NextGen Knowledge Center

Patient Source

When you select a source type of Patient, a Patient Name field displays below the medication information fields and a Patient Search window opens.

To search for a patient in this practice:

  1. Enter information in one or more of the following fields:
    • Last Name
    • First Name
    • Middle Name
    • Date of Birth
    • MRN

    The grid begins to filter to show matches as soon as two or more characters are entered in any of the name fields.

  2. Select Search (When Date of Birth or MRN is entered).
    The grid shows all patient results.
  3. Select the patient from the grid.

    The Patient Search closes and the patients name displays in the Patient Name field on Inventory Management.

    The search defaults to this practice only.

    • To search for patients in another practice, clear the This Practice Only check box.