NextGen Knowledge Center

Provider Workflow

The provider reviews the patient's summary information on the Home Page and proceeds to the SOAP and Finalize templates for an office visit workflow.

The provider workflow involves:

  • Reviewing the data documented up to this point in the encounter to get an overview of the patient's condition as well as updating and providing additional information as needed
  • Documenting the presenting problem(s) and various physical exam findings
  • Documenting any procedures performed
  • Creating a treatment plan
  • Documenting Evaluation and Management (E & M) codes