NextGen Knowledge Center

Copy Historical Free Form HPI to Current Encounter

You can copy historical Free Form HPI data within the last three years to the current encounter in the Reason for Visit panel of the Intake – Cardiology template.

Before you begin

You must configure the Copy Historical Free Form HPI settings on the Practice Configuration template to copy historical Free Form HPI details to the current encounter.
  1. Open NextGen® Enterprise EHR.
  2. Open the Intake - Cardiology template.
  3. Click the Reason for Visit panel.
  4. In the left reason for visit pane, click Freeform HPI.
    The Free Form HPI template opens.
  5. Click Copy Forward.
    Freeform HPI

    The Copy Forward Free Form HPI Histories template opens with the Free Form HPI entries from the last three years in the grid, with the most recent encounters listed first. The system indicates the number of Free Form HPI records found in previous encounters.
  6. Select the row to copy and then click Copy HPI.
    The reason for the visit and HPI details of the selected Free Form HPI are copied to the current encounter.