Patient Schedules

NextGen® Mobile Help

View Details in Patient Charts

Before you begin You must have the necessary permissions to view and edit the patient chart and demographic details. Open NextGen® Mobile. On Hub, search for and select a patient from the advanced search. You can also open Patient Chart from the dictation job view, schedule, PAQ, and patient messages. Note: If you do not set your NextGen® Enterprise defaults in NextGen® Mobile, Patient Chart opens in the generic view, where the Charges section does not display any charges, and the Diagnosis module is not available. Patient Chart opens displaying the patient's general information and the NextGen® PxP Portal enrollment status. You can also view the encounter and practice details for NextGen® Enterprise users, and schedule and practice details for non-NextGen® Enterprise users. On the Patient Chart header, select the right arrow icon. The patient demographics view opens and displays the contact details where you can directly call and email your patient, location, referring and rendering p

NextGen® Mobile Help

Create Encounters

You can create an encounter using the default current date or you can select an earlier date. You cannot create an encounter with a future date. Open NextGen® Mobile. On the menu bar, select Schedule. The Schedules window opens. Select the patient. The Patient Chart window opens. Select the Encounter field. The Patient Encounters window opens. To select a different date for the encounter, do the following: Select the Create Encounter field. The date selection view appears. Select the desired date. Select Done. The Patient Encounters window displays the selected date. To create an encounter, select Create Encounter. The Patient Chart window opens with the current date in the Encounter Date field. The details of the most recent encounter for the selected patient appears. Optional: If necessary, edit the encounter data. Parent topic: View Details in Patient Charts

NextGen® Mobile Help

View Encounters for a Patient

Patient encounters record any interaction between you and the patient or patient’s representative. Encounters can be a scheduled visit, a phone call, a video chat, an email, or an unscheduled visit to a practice. If you are a NextGen clinic user with appropriate permissions, you can use NextGen® Mobile to do the following: View the encounters for a patient saved in NextGen® Enterprise EHR. Create encounters and send to NextGen® Enterprise EHR. Open NextGen® Mobile. On the menu bar, select Schedule. The Schedule view opens. Select the patient. The Patient Chart window opens. Select the Encounter field. The Patient Encounters window displays a list of existing patient encounters. Patient Encounters View If available, each entry shows the day and date of the encounter, the provider, and the location. Lock icon indicates that the encounter is locked. Note: You can open a locked encounter and add dictation to it. You cannot edit the details of a locked encounter. Parent topic: View Details

NextGen® Mobile Help

View Current Charges for an Individual Patient

On the Patient Chart view, you can view charges entered for a patient in the previous seven days. Open NextGen® Mobile. Open the Patient Chart view. Patient Chart view Select Charges. The list of charges entered for the patient in the last seven days appear. To view the details of a charge, select the charge from the list. The Charge Review view opens. Charge Review view To open the Patient Chart view, select Charges. Parent topic: Managing Patient Charges

Help Guide for NextGen® Enterprise PM 8

View Existing Appointments for a Patient

You can view existing appointments for a patient from the following locations in NextGen® Enterprise PM: Appointment Lookup window. Add Appointment and Edit Appointment window Patient Information Bar in the Patient Chart. Clinical History/Notes tab in the Patient Chart. View Existing Appointments from Appointment Lookup View Existing Appointments from Add or Edit Appointment View Existing Appointments from Patient Chart You can view existing appointments for a patient from the Patient Chart window. Parent topic: Appointment Scheduling

Help Guide for NextGen® Enterprise PM 8

View Outsourced Charges from the Patient Chart

Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to search the desired patient. Select Find. All existing persons and patients that match the entered search criteria appear in the Matching Records section. Select Matching Records, and then double-click to open the patient. The Patient Chart window opens. Select the Financial tab. Select the encounter, and then double-click the encounter you want to view. The application displays the outsourcing information under the Outsource Agency and Outsource Date columns. Parent topic: Outsource Charges

Patient Schedules

Recommendations

View Details in Patient Charts

Create Encounters

View Encounters for a Patient

View Current Charges for an Individual Patient

View Existing Appointments for a Patient

View Outsourced Charges from the Patient Chart

View Details in Patient Charts

Create Encounters

View Encounters for a Patient

View Current Charges for an Individual Patient

View Existing Appointments for a Patient

View Outsourced Charges from the Patient Chart