Patient Tracking is optional. The intake staff can proceed with the workflow without documenting the appointment details. If the patient’s status changes, this will be visible on the Inbox. It is generally not necessary to send a task regarding a change in status.
- Open NextGen® Enterprise EHR.
- Select the Patient Tracking button on the Patient Information Card.
Note: Patient Tracking is available only when the patient has an active encounter dated Today. For all other encounters, the Patient Tracking button appears as New Encounter.
The Todays Patient Tracking template opens.
- Select EHR Appointments.
The
Patient Appointments template opens.
The When, Provider, and Location fields contain the current date and time, provider name, and practice location.
- In the View section, select the By Provider option to access Add and Search in System Administrator.
