You can update the order of the assessments for a patient in the Reorder Assessments template.
The first 12 line items are available for billing, providers may want to ensure that certain assessments are included in the upper 12 rows of the list.
- Open NextGen® Enterprise EHR.
- Open a patient's record, and then open an encounter.
- Open the Intake template, select the specialty as Family Practice and the visit type as Office Visit, and then select My Plan.
- Select the Assessments tab and then select Sort.
The Reorder Assessments template opens.
- In the Existing Sort Order grid, select the row you want to be the first in the list.
That selection becomes number 1 in the New Sort Order grid.
- Continue to select the available assessment rows until you have them in the required order.
- Optional: If you select a row in error, select Undo Last.
- To start over, select Undo All.
- When the required order fills in the New Sort Order grid, select Save & Close.
