Add or Modify People to Contact in Patient Charts
Open the
Person Information
or
Patient Information
window for the desired person or patient.
Select the
Relations/Role
tab.
In
Contact
, select the open record
icon.
In the
Contact Lookup
window, enter search criteria, and then select
Find
.
People who match the search criteria entered are displayed in the
Matching Records
list.
In
Matching Records
, double-click an existing contact, or select
New
to add a record for the contact.
In the
Modify Contact Information
window, add or update information as needed.
In
Relationship
, select the contact's relationship to the patient.
Note:
The items you can select are obtained from the
Relationships
code table in File Maintenance.
Select
OK
.
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Add or Modify People to Contact in Patient Charts
NextGen® Enterprise EHR Help
Contact Information
In the Contact section of the Relations/Roles tab, you can enter the person designated as the primary contact for a patient. The information is saved for established patients with an existing chart, and for new patients when the chart is created. Contact information is stored at the practice level; therefore, each practice can enter and maintain different information for a patient. The Contact section of the Relations/Roles 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 No Add or Modify People to Contact in Patient Charts You can add or change information about the people to contact in a patient's chart NextGen® Enterprise PM Parent topic: Managing Relations or Roles Information
NextGen® Enterprise EHR Help
Add Relationships to Patient Records
Open the Person Information or Patient Information window for the desired person or patient. Select the Relations/Role tab. In Relationship, select the open menu icon, and then select New. In the Relationship Lookup window, enter search criteria, and then select Find.People who match the search criteria are displayed in the Matching Records list. Select the person whom the patient has a relationship with. In Relationship, select the person's relationship to the patient. Select OK. Parent topic: Relationship Information
Help Guide for NextGen® Enterprise PM 8
Matching Records for Patient or People Lookup
When you enter your search criteria on the Patient Lookup or People Lookup window and select Find, records of people and patients that match appear in the Matching Records section. You can scroll right or left to view more information for each person or patient. From the matching records section of the window, you can do the following: Use the Patient icon to open the Patient Chart for the desired Patient. Use Person Icon to open the Add Patient Information window for the desired Person. Use the right-click option for a patient or person to view all the available actions. People Lookup with Matching Records Customize Matching Records columns You can use different options to view the columns in the Matching Records section. Parent topic: Creating Patient Charts
NextGen® Enterprise EHR Help
Add a Contact
Open the Patient Information window for the desired patient. Select the Relations/Roles tab. In the Contact section, select the Open Record button. The Contact Lookup window appears. Enter the desired Search Criteria to find the contact. Select Find. All persons and patients that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the contact. Select New to add a person record for the contact. The Modify Contact Information window appears. Enter and update information for the contact as needed. In the Relationship field, select the contact's relationship to the patient. This field is required. Note: Items available for selection are from the Relationships code table in File Maintenance. To save changes and close the window, select OK. The contact displays in the Contact and Relationship sections of the tab. If
Help Guide for NextGen® Enterprise PM 8
Add a Contact
Open the Patient Information window for the desired patient. Select the Relations/Roles tab. In the Contact section, select the Open Record button. The Contact Lookup window appears. Enter the desired Search Criteria to find the contact. Select Find. All persons and patients that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the contact. Select New to add a person record for the contact. The Modify Contact Information window appears. Enter and update information for the contact as needed. In the Relationship field, select the contact's relationship to the patient. This field is required. Note: Items available for selection are from the Relationships code table in File Maintenance. To save changes and close the window, select OK. The contact displays in the Contact and Relationship sections of the tab. If
Help Guide for NextGen® Enterprise PM 8
Add a Relationship
Open the Person Information or Patient Information window for the desired person or patient. Select the Relations/Role tab. In the Relationship section, select the Open Menu button, and select New. The Relationship Lookup window appears. Enter the desired Search Criteria to find the relationship. Select Find. All persons and patients that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the relationship. Select New to add a person record for the relationship. The Modify Relationship Information window appears. Enter and update information for the relationship as needed. In the Relationship field, select the person's relationship to the patient. This field is required. Note: Items available for selection are from the Relationships code table in File Maintenance. To save changes and close the window, select OK
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