Add a Patient Provider

NextGen® Enterprise EHR Help

Modify a Patient Provider

Open the Person Information or Patient Information window for the desired person or patient. Select the Provider tab. Select the row for the provider to be modified. Select the open menu , and select Open. The Modify Patient Provider window appears. Modify the following fields as needed: Preference Name Provider Effective/Expiration Dates Expiration Reason Primary Preference Name To save changes and close the window, select OK. Parent topic: Managing Provider Information

NextGen® Enterprise EHR Help

Flag a Patient Provider as Primary

When two or more providers with the same preference name exist for a patient, the Primary indicator can be easily changed from one provider to another. Open the Person Information or Patient Information window for the desired person or patient. Select the Provider tab. Select the row for the provider to be flagged as primary. The Primary column currently displays N. Select the open menu , and select Make Primary. A message appears if you want to make the provider as primary. To flag the provider as primary, select Yes. The Primary column now displays Y. Note: On the Modify Patient Provider window, the Primary Preference Name check box is automatically selected for the provider. Parent topic: Managing Provider Information

Help Guide for NextGen® Enterprise PM 8

Add a Patient Provider

Open the Person Information or Patient Information window for the desired person or patient. Select the Provider tab. Select the open menu , and select New. The Add Patient Provider window appears. Select a user-defined provider type from Preference Name. This field is required. Note: Your system administrator manages providers from Practice Preferences, Providers. Select a Provider. To search for a specific provider, select . The Provider Lookup window opens. Note: The providers listed for selection are those that are flagged with the selected Preference Name in the Providers master file in File Maintenance. Enter an Effective Date to start for the selected patient provider in mm/dd/yyyy format, if applicable. Enter an Expiration Date to end for the selected patient provider in mm/dd/yyyy format, if applicable. If an expiration date was entered, select an Expiration Reason, if applicable. Note: Your system administrator manages the Provider Expiration Reasons from the master list in F

NextGen® Enterprise EHR Help

Managing Provider Information

The Provider tab appears only when one or more custom User Defined Patient Provider fields have been created in Practice Preferences. Up to 12 patient provider fields can be set up and then used to collect additional provider information for a person or patient. Information on the Provider tab is stored at the practice level; therefore, each practice can enter and maintain different information for a person or patient. The Provider tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information Yes Yes N/A Patient Information Yes Yes No For more information, go to the NextGen Healthcare Success Community, and download the following guides: For setting up User Defined Patient Provider fields in Practice Preferences, refer to the File Maintenance Preferences Guide for NextGen® Enterprise. For setting up Providers for selection in a patient provider field, refer to the File Maintenance Master Files Guide for NextGen® Enter

Help Guide for NextGen® Enterprise PM 8

Set up Primary Care Providers for Patients

Each patient must be assigned a primary care provider. Open NextGen® Enterprise PM. From the Tasks menu, select Lookup > Charts. The Patient Lookup window opens. To search for a patient, enter the search criteria data. You can use different combinations of the search criteria to search for a patient. Select Find. Patient records that match the search criteria, appear in the Matching Records section. Double-click the patient to open. The Update Patient Information window opens. Select the Provider tab. Select open menu Open Menu button and select New. The Add Patient Provider window opens. Select the provider type in Preference Name. Provider types are set up on the Providers tab in Practice Preferences. Select the applicable provider from the Provider list. Select the Primary Preference Name check box. This field is required. Enter an Effective Date and Expiration Date for the provider. These fields are optional. Effective date is the date the provider became the default provider for t

Help Guide for NextGen® Enterprise PM 8

Modify a Patient Provider

Open the Person Information or Patient Information window for the desired person or patient. Select the Provider tab. Select the row for the provider to be modified. Select the open menu , and select Open. The Modify Patient Provider window appears. Modify the following fields as needed: Preference Name Provider Effective/Expiration Dates Expiration Reason Primary Preference Name To save changes and close the window, select OK. Parent topic: Managing Provider Information

Add a Patient Provider

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