Add Locations

NextGen® Mobile Help

Add Patients

When you add patients using NextGen® Mobile, the patient information is sent to NextGen Mobile Cloud Portal for review. You must add the patient details manually to NextGen® Enterprise EHR. Open NextGen® Mobile The Hub view opens. Select Charges. The Charges view opens. Charges View Select New Patient. The patient details view opens. New Patient Details View Enter the patient details. Select Add. The New Patient Charge view opens with the current date in Date of Encounter. New Patient Charge view To change the date of encounter, select the displayed date. The calendar opens. Select the date and then select . To select a location for the patient, select Select Location. The Locations view opens. Select a location from the list. You can filter the list of locations by entering the location name in Filter Locations. The New Patient Charge view opens with the selected location. To automatically add the patient to the stays list, turn on Add Patient to Stays List. Prior to adding a patient

NextGen® Mobile Help

Managing Patient Charges

You can enter the charges related to a patient and patient procedure. Based on the configuration, the charges are delivered directly to NextGen® Enterprise EHR or NextGen® Mobile Cloud Portal for manual reviewing and processing by support personnel. Charge capture is available for the following types of clinics: Integrated Clinic You can select a checked-in appointment and enter charges, procedures, diagnosis, and comments. NextGen® Mobile sends data directly to NextGen® Enterprise EHR and NextGen® Mobile Cloud Portal. NextGen® Mobile sends data to NextGen Mobile Cloud Portal only for review and manual processing in the following conditions: If you attach images. If you enter charges for a patient who does not have an appointment or who is not checked-in. For example when you enter data for a patient from the search list. Note: Integrated Clinic is available only to users on NextGen® Enterprise EHR 5.9 or higher. Non-Integrated Clinic You can enter data in NextGen® Mobile and the data

NextGen® Mobile Help

Associate Diagnoses to Charges

Any existing diagnosis entered in NextGen® Enterprise EHR for the encounter appear at the top of the view. Open NextGen® Mobile. Open the Patient Chart view. Patient Chart view In the Charges section, select New Charge. The New Charge view opens. New Charge view Enter the charge details. Select Next. The Associate Dx view opens. Associate Dx view Select Add Diagnosis. The Add Diagnosis view opens. Select a diagnosis from the Previous Patient Diagnosis or Commonly Used Diagnosis section. You can search for a diagnosis by entering your text in Search. The Associate Dx view opens with the selected diagnosis. You can add multiple diagnosis. Select Submit. The Patient Chart view opens with the added charge. Parent topic: Add Charges for Patients

Help Guide for NextGen® Enterprise PM 8

Add Patient Information in NextGen® Enterprise EHR

Open NextGen® Enterprise EHR. Select the Patient icon on the toolbar or select File > Select Patient. The Patient Lookup window opens. SelectNew. TheAdd Patient Informationwindow opens. Enter the patient details in theDemographicstab For information on how to add person details in theDemographicstab, see: Add General Information for Persons or Patients Add Address Information Add Contact Information SelectOKto save the demographic information in the patient profile. Note: ANextGen® PxP Portalenrollment invitation email is automatically sent to the patient if the following information is provided while adding the person: First Name Last Name Date of Birth Birth Sex Zip Code Email Address Parent topic: Demographic Information in a Person or Patient Profile

NextGen® Mobile Help

Add User Accounts

User accounts are set up with user information that includes personal, system, and network information. Note: User accounts in NextGen® Mobile are different from those in NextGen® Enterprise EHR. However, the two accounts are linked when you set the NextGen® Enterprise defaults in NextGen® Mobile. Open NextGen® Mobile Cloud Portal. Select Manage Clinics, and then select Users. In Users. select Add New User.The Enter User Information page opens in Create New User Wizard. In NextGen Username, enter the username to ensure your NextGen® Enterprise username is linked in NextGen® Mobile Cloud Portal, and then enter the additional information. In Permission Group, select the necessary group, and then select Next.The Assign Notification Preferences page opens. In Notification Categories and Notification Medium, select the necessary checkboxes, and then select Create User. You can schedule a date and time to send an invitation email to the corresponding users, if needed. The user account is cre

NextGen® Enterprise EHR Help

Create an Appointment

NextGen recommends to create and manage appointments in NextGen® Enterprise PM, not in NextGen® Enterprise EHR, if you use NextGen® Enterprise PM as your scheduling source. Appointments created in NextGen® Enterprise EHR are not communicated to NextGen® Enterprise PM. You can create an appointment in NextGen® Enterprise EHR only if you have the View by Provider display setting enabled. If you select View by Resource, you cannot create an appointment in NextGen® Enterprise EHR. You may also create an appointment in NextGen® Enterprise EHR if you use a third-party scheduling application instead of NextGen® Enterprise PM. You can create an appointment in the Appointments tab of the Workflow module. You can create a custom status for the appointment. Select a patient. Note: You must select a patient to create an appointment in the Appointments tab. Access the Appointments tab. Select New in the toolbar. Note: If there are no appointments scheduled for the selected day in the calendar, New

Add Locations

Recommendations

Add Patients

Managing Patient Charges

Associate Diagnoses to Charges

Add Patient Information in NextGen® Enterprise EHR

Add User Accounts

Create an Appointment

Add Patients

Managing Patient Charges

Associate Diagnoses to Charges

Add Patient Information in NextGen® Enterprise EHR

Add User Accounts

Create an Appointment