographics

Adding Person or Patient Details

Viewing Demographics Information

Open the Patient Information Bar in the Patient Chart