Add a Person or Patient Photo

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

Help Guide for NextGen® Enterprise PM 8

Add Patient Photos to Charts

Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup Chart Lookup icon. The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and then select Find. Patient records that match the search criteria appear in the Matching Records section. Select the patient, and then select Open. The Patient Chart window opens. In the Chart Details tab, under Patient Picture, select open menu Open Menu icon and then select New to scan a new photograph, or Open to edit the current photograph. The Scanning Device Input window opens. Scanning Device Input Window Place the patient's driver's license or ID card on the scanner and adjust the scan guide to fit the original. Under Front, select open record and then select Acquire. The scanned image appears in the Image window. Note: The image in the Selected Segment box appears in the Demographics tab. To place this image, right-click the Selected Segment and select Delete. Components of the Sca

Help Guide for NextGen® Enterprise PM 8

Normalize Capitalization of the OCR Patient Demographic Information

Select the Lookup icon to access the Modify Patient/Person Information window. The Patient Lookup window opens. Enter search criteria for the a patient. From the Matching Records list, double-click the a patient. In the Update Patient Information window, right-click the square photograph area in the upper left and then select Open or New. From the Scanning Device Input window, select Open Menu >Acquire. From the ScanShell 800DX window, select the Custom Settings tab and do the following: Select Double Sided. Select Color. From the Resolution(dpi), select 600. From the Scan size, select Business card (90 x 55mm). Insert the driver's license in the scanner. Note: n the ScanShell 800DX window, the Paper sensor field glows in green, indicating that the inserted card is ready to scan. Select the Scan button. Both sides of the license are scanned, but only the front side displays in the Scanning Device Input window. NextGen® Enterprise PM stores the scan of the back side of the license in th

NextGen® Enterprise EHR Help

Normalize Capitalization of the OCR Patient Demographic Information

Select the Lookup icon to access the Modify Patient/Person Information window. The Patient Lookup window opens. Enter search criteria for the a patient. From the Matching Records list, double-click the a patient. In the Update Patient Information window, right-click the square photograph area in the upper left and then select Open or New. From the Scanning Device Input window, select Open Menu >Acquire. From the ScanShell 800DX window, select the Custom Settings tab and do the following: Select Double Sided. Select Color. From the Resolution(dpi), select 600. From the Scan size, select Business card (90 x 55mm). Insert the driver's license in the scanner. Note: n the ScanShell 800DX window, the Paper sensor field glows in green, indicating that the inserted card is ready to scan. Select the Scan button. Both sides of the license are scanned, but only the front side displays in the Scanning Device Input window. NextGen® Enterprise PM stores the scan of the back side of the license in th

Help Guide for NextGen® Enterprise PM 8

Add Members to a Patient Group

The Members tab on the Patient Group window enables you to add patients with charts to the group. When you add a person without a chart, you are prompted to create their chart during the process. You can also manage existing future group appointments for the added members. Access Patient Groups. The Patient Group Search window opens. Search for a Patient Group. From the Matching Records section of the Patient Group Search window, select a group and then do one of the following: Select Open. Select Open Menu and select Open. Right-click and select Open. Select the Members tab. Note: Programs display for a patient when their Program Enrollment Date is on or before the current system date (today) and their Program Discharge Date is on or after the current system date or blank. The Member List displays all patients in the group with the following information: Name Birth Date Home Phone Medical Record Number Date Added Programs Expired Indicator (Y or N); Expired patients display in red tex

Help Guide for NextGen® Enterprise PM 8

Components of the Scanning Input Device Window

The following table describe the various actions you can perform on a patient's photo in the Scanning Input Device window. Search Criteria Description To rotate the card and display it upright, select the keys. Crop To copy only the image details. Copy/Paste To move the image into other files. AutoScan Mode To start the scanning process as soon as you open the Scanning Input Device window. Brightness or Contrast To modify the brightness or contrast of the image Show Scanner Interface To display the scanner's options box. You can use it to manipulate the scanned image. Parent topic: Add Patient Photos to Charts

Add a Person or Patient Photo

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Add General Information for Persons or Patients

Add Patient Photos to Charts

Normalize Capitalization of the OCR Patient Demographic Information

Normalize Capitalization of the OCR Patient Demographic Information

Add Members to a Patient Group

Components of the Scanning Input Device Window