Categories in History Summary

Category	Description
Past Medical/Surgical	Enables you to document the patient's past medical and surgical history. You can document the patient history using Add. If no medical or surgical history exists, you can select the No relevant past medical/surgical history checkbox. You cannot select the checkbox if medical surgical history present in the grid.
Interim	Enables you to document the interim history.
Social	Enables you to document the Social history. You can select an option from the left pane using Add/Edit.
Family	Enables you to document the Family history. You can document the details using Add.
Diagnostic	Enables you to document the diagnostic history. You can document the details using Add/Edit. You can view diagnostic studies by Specialty. To view the diagnostic studies relevant to your specialty, you can select the Specialty option. The All option enables you to view the diagnostic studies relevant to all the specialties. You can add a historical diagnostic study created in the current encounter with a result or interpretation to the Reason for Visit grid as a Studies Reviewed record using Add to HPI Grid.

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Add Medical and Surgical History

You can add the medical and surgical history of a patient on the Histories template or the History Summary panel. You can add medical and surgical history information in the History Summary section. If there is no relevant history information for a patient, you can select No relevant past medical/surgical history. Open NextGen® Enterprise EHR. Open the Intake template. In the History Summary section, select Past Medical/Surgical. Select Add Past Medical/Surgical Hx. Document the reported history information in the corresponding section. Select Add To Grid, and then select OK.The history records appear in the Past Medical History and Past Surgical History grids. Add Additional Past Medical History You can document additional past medical history on the Past Medical History template. Update Past Medical History You can update the past medical history for a patient on the Edit Past Medical History template. Parent topic: Patient's History Summary Parent topic: Documenting a Patient's Hist

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Documenting a Patient's History Summary

You can add, update, delete, and review a patient's history summary details from the History Summary panel. You can document a patient's history details in the History Summary panel in the following categories: Past Medical/Surgical Interim Social Family Diagnostic The History Summary panel also displays the patient history documented by the intake staff on the Histories template. You can add diagnostic studies with a documented Result or Interpretation to the grid in the Reason for Visit panel by selecting the Add to HPI Grid button. The grid includes a list of categories on the left pane to select and view the documented data. You can filter the patient history records by selecting the Medical History or Surgical History option for Past Medical/Surgical. You can view and enter confidential details provided by the patient during the course of the encounter using The Confidential link. You can select History Review to open the History Review template and select the applicable option to

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Patient's History Summary

The History Summary panel on the Intake template enables you to document a patient's past medical or surgical history, interim, social, family, and diagnostic study. It also displays the patient history documented by the Intake staff on the Histories template. You can add diagnostic studies with a documented Result or Interpretation to the grid in the Reason for Visit panel by clicking the Add to HPI Grid button. The grid includes a list of categories in the left pane to select and view the documented data. You can filter the patient history records by selecting the Medical History or Surgical History option. Parent topic: Intake Template

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Buttons and Checkboxes in History Summary Panel

You can select buttons and checkboxes to document history data. The following buttons and checkboxes are available in the History Summary panel. Button/Checkbox Description Edit Allows you to review and make changes in any of the documented patient history data. Add Allows you to add any new patient history by selecting a category in the left pane. Add to HPI Grid Allows you to send a diagnostic study, that was created in the current encounter with a documented Result or Interpretation to the grid in the Reason for Visit section. Confidential link Allows you to view and enter the confidential information provided by the patient during the course of the encounter. History Review Opens the History Review template that allows you to indicate that the documented patient history has been reviewed. Social Determinants of Health Allows the documentation of social, behavioral, and psychological data for the patient. Parent topic: Patient's History Summary Review by Provider

NextGen® Ophthalmic Suite Help 2022.2

Patient's History Summary

The History Summary panel on the Intake-OPH template enables you to document a patient's past medical or surgical history, interim, social, family, diagnostic study, and glucose monitoring history. It also displays the patient history documented by the Intake staff on the Histories template. You can also add diagnostic studies with a documented Result or Interpretation to the grid in the Reason for Visit panel by clicking the Add to HPI Grid button. The grid includes a list of categories in the left pane to select and view the documented data. You can filter the patient history records by selecting the Medical History or Surgical History option. oph history summary Add a Diagnostic Study to the HPI Grid Add historical diagnostic studies to the history of present illness (HPI) in the Reason for Visit panel from the Historical Diagnostic Tests - OPH template or the History Summary panel. Document the Interim History In the Interim History template, you can document all patient medical en

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document the Medical, Surgical, and Interim Histories

You can document the medical infection history information in the Medical/Surgical/Interim panel. You can filter the past history records in the grid by selecting the Medical History/Surgical History/Interim History checkboxes. By default, Show All checkbox is selected. Open the Histories tab. Open the Medical/Surgical/Interim panel. Select Add to open the Past Medical History template. Select the checkbox corresponding to the correct entry. Note: Items in blue are categories rather than individual selections. Selecting the blue name, or selecting the checkbox opens a list of choices. The Add Pregnancy Detail button in the Medical panel opens the Pregnancy Outcomes template. Select the Add to Grid button. Past Medical History Expand Surgical to enter past procedures/operations. Select Save & Close.A new past medical history record displays in the panel on the Histories template. Note: If information is entered in the Medical/Surgical/Interim grid during prior visits or by other special

Categories in History Summary

Recommendations

Add Medical and Surgical History

Documenting a Patient's History Summary

Patient's History Summary

Buttons and Checkboxes in History Summary Panel

Patient's History Summary

Document the Medical, Surgical, and Interim Histories

Categories in History Summary

Add Medical and Surgical History

Documenting a Patient's History Summary

Patient's History Summary

Buttons and Checkboxes in History Summary Panel

Patient's History Summary

Document the Medical, Surgical, and Interim Histories