Add Patient Quick Notes

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

Generate and Print Patient Statements

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 Financial tab. All patient encounters with payment details from primary, secondary, or tertiary insurance appear. To generate a statement, do one of the following: To generate the statement with all encounters, select Print. To generate the statement with specific encounters, select Filter, enter your search criteria, select Search, and then select Print. The Itemized Statement preview window opens. To print the statement, do one of the following: To select a printer, and page range or number of copies for the statement, select Print Dialog . To use the default printer, select Quick Print. Note: Your system administrator can configure the de

Help Guide for NextGen® Enterprise PM 8

Modify or Delete a Patient Quick Note

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 Clinical History/Notes tab, and then in Topics, select Notes, and then select an encounter. To unlock a note, right-click the note, select Unseal, enter your NextGen® Enterprise credentials, and then select OK. To update a note, double-click the note, update the necessary information, and then select OK. To delete a note, right-click the note, and then select Delete. Optional: To view clinical information, in Topics, select the corresponding topic. Parent topic: Add Patient Quick Notes

NextGen® Document Management Help,

Attach Notes to Documents and Pages

Before you begin You must do the following in System Administrator: Configure Create Quick Note operation right. Select the Seal Chart Notes operation right. Open NextGen® Document Management. On the toolbar, select Search, and then search for the documents or images. The Matching Records grid displays the list of patients who are associated with images that match your search results. Double-click a patient record to open its associated images in the Search Results For: window, and then double-click the image you want to view. The NextGen® Document Management viewer displays the image. From the image viewer toolbar, select the NotesNotes icon, and then in the Note Details window, select Document Notes or Page Notes.The Quicknote: Document Notes or Quicknote: Page Notes window opens. Enter the subject, user note description, and note information. To lock the information, select the Seal Note checkbox. To prevent the note from printing, select the Non-printable checkbox. You or your admi

NextGen® Document Management User Guide,

Attach Notes to Documents and Pages

Before you begin You must do the following in System Administrator: Configure Create Quick Note operation right. 0Select the Seal Chart Notes operation right. Open NextGen® Document Management. On the toolbar, select Search, and then search for the documents or images. The Matching Records grid displays the list of patients who are associated with images that match your search results. Double-click a patient record to open its associated images in the Search Results For: window, and then double-click the image you want to view. The NextGen® Document Management viewer displays the image. From the image viewer toolbar, select the NotesNotes icon, and then in the Note Details window, select Document Notes or Page Notes.The Quicknote: Document Notes or Quicknote: Page Notes window opens. Enter the subject, user note description, and note information. To lock the information, select the Seal Note checkbox. To prevent the note from printing, select the Non-printable checkbox. You or your adm

Help Guide for NextGen® Enterprise PM 8

Create Quicknotes

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 the Clinical History/Notes tab. The Clinical History/Notes window opens displaying Topics and Description. Under the Topics section, select the category to attach the note and then right-click in the Descriptions section and select Quicknote. The Quicknote window opens. Enter a subject for the note. Select a description for the user note from the User Note Description list. Note: User Note Descriptions are automatically filled text items that you can select when you create a note. Enter a description for the note in Note Entry. Select OK. Note: NextGen® Enterprise PM timestamps the create date, author of the note, and any

Add Patient Quick Notes

Recommendations

Add and Send Encounter Notes

Generate and Print Patient Statements

Modify or Delete a Patient Quick Note

Attach Notes to Documents and Pages

Attach Notes to Documents and Pages

Create Quicknotes

Add and Send Encounter Notes

Generate and Print Patient Statements

Modify or Delete a Patient Quick Note

Attach Notes to Documents and Pages

Attach Notes to Documents and Pages

Create Quicknotes