Add Members to a Family Unit

NextGen® Enterprise EHR Help

Assign Patient Aliases

You can assign an alias name to a patient in the database to protect the patients' confidentiality. Users who do not have rights to view a patient name can work with a patient information by using the alias. Consider creating an alias name for all of the patients in your system if most users do not have permission to view patient names. From the File menu, select Family Unit and then Alias Setup. The Alias Setup window opens. Search for the patient to create or change the alias name for. Enter either the last or first name or both names in the Name fields or the alias in the Alias field, and select Search. To display all patients, select Search without entering any information. To start a new search, select Clear and repeat the previous step. To create or edit an alias name, select the patient name in the display window. Double-click the patient name, or select Edit. An edit box appears in the Alias column. Enter an alias name, and select the <ENTER> key on your keyboard. The edited al

NextGen® Enterprise EHR Help

Search a Member Using Member Search

The Member Search function enables you to perform two types of searches: Search for patients grouped by a family unit. Search for patients by alias names, if you do not have permission to view a patient name. From the File menu, select Family Unit and then Member Search. The Member Search window opens. To search by name or alias: Enter all or part of the patient name or the alias name, and select Search. To search for all patients, select Search without entering a name. The matching names appear. Select the patient name or the alias name in the display pane. The selected name appears in the Name field. Select OK. The chart for the selected patient opens. To search by family unit name: Select the Ellipsis button. The Family Name window opens. Enter the name of a family unit, and select Search. The matching family unit is listed. Double-click the family unit, or select it, and select OK. All of the members of the selected unit are listed. Member History Parent topic: Set up a New Family

NextGen® Enterprise EHR Help

Define Family Unit Member Relationships

You can define the relationship between members of a selected family unit, such as father, son, or daughter. Select the patient name in the Current Members pane. Select Relationship. The Relationship window opens, displaying the user-defined relationships. Note: Relationship is always user-defined. You must create relationship types before assigning them to patients. To create a new relationship, enter the relationship name into the top field, and select Add. Select the appropriate relationship from the list. Select OK. The selected relationship is added to the patient. Repeat all of the steps for each member of the family unit whose relationship you need to define. Parent topic: Set up a New Family Unit

NextGen® Enterprise EHR Help

Set up a New Family Unit

NextGen® Enterprise EHR enables you to set up new family units from existing patients. The Family Unit Setup window enables you to either create a new group of patients or make changes to an existing group. From the File menu, select Family Unit and then Unit Setup. The Family Unit Setup and Family Name windows open. In the Family Name window, enter the name of the family unit to set up, and select Add. The new family unit name is added to the list of available choices. To find an existing family unit to be updated, enter the name of the unit, and select Search. The matching family unit name is listed. Select OK. The Family Unit Setup window opens, with the family unit name selected on the Family Name window. To change the name of a Family Unit Name or to select another Family Unit, select the Family Name button to return to the Family Name window. Add Members to a Family Unit Define Family Unit Member Relationships Define Effective Dates for a Family Unit Assign Patient Aliases Search

NextGen® Enterprise EHR Help

View Member History

From the File menu, select Family Unit and then Member History. The Member History window opens. The name or alias of the current patient appears at the top. Select the family unit in the Family Units section. The members of the family unit are listed. To browse through the patients displayed in the Members section, select Make Current Patient. To switch to a different patient, select the name in the Members section, and select Make Current Patient. The application automatically updates the information in the Member History window. Select OK. Note: If you change patients within the Member History window, selecting OK changes the current patient to the last selected patient. To exit without changing the current patient, select Cancel. Parent topic: Member History

NextGen® Enterprise EHR Help

Set up a New Patient Group

Before you can use the patient group feature, you must set up at least one patient group and at least one Medical Records Group template or Medical Records Group Popup template. After you create a patient group, you can create a group encounter and then access the group template and enter the relevant details for the group encounter. From the File menu, select Patient Group. The Patient Group window appears. Select New Group. The New Patient Group window appears. Enter the name of the patient group to create in the box at the top. Add an optional description in the Notes box. Select Add. From the Patient Group list on the Patient Group window, select the group you created. All available patients appear in the Non-Member Patients section. You can search for particular patients or for all patients of a selected provider. To search for all patients of a provider, do the following: Enter the Last, First, or Middle Name of the provider. From the Search by list, select Provider. Select Searc

Add Members to a Family Unit

Recommendations

Assign Patient Aliases

Search a Member Using Member Search

Define Family Unit Member Relationships

Set up a New Family Unit

View Member History

Set up a New Patient Group

Assign Patient Aliases

Search a Member Using Member Search

Define Family Unit Member Relationships

Set up a New Family Unit

View Member History

Set up a New Patient Group