Flag an Employer as Primary

NextGen® Enterprise EHR Help

Modify an Employer

Open the Person Information or Patient Information window for the desired person or patient. Select the Employer tab. Select the row for the employer to be modified. Select the Open Menu button, and select Open. The Employer Maintenance window appears. CAUTION: Modifications made to any field in the Demographics section of the Employer Maintenance window update the Employers master file in File Maintenance. They also update employer records for all persons and patients already linked to the employer. In the Employment Profile section at the bottom of the window, modify the following fields as needed: Occupation Employment Status Work Phone Extension Retirement Date Primary Employer To save changes and close the window, select OK. Parent topic: Managing Employer Information

NextGen® Enterprise EHR Help

Add an Employer

Open the Person Information or Patient Information window for the desired person or patient. Select the Employer tab. Select the open menu , and select New. The Employer Lookup window appears. In the Employer Name field, enter all or part of the employer's name. Select Find. All employers that match the search criteria entered display in the Matching Records list. Note: Items available for selection are from the Employers master file in File Maintenance. If no records are found, the following prompt appears stating that no records were found. From the Matching Records list, double-click to select the employer. The Employer Maintenance window appears. Fields on the Employer Maintenance window are available for modification only if you have security access rights in System Administrator to update the Employers master file. Otherwise, all fields on the window are grayed-out and cannot be modified. CAUTION: Modifications made to any field in the Demographics section of the Employer Mainten

Help Guide for NextGen® Enterprise PM 8

Flag an Employer as Primary

When two or more employers exist for a person or patient, the Primary indicator can be easily changed from one employer to another. Only one employer can be flagged as primary. Open the Person Information or Patient Information window for the desired person or patient. Select the Employer tab. Select the row for the employer to be flagged as primary. The Primary column is currently blank. Select the Open Menu button, and select Make Primary Employer. The Primary column now displays Y. Note: On the Employer Maintenance window, the Primary Employer check box is automatically selected for the employer. Parent topic: Managing Employer Information

NextGen® Enterprise EHR Help

Managing Employer Information

On the Employer tab, you can enter employer information for a person or patient, including the name, address, and phone and fax numbers for the employer. In addition, you can enter the person or patient's occupation and employment status. Information on the Employer tab is stored at the system level; therefore, all practices in all enterprises share the same information for a person or patient. The Employer 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 For more information on setting up Employers, go to the NextGen Healthcare Success Community, and download the File Maintenance Master Lists Guide for NextGen Enterprise. Add an Employer Modify an Employer Delete an Employer Flag an Employer as Primary Parent topic: Management of Demographic Records

NextGen® Enterprise EHR Help

Flag a Patient Provider as Primary

When two or more providers with the same preference name exist for a patient, the Primary indicator can be easily changed from one provider to another. Open the Person Information or Patient Information window for the desired person or patient. Select the Provider tab. Select the row for the provider to be flagged as primary. The Primary column currently displays N. Select the open menu , and select Make Primary. A message appears if you want to make the provider as primary. To flag the provider as primary, select Yes. The Primary column now displays Y. Note: On the Modify Patient Provider window, the Primary Preference Name check box is automatically selected for the provider. Parent topic: Managing Provider Information

Help Guide for NextGen® Enterprise PM 8

Flag a Patient Provider as Primary

When two or more providers with the same preference name exist for a patient, the Primary indicator can be easily changed from one provider to another. Open the Person Information or Patient Information window for the desired person or patient. Select the Provider tab. Select the row for the provider to be flagged as primary. The Primary column currently displays N. Select the open menu , and select Make Primary. A message appears if you want to make the provider as primary. To flag the provider as primary, select Yes. The Primary column now displays Y. Note: On the Modify Patient Provider window, the Primary Preference Name check box is automatically selected for the provider. Parent topic: Managing Provider Information

Flag an Employer as Primary

Recommendations

Modify an Employer

Add an Employer

Flag an Employer as Primary

Managing Employer Information

Flag a Patient Provider as Primary

Flag a Patient Provider as Primary

Modify an Employer

Add an Employer

Flag an Employer as Primary

Managing Employer Information

Flag a Patient Provider as Primary

Flag a Patient Provider as Primary