Attach Encounter or Chart Notes to Mail

You can attach an encounter note or chart note to a NextGen Mail message and send it to other users to enhance communication, reduce errors, and ensure traceability for documentation and follow-up.

1. Open NextGen® Enterprise PM.
2. Select Chart on the main toolbar, and then search and select the desired patient.
   The Patient Chart window opens.
3. Select Chart on the main toolbar, and then search for and select the desired patient.
4. In the Patient Chart window, do one of the following:
   • Select the Clinical History/Notes tab, in the Topics list, select a topic with an existing quick note, and then select the note to be attached to a mail message from the Details section.
   • Select the Encounters tab, in the Encounters list, select an encounter with an existing quick note, and then select the note to be attached to a mail message from the Encounter Notes section.
5. Right-click and select Attach to Mail.
   The New Message window appears.
6. The Subject field defaults to Chart Note or Patient Note - Enc #nnn and cannot be modified.
7. Complete and send the mail message to the desired users.