NextGen Knowledge Center

Search from the Encounter Lookup Window

  1. To access the Encounter Lookup window, do one of the following:
    • From the main toolbar, select Encounter.
    • From the Tasks menu, select Lookup and then Encounters.
    The Encounter Lookup window opens.

  2. Enter details in the Search Criteria to find the desired encounters. You can use multiple parameters to search, like Bill Status, Billable Date Range, Rendering Physician, or Service Location.
  3. Select Find.
    Encounters that match the search criteria entered display in the Encounter List section at the bottom of the window.

    Total Encounter Balances displays the total outstanding balance for all encounters listed.

    Records Found displays the total number of encounters listed.

  4. From the Encounter List, do one of the following:
    • Double-click to select an encounter.

      The Patient Chart > Encounters tab opens. The selected encounter is highlighted in the Encounters list on the left.

    • Right-click an encounter and select Open from the menu.

      The Encounter Maintenance window opens.

    • Select one or more encounters on the left, and then right-click and select an action from the menu.