NextGen Knowledge Center

Add or Modify UDS Information

  1. Open the Person Information or Patient Information window for the desired person or patient.
  2. Select the UDS tab.
  3. In each of the following UDS fields, select the appropriate item from the list:
    • Homeless Status
    • Migrant Worker Status
    • Language Barrier
    • Public Housing Primary Care
    • School Based Health Center
    • Veteran Status: Defaults to Not Collected Yet and can be changed if needed.
  4. In each of the following IHS (Indian Health Services) fields, select the appropriate item from the list:
    • Tribal Affiliation
    • Blood Quantum
    • IHS Eligibility Status
    • Classification Beneficiary
    • Descendancy
  5. In each of the following Demographics fields, select the appropriate item from the list:
    • Race
    • Ethnicity
    • Current Gender
    • Gender Identity
    • Sexual Orientation
    • Preferred Pronoun
  6. In the Primary Medical Coverage field, do one of the following:
    • If the patient has insurance, then select their Primary Payer from the list.
    • If the patient does not have insurance, then select the Self Pay check box.

      When selected, the Primary Medical Coverage field becomes disabled.

  7. To indicate the patient has given consent for treatment, select the Consent To Treat check box.
    When selected, the Consent To Treat Date field becomes enabled.
  8. In the Consent to Treat Date field, enter the date the patient's consent was given.
    The Consent to Treat check box must be selected.
  9. To save changes and close the window, select OK.