Person Data Collected

Tab	Data Collected	Application
Demographics	Demographic information such as (but not limited to) first and last name, Social Security number, date of birth, sex, address, race, language, religion, ethnicity, and phone number. Note: : The NextGen® Enterprise PM Add/Modify Person Information window has an Account button that enables you to access the patient's Account Profile. For more information on patient accounts, go to the NextGen Healthcare Success Community, and download the latest Accounts and Patient Records Guide for NextGen Enterprise PM .	NextGen® Enterprise EHR and NextGen® Enterprise PM
Status	The patient's status at your practice. Additionally, when modified, you can list the reason for the change.	NextGen® Enterprise EHR and NextGen® Enterprise PM
Client Defined	The patient's chart based on information defined in File Maintenance.	NextGen® Enterprise EHR and NextGen® Enterprise PM
Provider	Attach a specific provider to a patient. Note: : This tab only displays if more than one provider is defined in your Practice Preferences.	NextGen® Enterprise PM
Privacy	A record of your patient's Privacy Notice information. Patient consent can be enforced locally at the practice level when publishing documents to an exchange.	NextGen® Enterprise EHR
Employer	The employer information for the person.	NextGen® Enterprise EHR and NextGen® Enterprise PM
Relations/Role	Patient relationships. Relationships are enterprise-wide. You can view or modify the patient's Guarantor, Head of Household, or Support Roles.	NextGen® Enterprise EHR and NextGen® Enterprise PM
UDS	Uniform Data System reporting on information such as homeless status, language barrier, and veteran status. If necessary, Sliding Fee information can be collected here.	NextGen® Enterprise EHR and NextGen® Enterprise PM
Ext	The External ID that can be used by an interface.	NextGen® Enterprise EHR and NextGen® Enterprise PM
History (After Patient/Person Creation)	The history of modifications made to the person's information on the following tabs; Demographics, Status, Client Defined, Employer, and UDS. Note: History information cannot be modified or deleted.	NextGen® Enterprise EHR and NextGen® Enterprise PM

NextGen® Enterprise EHR Help

Patient Data Collected

Although the procedure to add patients is the same, the data collected by NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management differs, as shown in the following table. Tab Data Collected Application Demographics Demographic information such as (but not limited to) first and last name, Social Security number, date of birth, sex, address, race, language, religion, ethnicity, and phone number. Note: : The NextGen® Enterprise PM Add/Modify Person Information window has an Account button that enables you to access the patient's Account Profile. For more information on patient accounts, go to the NextGen Healthcare Success Community, and download the latest Accounts and Patient Records Guide for NextGen Enterprise PM . NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management Status The patient's status at your practice. Additionally, when modified, you can list the reason for the change. NextGen® Enterprise EHR and NextGen® Enterprise PM C

NextGen® Enterprise EHR Help

Managing Chart Details

On the Chart Details tab, you can enter additional information for a patient's chart in NextGen® Enterprise PM. The tab includes up to 8 user defined fields that can be set up in Practice Preferences and then used to collect patient information that is not already a standard field within the application. The tab also includes default rendering and referring providers, and marketing plan information for the patient. The information is saved for established patients with an existing chart, and for new patients when the chart is created. Information on the Chart Details tab is stored at the practice level; therefore, each practice can enter and maintain different information for a patient. The Chart Details tab is available as follows: Window NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information No No N/A Patient Information Yes Yes Yes For more information, go to the NextGen Healthcare Success Community, and download the following guides: For setti

Help Guide for NextGen® Enterprise PM 8

Person Data Collected

The procedure to add a new person is the same in NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management, but the data collected by each application differs, as shown in the following table. Tab Data Collected Application Demographics Demographic information such as (but not limited to) first and last name, Social Security number, date of birth, sex, address, race, language, religion, ethnicity, and phone number. Note: : The NextGen® Enterprise PM Add/Modify Person Information window has an Account button that enables you to access the patient's Account Profile. For more information on patient accounts, go to the NextGen Healthcare Success Community, and download the latest Accounts and Patient Records Guide for NextGen Enterprise PM . NextGen® Enterprise EHR and NextGen® Enterprise PM Status The patient's status at your practice. Additionally, when modified, you can list the reason for the change. NextGen® Enterprise EHR and NextGen® Enterprise PM Client Defin

Help Guide for NextGen® Enterprise PM 8

Patient Data Collected

Although the procedure to add patients is the same, the data collected by NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management differs, as shown in the following table. Tab Data Collected Application Demographics Demographic information such as (but not limited to) first and last name, Social Security number, date of birth, sex, address, race, language, religion, ethnicity, and phone number. Note: : The NextGen® Enterprise PM Add/Modify Person Information window has an Account button that enables you to access the patient's Account Profile. For more information on patient accounts, go to the NextGen Healthcare Success Community, and download the latest Accounts and Patient Records Guide for NextGen Enterprise PM . NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management Status The patient's status at your practice. Additionally, when modified, you can list the reason for the change. NextGen® Enterprise EHR and NextGen® Enterprise PM C

NextGen® Enterprise EHR Help

Management of Demographic Records

In NextGen® Enterprise EHR and NextGen® Enterprise PM, demographic records can be added or modified from either the Person Information window or the Patient Information window. In NextGen® Optical Management, demographics records are added or modified from the Patient Information window. Before adding a demographic record for a new person or patient, you must perform a lookup to verify a record does not already exist in the database. This practice helps to avoid duplicate records. To modify a demographic record for an existing person or patient, you must also perform a lookup to access the existing record. Person Data Collected The data collected for adding a person record varies in NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management. Patient Data Collected The data collected for adding a patient record varies in NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management. Using Keyboard in Person and Patient Information Windows You can

Help Guide for NextGen® Enterprise PM 8

Demographic Information in a Person or Patient Profile

On the Demographics tab of the Person Information or Patient Information window, you can enter the following data: General Information - includes name, sexual profile, social security number, and birth date. Contact Information - includes phone numbers, email address, and preferred contact methods. Demographic Information - includes marital status, student status, preferred language, religious information, and dental and primary provider. You can also enroll the patient in the Enterprise Chart feature. Insurance Information - includes insurers, authorizations, referrals, and eligibility inquiries. The optional and required fields that display on this window are determined by your system administrator's selections in Enterprise and Chart Practice Preferences. All required fields display in red text. NextGen PxP Portal Enrollment Status Icon Persons, Patients, and Enterprise Chart In a practice, a person, a patient without a chart, a patient with a chart are represented by different icon

Person Data Collected

Recommendations

Patient Data Collected

Managing Chart Details

Person Data Collected

Patient Data Collected

Management of Demographic Records

Demographic Information in a Person or Patient Profile