View Member History
From the
File
menu, select
Family Unit
and then
Member History
.
The
Member History
window opens.
The name or alias of the current patient appears at the top.
Select the family unit in the
Family Units
section.
The members of the family unit are listed.
To browse through the patients displayed in the
Members
section, select
Make Current Patient
.
To switch to a different patient, select the name in the Members section, and select
Make Current Patient
.
The application automatically updates the information in the
Member History
window.
Select
OK
.
Note:
If you change patients within the
Member History
window, selecting
OK
changes the current patient to the last selected patient.
To exit without changing the current patient, select
Cancel
.
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NextGen® Enterprise EHR Help
Member History
Users who do not have View Patient Name permission can view a patient family unit in the Member History window. Information fields for the current patient (Name/Alias, Sex, and Date of Birth) appear at the top of the window. Family Units section: Displays a list of all family units the current patient is a member of and shows the relationship of this patient within each family unit. Members section: Displays a list of members who belong to the family unit currently selected in the Family Units section. View Member History Parent topic: Search a Member Using Member Search
NextGen® Enterprise EHR Help
Search a Member Using Member Search
The Member Search function enables you to perform two types of searches: Search for patients grouped by a family unit. Search for patients by alias names, if you do not have permission to view a patient name. From the File menu, select Family Unit and then Member Search. The Member Search window opens. To search by name or alias: Enter all or part of the patient name or the alias name, and select Search. To search for all patients, select Search without entering a name. The matching names appear. Select the patient name or the alias name in the display pane. The selected name appears in the Name field. Select OK. The chart for the selected patient opens. To search by family unit name: Select the Ellipsis button. The Family Name window opens. Enter the name of a family unit, and select Search. The matching family unit is listed. Double-click the family unit, or select it, and select OK. All of the members of the selected unit are listed. Member History Parent topic: Set up a New Family
NextGen® Enterprise EHR Help
Assign Patient Aliases
You can assign an alias name to a patient in the database to protect the patients' confidentiality. Users who do not have rights to view a patient name can work with a patient information by using the alias. Consider creating an alias name for all of the patients in your system if most users do not have permission to view patient names. From the File menu, select Family Unit and then Alias Setup. The Alias Setup window opens. Search for the patient to create or change the alias name for. Enter either the last or first name or both names in the Name fields or the alias in the Alias field, and select Search. To display all patients, select Search without entering any information. To start a new search, select Clear and repeat the previous step. To create or edit an alias name, select the patient name in the display window. Double-click the patient name, or select Edit. An edit box appears in the Alias column. Enter an alias name, and select the <ENTER> key on your keyboard. The edited al
NextGen® Enterprise EHR Help
Add Members to a Family Unit
You can search for available patients to add to current family units. On the Family Unit Setup window, select one of the following four parameters and select Search. Last Name Social Security # Person Number Medical # You can quickly search by typing part of the search parameter. For example, if Last Name is selected and you enter "K" only patients with a last name starting with letter "K" are displayed. You can use an asterisk (*) as a "wild card." All of the patients with the selected parameter are displayed if you chose "*." Note: If you search by Last Name with "*," all of the patients in the database appear. From the list of patients in the Available Members pane, select the patients to add to the selected family unit. Note: You can select more than one patient at a time. To select multiple patients, select and hold the <CTRL> key on your keyboard as you select all of the patients. To add the selected patients to the family unit, do one of the following. Double-click the patients.
NextGen® Enterprise EHR Help
Edit an Existing Patient Group
For an existing patient group, you can change its name or description and add members to or remove members from it. From the File menu, select Patient Group. The Patient Group window appears. From the Patient Group list, select the group to edit. All available patients appear in the Non-Member Patients section. The patients in the selected group appear in the Member Patients section. Select Edit Group. The Edit Patient Group window appears. To change the group name, enter the new name in the box at the top. To add or change the description, enter the text in the Notes box. Select OK. In the Patient Group window, search for and add and remove member patients following the instructions in Set up a New Patient Group. When you are done, select Save. Select Close. Parent topic: Patient Groups
NextGen® Enterprise EHR Help
Set up a New Patient Group
Before you can use the patient group feature, you must set up at least one patient group and at least one Medical Records Group template or Medical Records Group Popup template. After you create a patient group, you can create a group encounter and then access the group template and enter the relevant details for the group encounter. From the File menu, select Patient Group. The Patient Group window appears. Select New Group. The New Patient Group window appears. Enter the name of the patient group to create in the box at the top. Add an optional description in the Notes box. Select Add. From the Patient Group list on the Patient Group window, select the group you created. All available patients appear in the Non-Member Patients section. You can search for particular patients or for all patients of a selected provider. To search for all patients of a provider, do the following: Enter the Last, First, or Middle Name of the provider. From the Search by list, select Provider. Select Searc
