Viewing Patient Demographics Information

NextGen® Enterprise EHR Help

Viewing Patient's General Information

The patient's general information includes the patient's photo, name and preferred name; these elements are non-configurable. You can configure other demographic and non-demographic information to display on the Patient Information Card (PIC). You can configure the locations where various types of data points are displayed, including: date of birth, age, gender, preferred pronouns, address, contact information, marital status, spouse name, number of children, and smoking history, to name a few. Important: Sexual Orientation and Gender Identity (SOGI) information is unprotected and visible to any user by default. The system administrator can configure the protected content settings in the Enterprise Preferences window in File Maintenance, which makes the patient's SOGI information appear as Protected Content in NextGen® Enterprise EHR. To view such protected content as a user, you require adequate security permissions. For more information on protected content, go to NextGen Healthcare

NextGen® Enterprise EHR Help

View the Patient Information Card

When you open a patient's chart, the patient's information appears on the Patient Information Card (PIC) in the default expanded view. The PIC's position is fixed and always visible from any clinical module or template within the NextGen® Enterprise EHR workflow. You can collapse the PIC when you need more workspace for other modules or templates. Open NextGen® Enterprise EHR. Search for and select a patient from Patient Lookup window. The patient chart opens and the expanded view of the PIC appears by default. To collapse the PIC, select button. Note: In the collapsed view, you can select Profile Options to view and select templates that are available in the expanded view of the PIC. To return to the expanded view, select button. Viewing Patient's General Information You can view a patient's general information on the Patient Information Card (PIC), including non-demographic and social history information. Viewing Patient Demographics Information You can view up to three types of pati

Help Guide for NextGen® Enterprise PM 8

Viewing Demographics Information

The following patient demographic information appears on the Patient Information Bar in NextGen® Enterprise PM: Sex Note: Sex is abbreviated. You can hover over the abbreviation to view the full description. Date of Birth Age Note: In case of expired patients, (Deceased) appears instead of age. Person Number Medical Record Number (MRN) Other ID Number Other ID Number is based on the details in the External tab of the Modify Patient Information. A practice can configure the Patient Information Bar to display up to three additional demographic fields from among the following: Default Guarantor Preferred Language Credit Card On File Preferred Pronoun Primary Care Provider Gender Identity Current Gender Patient Status Note: The Enable patient status option must be enabled in Chart, in Practice Preferences. Primary Dental Provider Sexual Orientation A practice can also configure the Patient Information Bar to display up to three additional demographic fields from the following database tabl

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

Managing Patient Information in charts

The Patient Information tab in the patient chart displays information entered in the Add Patient window. You can use the Patient Information tab for the following: Checking if the patient is a veteran, smoker, or deceased. Adding or viewing the patient's picture. Printing a demand statement from the patient chart. Finding the NextGen® PxP Portal enrollment status. Viewing the demographics, relationships, chart details, providers, case management, and rental information for the selected patient. Viewing Patient Demographics Information You can view demographics, patient status, and client-defined information for the patient in the Demographics tab under Patient Information on the patient chart. Adding Patient Relationships, Contact, or Guarantor Information You can use the patient relationships or contact or guarantor information to add or modify relationships of the patient. Viewing Patient Chart Details You can use the Chart Details tab of Patient Information to add additional informa

NextGen® Enterprise EHR Help

Overview of Patient Information Card

The Patient Information Card (PIC) is a redesigned and enhanced version of the former Patient Information Bar (PIB) in NextGen® Enterprise EHR. The PIC is available in NextGen® Enterprise EHR 8 and later versions. The PIC provides a well-organized user interface and simplified navigation to patient and encounter information. You can configure the overall appearance of the PIC, that is, show, hide, or re-arrange the order of the data fields and template links at the practice level in File Maintenance. The PIC includes information on the following: General patient details NextGen® PxP Portal enrollment status Patient alerts Patient tracking details Current encounter indication Patient demographics Patient social history General encounter data Parent topic: Using Layout and User Preferences

Viewing Patient Demographics Information

Recommendations

Viewing Patient's General Information

View the Patient Information Card

Viewing Demographics Information

Adding Information to Person or Patient Profiles

Managing Patient Information in charts

Overview of Patient Information Card

Viewing Patient's General Information

View the Patient Information Card

Viewing Demographics Information

Adding Information to Person or Patient Profiles

Managing Patient Information in charts

Overview of Patient Information Card