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

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 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

NextGen® Enterprise EHR Help

Update a Problem Note

Select the patient's encounter that contains the problem. Select a problem in the Problem List. Do one of the following: Right-click the problem, and then select View/Add Notes. On the toolbar of the Problem data entry area, select View/Add Notes. The Problem Notes window displays the existing notes. Problem Notes Select the note in the Problem Notes window, and then select Update Note. The Edit Problem Note window displays the current note. Update the note as required. Select OK to save the changes. Parent topic: Open the Problem Notes

Help Guide for NextGen® Enterprise PM 8

Attach an Encounter Note to NextGen Mail

An encounter note can be attached to a NextGen Mail message and sent to other users. Access the Patient Chart. Select the Encounters tab. From the Encounters list, select an encounter with an existing quicknote. Select the Notes sub-tab. In the Encounter Notes section, select the note to be attached to a mail message. Right-click and select Attach to Mail. The New Message window appears The Subject field defaults to Patient Note - Enc #nnn and cannot be modified. Complete and send the mail message to the desired users. Parent topic: NextGen Mail

Note Tab

Recommendations

Patient Tab

Marketing Tab

Viewing Notes Information in Encounters

Add Notes to Encounters

Update a Problem Note

Attach an Encounter Note to NextGen Mail

Patient Tab

Marketing Tab

Viewing Notes Information in Encounters

Add Notes to Encounters

Update a Problem Note

Attach an Encounter Note to NextGen Mail