NextGen Knowledge Center

Document the Patient's Treatment Progress

  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. Select Progress Note (BH), and then select OK.
  4. In the Time Entry Navigation sidebar, select Billing Time Entry, and then enter the start time.
  5. Select the program, specialty, and visit type.
  6. In the Individuals Present panel, document about the individuals present during the assessment.
  7. In the Current Assessment panel, document the patient's progress and notes regarding changes to their mood, thought process, motor activity and speech, behavior, medical condition, and substance use.
  8. In the Barriers to Care panel, document the potential barriers to care, and then record work done to resolve those barriers.
  9. In the Goals, Objectives, and Interventions Addressed Today panel, document the patient's goals, objectives, and interventions addressed on the current date.
  10. Enter your plan and discussion regarding the patient's treatment.
  11. Document the patient's assessment and diagnosis details.
  12. Document the applicable signatures from the tasking supervisor or staff.
  13. In the Time Entry Navigation sidebar, select Billing Time Entry, and then enter the end time.
  14. In the Charges panel, document the billing details.
  15. Optional: Select No Billing for Service if there is no charge for the current date.
  16. Select Generate Document.