Set up Patient Selection Preferences

NextGen® Enterprise EHR Help

Set up Patient Selection Preferences

You can set up Patient Selection preferences for displaying patient information in the Patient Lookup window. To specify which patients to display in the Patient Lookup window, select one of the following from the View By list: Select All. All of the patients in the system. Referred By. Only patients referred by a particular physician. Provider. Only patients assigned to a particular provider. Provider Specialty. Only patients of a provider with a pre-selected specialty. By Appointment. Only patients with appointment on today's date. By Provider Appointment. Only patients with appointment to a pre-selected provider To set the field for the default focus when the Patient Lookup window opens, select one of the following from the Initial Field preference: Birth Date Enc Number Home Phone Last Name Med Rec Nbr Policy Nbr Social Sec Nbr To display all appointments scheduled for the current day regardless of the current time, select the Show appointments for entire day check box. To display

Help Guide for NextGen® Enterprise PM 8

Appointment Lookup Search Criteria

The following table describes the fields that are available in the Search Criteria section of the Appointment Lookup window: Field Description Last You must enter the patient's last name. First/Preferred You must enter the patient's first name or preferred name. Middle You must enter the patient's middle name. Suffix You must select the patient's last name suffix. Note: This field appears when you select the Include suffix on lookup screens option in the General tab of the Practice Preferences window. Date of Birth You must enter the patient's birth date in MM/DD/YYYY format. Social Security You must enter the patient's social security number. Description You must enter all or part of the text in the Description field on the Edit Appointment window. Status You can select one or more appointment statuses from the following: Canceled Expected Kept No Show Pending Note: The default appointment status that you select in the Default appointment lookup status option in the General tab of the

Help Guide for NextGen® Enterprise PM 8

Appointment Lookup Search Criteria

The following table describes the fields that are available in the Search Criteria section of the Appointment Lookup window: Field Description Last You must enter the patient's last name. First/Preferred You must enter the patient's first name or preferred name. Middle You must enter the patient's middle name. Suffix You must select the patient's last name suffix. Note: This field appears when you select the Include suffix on lookup screens option in the General tab of the Practice Preferences window. Date of Birth You must enter the patient's birth date in MM/DD/YYYY format. Social Security You must enter the patient's social security number. Description You must enter all or part of the text in the Description field on the Edit Appointment window. Status You can select one or more appointment statuses from the following: Canceled Expected Kept No Show Pending Note: The default appointment status that you select in the Default appointment lookup status option in the General tab of the

File Maintenance Help for NextGen® Enterprise 8

Appt Scheduling Practice Preferences Field Descriptions

The following table describes the fields in Appt Scheduling Practice Preferences When Scheduling Appointments Field Description Do not allow checkin of future appts Select this check box to prevent users from checking in patients and creating encounters for future dates from the Appointment Book or Appointment List (in the Appointment Lookup window). Future date is defined as a date that occurs after today's date. Do not allow checkin of cancelled appts Select this check box to prevent users from checking in patients and creating encounters for cancelled appointments from the Appointment List (in the Appointment Lookup window). Do not allow unlinked patient appts Select this check box to ensure that all appointments are linked to a patient, who is already in the system. This will disable the right side of the Add Appointment window and the user will not be able to make an appointment without finding a patient through Patient Lookup. Note: If this field is selected and the user clears t

Help Guide for NextGen® Enterprise PM 8

Appointment Items in Multiple Time Slots in Daily View

In the Show the following items for an appointment section, select one or more of the following items to appear on appointments that take up multiple time slots in Daily View: Work Phone: Displays Day Phone from Demographics in Patient Information. User Defined1: Displays text entered in the Appointment User Defined 1 field on the Edit Appointment window. Note: The name or label of the User Defined1 field, is defined in Appt Scheduling preference in Practice Preferences. User Defined2: Displays text entered in the Appointment User Defined 2 field on the Edit Appointment window. Note: The name or label of the User Defined2 field, is defined in Appt Scheduling preference in Practice Preferences. Encounter Number: Displays the Encounter Number for the encounter linked to the appointment. Contact Preference & Primary Phone: Displays Preferred Contact and the first Phone Number from Demographics in Patient Information. Note: If all check boxes are selected, an appointment must take up a tot

File Maintenance Help for NextGen® Enterprise 8

Patient Notifications Practice Preferences

The Patient Notifications practice preferences enables you to setup the type of communication methods used for contacting a patient within your practice. The notification preferences selected on this window, will display on the Demographics tab of the Patient/Person Information window and on various reports. You can change the order of the notification types, select the notification preferences and contact methods, display the Notification field in demographics, make the Notification field required, and automatically select the notification preferences in the Notification field. You can make these notifications specific to a single practice. After you select the check box to make the notifications practice specific, it cannot be reversed. This is a permanent selection. Note: Changes made to notification preferences only apply to new Patient/Person records. Fields on existing records will not be changed. All notifications selected, prior to upgrade to the current release, will be select

Set up Patient Selection Preferences

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Set up Patient Selection Preferences

Appointment Lookup Search Criteria

Appointment Lookup Search Criteria

Appt Scheduling Practice Preferences Field Descriptions

Appointment Items in Multiple Time Slots in Daily View

Patient Notifications Practice Preferences

Set up Patient Selection Preferences

Appointment Lookup Search Criteria

Appointment Lookup Search Criteria

Appt Scheduling Practice Preferences Field Descriptions

Appointment Items in Multiple Time Slots in Daily View

Patient Notifications Practice Preferences