Define Family Unit Member Relationships

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

Add Members to a Family Unit

You can search for available patients to add to current family units. On the Family Unit Setup window, select one of the following four parameters and select Search. Last Name Social Security # Person Number Medical # You can quickly search by typing part of the search parameter. For example, if Last Name is selected and you enter "K" only patients with a last name starting with letter "K" are displayed. You can use an asterisk (*) as a "wild card." All of the patients with the selected parameter are displayed if you chose "*." Note: If you search by Last Name with "*," all of the patients in the database appear. From the list of patients in the Available Members pane, select the patients to add to the selected family unit. Note: You can select more than one patient at a time. To select multiple patients, select and hold the <CTRL> key on your keyboard as you select all of the patients. To add the selected patients to the family unit, do one of the following. Double-click the patients.

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

Define Effective Dates for a Family Unit

You can define effective dates for a family unit. These dates do not have any effect on the setup of the unit, but they are displayed in the Member History window. To select the effective date, select the Ellipses buttons to display the calendars for the Start and End dates. Select Apply. Select OK. 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

Member History

Users who do not have View Patient Name permission can view a patient family unit in the Member History window. Information fields for the current patient (Name/Alias, Sex, and Date of Birth) appear at the top of the window. Family Units section: Displays a list of all family units the current patient is a member of and shows the relationship of this patient within each family unit. Members section: Displays a list of members who belong to the family unit currently selected in the Family Units section. View Member History Parent topic: Search a Member Using Member Search

Define Family Unit Member Relationships

Recommendations

Search a Member Using Member Search

Add Members to a Family Unit

Assign Patient Aliases

Define Effective Dates for a Family Unit

Set up a New Family Unit

Member History

Search a Member Using Member Search

Add Members to a Family Unit

Assign Patient Aliases

Define Effective Dates for a Family Unit

Set up a New Family Unit

Member History