NextGen Knowledge Center

Document the Interim History

  1. From the Histories template, expand the Medical/Surgical/Interim panel and then click Interim History.
    The Interim History window opens.
  2. Select an encounter type. If an encounter type does not appear in the list, you can manually enter it.
  3. Click the Problem field.
    If problems are added during previous encounters, the Patient Problems template opens. If there are no problems from previous encounters, then a search window opens.
  4. Do one of the following:
    • From the patient problems list, select an existing problem.
    • From the search window, search for and select a new problem and then click the Add to Problem List button.
  5. In the Management field, enter the therapy or procedure performed on the patient.
  6. Select the current date and then the provider who performed the therapy or procedure. If a provider does not appear in the list, you can manually enter their name.
  7. Enter admission details, discharge details, and outcome or detail of the therapy or the procedure.
  8. Enter discharge diagnoses (up to four), additional comments, and then click Save.
  9. To document another interim history record, click Clear For Add and click Close.
    The interim history record appears in the grid in the Medical/Surgical/Interim panel.