NextGen Knowledge Center

Manage Encounter Display Information at User-Level

You can choose the information to be included along with its format, and order. You can also include remarks.

You can set encounter display preferences in NextGen® Enterprise EHR.

  1. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window.
  2. On the Encounter History tab, select the settings icon.
    A window opens, showing the default encounter information and a sample display.

  3. Under the My Patient History Settings | General section, do the following:
    1. To open a patient in the Encounter History or Categories tab in NextGen® Enterprise EHR, in Default View, select the desired option.
    2. To open the NextGen Document Management images in NextGen Document Management or NextGen® Enterprise EHR by default, in NextGen Documents Management items select, Open in NextGen Document Management or Open in NextGen EHR.
    3. To limit the display of patient encounters to the current practice in NextGen® Enterprise EHR, in Enterprise Chart, select the Only Show Encounters From This Practice check box.
  4. Under the My Patient History Settings | Encounter History section, do the following:
    1. To change the format for Date, Time and Provider, select the corresponding check box and select the desired option from the list.
    2. To set the display date in encounter display row, select Use Encounter Date or Use Billable Date.
    3. To view the location, remarks, and encounter number in the encounter display row, select the appropriate check boxes.
    4. To set the display order of items in encounter display row, select and move the items horizontally in Encounter Display Order and Sample Display.
      You can preview the changes in the sample display section.
    5. To view the visit type, specialty, and diagnoses (for billable encounters) in the Encounter History tab, in Content to Display Below Encounter Data, select the appropriate check boxes.
    6. To display a list of templates used during the encounter, in Show/Hide Template Links, select the desired option. Select from the Show for All Items, Show for Most Recent Item, Hide for All Items, or Show for Unlocked Items check boxes.
    7. To view the cases associated with the selected patient, select the View Case Management check box, if your practice is using Case Management.
    8. To view the billable and optical encounters, select the appropriate check box.
  5. To apply the settings, select Apply.
  6. To restore the practice preference settings, select Reset to Practice Settings.
Related tasks
Enter Encounter Remarks