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Window:	NextGen® Enterprise EHR	NextGen® Enterprise PM	NextGen® Optical Management
Person Information	Yes	Yes	N/A
Patient Information	Yes	Yes	No

NextGen® Enterprise EHR Help

Person Data Collected

The procedure to add a new person is the same in NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management, but the data collected by each application differs, as shown in the following table. Tab Data Collected Application Demographics Demographic information such as (but not limited to) first and last name, Social Security number, date of birth, sex, address, race, language, religion, ethnicity, and phone number. Note: : The NextGen® Enterprise PM Add/Modify Person Information window has an Account button that enables you to access the patient's Account Profile. For more information on patient accounts, go to the NextGen Healthcare Success Community, and download the latest Accounts and Patient Records Guide for NextGen Enterprise PM . NextGen® Enterprise EHR and NextGen® Enterprise PM Status The patient's status at your practice. Additionally, when modified, you can list the reason for the change. NextGen® Enterprise EHR and NextGen® Enterprise PM Client Defin

NextGen® Enterprise EHR Help

Managing Demographic Information

On the Demographics tab, you can enter general information for a person or patient, such as address, demographics, contact phone numbers, contact, insurance, and notification methods for the patient. If your practice is licensed for EDI, the link appears on this window. When you select the link, the EDI Messaging window opens where you can view the patient's notification preferences for balance reminders, appointment reminders, and recall plans. Information on the Demographics tab is stored at the system level; therefore, all practices in all enterprises share the same information for a person or patient. The Demographics 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 Demographic Information in a Person or Patient Profile Demographic information for a person or patient includes identifying information, contact information, and insurance information. Managing an

NextGen® Enterprise EHR Help

Patient Data Collected

Although the procedure to add patients is the same, the data collected by NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management differs, as shown in the following table. Tab Data Collected Application Demographics Demographic information such as (but not limited to) first and last name, Social Security number, date of birth, sex, address, race, language, religion, ethnicity, and phone number. Note: : The NextGen® Enterprise PM Add/Modify Person Information window has an Account button that enables you to access the patient's Account Profile. For more information on patient accounts, go to the NextGen Healthcare Success Community, and download the latest Accounts and Patient Records Guide for NextGen Enterprise PM . NextGen® Enterprise EHR, NextGen® Enterprise PM, and NextGen® Optical Management Status The patient's status at your practice. Additionally, when modified, you can list the reason for the change. NextGen® Enterprise EHR and NextGen® Enterprise PM C

NextGen® Enterprise EHR Help

Managing Pharmacy Information

On the Pharmacy tab, you can enter up to two preferred pharmacies for a patient. Pharmacy information includes name, address, and phone and fax numbers. The information is saved for established patients with an existing chart, and for new patients when the chart is created. Information on the Pharmacy tab is stored at the practice level; therefore, each practice can enter and maintain different information for a patient. Note: Pharmacies entered from the Patient Information window update the Patient Demographics template for the patient in NextGen® Enterprise EHR, and vice versa. The Pharmacy 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 For more information on setting up pharmacies, go to the NextGen Healthcare Success Community, and download the File Maintenance Master Files Guide for NextGen Enterprise. Add a Pharmacy Delete a Pharmacy Parent topic: Manageme

NextGen® Enterprise EHR Help

Managing Provider Information

The Provider tab appears only when one or more custom User Defined Patient Provider fields have been created in Practice Preferences. Up to 12 patient provider fields can be set up and then used to collect additional provider information for a person or patient. Information on the Provider tab is stored at the practice level; therefore, each practice can enter and maintain different information for a person or patient. The Provider 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 No For more information, go to the NextGen Healthcare Success Community, and download the following guides: For setting up User Defined Patient Provider fields in Practice Preferences, refer to the File Maintenance Preferences Guide for NextGen® Enterprise. For setting up Providers for selection in a patient provider field, refer to the File Maintenance Master Files Guide for NextGen® Enter

NextGen® Enterprise EHR Help

Managing Chart Details

On the Chart Details tab, you can enter additional information for a patient's chart in NextGen® Enterprise PM. The tab includes up to 8 user defined fields that can be set up in Practice Preferences and then used to collect patient information that is not already a standard field within the application. The tab also includes default rendering and referring providers, and marketing plan information for the patient. The information is saved for established patients with an existing chart, and for new patients when the chart is created. Information on the Chart Details tab is stored at the practice level; therefore, each practice can enter and maintain different information for a patient. The Chart Details 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 For more information, go to the NextGen Healthcare Success Community, and download the following guides: For setti

Viewing History Information

Recommendations

Person Data Collected

Managing Demographic Information

Patient Data Collected

Managing Pharmacy Information

Managing Provider Information

Managing Chart Details

Person Data Collected

Managing Demographic Information

Patient Data Collected

Managing Pharmacy Information

Managing Provider Information

Managing Chart Details

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