Add Demographic Information

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 Information

Demographic information includes details such as marital status, mother's maiden name, student status, preferred language, religion, primary care provider, and primary dental care provider. Veteran and smoker statuses can also be noted. You can enroll the patient in NextGen® Enterprise EHR the Enterprise Chart feature to view the patient’s encounters in every practice in your enterprise. On the Add Person Information or Add Patient Information window, select the Demographics tab. From Marital Status, select one of the options: Note: Marital Status is a required field in the Add Patient Information window and appears in red, if left blank. Annulled Domestic Partner Legally Separated Married Single Widowed Divorced Interlocutory Life Partner Polygamous Unknown Enter the maiden name of the patient's or person's mother. To identify a patient or person as a student, select the status in the Student Status field. Select one of the following: <none> Not a Student Part Time Student To identify

NextGen® Enterprise EHR Help

Add Demographics Information

Demographic information includes details such as marital status, mother's maiden name, student status, preferred language, religion, primary care provider, and primary dental care provider. Veteran and smoker statuses can also be noted. You can enroll the patient in NextGen® Enterprise EHR the Enterprise Chart feature to view the patient’s encounters in every practice in your enterprise. On the Add Person Information or Add Patient Information window, select the Demographics tab. From Marital Status, select one of the options: Note: Marital Status is a required field in the Add Patient Information window and appears in red, if left blank. Annulled Domestic Partner Legally Separated Married Single Widowed Divorced Interlocutory Life Partner Polygamous Unknown Enter the maiden name of the patient's or person's mother. To identify a patient or person as a student, select the status in the Student Status field. Select one of the following: <none> Not a Student Part Time Student To identify

Help Guide for NextGen® Enterprise PM 8

Modify Patient Information in NextGen® Enterprise PM

Open NextGen® Enterprise PM. Select the Chart icon. The Patient Lookup window opens. Enter the search criteria and selectFind. TheMatching Recordslist displays the records that meet the search criteria. Right-click the desired patient and select Open from the menu. The Modify Patient Information window appears displaying the demographic information of the selected patient. Modify the fields as required and selectOKto save the changes. For information on how to add patient details in theDemographicstab, see: Add General Information for Persons or Patients Add Address Information Add Contact Information Parent topic: Demographic Information in a Person or Patient Profile

Help Guide for NextGen® Enterprise PM 8

Demographic Information for UDS

The following demographics information must be collected on the Demographics tab of the Add/Modify Patient Information window for all patients in NextGen® Enterprise PM: Birth Date/Age Sex Race Preferred Language Ethnicity Zip Code The following UDS information must be collected on the UDS tab of the Add/Modify Patient Information window for all patients in NextGen® Enterprise PM: Homeless Status Migrant Worker Status Language Barrier Public Housing Primary Care School Based Health Center Veteran Status Primary Medical Coverage Note: The Race and Ethnicity fields can display on either the Demographics tab or the UDS tab of the Add/Modify Patient Information window. In Enterprise Preferences > Client Defined, select Display General to display race/ethnicity on the Demographics tab, or select Display UDS to display race/ethnicity on the UDS tab. Parent topic: Information Needed for the UDS Report

Help Guide for NextGen® Enterprise PM 8

Demographic Information for UDS

The following demographics information must be collected on the Demographics tab of the Add/Modify Patient Information window for all patients in NextGen® Enterprise PM: Birth Date/Age Sex Race Preferred Language Ethnicity Zip Code The following UDS information must be collected on the UDS tab of the Add/Modify Patient Information window for all patients in NextGen® Enterprise PM: Homeless Status Migrant Worker Status Language Barrier Public Housing Primary Care School Based Health Center Veteran Status Primary Medical Coverage Note: The Race and Ethnicity fields can display on either the Demographics tab or the UDS tab of the Add/Modify Patient Information window. In Enterprise Preferences > Client Defined, select Display General to display race/ethnicity on the Demographics tab, or select Display UDS to display race/ethnicity on the UDS tab. Parent topic: Information Needed for the UDS Report

Add Demographic Information

Recommendations

Demographic Information in a Person or Patient Profile

Add Demographics Information

Add Demographics Information

Modify Patient Information in NextGen® Enterprise PM

Demographic Information for UDS

Demographic Information for UDS

Demographic Information in a Person or Patient Profile

Add Demographics Information

Add Demographics Information

Modify Patient Information in NextGen® Enterprise PM

Demographic Information for UDS

Demographic Information for UDS