Review Patient's History Summary on SOAP

You can review and update a patient's history summary documented by the intake staff during the previous encounters, in the History panel on the SOAP template.

1. Open NextGen® Enterprise EHR.
2. Open the SOAP template.
3. In History, select a history category in the left pane, and review the history records.
   For the Social category, the social history details appearing may vary depending on the patient's age.
4. To edit a history record, select the record in the grid, and update the desired details on the category specific history template.
   Note: For the Social category, you must select the subcategories to review and update the social history details on the Social History template.
5. To delete a history record, select the record in the specific category, and select Remove.
   Note: You cannot delete the history records in the Social and Diagnostic categories. However, you can update the records.
6. To make a different history review selection, select the History Review button and select the appropriate option for the respective history category as described below in the History Review template.

   Detailed document

   To display all history details in the encounter document.

   Reviewed, updated

   If you have reviewed and updated the patient's histories.

   Reviewed, no changes

   If you have reviewed the patient's histories and made no changes.

   History unobtainable

   If the information is not obtainable and then enter the reason in the field beside the option.

   Note: The past medical/surgical, interim, and diagnostic history review options are grouped for Evaluation and Management (E&M) calculations. The social and family history reviews have separate history reviews for E&M calculations.