NextGen Knowledge Center

Providers Notes Tab

Notes can be added for a referring provider. The provider notes are not practice-specific. You can set them to display as an alert throughout the enterprise whenever the provider is used as a referring physician during appointment scheduling in NextGen® Enterprise PM.

To add a note for a referring provider:

  1. On the Add/Modify Provider Information window, select the Notes tab.
  2. In the Provider Notes box, enter the notes. You can enter a maximum of 255 characters.

  3. If you want an alert to display this note, select the Show notes as alert when this provider is used as a referral source on appointments check box.
  4. The alert displays in NextGen® Enterprise PM when the referring provider is added to an appointment in the Referring Provider field and each time the Edit Appointment window is accessed.