NextGen Knowledge Center

Creating a Personalized Reminder

You can create a personalized reminder related to patient Personalized Reminder or Orderable template.

  1. Open NextGen® Enterprise EHR.
  2. Select the Care Guidelines link on any of the main template.
    The Care Guidelines Paged View template opens.
  3. Expand the Care Guidelines panel and select the Add/Update Reminders link.
    The Personalized Reminder/Orderables template opens.
  4. Enter your reminder using text, in the Reminder field.
    Personalized Reminder/Orderable

  5. Select the Due field and select a date from the on-screen Calendar.
  6. To task your reminder so that it appears in the Inbox for a selected workgroup, select the Add Task link, and select a task workgroup from the list.
    The task recipient's workgroup appears in a field that becomes visible to the right of the Add Task link.
  7. To clear the fields, select the Clear button.
  8. Select Add/Update to add the reminder.
    The new reminder is active and appears in the grid.
  9. Select Save & Close.
    Reminders appear in the left pane in Patient’s guidelines.

    A badge displays the number of personalized active reminders you are following for the patient. That number matches the number of active reminders displayed in the grid on the Personalized Reminder/Orderable template.

    Care Guidelines Paged View

    The personalized reminders appear in the Care Guidelines panel sorted by due date, as part of the Reminders guideline.

    Care Guidelines Paged View