Include Predefined Text in Encounter Documents

You can use the client configurable check boxes on the Intake, SOAP, and Pediatric SOAP templates.

1. Open NextGen® Enterprise EHR.
2. For a patient encounter, open a template.
   For example, Intake.
3. In the Navigation bar, select the Configurable Checkboxes link.
   The Configurable Checkboxes template opens.

   

4. Select a record from the grid.
   The Template and Panel Name fields are updated automatically.

   Note: When you hover over the selected item in the grid, the documented predefined text is displayed. A tick mark in the Documented column indicates that the check box is already selected and the predefined text is included in the document.

   Note: If configured, the custom label of the check box appears in place of Check Box and in the Checkbox Caption column.
5. Select the check box next to the Panel Name field.
6. Select Update, and then close the template.