Flag an Attachment that Includes Sensitive Information

You can flag an alert to an attachment that has sensitive information in the attachments section of the Referral Orders template.

1. Open NextGen® Enterprise EHR.
2. Open a patient's record, and then open an encounter.
3. Open the Intake template, select the Family Practice specialty and Office Visit visit type, and then select My Plan.
   The My Plan window opens.
4. Select the Referrals tab.
   The Referrals Order template window opens.
5. In the Attachments section, select Details.
   The Referral Attachments window opens.
6. To attach documents and images from the patient's chart to a referral, select any of the eight available attachment fields.
   Note: Yes in the Sensitive column indicates the attachment is from a sensitive encounter. The Red Sensitive text appears with the attachment label on the Referral Attachments template.
7. To return to the Referrals Order template, select Save & Close.
   Note: If one or more selected attachments are from a sensitive encounter, a confirmation alert appears.
8. To accept the attachments as is, select Yes on the alert window.
   The Referral Attachments template closes, and text appears in the Attachment section that this referral order has attachments.
9. To go to the Referral Attachments template to review and make any necessary changes to the attachments list, select No.
   Note: When NextGen® Share is turned on, Share is selected, and an attachment from a sensitive encounter exists, the following alert appears: The selected order is from or has an attachment from a sensitive encounter. Would you like to continue? If you select Yes, the referral and its attachments will go through NextGen® Share. If you select No, you are returned to the template, and no further action is applied in the application.