NextGen Knowledge Center

Reviewing Assessment and Plan History

You can view the assessment and plan details of a patient in the Assessments / Plans panel, based on the filters selected on the Pre Visit Planning template.

If more than one encounter exist for the patient, the Previous Visit and Next Visit buttons are available to open the assessment and plan details for each encounter on an individual page. The View Encounter field displays the encounter date and assigned specialty for the details that appear in the grid row.

If documents are not attached to the encounter, the View Document button is disabled. If a document is attached, you can open the documents associated with the filtered encounter.

For more information, go to NextGen Healthcare Success Community, and download the latest Getting Started User Guide for NextGen® Adaptive Content Engine.