NextGen Knowledge Center

Save a Topic to a Patient's Chart

As necessary, you can save patient education material that you provide for patients to an encounter in their chart. The application saves a document from both internal and external sources as HTML.

  1. Open a patient and create an encounter or select an unlocked one.
  2. Open Patient Education Browser.
  3. Access the Patient Education Browser.
  4. Do one of the following:
    • Browse for a topic and select it.
    • Find a topic by entering search criteria Find a Topic by Entering Search Criteria.
    • Find a topic with Recommended Search.
  5. Add topics to the shopping cart add topics to the shopping cart.

  6. In the Selected Documents list, select the check boxes for the topics you want to save, and then select Save to Encounter.
    If you select only one document, the Save File As window opens.
  7. Change the file name if desired, and then select Save.
    The patient education material is saved to the selected encounter on the Encounter History tab.