Patient Gender Function

Function	Returns
@PT.SX	Returns M for Male or F for Female.
@PT.PN	Displays the patient’s documented pronoun information.
@PT.SO	Displays the patient’s documented sexual orientation.

NextGen® Enterprise EHR Help

Significant Events for Sexual Profile Changes

The application tracks changes to gender identity, sexual orientation, and preferred pronoun. When a patient's preferred pronoun, gender identity, or sexual orientation changes, the application generates a significant event. This event displays on the Significant Events report, the Advanced Audit report, and is tracked in the Chart History. Use the following table to review examples of these significant events and data changes that activate these events: Message Pre-Modification Example Post-Modification Example Gender Identity Added <none> Male Gender Identity Changed Male Female Sexual Orientation Added <none> Unknown Sexual Orientation Changed <Female> <Male> Preferred Pronoun Added <none> He/Him Preferred Pronoun Changed He/Him Zi/Zir Parent topic: Add General Information for Persons or Patients

NextGen® Enterprise EHR Help

Update Gender Identity in the Template

You can add the gender identity for selected patient. The gender identities appear in a template if the patient chart has gender details recorded. Select a patient. Open the template which has ethnicity details. The Gender and Gender Identity Order appears in the data sheet. Double-click the data grid. The Gender window opens. In the Available Genders section, select the gender, and then select Add. The genders are added in the Display these genders in this order section. To the selected genders, do the following as per your requirement: To remove, select gender, and then select Remove. To rearrange, select gender, and then select Move Up or Move Down. Select OK. The genders are also updated in the Gender Identity field of Modify Patient Information window. Note: In the Gender Identity list, if you select the Additional gender category or other, please specify check box, the specified value does not display the label name. Parent topic: Using Templates

Help Guide for NextGen® Enterprise PM 8

Adding Information to Person or Patient Profiles

You can enter the following data on the Demographics tab of the Add Person Information or Add Patient Information window, General Information that includes name, sexual profile, social security number, and birth date. Significant events are generated when a patient changes their gender identity, sexual orientation, or preferred pronoun. Contact Information that includes phone numbers, email address, and preferred contact methods. Demographic Information that 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 that includes insurers, authorizations, referrals, and eligibility inquiries. The optional and mandatory fields that appear on the Add Person Information or Add Patient Information window can be configured by the system administrator in the enterprise and practice preferences in File Maintenance. Viewing Patient Portal Enrollment S

File Maintenance Help for NextGen® Enterprise 8

Identify SOGI Fields as Protected Content

The fields on Protected Content tab identify a patient's sexual orientation and gender identity (SOGI). If any of these fields are identified as protected content, then a user must have the appropriate security permissions in System Administrator to view the field data. For example, a patient identifies their current gender as Male and their preferred pronoun as She or They. When you select the Preferred Pronoun field, only then users with the appropriate security permissions can view the data in the Preferred Pronoun field. To access this tab use one of the following paths: In NextGen® Enterprise PM, select Preferences > Enterprise Preferences > Protected Content. In File Maintenance, select Master Files > System > Enterprises. Select the applicable Enterprise and then Preferences > Protected Content. The Enterprise Preferences > Protected Content tab opens. To identify field data as protected content, select one or more of the following fields: Current Gender Gender Identity Preferre

Help Guide for NextGen® Enterprise PM 8

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

Help Guide for NextGen® Enterprise PM 8

Viewing Patient Chart Details

In the Chart Details tab of Patient Information, you can view practice-related information of the patient, such as the patient's provider, medical recorder number, and privacy notice information. You can view additional patient information in eight user-defined fields set up in practice preferences. You can use the Chart Details tab window to do the following: Setting up the default rendering and referring provider for a patient Exempting a patient from outsourcing Issuing a privacy notice to a patient Setting Up patient co-manage information Recording the patient marketing plan For more information about patient chart details go to NextGen Healthcare Success Community and download the latest Case Management Guide for NextGen® Enterprise PM. Exempt Patient Encounters from Outsourcing You can use the Patient Information tab on the patient's chart to exempt a patient from outsourcing. Issue Privacy Notices to Patients You can use the Patient Information tab on the patient chart to issue

Patient Gender Function

Recommendations

Significant Events for Sexual Profile Changes

Update Gender Identity in the Template

Adding Information to Person or Patient Profiles

Identify SOGI Fields as Protected Content

Add General Information for Persons or Patients

Viewing Patient Chart Details

Significant Events for Sexual Profile Changes

Update Gender Identity in the Template

Adding Information to Person or Patient Profiles

Identify SOGI Fields as Protected Content

Add General Information for Persons or Patients

Viewing Patient Chart Details