Contact Information

Window:	NextGen® Enterprise EHR	NextGen® Enterprise PM	NextGen® Optical Management
Person Information	No	No	N/A
Patient Information	Yes	Yes	No

NextGen® Enterprise EHR Help

Relationship Information

In the Relationship section of the Relations/Roles tab, you can enter other people that are associated with a person or patient in the practice. For example, a patient may have relationships to a guarantor, an insurance policyholder, an emergency contact, and a head of household. Relationship information is stored at the system level; therefore, all practices in all enterprises share the same information for a person or patient. The Relationship section of the Relations/Roles tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information Yes Yes N/A Patient Information Yes Yes No Add a Relationship Modify a Relationship Create a Support Role from a Relationship Hide a Relationship Unhide a Relationship Delete a Relationship Parent topic: Managing Relations or Roles Information

NextGen® Enterprise EHR Help

Support Role Information

In the Support Roles section of the Relations/Roles tab, you can enter people that play an important role in the support of a person or patient in the practice. A support role can be a caregiver, an emergency contact, or a next of kin. Support roles and relationships are stored as separate demographic records in the database. Relationships are assigned a person number, and they are part of the Master Person Index (MPI). Relationships can be found from the People Lookup and Patient Lookup windows. Support roles are not assigned a person number, and they are not part of the MPI. Support roles cannot be found from the lookup windows. If a person is both a relationship and a support role for a patient in the practice, updating the demographic record for one does not update the demographic record for the other. Support Role information is stored at the practice level; therefore, each practice can enter and maintain different information for a person or patient. The Support Role section of t

NextGen® Enterprise EHR Help

Guarantor Information

In the Guarantor section of the Relations/Roles tab, you can enter the person designated as the chart-level guarantor for a patient. This person defaults as the guarantor on all new encounters created for the patient, and is financially responsible for any outstanding unpaid patient balances. The information is saved for established patients with an existing chart, and for new patients when the chart is created. Guarantor information is stored at the practice level; therefore, each practice can enter and maintain different information for a patient. The Guarantor section of the Relations/Roles tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information No No N/A Patient Information Yes Yes No Add a Person Guarantor Add an Employer Guarantor Modify a Guarantor Change a Guarantor Delete a Guarantor Parent topic: Managing Relations or Roles Information

Help Guide for NextGen® Enterprise PM 8

Contact Information

In the Contact section of the Relations/Roles tab, you can enter the person designated as the primary contact for a patient. The information is saved for established patients with an existing chart, and for new patients when the chart is created. Contact information is stored at the practice level; therefore, each practice can enter and maintain different information for a patient. The Contact section of the Relations/Roles tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information No No N/A Patient Information Yes Yes No Add a Contact Modify a Contact Change a Contact Delete a Contact Parent topic: Managing Relations or Roles Information

NextGen® Enterprise EHR Help

Managing Relations or Roles Information

On the Relations/Roles tab, you can enter other people that are associated with a person or patient. The tab is divided into the following sections: Relationships Contact Guarantor Head of Household Support Roles Birth Mother's Full Name The Relations/Roles tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information Yes Yes N/A Patient Information Yes Yes No Relationship Information Contact Information Guarantor Information Head of Household Information Support Role Information Using OCR to Update Patient Information and Insurance Birth Mother's Full Name Parent topic: Management of Demographic Records

Help Guide for NextGen® Enterprise PM 8

Relationship Information

In the Relationship section of the Relations/Roles tab, you can enter other people that are associated with a person or patient in the practice. For example, a patient may have relationships to a guarantor, an insurance policyholder, an emergency contact, and a head of household. Relationship information is stored at the system level; therefore, all practices in all enterprises share the same information for a person or patient. The Relationship section of the Relations/Roles tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information Yes Yes N/A Patient Information Yes Yes No Add a Relationship Modify a Relationship Create a Support Role from a Relationship Hide a Relationship Unhide a Relationship Delete a Relationship Parent topic: Managing Relations or Roles Information

Contact Information

Recommendations

Relationship Information

Support Role Information

Guarantor Information

Contact Information

Managing Relations or Roles Information

Relationship Information

Relationship Information

Support Role Information

Guarantor Information

Contact Information

Managing Relations or Roles Information

Relationship Information