Send Encounter Notes as Emails

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

Delete Encounter Notes

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. The Encounters and the Encounter Notes sections appear. Under the Encounter Notes section, right-click the note and then select Delete. A message appears asking you for a confirmation to delete the note. Select OK. Parent topic: Viewing Notes Information in Encounters

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

Help Guide for NextGen® Enterprise PM 8

Send a Mail Message to NextGen and Outlook Users

You can send a mail message to both NextGen users and Outlook users from within NextGen® Enterprise PM. When you create a new message using NextGen Mail, you can select recipients from the NextGen address book or the Outlook address book. From the main toolbar, select the Mailbox button. The NextGen Mailbox window appears. From the mailbox toolbar, select the New Message button. The New Message window appears. The Message tab displays two recipient fields: To NextGen and To Outlook. The field that is required is the one that is selected as the Default Mail Option in General User Preferences. Do the following: In the To NextGen field, double-click <<Double-Click to Select Mail Recipient(s)>> to select recipients from the NextGen address book, and then select OK. In the To Outlook field, double-click <<Double-Click to Select Mail Recipient(s)>> to select recipients from the Outlook address book, and then select OK. The New Message window displays the selected recipients in the To NextGen

Help Guide for NextGen® Enterprise PM 8

Create a New NextGen Mail Message

From the main toolbar, select the Mailbox button. The NextGen Mailbox window appears. From the mailbox toolbar, select the New Message button. The New Message window appears. The Message tab displays two recipient fields: To NextGen and To Outlook. The field that is required is the one that is selected as the Default Mail Option in General User Preferences. Do one of the following: In the To NextGen field, double-click <<Double-Click to Select Mail Recipient(s)>>. From the message toolbar, select the Address button. The Address Book window appears. In the Show Users From field, select the desired Practice. Users, Security Groups, and Distribution Lists for the selected practice display. To select recipients for the message, do one of the following: To add a recipient, select a User, Security Group, or Distribution List in the Available Users and Groups section on the left, and then select the Add button to move it to the Message Recipients section on the right. To remove a recipient, s

Help Guide for NextGen® Enterprise PM 8

Add a Collection Letter to an Encounter

To add a collection letter to an encounter, do the following: Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to locate the desired patient. Select Find. All existing persons and patients that match the search criteria are displayed in the Matching Records section. In the Matching Records list, double-click the patient. The Patient Chart window opens. Select the Encounters tab. In the Encounters list, open the encounter. The Encounter Maintenance window opens. Select the Billing & Collections tab. In the Collection Letter field, select a letter. The Send Collection Letter check box is automatically selected. This qualifies the letter to be included in the next batch of Encounter Collection Letters. To save changes and close the window, select OK. Parent topic: Print or Export Batch Encounter Collection Letters

Send Encounter Notes as Emails

Recommendations

Add Notes to Encounters

Delete Encounter Notes

Attach an Encounter Note to NextGen Mail

Send a Mail Message to NextGen and Outlook Users

Create a New NextGen Mail Message

Add a Collection Letter to an Encounter

Add Notes to Encounters

Delete Encounter Notes

Attach an Encounter Note to NextGen Mail

Send a Mail Message to NextGen and Outlook Users

Create a New NextGen Mail Message

Add a Collection Letter to an Encounter