NextGen Knowledge Center

Update Ophthalmology Patient Providers

  1. To access the Patient Providers – OPH template, do one of the following:
    • From the Document Library - OPH template, click the Letter recipients and CC link.
    • From the Referral Letter Generator - Oph template, click the Referring Providers link.
    The Patient Providers - OPH template opens.
  2. To update the P.C.P. field, do the following:
    • Click the field associated with the P.C.P. to open the Modify Patient Information window.
    • Click the arrow by the Primary Care Provider field and select a value from the list.
    • Click OK.
  3. For the following provider fields, click the field and select a name from the list:
    • Referring Provider
    • Specialist
    • CC Provider 1
    • CC Provider 2
    • CC Provider 3
  4. Click Save & Close.