NextGen Knowledge Center

Filter Encounters on the Patient Chart

You can narrow the list of encounters on the Financial tab under the Patient Chart to display only those that meet specific filter criteria.

  1. Open NextGen® Enterprise PM.
  2. On the main toolbar, select Chart or Chart Lookup .
    The Patient Lookup window opens.
  3. 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.
  4. Select the patient, and then select Open.
    The Patient Chart window opens.
  5. Select the Financial tab.
    All encounters for the patient are listed in the Financial Information section.
  6. To view encounters based on specific criteria, select Filter.
    The Filter Options window opens.
    Filter Options window

  7. Enter the search criteria, and then select Search.
    Encounters that match the search criteria appear in the Financial Information section under the Financial tab.
  8. To clear all selected filters, select Clear.
  9. To close the Filter Options window, select Close.