Overview of Patient Information Card

NextGen® Enterprise EHR Help

View the Patient Information Card

When you open a patient's chart, the patient's information appears on the Patient Information Card (PIC) in the default expanded view. The PIC's position is fixed and always visible from any clinical module or template within the NextGen® Enterprise EHR workflow. You can collapse the PIC when you need more workspace for other modules or templates. Open NextGen® Enterprise EHR. Search for and select a patient from Patient Lookup window. The patient chart opens and the expanded view of the PIC appears by default. To collapse the PIC, select button. Note: In the collapsed view, you can select Profile Options to view and select templates that are available in the expanded view of the PIC. To return to the expanded view, select button. Viewing Patient's General Information You can view a patient's general information on the Patient Information Card (PIC), including non-demographic and social history information. Viewing Patient Demographics Information You can view up to three types of pati

NextGen® Enterprise EHR Help

Modify Patient Information

You can update the patient's information on the Patient Information Card (PIC) through the Modify Patient Information window. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. To modify the patient's information; on the PIC, do one of the following: Select the patient's name. Select Profile Options, and then select Modify Patient from the list. The Modify Patient Information window opens. Make the desired changes, and select OK. Note: For more information on the Modify Patient Information window, go to NextGen Healthcare Success Community, and download the latest Patient Demographics Guide forNextGen®Enterprise. Parent topic: Using Layout and User Preferences

NextGen® Enterprise EHR Help

Add Patients to NextGen Care® Population Management Hub

You can add a patient from the Patient Information Card (PIC) in NextGen® Enterprise EHR to the My Lists tab in NextGen Care® Population Management Hub. For more information, go to NextGen Healthcare Success Community, and download the latest NextGen®Care Population Management Hub User Guide forNextGen®Enterprise. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the PIC, select Profile Options, and then select Add Patient to My List from the list.The Save as My List window opens. Under the Update Saved List section, select the list name, and do one of the following: To include patients from both lists, select Merge. To replace all patients in the existing list, select Override. Select OK.The patient is added to the My Lists tab in NextGen Care® Population Management Hub. Parent topic: Using Layout and User Preferences

NextGen® Enterprise EHR Help

Manage Patient Information Card at Practice-Level

You can customize the appearance of the Patient Information Card (PIC) at the practice level with System Administrator rights. You can edit or remove patient information data fields and template links. Open File Maintenance. Under Master Files, select EHR, and then select Application Appearance.The EHR Application Appearance window opens displaying the preview of the Patient Information Card (PIC), Quick Buttons, Encounter History, and Categories for the Deafult configuration. Select the required configuration, and then select Edit.The Edit EHR Application Appearance Configuration window opens displaying the layout of the Patient Info tab by default. To change or remove a data field, select the corresponding Edit link.The Data Field window opens, where you can select an alternative existing data field from the list under the Select a pre-defined data field section, or create a custom data field and display a label under the Select a custom data field section. Note: You can configure a

NextGen® Enterprise EHR Help

Viewing Patient's NextGen® PxP Portal Enrollment Status

If the practice is part of NextGen® PxP Portal, you can view the patient's NextGen® PxP Portal enrollment status on the Patient Information Card (PIC). If the patient is not enrolled in NextGen® PxP Portal, you can send an enrollment invitation email. Note: The patient enrollment status indicator is available only when the NextGen® PxP Portal license is active. For more information, go to NextGen Healthcare Success Community and download the latest NextGen®PxP Portal Provider Guide forNextGen®Enterprise EHR. The following are the patient's enrollment status indicators. Indicator Tooltip Description Not enrolled in Patient Portal Declined enrollment in Patient Portal Patient Portal enrollment pending Patient Portal deactivated Patient Portal account deleted Patient Portal temporarily unavailable Completed Enrollment Note: Also displays the patient's last login date and time. Enroll a Patient in NextGen PxP Portal You can send a NextGen® PxP Portal enrollment invitation email to the pati

NextGen® Enterprise EHR Help

Track Patient During an Appointment

You can view and update the time and current location of the patient during an office visit. For more information on patient appointments, go to NextGen Healthcare Success Community and download the latest Getting Started Guide for NextGen® Adaptive Content Engine. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. Select an encounter dated Today, or create an encounter. Note: Patient Tracking is available only when the patient has an active encounter dated Today. For all other encounters, the Patient Tracking button appears as New Encounter. To view a quick summary of the patient tracking records for the visit, on the Patient Information Card (PIC), hover over Patient Tracking.The Patient Tracking table appears displaying information on the appointment time, room, status, recorded time, and documenting person. To view more details of the appointment and update the room and tracking status; on the PIC, select Patient Tracking.The Todays Patient Tracking wind

Overview of Patient Information Card

Recommendations

View the Patient Information Card

Modify Patient Information

Add Patients to NextGen Care® Population Management Hub

Manage Patient Information Card at Practice-Level

Viewing Patient's NextGen® PxP Portal Enrollment Status

Track Patient During an Appointment

View the Patient Information Card

Modify Patient Information

Add Patients to NextGen Care® Population Management Hub

Manage Patient Information Card at Practice-Level

Viewing Patient's NextGen® PxP Portal Enrollment Status

Track Patient During an Appointment