NextGen Knowledge Center

Copy Phrases from One Provider to Another Provider

You can copy phrases that you have created from one provider to another. This ability enables mid-level providers to access phrases that can promote continuity of care.

The My Phrase panel in the Custom DB Picklists system template displays a list of phrases created by the current provider and enables providers to copy the phrases to another provider.
  1. On the Custom DB Picklists system template, select the My Phrases panel.
    A list of providers and phrase types appear in the grid.
  2. Select a row.
    NextGen® Enterprise EHR automatically fills the User and Phrase type fields.
    My Phrase

  3. Do one of the following:
    • To give another provider access to all phrases, select the Phrase type field and then select All.
    • To give another provider access to a specific phrase, select the Phrase type field and then select a phrase type.
  4. Select the Copy to field and then select the provider you want to give access.
  5. Select Copy.
    The provider name and the phrase type appear in the grid indicating that the phrase type is accessible to the selected provider.