Patient Inclusion and Exclusion Lists in NextGen® Enterprise EHR

NextGen® Enterprise EHR Help

Modify an Inclusion List

You can add patients to or delete patients from an existing Inclusion list for a selected user. From the Main menu, select Admin and then Modify Inclusion/Exclusion List. The Modify Inclusion/Exclusion List window appears. Select the user from the User Name list. The Inclusion list of patient names for that user appears, and the Include button is enabled. To add a patient: Select Include. The Add Patients to Inclusion List window appears. Perform a patient search. To select all the patient names returned in the search, select the Select All check box. To select individual patient names, select the check box for each name to include. When a patient is selected from the Patient Name list, the Search button becomes the Add button. Select Add. Each selected patient is added to the user's Inclusion list on the Modify Inclusion/Exclusion List window. To delete a patient: Select the patient on the Modify Inclusion/Exclusion List window. The Delete button is enabled. Select Delete. The patient

NextGen® Enterprise EHR Help

Modify an Exclusion List

You can add patients to or delete patients from an existing Exclusion list for a selected user. From the Main menu, select Admin and then Modify Inclusion/Exclusion List. The Modify Inclusion/Exclusion List window opens. Select the user from the User Name list. The Exclusion list of patient names for that user appears, and the Exclude button is enabled. To add a patient: Select Exclude. The Add Patients to Exclusion List window opens. Perform a patient search. To select all the patient names returned in the search, select the Select All check box. To select individual patient names, select the check box for each patient to exclude. When a patient is selected from the Patient Name list, the Search button becomes the Add button. Select Add. Each selected patient is added to the user's Exclusion list on the Modify Inclusion/Exclusion List window. Patients to exclude are identified by icon. To delete a patient: Select the patient on the Modify Inclusion/Exclusion List window. The Delete bu

NextGen® Enterprise EHR Help

Person and Patient Lookup in NextGen® Enterprise EHR

This section provides information on the following topics in NextGen® Enterprise EHR: The difference between a person and a patient in the database How to look up a person or patient using specific search criteria How to customize the sort and display of the lookup results How to search for a person or patient using the secure lookup functionality How to access a restricted patient record in a medical emergency How to access a patient in NextGen® Enterprise PM The use of practice associations in controlling patient access How to access patients based on an Inclusion or Exclusion list How to view a list of other users who are accessing the same patient chart Identifying Persons and Patients You can distinguish patients and non-patients in a practice by different icons. You can view recorded non-clinical information of patients or non-patients in NextGen® Enterprise EHR and NextGen® Enterprise PM. Find a Patient in NextGen Enterprise EHR You can find a patient using Patient Lookup. Searc

Help Guide for NextGen® Enterprise PM 8

Managing Patient Inclusion and Exclusion Lists

Your practice may use an inclusion or exclusion list to control the patient records in the database you can view. On the Patient Lookup window, you can view only the patients listed on your inclusion list or all patients except those listed on your exclusion list. The inclusion or exclusion list is set up in System Administrator and applied when you search for a patient in NextGen® Enterprise EHR, NextGen® Enterprise PM, or NextGen® Optical Management. A universal preference for adding to the inclusion list from the Patient Lookup window can be set in System Administrator. If this preference is set to True, all patients who are not on your inclusion list appear on the Patient Lookup window, but are their charts are not available. You can select a patient and select Accept or double-click the patient's name to automatically add the patient to your inclusion list. You can then access that patient's medical records. If the preference is set to False or is blank, only the patients on your

NextGen® Enterprise EHR Help

Share an Inclusion List

You can share your existing Inclusion list with other users. You can select users from lists of users, security groups, or workgroups. From the Main menu, select Admin and then Share Inclusion List. The Share Inclusion List window opens. Select Add. The Select Users window opens. Do one of the following: In the Users list, select the user. Select the Security Groups or Workgroups option, and select the group. Select Add. The selected names are displayed in the Selected Users list. To remove any names, select the name in the Selected Users list, and select Remove. Select OK. The users that you are sharing your Inclusion List with are displayed on the Users tab of the Share Inclusion List window. To remove a user from sharing the Inclusion list, select the user, and select Remove. Select Close. Parent topic: Patient Inclusion and Exclusion Lists in NextGen Enterprise EHR

Help Guide for NextGen® Enterprise PM 8

Searching for a Person or Patient in NextGen® Enterprise PM

NextGen® Enterprise PM enables you to do the following: Look up a person or patient using specific search criteria. Customize the display of lookup results. Search for a person or patient using the secure lookup functionality. Open a patient's records across applications. Open patient records based on an inclusion or exclusion list. Identifying Persons and Patients You can distinguish patients and non-patients in a practice by different icons. You can view recorded non-clinical information of patients or non-patients in NextGen® Enterprise EHR and NextGen® Enterprise PM. Search for Patients in NextGen Enterprise PM You can search for a patient record in the practice using a specific search criteria. You can customize the search results. Searching for Patients or Persons with Secure Lookup You can perform a secure lookup for patients or persons not directly associated with your practice and to provide an additional means of authentication. Managing Practice Associations You can create a

Patient Inclusion and Exclusion Lists in NextGen® Enterprise EHR

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