Apply a Quick Note in Runtime

NextGen® Adaptive Content Engine Help Enterprise 8

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

Understanding Quick Note Functionality

When using the Quick Notes feature, you can only apply one Quick Note at a time. If you apply a Quick Note, then subsequently apply a second one, the data associated with the second Quick Note set overwrites all existing data in the template. Naming Conventions for a Quick Note Save a Quick Note Quick note enables you to save the current SOAP template as a Quick Notes default set. Update a Quick Notes Default Set Delete a Quick Note Parent topic: Quick notes

NextGen® Adaptive Content Engine Help Enterprise 8

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

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

Data Included in Quick Notes

When you create a Quick Note for the SOAP template, the system saves: Reason for Visit with the HPI Review of Systems Physical Exam Assessment / Plan When you apply a Quick Note, patient-specific information is not impacted. The provider must review and add patient specific details to all areas of the SOAP template, including the Reason for Visit, Review of Systems, and Physical Exam and Assessment / Plan. It is highly recommended that you add unique details to the Plan Details that are specific to this patient and this encounter. Plan Details is a tab in the My Plan template set. For more information on the My Plan template set, go to NextGen Healthcare Success Community, and download the latest My Plan Template Set User Guide forNextGen®Adaptive Content Engine. Parent topic: Quick Notes

NextGen® Adaptive Content Engine Help Enterprise 8

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

Apply a Quick Note in Runtime

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