Add an Encounter Note

Help Guide for NextGen® Enterprise PM 8

Follow-up on a Task

Open NextGen® Enterprise PM. Select Tasks > Worklog Manager or from the main toolbar select the Worklognull button. The Enterprise Worklog Manager window opens. Enter the necessary search criteria, and then select Find to display the task list. If you want to open the tasks specifically assigned to you as a user, you can select the My Tasks button on the Enterprise Worklog Manager window, or you can access them through the Tasks section of the Advisor window. Select and double-click the desired task or right-click the task, and then select Open. The Edit Task window opens for the task you want to update. Edit Task window From the Task Info tab, enter notes on task progress in the Details section each time you work on the task. Select Ctrl+Shift D to add the current date, time, and signature to your notes. This is a free-form text field. Optional: Change the date in the Follow Up Dt field. Make other field changes as applicable. To save changes and close the window, select OK. Parent to

Help Guide for NextGen® Enterprise PM 8

Start to Work on a Task

Open NextGen® Enterprise PM. Select Tasks > Worklog Manager or from the main toolbar select the Worklognull button. The Enterprise Worklog Manager window opens. Enter the necessary search criteria, and then select Find to display the task list. If you want to open the tasks specifically assigned to you as a user, you can select the My Tasks button on the Enterprise Worklog Manager window, or you can access them through the Tasks section of the Advisor window. Select and double-click the desired task or right-click the task, and then select Open. The Edit Task window opens for the task you want to update. Edit Task window From the Task Info tab, select the down arrow in the Status field, and then select In Progress. Note: When you do a mass update, the Task Subgrouping1 and Task Subgrouping2 fields are not required. Select the calendar button to select a start date or follow-up date. Note: The follow-up date must be equal to or greater than the start date. Select the Instructions tab an

Help Guide for NextGen® Enterprise PM 8

Modify Multiple Tasks for the Same Source

Open NextGen® Enterprise PM. Select Tasks > Worklog Manager or from the main toolbar select the Worklognull button. The Enterprise Worklog Manager window opens. Enter the necessary search criteria, and then select Find to display the task list. Select and double-click the desired task or right-click the task, and then select Open. The Edit Task window opens for the task you want to update. The window displays with the Task Info tab selected by default. Edit Task window Note: The Task Info tab is the only tab that can be used to make multiple task changes. Select the source type that you want to make changes to by selecting the drop-down arrow in the Open Tasks Filter field. You can choose a specific source type or all source types. Select the checkboxes in the Open Task related to this Source section for the tasks that you want to modify. Note: You can select or clear all the checkboxes by right- clicking on the Open Tasks related to this Source section. The Task Info tab now displays

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

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 or Modify an Encounter Note

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 entered display in the Matching Records section of the window. In the Matching Records list, double-click to open the patient. The Patient Chart window opens. Select the Encounters tab. From the Encounters list on the left, open the desired encounter. The Encounter Maintenance window opens. Select the Billing & Collections tab. In the Encounter Notes section, do one of the following: To add a note, select the Open Menu icon and select New. To modify an existing note, select the item in the list, select Open Menu, and then select Open. The Patient Notes window opens. In the Subject and Note Entry fields, do one of the following. Enter a free-text subject and note. In the User Note Description field, select one or more pre-defined notes, and then select the arrow button to add the sel

Add an Encounter Note

Recommendations

Follow-up on a Task

Start to Work on a Task

Modify Multiple Tasks for the Same Source

Add Notes to Encounters

Add and Send Encounter Notes

Add or Modify an Encounter Note

Follow-up on a Task

Start to Work on a Task

Modify Multiple Tasks for the Same Source

Add Notes to Encounters

Add and Send Encounter Notes

Add or Modify an Encounter Note