Add a Support Role

Help Guide for NextGen® Enterprise PM 8

Add a Support Role

Open the Person Information or Patient Information window for the desired person or patient. Select the Relations/Roles tab. In the Support Role section, select the Open Menu button, and select New. The Add Support Role Information window appears. In the Last field, enter the person's last name. This field is required. In the First field, enter the person's first name. This field is required. In the Middle field, enter the person's middle name. In the Birth Date field, enter the person's birth date. In the Billing Address section, enter the person's address with the following information: Street Line 1 Street Line 2 City State Zip Address Type Note: Items available for selection are from the Address Type master list in File Maintenance. In the Relationship field, select the person's relationship to the patient. This field is required. Note: Items available for selection are from the Relationships code table in File Maintenance. In the Support Role field, select one of the following. Th

Help Guide for NextGen® Enterprise PM 8

Add a Relationship

Open the Person Information or Patient Information window for the desired person or patient. Select the Relations/Role tab. In the Relationship section, select the Open Menu button, and select New. The Relationship Lookup window appears. Enter the desired Search Criteria to find the relationship. Select Find. All persons and patients that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the relationship. Select New to add a person record for the relationship. The Modify Relationship Information window appears. Enter and update information for the relationship as needed. In the Relationship field, select the person's relationship to the patient. This field is required. Note: Items available for selection are from the Relationships code table in File Maintenance. To save changes and close the window, select OK

NextGen® Enterprise EHR Help

Add a Relationship

Open the Person Information or Patient Information window for the desired person or patient. Select the Relations/Role tab. In the Relationship section, select the Open Menu button, and select New. The Relationship Lookup window appears. Enter the desired Search Criteria to find the relationship. Select Find. All persons and patients that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the relationship. Select New to add a person record for the relationship. The Modify Relationship Information window appears. Enter and update information for the relationship as needed. In the Relationship field, select the person's relationship to the patient. This field is required. Note: Items available for selection are from the Relationships code table in File Maintenance. To save changes and close the window, select OK

NextGen® Enterprise EHR Help

Create a Support Role from a Relationship

Open the Person Information or Patient Information window for the desired person or patient. Select the Relations/Roles tab. In the Relationship section, select the row for the relationship to be used to create a support role. Select the Open Menu button, and select Create Support Role. The Add Support Role Information window appears. Information is filledd from the relationship's demographics. Modify information for the support role as needed. In the Support Role field, select one of the following. This field is required. Caregiver Emergency Contact Next of Kin Note: Items available for selection are from the Support Role Type code table in File Maintenance. To save changes and close the window, select OK. Parent topic: Relationship Information

Help Guide for NextGen® Enterprise PM 8

Create a Support Role from a Relationship

Open the Person Information or Patient Information window for the desired person or patient. Select the Relations/Roles tab. In the Relationship section, select the row for the relationship to be used to create a support role. Select the Open Menu button, and select Create Support Role. The Add Support Role Information window appears. Information is filledd from the relationship's demographics. Modify information for the support role as needed. In the Support Role field, select one of the following. This field is required. Caregiver Emergency Contact Next of Kin Note: Items available for selection are from the Support Role Type code table in File Maintenance. To save changes and close the window, select OK. Parent topic: Relationship Information

NextGen® Enterprise EHR Help

Add a Contact

Open the Patient Information window for the desired patient. Select the Relations/Roles tab. In the Contact section, select the Open Record button. The Contact Lookup window appears. Enter the desired Search Criteria to find the contact. Select Find. All persons and patients that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the contact. Select New to add a person record for the contact. The Modify Contact Information window appears. Enter and update information for the contact as needed. In the Relationship field, select the contact's relationship to the patient. This field is required. Note: Items available for selection are from the Relationships code table in File Maintenance. To save changes and close the window, select OK. The contact displays in the Contact and Relationship sections of the tab. If

Add a Support Role

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