Note Tab

Help Guide for NextGen® Enterprise PM 8

Patient Tab

The Patient tab on the Add/Edit Appointment window is the default tab. It displays demographics and other appointment related information such as encounter number/date and rendering/referring physicians. The patient’s demographics information can be modified by selecting the Open Menu button and selecting Lookup from the menu. Parent topic: Appointment Information

Help Guide for NextGen® Enterprise PM 8

Marketing Tab

The Marketing tab on the Add/Edit Appointment window allows a Marketing Plan to be linked to a patient's appointment. A Marketing Plan may be required for specific events, depending on the setup of the Event in Scheduling Administration. A marketing plan linked to an appointment carries over to the encounter that gets created from the appointment during the check-in process. If a Marketing Plan already exists in the patient’s Chart > Patient Information tab > Chart Details sub-tab, the appointment-level marketing plan is stored at the appointment level and does not override the existing chart-level marketing plan. If the person does not yet have a chart, the marketing data entered for the appointment is stored at the appointment level until a chart is created. When the chart is created, the appointment level data is added to the Chart > Patient Information tab > Chart Details sub-tab. Parent topic: Appointment Information

Help Guide for NextGen® Enterprise PM 8

Note Tab

The Note tab on the Add/Edit Appointment window displays chart-level and encounter-level notes for the patient. A new note can be added for a person or patient by selecting New from the right-click menu. The following can be done for an existing note by selecting the option from the right-click menu: Open Delete Attach to Mail Print Seal Note: A sealed note cannot be modified or deleted. The user must enter their Login ID and Password to seal a note. Parent topic: Appointment Information

Help Guide for NextGen® Enterprise PM 8

Viewing Notes Information in Encounters

You an view the notes attached to a selected encounter in the Note tab under Encounters. You can add, modify, delete, print or seal an existing note on the selected encounter. Encounters - Notes Tab You can view patient encounters in the Encounters section and notes in the Encounter Notes section in the Notes tab. A pushpin appears next to an encounter with a note. Add Notes to Encounters You can add a note to a encounter using the Note tab under Encounters in a patient chart. Delete Encounter Notes You can use the Notes tab under Encounters to delete a note attached to a patient encounter. Send Encounter Notes as Emails You can use the Notes tab under Encounters to send an encounter note to the desired recipient as an email. Parent topic: Patient Encounters and Financial History

Help Guide for NextGen® Enterprise PM 8

Add and Send Encounter Notes

Open NextGen® Enterprise PM. On the main toolbar, select Chart, and then in Patient Lookup, enter your search criteria, and then select Find. Matching people and patient records appear in the search results. In Matching Records, select a patient record , and then select Open. The Patient Information tab opens in the Patient Chart window. Select the Encounters tab, select the Notes tab, and then select an encounter. All notes associated with the selected encounter appear. Select the open menu icon next to Encounter Notes, select New, and then in Patient Notes, enter the necessary information, and then select OK. Note: You can select the Seal Note checkbox to lock the note information. The pushpin icon appears next to the encounter representing that the note is added. To send an encounter note, in Encounter Notes, right-click a note, select Attach to Mail, enter the recipient and other necessary information, and then select Send Message. Note: You can print, fax, and delete the note info

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

Note Tab

Recommendations

Patient Tab

Marketing Tab

Note Tab

Viewing Notes Information in Encounters

Add and Send Encounter Notes

Add Notes to Encounters

Note Tab

Patient Tab

Marketing Tab

Note Tab

Viewing Notes Information in Encounters

Add and Send Encounter Notes

Add Notes to Encounters