NextGen Knowledge Center

Add, Edit, and Delete Account Notes

You can add, edit, delete, and view notes attached to an account. You can attach additional notes, review history, and view and edit the following on the Notes tab.

  1. Open NextGen® Enterprise PM.
  2. From the menu, select Tasks > Lookup > Accounts.
  3. In Account Lookup, enter your search criteria, and then select Find.
  4. In Account List, select the account, and then select Open.
  5. In the Account Profile window, select the Notes tab.
  6. In Account Notes, double-click the necessary note, right-click and select New, enter the information, and then select OK.
    The information is added as a note.
  7. To view, edit, and delete a note, double-click the necessary note, right-click and then select the appropriate option.
  8. Optional: To enter and save the patient credit card information for payment processing, in the Account Profile window, select the Credit Card on File tab, and then select the necessary option.
Add, Edit, and Delete Account Notes