NextGen Knowledge Center

Enable Gender Related Details in Documents

You can only enable and control gender related details for Master and Patient Plan documents from the Document configuration in the SOGI/Transgender section. To enable gender related details on other customized documents, you must insert predefined macros in the documents. The SOGI details will then appear in those documents. However, unlike Master and Patient Plan documents, you cannot control details from appearing on customized documents.

For more information on inserting predefined macros to a document, go to NextGen Healthcare Success Community and download the latest Documents User Guide (TX Text Control) for NextGen® Enterprise EHR.

  1. On the Practice Configuration template, scroll to the SOGI/Transgender section.
  2. From the Document configuration, select one or more of the following options for Master and/or Patient Plan documents:
    • Birth Sex
    • Current Gender
    • Gender Identity
    • Preferred Name
    • Preferred Pronoun
    • Sexual Orientation
    The selected details appear in the patient information header of the NextGen® Adaptive Content Engine Master and Patient Plan documents.
    SOGI/Transgender section

  3. Click Save and Close.