NextGen Knowledge Center

Enter Details to Track the Client

The Client Tracking panel is used to document the client's location within the facility.

  1. In the Date field, click to enter a value that is editable.
  2. In the Time field, do one of the following:
    • Click the clock button to populate the field with the current system time.
    • Click the field to enter a different time.
  3. In the required, Location field, click to select from the customizable DB picklist.
    For more information on how to modify the custom DB picklist, go to NextGen Healthcare Success Community and download the latest Custom DB Picklists Practice Template for NextGen® Adaptive Content Engine.
  4. Click the Status field to select from the customizable picklist or free text up to 15 characters over the selected value.
  5. To enter additional information, click the Comments field.
  6. Click Add to save the data to the grid.
  7. To delete data from the related fields before it is saved to the grid, click Clear.
  8. To filter the grid, select a filter option.
  9. To delete a highlighted grid row that was committed in error, click Remove.