Add or Modify Family Information in UDS Tab

NextGen® Enterprise EHR Help

Family Information

In the Family Information section of the UDS tab, you can enter family size and annual income for the patient's head of household. This information is typically used by Community Health Centers in conjunction with sliding fee schedules. When a patient qualifies for a sliding fee schedule, family size and income are used to determine the percentage of charges that are automatically adjusted for the patient. Family information is also reported on the UDS Report. Note: A head of household must be selected for a patient to enter family information. Family Information is stored at the practice level; therefore, each practice can enter and maintain different information for a person or patient. The Family Information section of the UDS tab 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 or Modify Family Information in UDS Tab You can enter or update family information

Help Guide for NextGen® Enterprise PM 8

Modify Family Information

Open the Patient Information window for the desired patient. Select the UDS tab. In the Family Information section, select the Open Menu button, and select Open. The Family Info window appears. Modify the following fields as needed. Family Size (see note) Income (see note) Income Cycle (see note) Refused to Report (see note) Verify Date Effective/Expiration Dates To save changes and close the window, select OK. Note: Family information can be modified only if it has not been used. If family size and income were previously used to calculate automatic adjustments on an encounter, they cannot be modified. Only the Verify Date and Effective/Expiration Dates can be modified. Parent topic: Family Information

NextGen® Enterprise EHR Help

Modify Family Information

Open the Patient Information window for the desired patient. Select the UDS tab. In the Family Information section, select the Open Menu button, and select Open. The Family Info window appears. Modify the following fields as needed. Family Size (see note) Income (see note) Income Cycle (see note) Refused to Report (see note) Verify Date Effective/Expiration Dates To save changes and close the window, select OK. Note: Family information can be modified only if it has not been used. If family size and income were previously used to calculate automatic adjustments on an encounter, they cannot be modified. Only the Verify Date and Effective/Expiration Dates can be modified. Parent topic: Family Information

Help Guide for NextGen® Enterprise PM 8

Add Family Information

Open the Patient Information window for the desired patient. Select the UDS tab. In the Family Information section, select the Open Menu button, and select New. Note: A head of household must be selected for a patient to enter family information. The Family Info window appears. In the Family Size field, enter the number of family members in the patient's household. The default value is 1. In the Income field, enter the income amount for the patient's household. The default value is $0.00. In the Income Cycle field, select one of the following. This field is required. Annually Monthly Weekly If the head of household refuses to provide income information, select the Refused to Report check box. The Income field becomes unavailable. In the Verify Date field, enter the date that the family information was verified. This field is required. In the Effective Date field, enter the start date for the family information. This field is required. In the Expiration Date field, enter the end date fo

NextGen® Enterprise EHR Help

Add Family Information

Open the Patient Information window for the desired patient. Select the UDS tab. In the Family Information section, select the Open Menu button, and select New. Note: A head of household must be selected for a patient to enter family information. The Family Info window appears. In the Family Size field, enter the number of family members in the patient's household. The default value is 1. In the Income field, enter the income amount for the patient's household. The default value is $0.00. In the Income Cycle field, select one of the following. This field is required. Annually Monthly Weekly If the head of household refuses to provide income information, select the Refused to Report check box. The Income field becomes unavailable. In the Verify Date field, enter the date that the family information was verified. This field is required. In the Effective Date field, enter the start date for the family information. This field is required. In the Expiration Date field, enter the end date fo

NextGen® Enterprise EHR Help

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

Open the Person Information or Patient Information window for the desired person or patient. Select the UDS tab. If the patient is the head of household, in Head of Household, select the open record icon, and then select Self . If the head of household is not the patient, do the following: enter search criteria, and then select Find. In Head of Household, select the open record icon, and then select New. 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

Add or Modify Family Information in UDS Tab

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