Significant Events for Sexual Profile Changes

Message	Pre-Modification Example	Post-Modification Example
Gender Identity Added	<none>	Male
Gender Identity Changed	Male	Female
Sexual Orientation Added	<none>	Unknown
Sexual Orientation Changed	<Female>	<Male>
Preferred Pronoun Added	<none>	He/Him
Preferred Pronoun Changed	He/Him	Zi/Zir

NextGen® Enterprise EHR Help

Significant Events for Sexual Profile Changes

The application tracks changes to gender identity, sexual orientation, and preferred pronoun. When a patient's preferred pronoun, gender identity, or sexual orientation changes, the application generates a significant event. This event displays on the Significant Events report, the Advanced Audit report, and is tracked in the Chart History. Use the following table to review examples of these significant events and data changes that activate these events: Message Pre-Modification Example Post-Modification Example Gender Identity Added <none> Male Gender Identity Changed Male Female Sexual Orientation Added <none> Unknown Sexual Orientation Changed <Female> <Male> Preferred Pronoun Added <none> He/Him Preferred Pronoun Changed He/Him Zi/Zir Parent topic: Add General Information for Patients or Other Persons

NextGen® Enterprise EHR Help

Add General Information for Persons or Patients

You must add the person or patient's general identification information, such as the first and last name, social security number, birth date, sexual profile, and preferred pronoun. General information for a patient or person appears as a header on every tab of the patient or person information windows. Open NextGen® Enterprise. Open the People Lookup window, and then select New. The Add Person Information window opens. Select a Prefix preferred by the person or patient. Mr, Mrs, or Reverend. Enter the Last name and First name for the person or patient. Both are required fields. Select the Previous Last link and then enter the previous last name of the person or patient. Select the Previous First link and then enter the previous first name of the person or patient. Enter the person or patient's Middle name. Select the preferred Suffix, additional information after the person or patient's last name. Enter the Preferred Name that the person or patient wants to be addressed by. Enter the S

Help Guide for NextGen® Enterprise PM 8

Adding Information to Person or Patient Profiles

You can enter the following data on the Demographics tab of the Add Person Information or Add Patient Information window, General Information that includes name, sexual profile, social security number, and birth date. Significant events are generated when a patient changes their gender identity, sexual orientation, or preferred pronoun. Contact Information that includes phone numbers, email address, and preferred contact methods. Demographic Information that 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 that includes insurers, authorizations, referrals, and eligibility inquiries. The optional and mandatory fields that appear on the Add Person Information or Add Patient Information window can be configured by the system administrator in the enterprise and practice preferences in File Maintenance. Viewing Patient Portal Enrollment S

Help Guide for NextGen® Enterprise PM 8

Significant Events Report Columns

The following columns are available on the Significant Events report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the Significant Event Sig Msg Significant Event Message Patient Chart > Clinical History/Notes` Name Patient Name Patient Information Per Nbr Person Number Patient Information Src Type Source Type Account, Chart, Encounter, Appointment, Appointment Waitlist, Invoice Pre Mod Data Before the Event Data before the Significant Event occurred Post Mod Data After the Event Data after the Significant Event occurred Created By Created By Modification Information Crt Dt Create Date Modification Information Modified By Last Modified By Modification Information Mod Dt Last Modified Date Modification Information Filter 1 Use parameters to filter data on the report: Create Date: Include significant events with a Create Date within a date range. Event Source: Include/exclude significant events by source. Select Account, Chart, Encounter, P

Help Guide for NextGen® Enterprise PM 8

Significant Events Report Columns

The following columns are available on the Significant Events report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the Significant Event Sig Msg Significant Event Message Patient Chart > Clinical History/Notes` Name Patient Name Patient Information Per Nbr Person Number Patient Information Src Type Source Type Account, Chart, Encounter, Appointment, Appointment Waitlist, Invoice Pre Mod Data Before the Event Data before the Significant Event occurred Post Mod Data After the Event Data after the Significant Event occurred Created By Created By Modification Information Crt Dt Create Date Modification Information Modified By Last Modified By Modification Information Mod Dt Last Modified Date Modification Information Filter 1 Use parameters to filter data on the report: Create Date: Include significant events with a Create Date within a date range. Event Source: Include/exclude significant events by source. Select Account, Chart, Encounter, P

File Maintenance Help for NextGen® Enterprise

Set Up Sexual Orientation and Gender Identity (SOGI) Fields as Protected Content

The fields that identify a patient's sexual orientation and gender identity (SOGI) can be set as Protected. When this information is protected, a user must have the appropriate security permissions in System Administrator to view this field data. To open the Enterprise Preferences window, do one of the following: From NextGen® Enterprise PM, select Admin > > Preferences > Enterprise. From File Maintenance, select Master Files > System > Enterprises, and from the list, choose an enterprise and then select Preferences. From Preference List, select Protected Content. To identify a field as protected content, select the Protected column next to the field.A check mark marks the field as protected. Select OK. Note: Users with applicable security rights in System Administrator can view the protected content fields. However, for users without these security rights, the fields are not available and marked as Protected content. When you update these fields, you must log off and log on again to r

Significant Events for Sexual Profile Changes

Recommendations

Significant Events for Sexual Profile Changes

Add General Information for Persons or Patients

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Significant Events Report Columns

Set Up Sexual Orientation and Gender Identity (SOGI) Fields as Protected Content

Significant Events for Sexual Profile Changes

Significant Events for Sexual Profile Changes

Add General Information for Persons or Patients

Adding Information to Person or Patient Profiles

Significant Events Report Columns

Significant Events Report Columns

Set Up Sexual Orientation and Gender Identity (SOGI) Fields as Protected Content