NextGen Knowledge Center

Identify Educational Material or Make Recommendations

Before you begin

Ensure that you have selected the Specialty and Visit Type as Care Management.
  1. On the Plan/Intervention tab, expand the Education/Recommendations panel.
    Education/Recommendations

  2. Click the appropriate check box to identify the topic discussed with the patient.
  3. If the patient is to follow up with a care manager, click the Follow up w/ Care Manager advised check box. Patient instruction options appear.
  4. If the patient is to contact the care manager, click the patient to set up option.
    If the care manager is to contact the patient, click the Care manager to contact patient option.
  5. Optionally type comments in the Education/Recommendations comments area.