NextGen Knowledge Center

Document Counseling in Detail

You can document counseling for a patient in detail on the Counseling Details template. Multiple people can make entries on this template.

  1. Click the Counseling Details link.
    The Counseling Details template opens.
    counselling details template

  2. In the Counseling/Education Details section, enter the following for each counseling item:
    • Type of counseling
    • Method of counseling
    • Evaluation of counseling
    The name of the logged-in user fills the Counselor field. Today’s date fills the Date field.
  3. Enter the number of minutes spent on the counseling item.
  4. Enter Comments.
  5. Enter Educational materials provided or used.
    Documenting patient education here does not count for Quality Reporting.
  6. If applicable, select the Interpreter used check box to indicate that an interpreter was used and enter the following:
    1. Language
    2. Interpreter’s name
    3. Relationship
  7. In the Counseling/Education Factors section, select the Detailed document or Reviewed option.
  8. Enter Readiness to learn, Barriers to learning, and Learning preferences.
  9. In the Cultural/Spiritual needs section, select No or Yes, then enter details in the corresponding field.

    Previously documented information appears for Marital status, Race, and Religion.

  10. Click Save & Close.
Document Counseling in Detail