NextGen Knowledge Center

Patient Synchronization

Patient synchronization controls if a patient currently open or active in NextGen® Enterprise PM or NextGen Optical Management appears in NextGen® Enterprise EHR when you access it.

For example, if the chart for patient John Smith is currently open in NextGen® Enterprise PM or NextGen Optical Management, when you access NextGen® Enterprise EHR, the chart for John Smith automatically opens.

When patient synchronization is enabled in user preferences, it works as follows:

  1. In NextGen® Enterprise PM or NextGen Optical Management, open a patient's chart.
  2. From the Main toolbar, select the EHR button.
    NextGen® Enterprise EHR opens and the chart for the same patient automatically opens.