Encounter and Patient History Icons

Icon	Name	Description
	Encounter	Indicates an encounter.
	Sensitive Encounter	Indicates a sensitive encounter.
	Group Encounter	Indicates a group encounter.
	Case	Indicates a case.
	Locked	Indicates a locked encounter.
	Unlocked	Indicates an unlocked encounter.
	Pending	Indicates a PAQ pending item
	Rejected	Indicates a PAQ rejected item
	Approved	Indicates a PAQ approved item
	Document	Indicates a patient document.
	E-mail	Indicates a patient email or a message related to prescription management.
	Image	Indicates a patient image.
	DM Document	Indicates a patient NextGen® Document Management document.
	Equipment Report	Indicates a patient equipment report.
	Template	Indicates a template.
	HIE Document	Indicates a NextGen® HIE document or CCDA.
	CDA Validation Error	Indicates that a document did not pass CDA validation.
	CDA Validation Passed	Indicates that a document passed CDA validation.
	Sent to NextGen® PxP Portal	Indicates the item is sent to NextGen® PxP Portal.

NextGen® Enterprise EHR Help

Encounters in NextGen® Enterprise EHR

An encounter is an interaction with a patient on a specific date at a specific time. An encounter can be a visit, a phone call, a virtual visit, a referral, a test result, or an interaction. A patient can have more than one encounter per day. Patient encounters are displayed on the Encounter History tab. You can expand or collapse the Encounter History tab using the button above the Quick Buttons panel. Each row in the Encounter History tab represents one encounter. Encounters are identified by date and time, provider, and location. The Encounter History tab displays basic information of an encounter like the rendering provider, location, appointment type/reason for visit, templates and documents related to the appointment. The Encounter History tab displays the list of encounters created for the selected patient and includes the following components: New Encounter Creates an encounter. Open Template Displays available templates. Filter By Displays the list of encounters for specified

NextGen® Enterprise EHR Help

Using Layout and User Preferences

NextGen® Enterprise EHR layout comprises menus and toolbars such as Title bar, Main menu, Top toolbar, and Status bar. You can set the user preferences and work with patient encounters and categories. You can also view the calendars and icons, and access the Alerts module, if the Patient Information Card (PIC) is enabled. The PIC in NextGen® Enterprise EHR provides the following information. Patient general information Patient demographics information Patient medical summary information Encounter-based information NextGen® Enterprise comes with an integrated spelling checker that automatically detects and corrects spelling errors as you type alphanumeric characters in certain text fields. You can use the spelling checker only on editable fields. NextGen Enterprise EHR User Interface Overview of the Main Window Overview of the NextGen® Enterprise EHR main window, its menus, toolbars, modules, and other components components. Quick Buttons for Patient Medical Summary Information You can

NextGen® Enterprise EHR Help

NextGen® HIE Documents

In NextGen® Enterprise EHR Categories tab, you can view the imported, and exported Health Information Exchange (HIE) document categories in the My Categories tab based on user-level configuration. To view a specific HIE document, you can expand the appropriate HIE document category, and select the required item. The following are HIE document categories. HIE Documents, displays only imported HIE documents. HIE Documents (Sent), displays only exported HIE documents. HIE Consent, displays only HIE consent documents. The following CDA validation icons appear with the HIE documents. The icon indicates that a document passed CDA validation. The icon indicates that a document did not pass CDA validation. If neither icon appears indicates that a document is not yet validated. The following PAQ status icons appear with the HIE documents. The icon indicates the PAQ pending item. The indicates the PAQ rejected item. The indicates the PAQ approved item. For more information, go to NextGen Healthc

NextGen® Enterprise EHR Help

Encounter Type Icons

Icons within the Encounter History tab provide a quick visual reference to determine the status and type of contents within an encounter or a case. Icon Name Description Appointment Indicates that the encounter for the patient is linked to an appointment. External Practice Indicates that the encounter was created at another practice within the Enterprise. Group Indicates a group encounter. Case Indicates a case. Addendum Indicates that there are images and/or documents added to a locked encounter. Chart Update Indicates an encounter used to add documentation or update a record within a patient chart that was not part of a billable service. For example, documentation of a telephone call or prescription refill. Sensitive Encounter Indicates a sensitive encounter. Locked Encounter Indicates a locked encounter Unlocked Encounter Indicates an unlocked encounter. Parent topic: Encounters in NextGen Enterprise EHR

NextGen® Enterprise EHR Help

Encounter History/Categories Document Menu

You can select a patient document on the Encounter History or Categories tab to display the document menu with the following commands: Command Description Provider Signoff Details Displays the current signoff status, rendering provider, provider reassignment (if applicable), and comments for a patient document. Send to Patient Portal Opens the Patient Portal Document Export window to export a document, image, or SAP® Crystal Reports® to NextGen® PxP Portal for patients enrolled in NextGen® PxP Portal. Note: If the document is sent to NextGen® PxP Portal, the icon appears next to the document icon. Patient Portal History Details Displays the audit trail of a document that is sent to NextGen® PxP Portal. Recategorize Opens the Recategorize this item window. Properties Displays the document and encounter information, file properties, and user permissions for a selected patient document. Parent topic: Patient Documents Related tasks View Document Information Signoff Patient Document

NextGen® Enterprise EHR Help

Open Encounter Components

Before you begin Ensure that Access Rights in Rights > OPERATIONS > Encounters > View Encounter Summary is set to Yes in System Administrator to view the clinical data on the Encounter Summary window in NextGen® Enterprise EHR. Note: When Access Rights is set to No, the data on the right side of the Encounter Summary window is hidden. However, you can still view and use the documents, images, templates, and files that appear on the left side of the window. For more information on user access rights, go to NextGen Healthcare Success Community, and download the latest System Administrator Guide forNextGen®Enterprise. You can view the type of clinical data associated with the encounters and the properties of documents, images, or SAP Crystal Reports within an encounter on the Encounter History tab. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Encounter History tab, select an encounter and select the button.The Encounter Details window for the selec

Encounter and Patient History Icons

Recommendations

Encounters in NextGen® Enterprise EHR

Using Layout and User Preferences

NextGen® HIE Documents

Encounter Type Icons

Encounter History/Categories Document Menu

Open Encounter Components

Encounters in NextGen® Enterprise EHR

Using Layout and User Preferences

NextGen® HIE Documents

Encounter Type Icons

Encounter History/Categories Document Menu

Open Encounter Components