Add a Patient on the Add Patient Information Window

NextGen® Enterprise EHR Help

Add a Person on the Add Person Information Window

You can add a person on the Add Person Information window in NextGen® Enterprise PM or NextGen® Enterprise EHR. On the Add Patient Information window, a person becomes a patient after you add a Chart. To open the Person Information window from NextGen® Enterprise PM, select Lookup. The People Lookup window opens. To open the Person Information window from NextGen® Enterprise EHR, select File, then New, and then Person. The People Lookup window opens. To add a person, select New. The Add Person Information window opens. To search for an existing person in NextGen® Enterprise PM, enter the search criteria. Then in the Matching Records list, double-click the desired patient. The Update Person Information window opens. To search for an existing person in NextGen® Enterprise EHR, enter the search criteria and select Find. Then in the Matching Records list, double-click the desired person. The Update Person Information window opens. The Demographics tab of the Add Person and Update Person wi

NextGen® Enterprise EHR Help

Add General Information for Persons or Patients

You must add the person or patient's general identification information, such as the first and last name, social security number, birth date, sexual profile, and preferred pronoun. General information for a patient or person appears as a header on every tab of the patient or person information windows. Open NextGen® Enterprise. Open the People Lookup window, and then select New. The Add Person Information window opens. Select a Prefix preferred by the person or patient. Mr, Mrs, or Reverend. Enter the Last name and First name for the person or patient. Both are required fields. Select the Previous Last link and then enter the previous last name of the person or patient. Select the Previous First link and then enter the previous first name of the person or patient. Enter the person or patient's Middle name. Select the preferred Suffix, additional information after the person or patient's last name. Enter the Preferred Name that the person or patient wants to be addressed by. Enter the S

NextGen® Enterprise EHR Help

Demographic Information in a Person or Patient Profile

On the Demographics tab of the Person Information or Patient Information window, you can enter the following data: General Information - includes name, sexual profile, social security number, and birth date. Contact Information - includes phone numbers, email address, and preferred contact methods. Demographic Information - includes marital status, student status, preferred language, religious information, and dental and primary provider. You can also enroll the patient in the Enterprise Chart feature. Insurance Information - includes insurers, authorizations, referrals, and eligibility inquiries. The optional and required fields that display on this window are determined by your system administrator's selections in Enterprise and Chart Practice Preferences. All required fields display in red text. Add a Person on the Add Person Information Window Add a person on the Add Person Informationwindow in NextGen® Enterprise PM or NextGen® Enterprise EHR. Add a Patient on the Add Patient Info

Help Guide for NextGen® Enterprise PM 8

Demographic Information in a Person or Patient Profile

On the Demographics tab of the Person Information or Patient Information window, you can enter the following data: General Information - includes name, sexual profile, social security number, and birth date. Contact Information - includes phone numbers, email address, and preferred contact methods. Demographic Information - includes marital status, student status, preferred language, religious information, and dental and primary provider. You can also enroll the patient in the Enterprise Chart feature. Insurance Information - includes insurers, authorizations, referrals, and eligibility inquiries. The optional and required fields that display on this window are determined by your system administrator's selections in Enterprise and Chart Practice Preferences. All required fields display in red text. NextGen PxP Portal Enrollment Status Icon Persons, Patients, and Enterprise Chart In a practice, a person, a patient without a chart, a patient with a chart are represented by different icon

NextGen® Enterprise EHR Help

Enroll a Patient in Enterprise Chart from the Modify Patient Information Window

If you did not enroll a new patient in Enterprise Chart from the Add Patient Information window, you can enroll the patient manually from the Modify Patient Information window. This option is available in the NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management applications. Access the Patient Lookup window. Perform a search for the applicable patient. Select the patient. Do one of the following: Select the Open Menu button, and select Open. In NextGen® Enterprise EHR, from the File menu, select Modify Patient. The Demographics tab of the Modify Patient Information window appears. Select the Enterprise Chart check box. Select OK. The existing patient is enrolled in Enterprise Chart. Note: For a patient newly enrolled in Enterprise Chart, you may need to reopen the patient's chart to view information from other practices. Parent topic: Enterprise Chart Patients

Help Guide for NextGen® Enterprise PM 8

Creating Patient Charts

An individual added to NextGen® Enterprise PM without a chart is known as a person. A person may be someone with an existing appointment, an account guarantor, insurance subscriber, or an emergency contact. A person is allocated a unique identifier and stored in the Master Person Index (MPI) which is shared by all individuals within an enterprise system. When you create a chart for a person in a practice, the person qualifies as a patient. Only the practice that creates the patient chart, has access to it. A patient associated with multiple practices has a single demographic record that can be shared with all other practices using MPI. For more information on entering and maintaining person and patient demographic information, go to and download Patient Demographics Guide for NextGen® Enterprise. Search for a Person or Patient You can search for an individual with or without chart in the Patient Lookup window. Components of the Patient Lookup Window Details of search criteria to search

Add a Patient on the Add Patient Information Window

Recommendations

Add a Person on the Add Person Information Window

Add General Information for Persons or Patients

Demographic Information in a Person or Patient Profile

Demographic Information in a Person or Patient Profile

Enroll a Patient in Enterprise Chart from the Modify Patient Information Window

Creating Patient Charts

Add a Person on the Add Person Information Window

Add General Information for Persons or Patients

Demographic Information in a Person or Patient Profile

Demographic Information in a Person or Patient Profile

Enroll a Patient in Enterprise Chart from the Modify Patient Information Window

Creating Patient Charts