NextGen Knowledge Center

Document an Assessment

  1. To add or edit a diagnosis on the Add or Update Assessment template, use one of the following sections:
    • Billing Diagnosis History
    • Clinical Problems
    • My Favorites
    The new or revised diagnosis appears in the list of diagnoses in the Today's Assessment grid. If a working assessment does not exist, the diagnosis information appears in the ICD description and ICD Code fields. If your practice required a status when you selected the diagnosis, it appears in the Status field.

    If a working assessment exists, it remains selected in the Today's Assessment grid, and the ICD description, ICD code, and status for the working assessment are retained.

  2. To change the working assessment, select the diagnosis being addressed for this encounter in the Today's Assessment grid.
    The selected diagnosis becomes the new working assessment that carries forward to the other templates that share the assessment.
  3. To change the ICD code, click the ICD Code field and search for and select the correct code for the diagnosis.
    The ICD description is read-only.
  4. To add or change the status, click the Status field to select from a list of available statuses at your practice.
  5. Click the Side and Site fields to select an option.
    You can select from a list of available statuses set up by your practice.
  6. Type your impression and differential diagnosis in the respective sections.
  7. To indicate a condition as chronic on future encounters, select the Mark diagnosis as chronic check box.
  8. To add the diagnosis to the Clinical problems, My tracked problems, or My favorites sections at the top of the template for the open patient chart, select the corresponding check box in the Add assessment to section.
    • For My Favorites, you can select from a list of previously configured favorite diagnoses, or click the field to type a new name for a favorite list.
  9. To have your staff look for the diagnosis code, select the Staff to Look up diagnosis code option, if it has been enabled.
  10. Click Add/Update.
    The Today's Assessments grid has been filled with the data entered.
  11. Click Save & Close.