Modify a Patient Provider
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 modified.
Select the open menu
, and select
Open
.
The
Modify Patient Provider
window appears.
Modify the following fields as needed:
Preference Name
Provider
Effective/Expiration Dates
Expiration Reason
Primary Preference Name
To save changes and close the window, select
OK
.
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NextGen® Enterprise EHR Help
Add a Patient Provider
Open the Person Information or Patient Information window for the desired person or patient. Select the Provider tab. Select the Open Menu button, and select New. The Add Patient Provider window appears. In the Preference Name field, select a user-defined provider type. This field is required. Note: Items available for selection are from Practice Preferences, Providers. In the Provider field, do one of the following. This field is required. Select a provider from the list. Select the search button to access the Provider Lookup window, and find the provider. Note: Providers available for selection are those that are flagged with the selected Preference Name in the Providers master file in File Maintenance. In the Effective Date field, enter a start date for the selected patient provider in mm/dd/yyyy format, if applicable. In the Expiration Date field, enter an end date for the selected patient provider in mm/dd/yyyy format, if applicable. If an expiration date was entered, select an Ex
NextGen® Enterprise EHR Help
Delete a Patient Provider
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 deleted. Select the open menu , and select Delete. A message appears asking you to confirm if the patient provider must be permanently deleted. To delete the provider, select OK. Parent topic: Managing Provider Information
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
Modify a Patient Provider
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 modified. Select the open menu , and select Open. The Modify Patient Provider window appears. Modify the following fields as needed: Preference Name Provider Effective/Expiration Dates Expiration Reason Primary Preference Name To save changes and close the window, select OK. Parent topic: Managing Provider Information
NextGen® Enterprise EHR Help
Managing Provider Information
The Provider tab appears only when one or more custom User Defined Patient Provider fields have been created in Practice Preferences. Up to 12 patient provider fields can be set up and then used to collect additional provider information for a person or patient. Information on the Provider tab is stored at the practice level; therefore, each practice can enter and maintain different information for a person or patient. The Provider 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, go to the NextGen Healthcare Success Community, and download the following guides: For setting up User Defined Patient Provider fields in Practice Preferences, refer to the File Maintenance Preferences Guide for NextGen® Enterprise. For setting up Providers for selection in a patient provider field, refer to the File Maintenance Master Files Guide for NextGen® Enter
Help Guide for NextGen® Enterprise PM 8
Add a Patient Provider
Open the Person Information or Patient Information window for the desired person or patient. Select the Provider tab. Select the open menu , and select New. The Add Patient Provider window appears. Select a user-defined provider type from Preference Name. This field is required. Note: Your system administrator manages providers from Practice Preferences, Providers. Select a Provider. To search for a specific provider, select . The Provider Lookup window opens. Note: The providers listed for selection are those that are flagged with the selected Preference Name in the Providers master file in File Maintenance. Enter an Effective Date to start for the selected patient provider in mm/dd/yyyy format, if applicable. Enter an Expiration Date to end for the selected patient provider in mm/dd/yyyy format, if applicable. If an expiration date was entered, select an Expiration Reason, if applicable. Note: Your system administrator manages the Provider Expiration Reasons from the master list in F
, and select Open.
The Modify Patient Provider window appears.