Add Employer Information to Patient Charts in NextGen® Enterprise PM

NextGen® Enterprise EHR Help

Modify or Delete Employer Information in Patient Charts

Open the Person Information or Patient Information window for the desired person or patient. Select the Employer tab. Select the employer row. To modify the employer information, do the following: Select the open menu icon, and then select Open.The Employer Maintenance window opens. CAUTION: Modifications made to any field in the Demographics section of the Employer Maintenance window result in updates to the Employers master file in File Maintenance. In Employment Profile, update the information as needed. Select OK. To delete an employer from the patient record, select the open menu icon, select Delete, and then select OK. To flag an employer as primary, select the open menu icon, and then select Make Primary Employer.The Primary column now displays Y. Note: In the Employer Maintenance window, the Primary Employer checkbox is automatically selected for the employer. Parent topic: Managing Employer Information

NextGen® Enterprise EHR Help

Managing Employer Information

On the Employer tab, you can enter employer information for a person or patient, including the name, address, and phone and fax numbers for the employer. In addition, you can enter the person or patient's occupation and employment status. Information on the Employer tab is stored at the system level; therefore, all practices in all enterprises share the same information for a person or patient. The Employer tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information Yes Yes N/A Patient Information Yes Yes No For more information on setting up Employers, go to the NextGen Healthcare Success Community, and download the File Maintenance Master Lists Guide for NextGen Enterprise. Add Employer Information to Patient Charts in NextGen Enterprise PM You can add information about a patient's employer to their chart in NextGen® Enterprise PM. Modify or Delete Employer Information in Patient Charts You can modify or delete in

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

NextGen® Enterprise EHR Help

Add or Modify Information about Privacy Notices for Patients in NextGen® Enterprise PM

Open the Person Information or Patient Information window for the desired person or patient. Select the Privacy tab. Enter the dates when the patient received, signed, and returned the privacy notice. Select a reason or status for the privacy notice. Note: The items you can select are obtained from the Privacy Notices master list in File Maintenance. Enter information in Privacy Notice Notes and Privacy Consent as needed. Select OK.If privacy information is added for a patient without a chart, a message appears reminding you that the data in the Privacy tab is not saved unless you create a chart. In the confirmation message, do one of the following: To save information entered, including Privacy tab information, and create a chart for the patient, select Yes. To save information entered, except Privacy tab information, without creating a chart for the patient, select No. To return to the Patient Information window, select Cancel. Parent topic: Managing Privacy Information

NextGen® Enterprise EHR Help

Modify an Employer

Open the Person Information or Patient Information window for the desired person or patient. Select the Employer tab. Select the row for the employer to be modified. Select the Open Menu button, and select Open. The Employer Maintenance window appears. CAUTION: Modifications made to any field in the Demographics section of the Employer Maintenance window update the Employers master file in File Maintenance. They also update employer records for all persons and patients already linked to the employer. In the Employment Profile section at the bottom of the window, modify the following fields as needed: Occupation Employment Status Work Phone Extension Retirement Date Primary Employer To save changes and close the window, select OK. Parent topic: Managing Employer Information

Help Guide for NextGen® Enterprise PM 8

Modify an Employer

Open the Person Information or Patient Information window for the desired person or patient. Select the Employer tab. Select the row for the employer to be modified. Select the Open Menu button, and select Open. The Employer Maintenance window appears. CAUTION: Modifications made to any field in the Demographics section of the Employer Maintenance window update the Employers master file in File Maintenance. They also update employer records for all persons and patients already linked to the employer. In the Employment Profile section at the bottom of the window, modify the following fields as needed: Occupation Employment Status Work Phone Extension Retirement Date Primary Employer To save changes and close the window, select OK. Parent topic: Managing Employer Information

Add Employer Information to Patient Charts in NextGen® Enterprise PM

Recommendations

Modify or Delete Employer Information in Patient Charts

Managing Employer Information

Modify Patient Information in NextGen® Enterprise PM

Add or Modify Information about Privacy Notices for Patients in NextGen® Enterprise PM

Modify an Employer

Modify an Employer

Add Employer Information to Patient Charts in NextGen® Enterprise PM

Modify or Delete Employer Information in Patient Charts

Managing Employer Information

Modify Patient Information in NextGen® Enterprise PM

Add or Modify Information about Privacy Notices for Patients in NextGen® Enterprise PM

Modify an Employer

Modify an Employer