NextGen Knowledge Center

Access the Patient Chart or Balance Control from the Report

An encounter listed on the History/Non-History Status report can be reviewed in more detail by accessing the Patient Chart or Balance Control window directly from the report.

  1. Generate the History/Non-History Status report.
  2. From the report, hover over the desired encounter to access the "drill-down" cursor.
  3. Do one of the following:
    • Right-click and select Chart from the menu.

      The Patient Chart > Encounters with the selected encounter highlighted on the left.

    • Right-click and select Balance Control from the menu.

      The Balance Control window displays for the selected encounter.