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Modify Patient Inclusion or Exclusion Lists
Open
NextGen® Enterprise EHR
,
Select
Admin
>
Modify Inclusion/Exclusion List
.
In the
Modify Inclusion/Exclusion List
window, select the user from
User Name
.
Select a patient from the list, and then select
Include
,
Exclude
, or
Delete
.
Select
Close
.
Modify Patient Inclusion or Exclusion Lists
NextGen® Enterprise EHR Help
Share Inclusion Lists
Open NextGen® Enterprise EHR, Select Admin > Share Inclusion List. In the Share Inclusion List window, select a user, security group, or workgroup. Select Add. To remove access for anyone in the list, select the name, and then select Remove. Select OK. Select Close. Parent topic: Viewing Patient Information and Generating Charts
NextGen® Enterprise EHR Help
Edit Existing Patient Groups
For an existing patient group, you can change its name, description, or member list. Open NextGen® Enterprise EHR. Select File > Patient Group. In the Patient Group window, from the Patient Group list, select the group to edit. All available patients appear in the Non-Member Patients section. The patients in the selected group appear in the Member Patients section. Select Edit Group. In the Edit Patient Group window, modify the information as needed, and then select OK. Select Save and then Close. Parent topic: Viewing Patient Information and Generating Charts
NextGen® Enterprise EHR Help
Enroll a Patient in Enterprise Chart
From the main toolbar in NextGen® Enterprise PM, select Lookup. In the Patient Lookup window, do one of the following:. For a new patient, select New. For an existing patient, search for and select the patient record, select the open menu icon, and then select Open. In the Add Patient Information or Modify Patient Information window, enter or update the information as needed. Select the Enterprise Chart checkbox. Select OK. The patient is enrolled in Enterprise Chart. Note: For a patient newly enrolled in Enterprise Chart, you may need to reopen the patient's chart to view information from other practices. Parent topic: Viewing Patient Information and Generating Charts
NextGen® Enterprise EHR Help
Modify an Inclusion List
You can add patients to or delete patients from an existing Inclusion list for a selected user. From the Main menu, select Admin and then Modify Inclusion/Exclusion List. The Modify Inclusion/Exclusion List window appears. Select the user from the User Name list. The Inclusion list of patient names for that user appears, and the Include button is enabled. To add a patient: Select Include. The Add Patients to Inclusion List window appears. Perform a patient search. To select all the patient names returned in the search, select the Select All check box. To select individual patient names, select the check box for each name to include. When a patient is selected from the Patient Name list, the Search button becomes the Add button. Select Add. Each selected patient is added to the user's Inclusion list on the Modify Inclusion/Exclusion List window. To delete a patient: Select the patient on the Modify Inclusion/Exclusion List window. The Delete button is enabled. Select Delete. The patient
NextGen® Enterprise EHR Help
Modify an Exclusion List
You can add patients to or delete patients from an existing Exclusion list for a selected user. From the Main menu, select Admin and then Modify Inclusion/Exclusion List. The Modify Inclusion/Exclusion List window opens. Select the user from the User Name list. The Exclusion list of patient names for that user appears, and the Exclude button is enabled. To add a patient: Select Exclude. The Add Patients to Exclusion List window opens. Perform a patient search. To select all the patient names returned in the search, select the Select All check box. To select individual patient names, select the check box for each patient to exclude. When a patient is selected from the Patient Name list, the Search button becomes the Add button. Select Add. Each selected patient is added to the user's Exclusion list on the Modify Inclusion/Exclusion List window. Patients to exclude are identified by icon. To delete a patient: Select the patient on the Modify Inclusion/Exclusion List window. The Delete bu
NextGen® Enterprise EHR Help
Patient Inclusion and Exclusion Lists in NextGen® Enterprise EHR
Your practice may use an Inclusion or Exclusion list to control which patients in the database you can view. Only the patients listed on your Inclusion list or all patients except those listed on your Exclusion list are displayed in the Patient Lookup window. The Inclusion or Exclusion list is initially set up in the System Administrator application and applied when you search for a patient. Based on your operations rights, you may be able to perform these actions in NextGen® Enterprise EHR: Modify your personal Inclusion list. Modify the Inclusion or Exclusion lists for other users. Share an Inclusion list with another user. Look up a patient on your Exclusion list in an emergency. For more information on Inclusion list and Exclusion list setup and permissions, go to the NextGen Healthcare Success Community, and download the latest System Administrator Guide for NextGen Enterprise. Modify an Inclusion List You can add patients to or delete patients from an existing Inclusion list for
