Understanding Quick Note Functionality

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Quick Notes

Quick Notes offer a way to reduce the repetition associated with documenting information, in cases where there is a great degree of common information documented in similar clinical situations during patient visits. Quick Notes can help providers increase their productivity without compromising patient care. Quick Notes enable you to save the entire SOAP template, including all data fields, check boxes, options, and associated HPI settings under a unique name. You must later edit the information for the individual patient while using the quick note. Note: If you apply a Quick Note and subsequently apply a second Quick Note, the data associated with the second Quick Note overwrites all existing data in the template. Data Included in Quick Notes Disable the Quick Note Functionality Parent topic: Quick notes

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Using a Quick Note Default Set

Once you have created the Quick Notes default template sets for your practice, you can use the defaults sets to quickly fill the templates with your default set values. The following guidelines apply when using Quick Notes: The current Specialty must match the specialty defined for the Quick Note. The Quick Note overwrites any data in the templates. Apply a Quick Note in Runtime Parent topic: Quick notes

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Update a Quick Notes Default Set

You cannot update a Quick Notes default set because it is generated from multiple screens/templates. You can only remove an existing Quick Note and then create a new Quick Note. On the SOAP template, click the Quick Notes: Save button. On the Quick Save template, from the Full Exam Quick Saves grid, select a Quick Notes default set. Note: When the Number of Screens column indicates Multiple, the Remove button is enabled, and the Update button is disabled. To delete the existing default set, click Remove. A confirmation message appears prior to removing the default set from the gird. Click Yes. To create a new Quick Notes default set with updated values, refer to Save a Quick Note. Parent topic: Understanding Quick Note Functionality

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Save a Quick Note

The ability exists to save the current SOAP template as a Quick Notes default set. The information button at the top-left corner of the Quick Save template provides information on how to use this template to add, update, and remove a Quick Save default set. On the SOAP template, click the Quick Notes: Save button. The Quick Save template opens. Quick Save Note: The Options panel is grayed out. Enter the name of the default set in the Save As field. NextGen Healthcare recommends entering a name in the <your initial> <gender> <default name> format. For example, AK_female_Asthma HPI. Note: For gender specific defaults, use 'male' or 'female'. Select the appropriate speciality option: All Specialties - is set as the default. This option sets the Quick Save settings available across all specialties. Current Specialty Only - This option sets the Quick Save settings available only in the specialty currently open. Click Save & Close to save the default and close the Quick Save template. The Qu

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Delete a Quick Note

You can delete an unwanted Quick Note. On the SOAP template, click the Quick Notes: Save. Highlight the row for the Quick Note that you want to delete on the Full Exam Quick Saves grid. The system fills the template with the data from the selected Quick Note. Click Remove. A prompt to confirm the delete appears. Click Yes to clear the data and delete the Quick Note from the Full Exam Quick Saves grid. Click Save & Close. Parent topic: Understanding Quick Note Functionality

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Quick notes

Quick Notes offer a way to reduce the repetition associated with documenting information, in cases where there is a great degree of common information documented in similar clinical situations during patient visits. Quick Notes Understanding Quick Note Functionality Using a Quick Note Default Set

Understanding Quick Note Functionality

Recommendations

Quick Notes

Using a Quick Note Default Set

Update a Quick Notes Default Set

Save a Quick Note

Delete a Quick Note

Quick notes

Understanding Quick Note Functionality

Quick Notes

Using a Quick Note Default Set

Update a Quick Notes Default Set

Save a Quick Note

Delete a Quick Note

Quick notes