NextGen Knowledge Center

Document Counseling and Education Details

You can use the Counseling Details template to document the counseling and education details of a patient.

  1. Open NextGen® Enterprise EHR.
  2. On the Home Page - Cardiology template, click the Counseling Details link.
    The Counseling Details window opens.
    Counselling Details

  3. In the Counseling/Educational Details section, enter the details of Type of counseling, Method of counseling, Evaluation of counseling, the time spent in the Time field (this calculates the total number of minutes spent counseling the patient during the encounter), Comments, Educational materials, Interpreter used, Language, Interpreter’s name, Relationship to the patient.
  4. In Counseling/Educational Factors, indicate if a detailed document or document that the counseling/educational factors were reviewed.
  5. In Counseling/Education Factors, select from the following sections.
    • Readiness to learn
    • Barriers to learning
    • Learning preferences
    • Cultural/spiritual needs
    • Marital Status
    • Race
    • Religion
  6. Click Save & Close.