Add, Change, or Remove the Head of Household in UDS Tab

NextGen® Enterprise EHR Help

Add, Modify, or Delete the Head of Household

Open the Person Information or Patient Information window for the desired person or patient. Open the Person Information or Patient Information window for the desired person or patient. Select the Relations/Role tab. In Head of Household, select the open record icon. If the patient is the head of household, in the Head of Household Lookup window, select Self. If a different person is the head of household, in the Head of Household Lookup window, do the following: Enter search criteria to find the person's name, and then select Find. In Matching Records, select or create a record for the head of household. In the Modify Head of Household Information window, enter information as needed, including the Relationship field. Select OK. Parent topic: Head of Household Information

NextGen® Enterprise EHR Help

Head of Household Information

In the Head of Household section of the Relations/Roles and UDS tabs, you can enter the person designated as the head of household for a patient. This may be the patient, or another person such as a parent or spouse. Family information, which includes family size and annual income, can then be entered and associated with the head of household. The information is saved for established patients with an existing chart, and for new patients when the chart is created. Note: A head of household must be selected for a patient to enter family information. Head of household information is stored at the practice level; therefore, each practice can enter and maintain different information for a patient. The Head of Household section of the Relations/Roles and UDS tabs 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 Add, Modify, or Delete the Head of Household You can assign, up

Help Guide for NextGen® Enterprise PM 8

Change a Head of Household - UDS Tab

Open the Patient Information window for the desired patient. Select the UDS tab. The Head of Household section displays the current head of household. Select the Open Record button, and select one of the following: To change the head of household to the patient, select Self. The patient displays in the Head of Household section of the UDS tab. To change the head of household to someone other than the patient, select New. The Head of Household Lookup window appears. Enter the desired Search Criteria to find the head of household. Select Find. All persons and patients that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the head of household. Select New to add a person record for the head of household. The Modify Head of Household Information window appears. Enter and update information for the head of househ

NextGen® Enterprise EHR Help

Change a Head of Household - UDS Tab

Open the Patient Information window for the desired patient. Select the UDS tab. The Head of Household section displays the current head of household. Select the Open Record button, and select one of the following: To change the head of household to the patient, select Self. The patient displays in the Head of Household section of the UDS tab. To change the head of household to someone other than the patient, select New. The Head of Household Lookup window appears. Enter the desired Search Criteria to find the head of household. Select Find. All persons and patients that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the head of household. Select New to add a person record for the head of household. The Modify Head of Household Information window appears. Enter and update information for the head of househ

Help Guide for NextGen® Enterprise PM 8

Delete a Head of Household - UDS Tab

Open the Patient Information window for the desired patient. Select the UDS tab. The Head of Household section displays the current head of household. Select the Open Record button, and select Delete. The head of household is removed. Note: The deleted head of household is not removed from the Relationship section of the tab. Parent topic: Head of Household Information

NextGen® Enterprise EHR Help

Delete a Head of Household - UDS Tab

Open the Patient Information window for the desired patient. Select the UDS tab. The Head of Household section displays the current head of household. Select the Open Record button, and select Delete. The head of household is removed. Note: The deleted head of household is not removed from the Relationship section of the tab. Parent topic: Head of Household Information

Add, Change, or Remove the Head of Household in UDS Tab

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