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.
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Modify or Delete a Patient Quick Note
Help Guide for NextGen® Enterprise PM 8
Add Patient Quick Notes
You can add a quick note to add patient informal information to the patient chart. Then, you can send the quick note as mail to the patient, print, and fax, if needed. CAUTION: If a note is deleted, a significant event is not recorded in the patient's chart. 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. Note: You can print the patient claim status report, and view the existing recall plans and order notes for NextGen® Optical Management orders in Clinical History/Chart Notes. Under Details, right-click and select New > Quicknote. In Quicknote, enter subject, description, and note information, and
Help Guide for NextGen® Enterprise PM 8
Unseal Notes or Quicknotes
With appropriate security access rights, you can unseal the sealed notes or quicknotes. After you unseal the sealed note or quicknote, you can modify or delete the note. CAUTION: If a note is deleted, a significant event is not recorded in the patient's chart. Open NextGen® Enterprise PM. From the Tasks menu, select Lookup > Charts. The Patient Lookup window opens. To search for a patient, enter the search criteria data. You can use different combinations of the search criteria to search for a patient. Select Find. Patient records that match the search criteria, appear in the Matching Records section. Double-click the patient record to open. The Update Patient Information window opens. Select the Relationship/Contact/Guar tab. Right-click the sealed note or quicknote. Select Unseal. Enter your NextGen Healthcare ID and password. Select OK. Parent topic: Adding Patient Relationships, Contact, or Guarantor Information
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
Help Guide for NextGen® Enterprise PM 8
Delete Encounter Notes
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. The Encounters and the Encounter Notes sections appear. Under the Encounter Notes section, right-click the note and then select Delete. A message appears asking you for a confirmation to delete the note. Select OK. Parent topic: Viewing Notes Information in Encounters
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
, and then select Open.
The Patient Information tab opens in the Patient Chart window.