Viewing Patient's General Information

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

File Maintenance Help for NextGen® Enterprise 8

Identify SOGI Fields as Protected Content

The fields on Protected Content tab identify a patient's sexual orientation and gender identity (SOGI). If any of these fields are identified as protected content, then a user must have the appropriate security permissions in System Administrator to view the field data. For example, a patient identifies their current gender as Male and their preferred pronoun as She or They. When you select the Preferred Pronoun field, only then users with the appropriate security permissions can view the data in the Preferred Pronoun field. To access this tab use one of the following paths: In NextGen® Enterprise PM, select Preferences > Enterprise Preferences > Protected Content. In File Maintenance, select Master Files > System > Enterprises. Select the applicable Enterprise and then Preferences > Protected Content. The Enterprise Preferences > Protected Content tab opens. To identify field data as protected content, select one or more of the following fields: Current Gender Gender Identity Preferre

File Maintenance Help for NextGen® Enterprise 8

Enterprise Preferences

You can set up the following options at the enterprise level. Assign some general NextGen® Enterprise settings. Create client-defined fields for enterprise reporting. Adjust procedural steps in the flow of your NextGen patient checkout process. Set up naming conventions for Relative Value Units (RVUs). Identify Sexual Orientation and Gender Identity (SOGI) fields as protected content. Access Enterprise Preferences You can open Enterprise Preferences window to help you set preferences for your practice. Enterprise Preferences - General Tab You can set the general default tab information for your practice. UDS Tab You can collect details from the UDS field to gain more information about a patient. AutoFlow Stored Procedure You can setup the flow of a procedure to be completed in Practice Preferences. Client Defined Tab Setting Up Document Management Preferences in Enterprise Preferences You can set preferences for NextGen Document Management at enterprise level. Population Health - Enter

System Administrator Help

Display Protected Content Operation

Sexual Orientation and Gender Identity (SOGI) fields capture data for sexual orientation, gender identity, current gender, and preferred pronoun. You can choose to display or protect the content in these fields by using the security settings found under Rights > Operations > Display Protected Content. You can configure the user group rights so that: A user group can see all of the data in all of the fields. A user group can see data in only one or more of these fields. A user group cannot see any of the data in any of these fields. Review the following information to setup the data configuration for your practice. Subgroup Used in Description Current Gender NextGen® Enterprise PM, NextGen® Enterprise, NextGen Optical Management, and NextGen Document Management When set to Yes, the values in the Current Gender field displays in the following applications: NextGen® Enterprise PM, NextGen® Enterprise, NextGen® Optical Management and NextGen® Document Management. When set to No, the words

NextGen® Enterprise EHR Help

Add General Information for Persons or Patients

You must add the person or patient's general identification information, such as the first and last name, social security number, birth date, sexual profile, and preferred pronoun. General information for a patient or person appears as a header on every tab of the patient or person information windows. Open NextGen® Enterprise. Open the People Lookup window, and then select New. The Add Person Information window opens. Select a Prefix preferred by the person or patient. Mr, Mrs, or Reverend. Enter the Last name and First name for the person or patient. Both are required fields. Select the Previous Last link and then enter the previous last name of the person or patient. Select the Previous First link and then enter the previous first name of the person or patient. Enter the person or patient's Middle name. Select the preferred Suffix, additional information after the person or patient's last name. Enter the Preferred Name that the person or patient wants to be addressed by. Enter the S

Help Guide for NextGen® Enterprise PM 8

Add General Information for Persons or Patients

You must add the person or patient's general identification information, such as the first and last name, social security number, birth date, sexual profile, and preferred pronoun. General information for a patient or person appears as a header on every tab of the patient or person information windows. Open NextGen® Enterprise. Open the People Lookup window, and then select New. The Add Person Information window opens. Select a Prefix preferred by the person or patient. Mr, Mrs, or Reverend. Enter the Last name and First name for the person or patient. Both are required fields. Select the Previous Last link and then enter the previous last name of the person or patient. Select the Previous First link and then enter the previous first name of the person or patient. Enter the person or patient's Middle name. Select the preferred Suffix, additional information after the person or patient's last name. Enter the Preferred Name that the person or patient wants to be addressed by. Enter the S

Viewing Patient's General Information

Recommendations

View the Patient Information Card

Identify SOGI Fields as Protected Content

Enterprise Preferences

Display Protected Content Operation

Add General Information for Persons or Patients

Add General Information for Persons or Patients

View the Patient Information Card

Identify SOGI Fields as Protected Content

Enterprise Preferences

Display Protected Content Operation

Add General Information for Persons or Patients

Add General Information for Persons or Patients