Generate a Graph from a Medical Records Template

NextGen® Enterprise EHR Help

Save a Medical Records Template Chart to an Encounter

You can save a Medical Records template graph or a growth chart to the patient encounter on the Encounter History tab. After it is saved, you can open it and select options to print, fax, annotate, or export it, or add a signature. If the patient is enrolled in NextGen® PxP Portal, you can export the saved graph to the patient NextGen® PxP Portal account for easy retrieval by the patient, parent, or guardian. You can also view NextGen® PxP Portal document export and receipt history for a graph. For more information on NextGen® PxP Portal, go to NextGen Healthcare Success Community, and download the latest NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR . Open the patient to save the graph for to an encounter. Generate a Medical Records template or growth chart. Right-click the graph or growth chart (shown in example below), and select Save to Chart. The graph is saved under the selected encounter on the Encounter History tab and is visible when you expand the encounter.

NextGen® Enterprise EHR Help

Generate a Graph from a Medical Records Template

You can generate a graph for a NextGen® Enterprise EHR Medical Records template associated with a patient encounter. For the graph to display properly, numeric data must exist in the template fields. If fields do not contain data, no data is displayed in the graph. As the graph is being generated, NextGen® Enterprise EHR displays a warning if a field does not contain data. Data can only be added or revised in template fields in NextGen® Enterprise EHR. Your system administrator creates and modifies templates using Template Editor. For more information about NextGen® Enterprise EHR templates, go to NextGen Healthcare Success Community and download the latest Templates User Guide for NextGen® Enterprise EHR. You can save a Medical Records template graph to the patient encounter. Open the patient to graph Medical Records template data for. For more information on opening a patient, go to NextGen Healthcare Success Community, and download the latest Patient Demographics Guide for NextGen E

NextGen® Enterprise EHR Help

View Medical Records and Demographic Templates

Open NextGen® Enterprise EHR. If needed, select a location and provider. Select a patient. The patient's encounters opens in the Encounter History tab. Do one of the following: Select an existing unlocked encounter. To create an encounter, select New. Note: If you are creating a patient or the patient does not have an encounter, NextGen® Enterprise EHR prompts you to create an encounter. To select a template, do one of the following: Select the Templates button on the Top toolbar. You can add the button to the toolbar if it is not visible. From the NextGen® Enterprise EHR Menu bar, select File > New > Template. The Select Template window opens. To display templates of that type, select the Medical Records (default) or Demographics tab. Note: If applicable, the Group and Case Management tabs also appear to select Group Medical Records templates and Case Management templates. In the Show section, select one of the following options: All. All of the available templates. Only the templates

NextGen® Enterprise EHR Help

View Medical Records and Demographic Templates

Open NextGen® Enterprise EHR. If needed, select a location and provider. Select a patient. The patient's encounters opens in the Encounter History tab. Do one of the following: Select an existing unlocked encounter. To create an encounter, select New. Note: If you are creating a patient or the patient does not have an encounter, NextGen® Enterprise EHR prompts you to create an encounter. To select a template, do one of the following: Select the Templates button on the Top toolbar. You can add the button to the toolbar if it is not visible. From the NextGen® Enterprise EHR Menu bar, select File > New > Template. The Select Template window opens. To display templates of that type, select the Medical Records (default) or Demographics tab. Note: If applicable, the Group and Case Management tabs also appear to select Group Medical Records templates and Case Management templates. In the Show section, select one of the following options: All. All of the available templates. Only the templates

NextGen® Enterprise EHR Help

Saving Template Data

NextGen® Enterprise EHR templates enable you to enter patient information into the available fields in a number of ways. After entering all of the required or available information, you can select Save on the Top toolbar to save your template. NextGen® Enterprise EHR automatically saves the template you are working with if another template is launched from it. You can close a template by selecting the Close button on the Top toolbar or the X button. If you did not save your template before closing a template, NextGen® Enterprise EHR opens the Save Template message. Note: If you enter out-of-range data in a numeric/decimal field, an error message appears when you leave the field or try to save the template. You can correct your entry to be within the acceptable range. If you are working with a Group template, the data you enter and save is committed to all of the charts for patients who are members of the specific patient group. Parent topic: Using Templates

NextGen® Enterprise EHR Help

Saving Template Data

NextGen® Enterprise EHR templates enable you to enter patient information into the available fields in a number of ways. After entering all of the required or available information, you can select Save on the Top toolbar to save your template. NextGen® Enterprise EHR automatically saves the template you are working with if another template is launched from it. You can close a template by selecting the Close button on the Top toolbar or the X button. If you did not save your template before closing a template, NextGen® Enterprise EHR opens the Save Template message. Note: If you enter out-of-range data in a numeric/decimal field, an error message appears when you leave the field or try to save the template. You can correct your entry to be within the acceptable range. If you are working with a Group template, the data you enter and save is committed to all of the charts for patients who are members of the specific patient group. Parent topic: Using Templates

Generate a Graph from a Medical Records Template

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Save a Medical Records Template Chart to an Encounter

Generate a Graph from a Medical Records Template

View Medical Records and Demographic Templates

View Medical Records and Demographic Templates

Saving Template Data

Saving Template Data

Generate a Graph from a Medical Records Template

Save a Medical Records Template Chart to an Encounter

Generate a Graph from a Medical Records Template

View Medical Records and Demographic Templates

View Medical Records and Demographic Templates

Saving Template Data

Saving Template Data