Generate Intake Note

NextGen® Adaptive Content Engine Help Enterprise 8

Generate Information from Document Library

You can generate patient information using the documents listed on the Documents and Letters template. Open NextGen® Enterprise EHR. Open the Intake template. Select the Document Library link. The Documents and Letters template opens. Note: You can access the Document and Letters template using the Document Library link on the navigation bar. Clinical Narratives for Clinical Note Types You can manage various clinical narratives. Add Clinical Narratives You can add clinical narratives for clinical note types for the current encounter. Manage Clinical Narratives You can review, update, remove, or restore clinical narratives using the Clinical Narratives template. Generate Documents You can search for and generate a document for a patient encounter. Parent topic: Overview of the Intake Template Parent topic: Open the Adult Immunization Template

NextGen® Adaptive Content Engine Help Enterprise 8

Start a Urology Patient Encounter

The intake staff begins the encounter starting on the Intake template. Open NextGen® Enterprise EHR. Create a patient encounter and open the Intake template. Select speciality as Urology and visit type as Office Visit. In the General panel, select Established patient or New patient as appropriate. Click Historian and select the historian from the list. Click Save on the Main Toolbar. Parent topic: Intake Staff Workflow

NextGen® Adaptive Content Engine Help Enterprise 8

Generate the Intake Note

You can generate the intake note for a patient using Generate Intake Note in the Intake and Histories template. The Generate Intake Note is used to generate the Intake Note as the written summary of the encounter from the intake staff or medical assistant. It is recommended that staff create the document after all of the intake activities are complete. It is not necessary to generate the note twice during a visit. When the intake staff completes documenting the patient information, the Intake Note is generated as the written summary of data collected up to this point in the encounter. The provider can also generate the Intake Note to obtain an overview of the collected information and then continue with the physical exam and assessment plan. Open the Intake or Histories template. Click Generate Intake Note. Review the generated document. Click the Close icon. Parent topic: Histories Template

NextGen® Adaptive Content Engine Help Enterprise 8

Intake Note Generation

You can generate Intake notes on the Intake template after all the intake activities are complete. You can select Generate Intake Note on the Intake template or Intake Note on the Histories templates. You can create an Intake Note as the written summary of the encounter with the intake staff or medical assistant. Parent topic: Overview of the Histories Template Parent topic: Cardiology Intake Staff Workflow

NextGen® Adaptive Content Engine Help Enterprise 8

Generate the Intake Note Document

After documenting the patient information, the intake staff generates the Intake Note as the written summary of data collected in the encounter. The provider might also generate the Intake Note to obtain an overview of the collected information and then continue with the history of present illness, physical exam, assessment, and plan. Click Intake Note at the bottom of the Histories template. Review the generated document for accuracy. Click the Close icon. Parent topic: Patient's Adult Social History

NextGen® Adaptive Content Engine Help Enterprise 8

Generate Notes Associated with Encounters

You can generate the notes associated with an encounter on the SOAP template. Open NextGen® Enterprise EHR. Open the SOAP template. Select . Select the required note in the list. Select OK. Parent topic: Review of SOAP Details by Provider Parent topic: Cardiology Provider Workflow Parent topic: Overview of the Provider Workflow Parent topic: The Provider Workflow Parent topic: SOAP Template

Generate Intake Note

Before you begin

Recommendations

Generate Information from Document Library

Start a Urology Patient Encounter

Generate the Intake Note

Intake Note Generation

Generate the Intake Note Document

Generate Notes Associated with Encounters