NextGen Knowledge Center

Open a Patient's Chart

In a custom practice template with an Orders Management order control, you can select an order and use the Goto Chart command to open the chart for the patient associated with the order and view the order in the Orders Summary tab of the Orders module. The Goto Chart command is present on the Orders Management pre-defined filters and can be set up in user-defined filters.

To use this feature, you must select the Orders Summary tab as the Initial View in user preferences. If you do not specify the Orders Summary tab as the Initial View, the Results tab (default) opens.

  1. On a custom practice template with an Orders Management order control, select a single order.
  2. Select Goto Chart or right-click the order and select Goto Chart from the list.

    The patient's chart and Orders module open. The order you selected is highlighted on the Orders Summary tab in the Orders module and the encounter is highlighted in the Encounter History tab.
  3. View or update the patient chart information, for example, you may need to add a note to a patient’s chart.
  4. To select an order for another patient, select the tab for the practice template with the Orders Management order control, and repeat these steps.
Related tasks
Customize the Initial Tab View in the Orders Module