Add the Summary of Care Details in the Associated Requests and /or Summary of Care Documents Received Grid

Using the Summary of Care Received option, you can add the Summary of Care document details automatically and manually in the Associated Requests and/or Summary of Care Documents Received grid.

1. Open NextGen® Enterprise EHR.
2. On the Intake or SOAP template, expand General.
3. Select the Transitioning Into Care link.
   The Transitioning Into Care template opens.
4. To manually add the Summary of Care document details to the Associated Requests and/or Summary of Care Documents Received grid, do the following:
   1. Select the Summary of Care document details row.
   2. Select the Add Selected button.
      

      The document is added to the Associated Requests and/or Summary of Care Documents Received grid.