NextGen Knowledge Center

Create and Assign User Note Descriptions

User note descriptions are saved text that you can insert into a note that you create in the NextGen® Enterprise PM, NextGen® Enterprise EHR, or NextGen® Document Management applications. An enterprise user can add only the user note descriptions that are created solely for their use.

  1. Open File Maintenance.
  2. Under System in Master Files, select Document Management, and then select User Note Descriptions.
    The User Note Descriptions List window opens.
  3. Double-click the user you want to assign user note descriptions to.
    The Modify User Note Descriptions window opens.
  4. In the Description column, enter the text you want to add to notes.
  5. To set which applications the description text is available in, add or remove check marks in the applicable columns, and then select.
    Modify User Note Descriptions window displaying user note descriptions that are available in some applications

  6. Select OK.