Create Quicknotes

Help Guide for NextGen® Enterprise PM 8

Creating Patient Notes

You can view a note in the Clinical History/Notes tab. You can create a patient note to record a patient's formal and informal information. You can create a formal note to be stored with the medical chart through your notepad or word processor. Notes created externally from NextGen® Enterprise PM remain in their native format, stored on the database, and attached to the chart. You can designate a chart note as non-printable. Non-printable notes can be changed to printable only by the creator of the note or an administrator. You can also create a quicknote from within NextGen® Enterprise PM. A quicknote is part of the application and is ideal for short notes. A Quicknote is effective for getting data quickly and making it easily accessible on-line. The following tables describes the three types of notes available in the patient chart: Note Type Description Chart A chart note is an informal used to document financial information concerning a patient. Any number of items can be stored in

Help Guide for NextGen® Enterprise PM 8

Viewing Clinical History and Notes Information

In the Clinical History/Notes tab of the patient's chart, you can view encounter and chart related information for the patient arranged in different topics. You can do the following on the Topics and Details section of the Clinical History/ Notes tab of the Patient Chart window: Select a topic under Clinical History to view any stored information Print a claim status report from Clinical History View existing recall plans for the patient Create a note or quick note for the patient's chart Attach any note or quick note to mail Seal a note or quick note View order notes for NextGen® Optical Management orders Clinical History/Notes Tab Creating Patient Notes You can use three types of patient notes to record formal or informal information for the patient. Create Quicknotes You can use the Clinical History/Notes window to create a Quicknote. Parent topic: Patient Encounters and Financial History

Help Guide for NextGen® Enterprise PM 8

Add Notes to Encounters

Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup . The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and then select Find. Patient records that match the search criteria appear in the Matching Records section. Select the patient, and then select Open. The Patient Chart window opens. Select Encounters and then select the Notes tab under it. The Encounters and Encounter Notes sections appear. Under the Encounters section, select an encounter. Select open record and then select New. The Patient Note window opens. Patient Notes Window Enter details in Subject and Note Entry section, and then select OK. Note: You can select the Seal Note check box to seal and keep a note confidential. A pushpin appears on the Note tab along with the number of added encounters. Parent topic: Viewing Notes Information in Encounters

Help Guide for NextGen® Enterprise PM 8

Create Patient Charts

The patient or person lookup search results includes both patients and persons. To set up a person as a patient, you must create a chart for the person using the Create Encounter window. Open NextGen® Enterprise PM, and then select Chart or Chart Lookup The Patient Lookup window opens. Select New. The Add Patient Information window opens. Modify Patient Information- Encounte Enter the details in the required fields that appear in red color and any additional information you want to include for the person. Select Chart.A message appears for your confirmation to create the account. A message appears for your confirmation to create the account. Select OK. The Create Encounter window opens. Create Encounter window Enter the details in the required fields that appear in red color and any additional information you want to include for the person. Select OK. Note: If checking for duplicate records is enabled, a message appears if a duplicate chart exists. The patient chart is created. Parent

Help Guide for NextGen® Enterprise PM 8

Record the Patient Marketing Plans

You can record the marketing plan that brought your practice to the attention of the patient. Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup Chart Lookup icon. The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and then select Find. Patient records that match the search criteria, appear in the Matching Records section. Select the patient, and then select Open. The Patient Chart window opens. Under Patient Information, select Chart Details, and then select open folder Open Folder icon. The Chart Details window opens. From the Marketing Plan list, select a marketing plan to attach to the patient. Note: Marketing plans are set up for the practice in the Marketing Plans master file in File Maintenance. Enter additional details of the marketing plan in Marketing Data. If the patient saw an advertisement in a newspaper, you can record the name of the newspaper. Additional details could mean instances such as the n

Help Guide for NextGen® Enterprise PM 8

Unseal Notes or Quicknotes

With appropriate security access rights, you can unseal the sealed notes or quicknotes. After you unseal the sealed note or quicknote, you can modify or delete the note. CAUTION: If a note is deleted, a significant event is not recorded in the patient's chart. Open NextGen® Enterprise PM. From the Tasks menu, select Lookup > Charts. The Patient Lookup window opens. To search for a patient, enter the search criteria data. You can use different combinations of the search criteria to search for a patient. Select Find. Patient records that match the search criteria, appear in the Matching Records section. Double-click the patient record to open. The Update Patient Information window opens. Select the Relationship/Contact/Guar tab. Right-click the sealed note or quicknote. Select Unseal. Enter your NextGen Healthcare ID and password. Select OK. Parent topic: Adding Patient Relationships, Contact, or Guarantor Information

Create Quicknotes

Recommendations

Creating Patient Notes

Viewing Clinical History and Notes Information

Add Notes to Encounters

Create Patient Charts

Record the Patient Marketing Plans

Unseal Notes or Quicknotes

Creating Patient Notes

Viewing Clinical History and Notes Information

Add Notes to Encounters

Create Patient Charts

Record the Patient Marketing Plans

Unseal Notes or Quicknotes