NextGen Knowledge Center

Add a Case History Entry

Before you begin

Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent.

The Case History panel enables you to track the history of a case by adding entries for case-related events.

  1. Open NextGen® Enterprise EHR.
  2. On the Case & Consent template, expand the Consent panel.
  3. Navigate to the Case History panel.
    Case History

  4. From the Case History panel, select Add/Update.
  5. The CM New Case template opens.
    CM New Case

  6. Select the appropriate option for status under Indicate Status.
  7. Enter the Open date under Case Information.
    The current NextGen Healthcare user’s name populates to the open by text box.
  8. Select a reason in the Reason field.
  9. Select a Case Manager.
  10. Enter a Close date, if applicable.
  11. Select Update to add the new entry to the data grid.
  12. To task the entry, select on the entry in the grid and select Task. Follow the normal tasking steps to send the task to a recipient.
  13. Select Save & Close.
    The template closes and the new entry appears on the Case History data grid.
Add a Case History Entry