NextGen Knowledge Center

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.

  1. Open NextGen® Enterprise.
  2. Open the People Lookup window, and then select New.
    The Add Person Information window opens.
  3. Select a Prefix preferred by the person or patient.
    Mr, Mrs, or Reverend.
  4. Enter the Last name and First name for the person or patient.
    Both are required fields.
  5. Select the Previous Last link and then enter the previous last name of the person or patient.
  6. Select the Previous First link and then enter the previous first name of the person or patient.
  7. Enter the person or patient's Middle name.
  8. Select the preferred Suffix, additional information after the person or patient's last name.
  9. Enter the Preferred Name that the person or patient wants to be addressed by.
  10. Enter the Social Security number of the person or patient.
  11. Select or enter the person or patient's birth date in MM/DD/YYYY format.
    The person or patient's age appears in Age.
  12. Select one of the options for Birth Sex of the person or patient.
  13. Select the Gender Identity.
  14. Select the Sexual Orientation.
  15. Select one of the Preferred Pronoun.
  16. To exempt patients with the same birth dates and genders who are not duplicates (such as twins) and not candidates for patient merge, select Exempt from Person Merge.
  17. Select OK.