UDS Information

Window:	NextGen® Enterprise EHR	NextGen® Enterprise PM	NextGen® Optical Management
Person Information	Yes	Yes	N/A
Patient Information	Yes	Yes	Yes

NextGen® Enterprise EHR Help

Family Information

In the Family Information section of the UDS tab, you can enter family size and annual income for the patient's head of household. This information is typically used by Community Health Centers in conjunction with sliding fee schedules. When a patient qualifies for a sliding fee schedule, family size and income are used to determine the percentage of charges that are automatically adjusted for the patient. Family information is also reported on the UDS Report. Note: A head of household must be selected for a patient to enter family information. Family Information is stored at the practice level; therefore, each practice can enter and maintain different information for a person or patient. The Family Information section of the UDS 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 Add Family Information Modify Family Information Delete Family Information Parent topic

NextGen® Enterprise EHR Help

Head of Household Information

In the Head of Household section of the Relations/Roles and UDS tabs, you can enter the person designated as the head of household for a patient. This may be the patient, or another person such as a parent or spouse. Family information, which includes family size and annual income, can then be entered and associated with the head of household. The information is saved for established patients with an existing chart, and for new patients when the chart is created. Note: A head of household must be selected for a patient to enter family information. Head of household information is stored at the practice level; therefore, each practice can enter and maintain different information for a patient. The Head of Household section of the Relations/Roles and UDS tabs 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 Add a Head of Household - Relations/Roles Tab Modify a Head of

Help Guide for NextGen® Enterprise PM 8

UDS Information

In the UDS section of the UDS tab, you can enter information that is not part of the standard demographics record for a person or patient. This is typically used by Community Health Centers to capture information such as homeless status and migrant worker status. It is also used by Indian Health Systems to capture information such as tribal affiliation and blood quantum. UDS information is stored at the system level; therefore, all practices in all enterprises share the same information for a person or patient. The UDS section of the UDS tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information Yes Yes N/A Patient Information Yes Yes Yes Add or Modify UDS Information Parent topic: Managing UDS Information

NextGen® Enterprise EHR Help

Managing UDS Information

The UDS tab appears only when the Display person UDS fields option is enabled in Enterprise Preferences, UDS. On the tab, Community Health Centers can enter information for a person or patient that is used on the Uniform Data System (UDS) report, and Indian Health Systems can enter information needed for their reports. In Enterprise Preferences, each UDS field can be set up to be required for all persons and patients when a demographic record is created. In Practice Preferences, each UDS field can be set up to be required either for all persons and patients when an appointment is scheduled, or for all patients when a chart is created. The tab is divided into the following sections: UDS Sliding Fee Schedule Verification Head of Household Family Information The UDS tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information Yes Yes N/A Patient Information Yes Yes Yes For more information, go to the NextGen Healthcare

NextGen® Enterprise EHR Help

Add or Modify UDS Information

Open the Person Information or Patient Information window for the desired person or patient. Select the UDS tab. In each of the following UDS fields, select the appropriate item from the list: Homeless Status Migrant Worker Status Language Barrier Public Housing Primary Care School Based Health Center Veteran Status: Defaults to Not Collected Yet and can be changed if needed. In each of the following IHS (Indian Health Services) fields, select the appropriate item from the list: Tribal Affiliation Blood Quantum IHS Eligibility Status Classification Beneficiary Descendancy In each of the following Demographics fields, select the appropriate item from the list: Race Ethnicity Current Gender Gender Identity Sexual Orientation Preferred Pronoun Note: The above fields appear on either the Demographics tab or the UDS tab, depending on settings in Enterprise Preferences, General. In the Primary Medical Coverage field, do one of the following: If the patient has insurance, then select their Pr

Help Guide for NextGen® Enterprise PM 8

Demographic Information for IHS

Additional fields may be used by IHS practices to meet state specific and/or other reporting needs. These fields are not required for the UDS report. The following IHS information can be collected on the Demographics tab of the Add/Modify Patient Information window for all patients in NextGen® Enterprise PM: Community Code The following IHS information can be collected on the UDS tab of the Add/Modify Patient Information window for all patients in NextGen® Enterprise PM: Tribal Affiliation Blood Quantum IHS Eligibility Status Classification/Beneficiary Descendancy Parent topic: Information Needed for the UDS Report

UDS Information

Recommendations

Family Information

Head of Household Information

UDS Information

Managing UDS Information

Add or Modify UDS Information

Demographic Information for IHS

Family Information

Head of Household Information

UDS Information

Managing UDS Information

Add or Modify UDS Information

Demographic Information for IHS