Update Gender Identity in the Template

NextGen® Enterprise EHR Help

Update Ethnicity in the Template

You can add the multiple ethnicities for selected patient. The multiple ethnicities appear in a template if the patient chart has multiple ethnicities recorded. Select a patient. Open the template which has ethnicity details. The Ethnicity and Ethnicity Order appears in the data sheet. Double-click the data grid. The Ethnicity window opens. In the Available Ethnicities section, select the ethnicities, and then select Add. The ethnicities are added in the Display these ethnicities in this order section. Note: The options Not Hispanic or Latino, Other, Unknown, Decline to Specify, and Hispanic or Latino are all independent of each other. If you select one option, the other option is removed by default. To the selected ethnicities, do the following as per your requirement: To remove, select ethnicity, and then select Remove. To rearrange, select ethnicity, and then select Move Up or Move Down. Select OK. The ethnicities are also updated in the Ethnicity field of Modify Patient Information

Help Guide for NextGen® Enterprise PM 8

Viewing Patient Demographics Information

The Demographics tab in Patient Information is the default tab that appears on the patient chart displaying demographics, patient status and client-defined information for the patient. You can select Who/When button to view the Created By and Last Modified By information. The demographics information consists of gender identity, preferred pronoun, current gender, sexual orientation, veteran status, and pharmacy information. The fields that appear for demographic information depend on the selections made on the Enterprise Preferences Client Defined tab and/or the Practice Preferences of the Chart window. You can create the Patient Expired label on an expired patient's chart by selecting the Expired check box and entering the expired date on the Demographics tab in the Add Person Information or Modify Person Information window For more information on adding or modifying patient demographic information, go to NextGen Healthcare Success Community and download the Patient Demographics Guide

File Maintenance Help for NextGen® Enterprise 8

Patient Information Data Fields in Form and Label Templates

The following table lists the Data Repository data fields for Patient Information. Data Fields Description Alternate Phone Patient's alternate phone number Note: This field pulls the phone number from the Alternate Phone field on Add/Modify Patient Information > Demographics. Alternate Phone Ext. Patient's alternate phone extension number Note: This field pulls the extension number from the Ext field next to the Alternate Phone field on Add/Modify Patient Information > Demographics. *Birth Date Date of birth (mandatory) *Birth Date(mmddyy) Date of birth in the mmddyy format Chart Details Marketing Co... Chart Details Marketing Comments Chart Details Marketing Data Chart Details Marketing Data Chart Details Marketing Plan Chart Details Marketing Plan Correspondence Language Patient's preferred correspondence language Day Phone Patient's daytime phone number Note: This field pulls the phone number from the Day Phone field on Add/Modify Patient Information > Demographics. Day Phone Ext. P

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

Components of Add Person Information window

The description of the fields on the Add Person Information window: Field Description Last, First (required) Specifies the patient's name in <last name, first name> format. Previous Last Specifies the previous last name of the patient. Previous First Specifies the previous first name of the patient. Prefix, Middle, Suffix Specifies the following: Prefix - Specifies how the patient wants to be addressed. For example, Mr., Mrs., Reverend. Middle - Specifies the patient's middle name. Suffix - Specifies the suffix, any additional information after the person's last name. Preferred Name Specifies the name by which the person wants to be addressed. Social Security Specifies the patient's social security number. Birth Date (required) Specifies the patient's birth date in MM/DD/YYYY format. NextGen® Enterprise PM calculates the person's age and populates the Age field. Age NextGen® Enterprise PM automatically fills the age of the patient after the birth date is entered. Birth Sex (required) S

NextGen® Enterprise EHR Template Editor Help 8

Insert a Patient Image Field

Drag the Patient Image icon from the Fields toolbar to the template design area where you want to place it. The Insert Patient Image window opens. In the Name text box, enter the name you want to assign. To reposition the field on the template, enter the appropriate numeric values to replace the current vertical and horizontal coordinates displayed in the Position boxes. To resize the field, enter the appropriate numeric values to replace the current dimensions displayed in the Size boxes. In the Style section, select the Border, Client Edge, or Modal Frame check box. To hide the patient image field when the template is opened, select the Hidden check box. Select OK and save your template. At run time, the patient image scanned through the Patient Information window is automatically embedded into the field. Parent topic: Template Fields

Update Gender Identity in the Template

Recommendations

Update Ethnicity in the Template

Viewing Patient Demographics Information

Patient Information Data Fields in Form and Label Templates

Adding Information to Person or Patient Profiles

Components of Add Person Information window

Insert a Patient Image Field

Update Ethnicity in the Template

Viewing Patient Demographics Information

Patient Information Data Fields in Form and Label Templates

Adding Information to Person or Patient Profiles

Components of Add Person Information window

Insert a Patient Image Field