Editing Demographic Data across an Enterprise

NextGen® Enterprise EHR Help

Editing Demographic Data across an Enterprise

The Edit demographic ext data across enterprise preference enables a practice to edit demographic data in Extended Popup templates that belong to other practices in the same enterprise. You can enable or disable this enterprise preference in the File Maintenance application. For more information on how to set up this preference, go to NextGen Healthcare Success Community and download the latest System Administrator Guide for NextGen® Enterprise. Parent topic: Using Templates

NextGen® Enterprise EHR Template Editor Help 8

Template Types

NextGen® Enterprise EHR offers the following template groups: Template Group Description Demographics Template Demographics Popup Demographics Extended Popup Demographics Extended Popup View Demographics templates store a patient's demographic information, such as the patient's address, employer, primary and referring providers, emergency contact, and insurance information. You can customize Demographic templates to include any patient-related information needed at your facility. Note: You can set an Enterprise Preference to enable practices to edit demographic extended popup data from other practices within the enterprise. The Edit demographic ext data across enterprise preference is set in File Maintenance. For more information on File Maintenance, go to NextGen Healthcare Success Community, and download the latest File Maintenance Preferences Guides for NextGen® Enterprise. Medical Records Template Medical Records Popup Medical Records Extended Popup Medical Records Extended Popup V

NextGen® Enterprise EHR Template Editor Help, 8.3.1

Template Types

NextGen® Enterprise EHR offers the following template groups: Template Group Description Demographics Template Demographics Popup Demographics Extended Popup Demographics Extended Popup View Demographics templates store a patient's demographic information, such as the patient's address, employer, primary and referring providers, emergency contact, and insurance information. You can customize Demographic templates to include any patient-related information needed at your facility. Note: You can set an Enterprise Preference to enable practices to edit demographic extended popup data from other practices within the enterprise. The Edit demographic ext data across enterprise preference is set in File Maintenance. For more information on File Maintenance, go to NextGen Healthcare Success Community, and download the latest File Maintenance Preferences Guides for NextGen® Enterprise. Medical Records Template Medical Records Popup Medical Records Extended Popup Medical Records Extended Popup V

File Maintenance Help for NextGen® Enterprise 8

Merge Demographics Templates in File Maintenance

If your facility uses bothNextGen® Enterprise PMandNextGen® Enterprise EHR, you are required to select which specificNextGen® Enterprise EHRDemographic Templates from the patient's chart to keep during the merge process. When duplicate patients are merged, allNextGen® Enterprise EHRMedical Records Templates for both patients are automatically merged along with all other applicable patient data. The retained record does not include demographic information from the merged patient record. Follow the steps for merging person data. Parent topic: Person Merge - Merging Duplicate Patient Records in File Maintenance

File Maintenance Help for NextGen® Enterprise

Merge Demographics Templates in File Maintenance

If your facility uses bothNextGen® Enterprise PMandNextGen® Enterprise EHR, you are required to select which specificNextGen® Enterprise EHRDemographic Templates from the patient's chart to keep during the merge process. When duplicate patients are merged, allNextGen® Enterprise EHRMedical Records Templates for both patients are automatically merged along with all other applicable patient data. The retained record does not include demographic information from the merged patient record. Follow the steps for merging person data. Parent topic: Person Merge - Merging Duplicate Patient Records in File Maintenance

NextGen® Enterprise EHR Help

View Medical Records and Demographic Templates

Open NextGen® Enterprise EHR. If needed, select a location and provider. Select a patient. The patient's encounters opens in the Encounter History tab. Do one of the following: Select an existing unlocked encounter. To create an encounter, select New. Note: If you are creating a patient or the patient does not have an encounter, NextGen® Enterprise EHR prompts you to create an encounter. To select a template, do one of the following: Select the Templates button on the Top toolbar. You can add the button to the toolbar if it is not visible. From the NextGen® Enterprise EHR Menu bar, select File > New > Template. The Select Template window opens. To display templates of that type, select the Medical Records (default) or Demographics tab. Note: If applicable, the Group and Case Management tabs also appear to select Group Medical Records templates and Case Management templates. In the Show section, select one of the following options: All. All of the available templates. Only the templates

Editing Demographic Data across an Enterprise

Recommendations

Editing Demographic Data across an Enterprise

Template Types

Template Types

Merge Demographics Templates in File Maintenance

Merge Demographics Templates in File Maintenance

View Medical Records and Demographic Templates

Editing Demographic Data across an Enterprise

Editing Demographic Data across an Enterprise

Template Types

Template Types

Merge Demographics Templates in File Maintenance

Merge Demographics Templates in File Maintenance

View Medical Records and Demographic Templates