NextGen Knowledge Center

Document the Patient's Intake Notes Using the Comprehensive Assessment Templates

  1. Open NextGen® Enterprise EHR, and then in Patient History, select Open Templates.
    The Select Template window opens.
  2. On the Medical Records tab, select All.
  3. From the list, select Comp Assess - Concerns, and then select OK.
  4. Select the program, specialty, and visit type for the patient.
  5. Complete the assessment in the Concerns tab.
  6. Complete the assessment in the Social Hx tab.
  7. Complete the assessment in the BH Hx tab.
  8. Complete the assessment in the Asses/Plan tab.
  9. Select Generate Document.