Create Person Accounts from People Lookup

Help Guide for NextGen® Enterprise PM 8

Create Person Accounts from Patient Lookup

Open NextGen® Enterprise PM. On the NextGen® Enterprise PM toolbar, selectChart. The Patient Lookup window opens. Enter the search criteria data to locate the patient, and then selectFind. All existing patients that match the search criteria display in the Matching Records section of the Patient Lookup window. Right-click the patient, and then select Open. The Add Patient Information window opens. Verify the Demographics, Billing Address and Phone information. SelectAccount. A message appears asking you for confirmation to create the account. SelectOK. A person account is created and the Account Profile window opens. Parent topic: Creating Person Accounts Parent topic: Creating a Person Account

Help Guide for NextGen® Enterprise PM 8

Creating a Person Account

When you select a person as the guarantor on a patient’s encounter for the first time, the person's account is automatically created. You can manually create a person account before selecting that person as the guarantor on a patient’s encounter, if needed. You can create a person account from the following areas in NextGen® Enterprise PM. People Lookup Patient Lookup Note: To create a person account, the person must have an existing demographic record. Create Person Accounts from People Lookup You can create a person account using the People Lookup window. Create Person Accounts from Patient Lookup You can use the Add Patient Information or Modify Patient Information windows to create a person or patient account. Parent topic: Person Accounts Overview

Help Guide for NextGen® Enterprise PM 8

Creating Person Accounts

A person account is automatically created when a person is selected as the guarantor on a patient’s encounter for the first time. If needed, you can also manually create an account for a person before selecting that person as the guarantor on a patient’s encounter. You can create a person account from the People Lookup and Patient Lookup windows. Note: To create a person account, the person must have an existing demographic record, or a new demographic must be created. Create Person Accounts from People Lookup You can create a person account using the People Lookup window. Create Person Accounts from Patient Lookup You can use the Add Patient Information or Modify Patient Information windows to create a person or patient account. Parent topic: Person Accounts Overview

Help Guide for NextGen® Enterprise PM 8

Create Employer Accounts from Employer Lookup

Open NextGen® Enterprise PM. From the Tasks menu, select Lookup > Employers. The Employer Lookup window opens. In the Search Criteria section, enter the employer’s information and then select Find. Employer records that match the search criteria appear in the Matching Records section. Right-click the employer, and then select Open. The Employer Maintenance window opens. Verify that the demographics, billing address, and contact information are completed. Select Account. The employer account is created and the Account Profile window opens. Parent topic: Creating Employer Accounts

Help Guide for NextGen® Enterprise PM 8

Create Employer Accounts from Account Lookup

Open NextGen® Enterprise PM On the NextGen® Enterprise PM toolbar, select Account. The Account Lookup window opens. Select Employer/Last Name, and then enter the employer name. Clear the People Accounts and Existing Accounts Only check boxes. Select Find. The employer appears in the Account List section of the Account Lookup window. Double-click to select the employer. The employer account is created and the Account Profile window opens. Parent topic: Creating Employer Accounts

Help Guide for NextGen® Enterprise PM 8

Modify addresses for Persons or Patients

Open NextGen® Enterprise PM. On the main toolbar, select Lookup or People Lookup People Lookup icon. The People Lookup window opens. In the Search Criteria section, enter the person's information, and then select Find. Person records that match the search criteria appear in the Matching Records section. Select the person, and then select Open. When you select a person, the Modify Person Information window opens. When you select a patient, the Update Patient Information window opens. Under the Address section, make the desired changes. Note: NextGen® Enterprise PM updates the address for all relationships except the following: Child-Insured Not Responsible Emancipated Minor Employee Injured Plaintiff Organ Donor Other Self Sibling Unknown Ward Address field is blank Select OK. Parent topic: Viewing Patient Demographics Information

Create Person Accounts from People Lookup

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Create Person Accounts from Patient Lookup

Creating a Person Account

Creating Person Accounts

Create Employer Accounts from Employer Lookup

Create Employer Accounts from Account Lookup

Modify addresses for Persons or Patients

Create Person Accounts from Patient Lookup

Creating a Person Account

Creating Person Accounts

Create Employer Accounts from Employer Lookup

Create Employer Accounts from Account Lookup

Modify addresses for Persons or Patients