NextGen Knowledge Center

Configure Preferences for Copying Data from Previous Encounters

You can configure the preferences to copy the historical physical exams, review of systems, reasons for visit, and assessments from any previous encounters to the current encounter.

  1. Open NextGen® Enterprise EHR.
  2. Open the Practice Configuration template.
  3. Optional: In the Copy Previous Visit Information section, update the default duration of the historical information.
    Copy Previous Visit Information Section

  4. To copy the historical physical exams, review of systems, reasons for visit, or assessments, select the respective checkbox.
  5. To display a label on the templates or documents, indicating that the information is copied from previous encounters, select the respective checkbox.
  6. Select Save and Close.
Configure Preferences for Copying Data from Previous Encounters