NextGen Knowledge Center

Document the Summary of the Patient's Assessments

  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 - Assess/Plan, and then select OK.
  4. In the Life Goals, Strengths, Abilities and Barriers panel, enter the details of the patient's life goals, strengths, abilities, and barriers.
  5. In the Barriers to Care panel, document the obstacles to the patient's care.
  6. In the Service panel, enter the patient's care preferences and environmental support details.
  7. In the Clinical Formulation/Interpretative panel, document the patient's clinical summary.
  8. In the Treatment Recommendations/Assessed Needs panel, document recommendations for the patient's treatment and follow-up evaluations.
  9. Select Generate Document.