Patient Demographic Template

NextGen® Adaptive Content Engine Help Enterprise 8

Open the Patient Demographics Template

You can document patient details such as contact number, address, Primary Care Physician (PCP), primary practice provider, insurance, pharmacy, provider, emergency contact, employment, and reminder details, on the Patient Demographics template. Open NextGen® Enterprise EHR. Select a patient record. To open the Patient Demographics template, do one of the following: Open the Templates module, and double-click Patient Demographics in the Demographics tab. On the Home Page template, select the Demographics link. The Patient Demographics template opens. Patient Demographics Add Patient Demographic Information You can add demographic details of a patient on the Patient Demographics template. Editing the Patient's Address History You can view and edit the patient's address history details in the Address panel of the Patient Demographics template. Add Reminders through the Patient Demographics Template You can add a reminder. Parent topic: Managing the Telephone Call Template

NextGen® Enterprise EHR Help

Access the Patient Demographics Template

You can also access the Patient Demographics template from Demographics links on various NextGen® Adaptive Content Engine. For more information, go to the NextGen Healthcare Success Community, and download the NextGen® Adaptive Content Engine documentation for the specific template. Open an existing patient in NextGen® Enterprise EHR. For more information, refer to the Person and Patient Lookup in EHR section. Open the Select Template window and select the Demographics tab. Select the Patient Demographics template. For more information on selecting a template, go to the NextGen Healthcare Success Community and download the Templates User Guide for NextGen Enterprise EHR. The Patient Demographics template appears, displaying the selected patient's information. Expand the panels to view the information in them. You can add or edit information in the enabled fields. To save your updates without closing the template, select Save from the File menu. To save the updates and close the templat

NextGen® Adaptive Content Engine Help Enterprise 8

Add Patient Demographic Information

You can add demographic details of a patient on the Patient Demographics template. Open NextGen® Enterprise EHR. Open the Patient Demographics template, and then expand the Patient Information panel. Patient Information Enter values for the following fields: State of birth Country of birth Blood type Enter information in the Race and Ethnicity fields. Note: You can add multiple values for race and ethnicity. To enter the patient's social security number, preferred language, and marital status on the Modify Patient Information template, select the corresponding fields. The Modify Patient Information window opens. The social security, preferred language, and marital status information you update in the Modify Patient Information window automatically appears in the Patient Information panel of the Patient Demographics template If the patient is married, enter the spouse name. Select Update, and then select Save & Close. Parent topic: Open the Patient Demographics Template Related tasks Op

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

Person Merge

You can merge duplicate person and patient records. The merging process is based on one of several search scenarios that identify potential duplicate person records. After potential duplicates are identified, you can view the person and patient information details, and the practice that is associated with the records. When duplicate patients are merged, all patient information, such as general, status, provider, employer, pharmacy, insurance, immunizations, and contact; chart information; and history are pulled from the merged record and added to the retained record. Patient notifications for the retained person remain during the merge process. For example, if the retained person has patient notifications for a practice, only those patient notifications are displayed after the merge. For more information on patient notifications preferences, go to NextGen Healthcare Success Community, and download the latest File Maintenance Preferences Guide for NextGen Enterprise. Medical records tem

NextGen® Enterprise EHR Help

Set up a Template as Favorite

In User Settings, you can set up medical records and demographic templates as favorite that appear in the Chart list, which you can access directly from NextGen Care® Population Management Hub. Open NextGen Care® Population Management Hub. Select the settings icon. The Settings window opens. On User Settings, select Templates and then do one of the following: To open medical record templates, select Medical Records. To select demographic templates, select Demographics. The Available Templates section lists the templates as per the selected template type. From the Available Templates list, select a template to set as favorite and select Add. Note: You can configure a maximum of ten favorite templates. The selected template appears in the Favorite Templates list. Note: You can also remove a template from the Favorite Templates list and move it back to the Available Templates list. To change the position of the in the Chart list, select the template from the Favorite Templates list and se

Patient Demographic Template

Recommendations

Open the Patient Demographics Template

Access the Patient Demographics Template

Add Patient Demographic Information

Viewing Patient Demographics Information

Person Merge

Set up a Template as Favorite

Open the Patient Demographics Template

Access the Patient Demographics Template

Add Patient Demographic Information

Viewing Patient Demographics Information

Person Merge

Set up a Template as Favorite