NextGen Knowledge Center

Add a Case History Entry

Before you begin

Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent.

The Case History panel enables you to track the history of a case by adding entries for case-related events.

  1. On the Case & Consent template, expand the Consent panel.
  2. Navigate to the Case History panel.
    Case History

  3. From the Case History panel, click Add/Update.
    The
  4. The CM New Case template opens.
    CM New Case

  5. Click the appropriate option for status under Indicate Status.
  6. Enter the Open date under Case Information.
    The current NextGen Healthcare user’s name populates to the open by text box.
  7. Optionally select a reason in the Reason field.
  8. Optionally select a Case Manager.
  9. Enter a Close date, if applicable.
  10. Click Update to add the new entry to the data grid.
  11. To task the entry, click on the entry in the grid and click Task. Follow the normal tasking steps to send the task to a recipient.
  12. Click Save & Close.
    The template closes and the new entry appears on the Case History data grid.