NextGen Knowledge Center

Generate the Patient Summary from the Patient Chart

Before you begin

The clinic administrator must turn on the Patient Summary option for a clinic in NextGen® Mobile Cloud Portal.
NextGen® Mobile Pro users can generate a quick summary of a patient's medical information by selecting the predefined prompts in the patient chart.
  1. Open NextGen® Mobile.
  2. Open the Patient Chart view of the patient.
  3. Turn on Patient Summary.
    The details of the Summary tab with the predefined prompts appear.
    Patient chart displaying pre-defined prompts

  4. Select a predefined prompt, and then select I Understand in the disclaimer.
    The summary for the selected prompt is generated and displayed with the generated date and time and feedback options. The remaining prompts appear on the lower portion of the Patient Chart view.
    Generated patient summary

  5. Optional: Like or dislike the generated summary, and provide your comments for the selected prompt.

    You can select the preview icon to view the generated summary in a new window with the options for font size adjustment.

  6. To generate a detailed patient summary, select the other prompts.
    Start New appears when the three prompts are used.
  7. To regenerate the summary of a prompt, select the refresh icon on the prompt.
    The existing summary of the prompt is deleted, and the new summary is generated at the end of the patient summary with the new generated date and time and feedback options.

    If more than one summary is generated, then you can select the prompt to collapse and expand the generated summaries.

  8. Optional: To start a new session, select Start New.
  9. Optional: Submit your feedback.
  10. To exit the Summary section, select Back or any tab.