NextGen Knowledge Center

Document Social Confidential History

  1. In the Histories template, scroll to the Social panel, and click the Confidential History link.
  2. The Confidential history template opens.
  3. Enter confidential history.
  4. Click Intake Note.
  5. Click the SOAP tab.
  6. To generate the Master document, do one of the following:
    • Scroll to the bottom of the SOAP template, click Generate Note and select Master document from the picklist.
    • Go to the Left Navigation bar and click Preview
    The Master document generates with confidential history listed.