Guarantor Information

Window:	NextGen® Enterprise EHR	NextGen® Enterprise PM	NextGen® Optical Management
Person Information	No	No	N/A
Patient Information	Yes	Yes	No

NextGen® Enterprise EHR Help

Relationship Information

In the Relationship section of the Relations/Roles tab, you can enter other people that are associated with a person or patient in the practice. For example, a patient may have relationships to a guarantor, an insurance policyholder, an emergency contact, and a head of household. Relationship information is stored at the system level; therefore, all practices in all enterprises share the same information for a person or patient. The Relationship section of the Relations/Roles 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 Add a Relationship Modify a Relationship Create a Support Role from a Relationship Hide a Relationship Unhide a Relationship Delete a Relationship Parent topic: Managing Relations or Roles Information

NextGen® Enterprise EHR Help

Contact Information

In the Contact section of the Relations/Roles tab, you can enter the person designated as the primary contact for a patient. The information is saved for established patients with an existing chart, and for new patients when the chart is created. Contact information is stored at the practice level; therefore, each practice can enter and maintain different information for a patient. The Contact section of the Relations/Roles tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information No No N/A Patient Information Yes Yes No Add a Contact Modify a Contact Change a Contact Delete a Contact Parent topic: Managing Relations or Roles Information

Help Guide for NextGen® Enterprise PM 8

Guarantor Information

In the Guarantor section of the Relations/Roles tab, you can enter the person designated as the chart-level guarantor for a patient. This person defaults as the guarantor on all new encounters created for the patient, and is financially responsible for any outstanding unpaid patient balances. The information is saved for established patients with an existing chart, and for new patients when the chart is created. Guarantor information is stored at the practice level; therefore, each practice can enter and maintain different information for a patient. The Guarantor section of the Relations/Roles tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information No No N/A Patient Information Yes Yes No Add a Person Guarantor Add an Employer Guarantor Modify a Guarantor Change a Guarantor Delete a Guarantor Parent topic: Managing Relations or Roles Information

NextGen® Enterprise EHR Help

Add a Person Guarantor

Open the Patient Information window for the desired patient. Select the Relations/Roles tab. In the Guarantor section, select the Open Menu button, and select Person as Guarantor. The Guarantor Lookup window appears. Do one of the following: If the patient is the guarantor, select Self. The patient displays in the Guarantor section of the Relations/Roles tab. If someone other than the patient is the guarantor, enter the desired Search Criteria to find the guarantor. Select Find. All persons and patients that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the guarantor. Select New to add a person record for the guarantor. The Modify Guarantor Information window appears. Enter and update information for the guarantor as needed. In the Relationship field, select the guarantor's relationship to the patient. Th

NextGen® Enterprise EHR Help

Managing Relations or Roles Information

On the Relations/Roles tab, you can enter other people that are associated with a person or patient. The tab is divided into the following sections: Relationships Contact Guarantor Head of Household Support Roles Birth Mother's Full Name The Relations/Roles 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 Relationship Information Contact Information Guarantor Information Head of Household Information Support Role Information Using OCR to Update Patient Information and Insurance Birth Mother's Full Name Parent topic: Management of Demographic Records

NextGen® Enterprise EHR Help

Change a Guarantor

Open the Patient Information window for the desired patient. Select the Relations/Roles tab. The Guarantor section displays the current guarantor. Select the Open Record button. If the current guarantor is a person, the Modify Guarantor Information window appears. If the current guarantor is an employer, the Employer Maintenance window appears. Select Change. The following prompt appears: Change guarantor to? Do one of the following: To change the guarantor to a person, select Person. The Guarantor Lookup window appears. To change the guarantor to an employer, select Employer. The Employer Lookup window appears. Enter the desired Search Criteria to find the person or employer. Select Find. All persons and patients, or employers, that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the guarantor. Select New

Guarantor Information

Recommendations

Relationship Information

Contact Information

Guarantor Information

Add a Person Guarantor

Managing Relations or Roles Information

Change a Guarantor

Relationship Information

Contact Information

Guarantor Information

Add a Person Guarantor

Managing Relations or Roles Information

Change a Guarantor