Unlock a Patient Chart in Edit Mode

NextGen® Enterprise EHR Help

Admin Menu

All of the options in the Admin menu require specific user rights and permissions and are available only to users in a System Administrator role. The basic options included in the Admin menu are as follows: Tools Option Description Work Flow Manager Enables setting up Out-of-Office status, PAQ, and Workflow Delegates. For more information, go to NextGen Healthcare Success Community, and download the latest Workflow Module Guide for NextGen® Enterprise EHR. Advanced Audit Setup Enables selection of items for the Advanced Audit application. For more information on the Advanced Audit application, go to NextGen Healthcare Success Community, and download the Advanced Auditing Installation Guide and the Advanced Audit and Significant Events Cross Reference Overview. User Password Displays the Change Password window and enables you to change your password. Copy User Preferences Displays the Copy User Preferences window. This function is available only when no patients are selected. E-mail Pro

NextGen® Enterprise EHR Help

Patient Modes

The following types of patient modes are available: One patient mode enable patients to fill out a particular template (see Turn on Patient Mode for Template Entry) with no access to the remaining functionality. This patient mode provides a full-screen template view similar to Full Screen mode, but locks down the application. The other two patient modes are part of an optional feature that NextGen® Enterprise EHR offers to comply with the specific guidelines provided by the Certification Commission for Healthcare Information Technology (CCHIT). Edit and Review modes enable you to handle patient charts in a more efficient way and create a more secure and easily sustainable environment for patients' medical data. This feature is enabled by the Enable CCHIT check box on the NextGen System Info window in the System Administrator application. For more information, go to NextGen Healthcare Success Community, and download the System Administrator Guide for NextGen Enterprise. The Edit and Rev

NextGen® Enterprise EHR Help

Update a Procedure in a Patient Chart

You can modify an existing procedure as long as it is not assigned to a locked encounter. Also, you cannot make changes to a procedure that has an associated charge processed within NextGen® Enterprise PM. If you have the Auto-closing option enabled in the Practice Preferences and the charges associated with the selected procedure have been processed through NextGen® Enterprise PM prior to midnight of the previous day, the Financial Data cannot be modified due to the 24 hr rule message window opens. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Encounter History tab, select an existing encounter or create an encounter. On the Top Toolbar, select . The Procedures module window opens. In the procedures list, select the procedure that you want to update. Enter the changes. Select Update. Parent topic: Procedures Module

Help Guide for NextGen® Enterprise PM 8

Open the Patient Information Bar in the Patient Chart

Before you begin You must set the Practice and user preferences, to enable the Patient Information Bar in the patient chart. For more information on the patient chart, go to the NextGen Healthcare Success Community and download the latest Accounts and Patient Records User Guide forNextGen®Enterprise PM. Open NextGen® Enterprise PM. From the main toolbar, select Chart . The Patient Lookup window opens. Search for and select the patient using the available search criteria. The patient chart opens displaying the Patient Information Bar, where you can exclusively select Patient Chart Lookup and Open Menu to search for patients, set an active patient, and manage the NextGen® PxP Portal enrollment. Patient information bar in patient chart Patient Lookup and Open Menu Buttons The Patient Chart Lookup button opens the Patient Lookup window, while the Open Menu button displays options to modify the patient's records. Parent topic: Viewing the Patient Information Bar

NextGen® Enterprise EHR Help

View Patient Chart in NextGen® Enterprise EHR

You can select and view a patient's chart in NextGen® Enterprise EHR. You can view a patient's chart in NextGen® Enterprise EHR. Note: In System Administrator, if Access Rights for Chart/Recalls/Tasking is set to No, then you cannot access Chart on the NextGen Care® Population Management Hub toolbar. For more information about setting access permissions for viewing Chart in NextGen Care® Population Management Hub, go to NextGen Healthcare Success Community, and download the latest System Administrator Guide forNextGen®Enterprise. In NextGen Care® Population Management Hub, do one of the following: From the Cohorts tab, run a report. From the My Lists tab, run a list. From the Appointment Book tab, filter the patients. The patient list appears in the patient grid. In the patient grid, select the check box next to the patient's name. From Chart, select EHR Chart. The selected patient's chart appears on the Encounter History tab in NextGen® Enterprise EHR. For more information on patient

NextGen® Enterprise EHR Help

View Patient Chart in NextGen® Enterprise PM

You can view patient's chart in NextGen® Enterprise PM. Note: In System Administrator, if Access Rights for Chart/Recalls/Tasking is set to No, then you cannot access Chart from the NextGen Care® Population Management Hub toolbar. For more information about setting access permissions to Chart in NextGen Care® Population Management Hub, go to NextGen Healthcare Success Community and download the latest NextGen® Enterprise PM. In NextGen Care® Population Management Hub, do one of the following: From the Cohorts tab, run a report. From the My Lists tab, run a list. From the Appointment Book tab, filter the patients. The patient list appears in the patient grid. In the patient grid, select the check box next to the patient's name. From Chart, select EPM Chart. The selected patient's chart appears in NextGen® Enterprise PM. Parent topic: Working with NextGen Care Population Management Hub Reports

Unlock a Patient Chart in Edit Mode

Recommendations

Admin Menu

Patient Modes

Update a Procedure in a Patient Chart

Open the Patient Information Bar in the Patient Chart

View Patient Chart in NextGen® Enterprise EHR

View Patient Chart in NextGen® Enterprise PM

Admin Menu

Patient Modes

Update a Procedure in a Patient Chart

Open the Patient Information Bar in the Patient Chart

View Patient Chart in NextGen® Enterprise EHR

View Patient Chart in NextGen® Enterprise PM