Add Address Information

NextGen® Enterprise EHR Help

Add a Patient on the Add Patient Information Window

In NextGen® Enterprise PM, NextGen® Enterprise EHR, and NextGen® Optical Management, you can add a patient on the Add Patient Information window. A person becomes a patient after you add a chart to the person's profile on the Add Patient Information window. To access the Patient Information window: In NextGen® Enterprise PM, go to Step 2. In NextGen® Optical Management, go to Step 3. In NextGen® Enterprise EHR, go to Step 4. In NextGen® Enterprise PM, select the Chart icon. The Patient Lookup window appears. To add a patient, select New. The Add Patient Information window appears. To search for an existing person/patient, enter the search criteria. Then in the Matching Records list, select the patient, right-click and select Open. The Add/Modify Patient Information window appears. In NextGen Optical Management, select the Find a Patient icon, or select the Patients menu and then select Search. The Patient Lookup window appears. To add a patient, select New. To search for an existing pa

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 Contact Information

This information consists of the patient or person's phone numbers, email address, and preferred contact methods. You can enable a significant event when changes occur to any of the contact information. When a user accesses a record with contact information, you can enable a system alert. Open the Demographics tab of the Add Person Information or Add Patient Information window. To display an alert when the contact information is accessed, select the Generate System Alert check box. To enter an international phone number and zip code, select the International link in blue text. The International Contact Information window opens. Enter the international numbers for the Home phone, Work phone, and zip code. Select OK. Enter the applicable phone numbers and email address for the patient. The field under the phone number fields and email field are for comments. Note: Select the N/A check box to disable data entry in a phone number or email field. Enter the patient's home phone numbers in th

Help Guide for NextGen® Enterprise PM 8

Add Address Information

You can add the billing or secondary address for the patient using the Add Person Information window.This information includes the patient or person's mailing address. The billing address is the address used for sending correspondence between your practice and the patient. If needed, you can enter a secondary address. In NextGen® Enterprise, open the People Lookup window and select New. The Add Person Information window opens. To enter the person or patient's address, select one of the following options: Billing - Enter the address used by the practice to send statements, claim information, and any additional correspondence between the practice and the patient. Secondary - Enter an additional address for the patient. For example, a case worker's address or second home. Enter the street address of the patient in the following fields: Street 1 (required) - Enter the street address for the patient. Street 2 - Enter additional mailing information. For example, apartment or suite number. Ad

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

NextGen® Enterprise EHR Help

Validate a Person/Patient Address - Corrected Address Found

This is the process flow for when the USPS database cannot locate the address entered for the person/patient. When the message is returned the USPS give the user the option to use the corrected address suggested by the USPS. Both the user and the practice must be setup for real-time address validation before performing this procedure. To enter the patient's address, select one of the following options: Billing - Enter the address used by the practice to send statements, claim information, and any additional correspondence between the practice and the patient. Secondary - Enter an additional address for the patient. For example, a case worker's address or second home. Enter the street address of the patient in the following fields: Street 1 (required) - Enter the street address for the patient. Street 2 - Enter additional mailing information. For example, apartment or suite number. To complete the address, enter or select the City, State, and Zip. The County and Country fields are not r

Add Address Information

Recommendations

Add a Patient on the Add Patient Information Window

Add a Person on the Add Person Information Window

Add Contact Information

Add Address Information

Demographic Information in a Person or Patient Profile

Validate a Person/Patient Address - Corrected Address Found

Add a Patient on the Add Patient Information Window

Add a Person on the Add Person Information Window

Add Contact Information

Add Address Information

Demographic Information in a Person or Patient Profile

Validate a Person/Patient Address - Corrected Address Found