Enterprise Chart Patients

NextGen® Enterprise EHR Help

Automatically Enroll Patients When Enterprise Chart Is Enabled

Open the General tab of the Enterprise Preferences window. For more information on Enterprise Preferences, go to NextGen Healthcare Success Community, and download the latest File Maintenance Preferences Guide for NextGen® Enterprise. Select the Enterprise chart check box. A confirmation window appears, alerting you that this feature cannot be undone after it is turned on. To enable Enterprise Chart, select Yes. Note: All existing patients are automatically enrolled in Enterprise Chart when you enable it. A window appears, with the option to enroll patients by default. To enroll all new patients in the future, select Yes. The system automatically selects the Enroll Patients in Enterprise Chart check box. You can manually clear this check box later if you change your mind or made a mistake. To decline automatic enrollment of new patients, select No. You can enroll individual patients from the Add Patient Information window when you set up new patients. You can also enroll patients indiv

NextGen® Enterprise EHR Help

Enroll a Patient in Enterprise Chart from the Add Patient Information Window

You can enroll a new patient in Enterprise Chart manually. This option is available on the Add Patient Information window in the NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management applications. Open the Patient Lookup window. Select the New button. The Demographics tab of the Add Patient Information window appears. Enter all required information. Select the Enterprise Chart check box. Select OK. The patient is enrolled in Enterprise Chart. Note: For a patient newly enrolled in Enterprise Chart, you may need to reopen the patient's chart to view information from other practices. Parent topic: Enterprise Chart Patients

NextGen® Enterprise EHR Help

Enterprise Chart

Enterprise Chart is an optional feature that enables all practices within an enterprise to share clinical data. Enterprise providers can view a patient's chart in multiple practices at the same time. Preferences and permissions can be set at the system and user level to view the clinical tasks and the Provider Approval Queue in the Workflow module across practices in the enterprise. Enterprise Chart is enabled in Enterprise Preferences in File Maintenance. CAUTION: Enterprise Chart cannot be turned off after it is enabled. If a specific practice should not share enterprise clinical data, you can set that practice up as a separate enterprise. For more information on establishing separate enterprises, go to NextGen Healthcare Success Community and download the latest File Maintenance Preference Guide for NextGen Enterprise. This section provides the following information: How to automatically enroll patients when Enterprise Chart is enabled How to manually enroll patients in Enterprise C

NextGen® Enterprise EHR Help

Enroll a Patient in Enterprise Chart from the Modify Patient Information Window

If you did not enroll a new patient in Enterprise Chart from the Add Patient Information window, you can enroll the patient manually from the Modify Patient Information window. This option is available in the NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management applications. Access the Patient Lookup window. Perform a search for the applicable patient. Select the patient. Do one of the following: Select the Open Menu button, and select Open. In NextGen® Enterprise EHR, from the File menu, select Modify Patient. The Demographics tab of the Modify Patient Information window appears. Select the Enterprise Chart check box. Select OK. The existing patient is enrolled in Enterprise Chart. Note: For a patient newly enrolled in Enterprise Chart, you may need to reopen the patient's chart to view information from other practices. Parent topic: Enterprise Chart Patients

NextGen® Enterprise EHR Help

Automatically Enroll Patients in Enterprise Chart

Open NextGen® Enterprise PM. Select Admin > Preferences > Enterprise Preferences. In the Enterprise Preferences window, select the General tab. Select the Enterprise chart checkbox. A confirmation message appears. Select Yes. Note: Existing patients are automatically enrolled in Enterprise Chart when you turn it on. An application message appears, with the option to enroll patients by default. Select Yes to enroll all new patients in the future, or select No to decline automatic patient enrollment. You can enroll individual patients from the Add Patient Information window when you set up new patient records. You can also enroll patients individually from the Modify Patient Information window. Parent topic: Viewing Patient Information and Generating Charts

NextGen® Enterprise EHR Help

Enroll a Patient in Enterprise Chart

From the main toolbar in NextGen® Enterprise PM, select Lookup. In the Patient Lookup window, do one of the following:. For a new patient, select New. For an existing patient, search for and select the patient record, select the open menu icon, and then select Open. In the Add Patient Information or Modify Patient Information window, enter or update the information as needed. Select the Enterprise Chart checkbox. Select OK. The patient is enrolled in Enterprise Chart. Note: For a patient newly enrolled in Enterprise Chart, you may need to reopen the patient's chart to view information from other practices. Parent topic: Viewing Patient Information and Generating Charts

Enterprise Chart Patients

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Automatically Enroll Patients When Enterprise Chart Is Enabled

Enroll a Patient in Enterprise Chart from the Add Patient Information Window

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Enroll a Patient in Enterprise Chart from the Modify Patient Information Window

Automatically Enroll Patients in Enterprise Chart

Enroll a Patient in Enterprise Chart

Enterprise Chart Patients

Automatically Enroll Patients When Enterprise Chart Is Enabled

Enroll a Patient in Enterprise Chart from the Add Patient Information Window

Enterprise Chart

Enroll a Patient in Enterprise Chart from the Modify Patient Information Window

Automatically Enroll Patients in Enterprise Chart

Enroll a Patient in Enterprise Chart