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Add Contact Information for a Patient or Other Person
From the main toolbar in
NextGen® Enterprise PM
, select
Chart
or
Lookup
.
In the
People Lookup
or
Patient Lookup
window, select
New
.
In the
Add Person Information
or
Add Patient Information
window, select the
Demographics
tab.
To display an application message when the contact information is accessed, select the
Generate System Alert
checkbox.
Select the
International
link, and then enter international phone numbers and postal codes.
Select
OK
.
Enter the patient's phone numbers and email address.
Optional:
Select
N/A
to turn off data entry for specific fields.
Optional:
Select the appropriate contact and notification preferences.
Select
OK
.
Preferred Contact and Notification Icons
Add Contact Information for a Patient or Other Person
NextGen® Enterprise EHR Help
Add a Person on the Add Person Information Window
You can add a person on the Add Person Information window in NextGen® Enterprise PM or NextGen® Enterprise EHR. On the Add Patient Information window, a person becomes a patient after you add a Chart. To open the Person Information window from NextGen® Enterprise PM, select Lookup. The People Lookup window opens. To open the Person Information window from NextGen® Enterprise EHR, select File, then New, and then Person. The People Lookup window opens. To add a person, select New. The Add Person Information window opens. To search for an existing person in NextGen® Enterprise PM, enter the search criteria. Then in the Matching Records list, double-click the desired patient. The Update Person Information window opens. To search for an existing person in NextGen® Enterprise EHR, enter the search criteria and select Find. Then in the Matching Records list, double-click the desired person. The Update Person Information window opens. The Demographics tab of the Add Person and Update Person wi
NextGen® Enterprise EHR Help
Add General Information for Patients or Other Persons
In a person’s or patient’s general information, you must add the first and last name, Social Security number, birth date, sex, gender identity, and preferred pronouns. This general information appears as a header on windows in the application. Open NextGen® Enterprise PM. From the main toolbar, select Lookup. In the People Lookup window, select New. In the Add Person Information window, enter the necessary details. Select the preferred prefix. To prevent patients with the same birth date and gender, such as twins, from being mistakenly identified as duplicates for merging, select Exempt from Person Merge. Select OK. Invalid Birth Date Description of the situation when a patient has an invalid birth date. Significant Events for Sexual Profile Changes Add a Photo for a Patient or Other Person You can add a photo to a patient or other person's demographic record in NextGen® Enterprise PM by scanning or uploading an image. Parent topic: Demographic Information in a Person or Patient Profil
NextGen® Enterprise EHR Help
Add a Patient on the Add Patient Information Window
In NextGen® Enterprise PM, NextGen® Enterprise EHR, and NextGen® Optical Management, you can add a patient on the Add Patient Information window. A person becomes a patient after you add a chart to the person's profile on the Add Patient Information window. To access the Patient Information window: In NextGen® Enterprise PM, go to Step 2. In NextGen® Optical Management, go to Step 3. In NextGen® Enterprise EHR, go to Step 4. In NextGen® Enterprise PM, select Chart. The Patient Lookup window appears. To add a patient, select New. The Add Patient Information window appears. To search for an existing person/patient, enter the search criteria. Then in the Matching Records list, select the patient, right-click and select Open. The Add/Modify Patient Information window appears. In NextGen Optical Management, select Patient Lookup, or select the Patients menu and then select Search. The Patient Lookup window appears. To add a patient, select New. To search for an existing patient, enter the s
NextGen® Enterprise EHR Help
Demographic Information in a Person or Patient Profile
On the Demographics tab of the Person Information or Patient Information window, you can enter the following data: General Information - includes name, sexual profile, social security number, and birth date. Contact Information - includes phone numbers, email address, and preferred contact methods. Demographic Information - 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 - includes insurers, authorizations, referrals, and eligibility inquiries. The optional and required fields that display on this window are determined by your system administrator's selections in Enterprise and Chart Practice Preferences. All required fields display in red text. Add a Person on the Add Person Information Window Add a person on the Add Person Informationwindow in NextGen® Enterprise PM or NextGen® Enterprise EHR. Add a Patient on the Add Patient Info
Help Guide for NextGen® Enterprise PM 8
Add Demographics to Patient Profiles
You can add demographics such as the patient's general information, address, contact information, and insurance details. You can also specify if a person is a smoker or veteran on the Demographics tab of Add Person Information window. Additionally you can enroll the patient or person in the Enterprise Chart to view encounters from different practices in NextGen® Enterprise EHR. Note: The optional and mandatory fields that appear on the Add Person Information window can be configured by your system administrator in Enterprise Preferences in File Maintenance. The mandatory fields appear in red color. Open NextGen® Enterprise PM. On the main toolbar select Lookup or People Lookup The Person Lookup window opens. Select New. The Add Person Information window opens. Add Person Information window Add the optional and mandatory information for the following in the Demographics section of the Add Person Information window. Address Demographics Contact Information Insurance Listing Select OK. Co
Help Guide for NextGen® Enterprise PM 8
Add Patient Information in NextGen® Enterprise PM
Open NextGen® Enterprise PM. Select the Chart icon on the toolbar. The Patient Lookup window opens. SelectNew. TheAdd Patient Informationwindow opens. Enter the patient details in theDemographicstab For information on how to add person details in theDemographicstab, see: Add General Information for Persons or Patients Add Address Information Add Contact Information SelectOKto save the demographic information in the patient profile. Note: ANextGen® PxP Portalenrollment invitation email is automatically sent to the patient if the following information is provided while adding the person: First Name Last Name Date of Birth Birth Sex Zip Code Email Address Parent topic: Demographic Information in a Person or Patient Profile
