Add General Information for Persons or Patients

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

Help Guide for NextGen® Enterprise PM 8

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

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

Add General Information for Patients or Other Persons

In a person’s or patient’s general information, you must add the first and last name, Social Security number, birth date, sex, gender identity, and preferred pronouns. This general information appears as a header on windows in the application. Open NextGen® Enterprise PM. From the main toolbar, select Lookup. In the People Lookup window, select New. In the Add Person Information window, enter the necessary details. Select the preferred prefix. To prevent patients with the same birth date and gender, such as twins, from being mistakenly identified as duplicates for merging, select Exempt from Person Merge. Select OK. Invalid Birth Date Description of the situation when a patient has an invalid birth date. Significant Events for Sexual Profile Changes Add a Photo for a Patient or Other Person You can add a photo to a patient or other person's demographic record in NextGen® Enterprise PM by scanning or uploading an image. Parent topic: Demographic Information in a Person or Patient Profil

Help Guide for NextGen® Enterprise PM 8

Components of Add Person Information window

The description of the fields on the Add Person Information window: Field Description Last, First (required) Specifies the patient's name in <last name, first name> format. Previous Last Specifies the previous last name of the patient. Previous First Specifies the previous first name of the patient. Prefix, Middle, Suffix Specifies the following: Prefix - Specifies how the patient wants to be addressed. For example, Mr., Mrs., Reverend. Middle - Specifies the patient's middle name. Suffix - Specifies the suffix, any additional information after the person's last name. Preferred Name Specifies the name by which the person wants to be addressed. Social Security Specifies the patient's social security number. Birth Date (required) Specifies the patient's birth date in MM/DD/YYYY format. NextGen® Enterprise PM calculates the person's age and populates the Age field. Age NextGen® Enterprise PM automatically fills the age of the patient after the birth date is entered. Birth Sex (required) S

Help Guide for NextGen® Enterprise PM 8

Columns in the Lookup Results

The following table provides information about various columns on the People Lookup and Patient Lookup windows: Column Name Column Description Auto size all columns Automatically resizes all columns to fit the content in each column. Name The last name, first name, and middle name for each person or patient in the General subtab of the Demographics tab in the Patient Information window. Suffix Suffix for each person/patient in the General subtab of the Demographics tab in the Patient Information window. Patient Portal Displays Y or N indicating whether the person or patient is enrolled in the NextGen® PxP Portal. Note: This column is not applicable for NextGen® Optical Management. Preferred Name Preferred name for each person/patient in the General subtab of the Demographics tab in the Patient Information window. Maiden Name Mother's Maiden Name for each person or patient the Demographics tab in the Patient Information window. Address Address, City, State and Zip for each person/patien

Add General Information for Persons or Patients

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Add a Patient on the Add Patient Information Window

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Components of Add Person Information window

Columns in the Lookup Results

Add General Information for Persons or Patients

Add a Patient on the Add Patient Information Window

Add General Information for Persons or Patients

Demographic Information in a Person or Patient Profile

Add General Information for Patients or Other Persons

Components of Add Person Information window

Columns in the Lookup Results