NextGen Knowledge Center

Select and Review Care Guideline Items to Restore

You can review and restore a patient's care guideline items using the Report and Restore panel.

In the Report and Restore panel, you can search for specific care guideline items and their associated patient level data to review and then restore, if you are acting during the same cleanup session in which they were removed.

  1. Open NextGen® Enterprise EHR.
  2. From the File menu, Select System/Practice Templates.
    The Select Template window opens.
  3. From the Practice tab, select All.
    A list of practice-level templates opens.
  4. Select Care Guidelines Clear and Restore, and then select OK.
    The Care Guidelines Clear and Restore practice template opens.
  5. In the Report and Restore panel, select to apply the search to All Practices or the Current Practice.
  6. Select one or more search criteria for the following:
    • Applying Provider
    • Condition/Reason
    • Guide line Item
  7. To run a search to display filtered guideline item records in the grid, you must select either of the following options: Exclude Customized or Include Customized.
    The Search button is enabled.
  8. Select Search.
    The Report and Restore grid refreshes to display records, meeting your selected search criteria.