Attach Encounter or Chart Notes to Mail

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

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

Attach a Chart Note to NextGen Mail

A chart note can be attached to a NextGen Mail message and sent to the other users. Access the Patient Chart. Select the Clinical History/Notes tab. From the Topics list, select a topic with an existing quicknote. For example, Chart Notes or Collections. In the Details 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 Chart Note 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 Encounter Notes as Emails

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 Encounter Notes sections appear. From the Encounters section, select an encounter note to send as an email. Under the Encounter Notes section right-click the note, and then select Attach to Mail. The New Message window opens. To add recipients, do the following: In To NextGen, double-click <<Double-Click to Select Mail Recipient(s)>> to select recipients from the NextGen Healthcare address book, and then select OK. Note: The To NextGen field is required and is selected as the Default Mail Option in General User Preferences. In the To Outlook field, double-click <<Double-Click to Select Mail Re

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 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

Attach Encounter or Chart Notes to Mail

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