NextGen Knowledge Center

Find a Patient in NextGen® Enterprise EHR

  1. To access the Patient Lookup window, do one of the following:
    1. From the Main toolbar, select the Patient button.
    2. From the File menu, select Select Patient.
    The Patient Lookup window appears.

  2. Enter Search Criteria to find the desired person or patient. Multiple parameters can be used. For example, enter part of the last name, part of the first name, and birth date.
  3. Select Find.
    All existing person and patient records that match the search criteria entered display in the Matching Records list.

    From the list, you can do the following:

    If no records are found, the following message appears: No records were found!

  4. To perform a new search using different criteria, select Clear.
  5. To add a new person or patient after verifying a record does not already exist, select New.
  6. To close the window without selecting a person or patient, select Close.
  7. To select a person or patient in the Matching Records list, do one of the following:
    • Highlight the person/patient and then select Open.
    • Double-click the person/patient.
  8. If a person was selected, the Add Patient Information window opens.
    If a patient was selected, the patient's chart opens.