NextGen Knowledge Center

Categories in History Summary

You can document various history details for a patient in different categories in the History Summary panel.

The left pane of History Summary panel on the Intake template includes a list of categories to select and view the documented data. The following table provides a description of each category.

CategoryDescription
Past Medical/SurgicalEnables you to document the patient's past medical and surgical history.

You can document the patient history using Add. If no medical or surgical history exists, you can select the No relevant past medical/surgical history check box. You cannot select the check box if medical surgical history present in the grid.

InterimEnables you to document the interim history.
SocialEnables you to document the Social history. You can select an option from the left pane using Add/Edit.
FamilyEnables you to document the Family history. You can document the details using Add.
DiagnosticEnables you to document the diagnostic history. You can document the details using Add/Edit.

You can view diagnostic studies by Specialty. To view the diagnostic studies relevant to your specialty, you can select the Specialty option. The All option enables you to view the diagnostic studies relevant to all the specialties. You can add a historical diagnostic study created in the current encounter with a result or interpretation to the Reason for Visit grid as a Studies Reviewed record using Add to HPI Grid.