Managing Client Defined Information
The Client Defined tab appears only when one or more custom Client Defined fields have been created in Enterprise Preferences. Up to 14 client-defined fields can be set up and then used to collect additional information for what is not already a standard field within the application.
In Enterprise Preferences, each client-defined field can be set up to be required either for all persons and patients when a demographic record is created, or for all patients when a chart is created.
In Practice Preferences, each client-defined field can be set up to be required either for all persons and patients when an appointment is scheduled, or for all patients when a chart is created.
Information on the Client Defined tab is stored at the enterprise level; therefore, all practices in the same enterprise share the same information for a person or patient.
The Client Defined 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 | Yes |
For more information, go to the NextGen Healthcare Success Community, and download the following guides:
- For setting up Client Defined fields in Enterprise and Practice Preferences, refer to the File Maintenance Preferences Guide for NextGen Enterprise.
- For setting up Master List items for selection in a client defined field, refer to the File Maintenance Master Lists Guide for NextGen Enterprise.