NextGen Knowledge Center

Workflow to Setup Sensitive Flagging for a Field

Before you begin

You must configure a field as sensitive in a customized template using the Template Editor, and change the kbm.sensitive_ind field value to True. For more information on how to configure a field, go to NextGen Healthcare Success Community, and download theTemplates User Guide for NextGen® Enterprise EHR.
  1. Open NextGen® Enterprise EHR.
  2. To open the Templates module on a patient encounter, do one of the following:
    • On the Categories or Encounter History tab, select Open Template.
    • On Top Toolbar, select Templates.
    • On the main menu, select File > New > Template.
    The Select Template window opens.
  3. In the Medical Records tab, in Show, select All.
  4. Select your customized template. For example, select Test Sens Enc and select OK.
    The Test Sens Enc template opens.
  5. Select the field you marked as sensitive, and enter the value.
  6. Open the Intake template, and then select a specialty and visit type.
  7. Open the Finalize template, and then add an assessment in the Today's Assessment panel.
  8. In the Evaluation and Management Coding panel, select a complexity level, and then select Submit Code.
    The sensitive encounter flag indicator appears in the encounters list.
Workflow to Setup Sensitive Flagging for a Field