NextGen Knowledge Center

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.

  1. To open the Person Information window from NextGen® Enterprise PM, select Lookup .
    The People Lookup window opens.
  2. To open the Person Information window from NextGen® Enterprise EHR, select File, then New, and then Person.
    The People Lookup window opens.
  3. To add a person, select New.
    The Add Person Information window opens.
  4. 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.
  5. 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 windows has the same fields.

    A NextGen® PxP Portal enrollment invitation email is automatically sent to the patient if the following information is provided while adding the person.
    • First Name
    • Last Name
    • Date of Birth
    • Birth Sex
    • Zip Code
    • Email Address