Select Encounters to Search

NextGen® Enterprise EHR Help

Select Documents Search

Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. Select the Encounter History or Categories tab. Select .The Search Documents window opens. Select Hide/Show Filters icon.The Look in: filters section opens within the Search Documents window. To use any previously searched document, select a document from the Documents list. To select other documents to search, select the Ellipsis button next to the Documents list.The Select Documents window opens displaying a list of available documents for the patient. Under Available Documents, select a document to include in the search, and then select the double-right arrows to move them under Selected Documents section. To select multiple adjacent documents at a time, select and hold the <SHIFT> key while selecting each document. To select multiple non-adjacent documents, select and hold the <CTRL> key as you select each document. To remove any selected documents, select the documents under Selected Documents, and

NextGen® Enterprise EHR Help

Search Patient Documents

You can search with a single term or multiple terms within all or specific documents generated on a patient chart in the Search Documents window. You can search for documents in all patient encounters, a specific encounter date, or an encounter date range. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. Select the Encounter History or Categories tab. Select .The Search Documents window opens. Enter single or multiple keywords and phrases related to your desired document in the search box. Tip: For example, you can search by headache, cluster headache, strep, or streptococcus. Note: You can limit your search criteria by selecting the search parameters that include specific documents and encounter range in the Hide/Show Filters section. Select Search. The Search Documents window displays the list of documents, matching phrases or keywords entered in the search bar. Note: If your search includes renamed documents, the Search errors window opens displayin

NextGen® Enterprise EHR Help

View Document Information

You can view document and encounter information, file properties, and user permissions for a selected patient document on the Encounter History or Categories tab. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. To view the properties of a document, do one of the following: Select the Encounter History tab, Select a patient encounter, that contains the document, and select the button to open the Encounter Details window. Select the item to view the properties, and select the button. Popup Menu for a Document Select the Categories tab, To view a category item, do one of the following: Select List View from the list. Select Tree View from the list. To expand all categories; select a category, select Category Options, and select Expand All Categories. To expand the selected category, select . Select a document to view properties, and select the document options button. Categories Tab with Document Options Button Select Properties.The Document Information

NextGen® Enterprise EHR Help

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. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. On the Encounter History tab, select the settings icon.A window opens, showing the default encounter information and a sample display. Under the My Patient History Settings | General section, do the following: To open a patient in the Encounter History or Categories tab in NextGen® Enterprise EHR, in Default View, select the desired option. 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. 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 chec

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

Help Guide for NextGen® Enterprise PM 8

Filter Encounters on the Patient Chart

You can narrow the list of encounters on the Financial tab under the Patient Chart to display only those that meet specific filter criteria. Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup . The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and then select Find. Patient records that match the search criteria appear in the Matching Records section. Select the patient, and then select Open. The Patient Chart window opens. Select the Financial tab. All encounters for the patient are listed in the Financial Information section. To view encounters based on specific criteria, select Filter. The Filter Options window opens. Filter Options window Enter the search criteria, and then select Search. Encounters that match the search criteria appear in the Financial Information section under the Financial tab. To clear all selected filters, select Clear. To close the Filter Options window, select Close. Components of the

Select Encounters to Search

Recommendations

Select Documents Search

Search Patient Documents

View Document Information

Manage Encounter Display Information at User-Level

Encounters in NextGen® Enterprise EHR

Filter Encounters on the Patient Chart

Select Documents Search

Search Patient Documents

View Document Information

Manage Encounter Display Information at User-Level

Encounters in NextGen® Enterprise EHR

Filter Encounters on the Patient Chart