Add General Information for Patients or Other Persons

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 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 Parent topic: Demographic Information in a Person or Patient Profile

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

Add a Photo for a Patient or Other Person

You can add a photo to the demographic record for a patient or other person. Note: Color photos scanned using the black and white setting are distorted. Use the greyscale setting to maintain the quality of the image. Open NextGen® Enterprise PM. From the main toolbar, select Lookup. In the People Lookup window, select New. In the Add Person Information window, right-click the photo field, and then select either New for a new scan or Open for an existing photo. In the Scanning Device Input window, place the ID card in the scanner and adjust the scan guide. Select the open menu icon, and then select Acquire. When the scanner has finished scanning, the image appears in the window. Optional: Rotate, crop, or adjust the brightness and contrast as needed. You can use the scanner's interface for more options. The image in Selected Segment appears on the Demographics tab. Select Save. To replace the image, right-click and select Delete. Parent topic: Add General Information for Patients or Oth

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

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

Add General Information for Patients or Other Persons

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Add General Information for Persons or Patients