NextGen Knowledge Center

Open the Pre Visit Planning Template

  1. To open the Templates module on a patient encounter, do one of the following:
    • On the Categories or Encounter History tab, select Open Template.
    • On Top Toolbar, select Templates .
    • On the main menu, select File > New > Template.
    The Select Template window opens.
  2. For Medical Records, select All.
  3. Scroll down and do one of the following:
    • Double-click Pre Visit Planning.
    • Select Pre Visit Planning and click OK.
    The Pre Visit Planning template opens.
  • Filtering Pre Visit Planning Information You can filter the details on the Pre Visit Planning template, to quickly get the desired information. However, not all filters can be applied on all the panels.