NextGen Knowledge Center

Document Providers and Patient Histories for Preregistration

You can add patient histories and the details of the providers for preregistration of a patient.

  1. On the Pre Reg template, click the Clinical 1 tab.
    The Clinical 1 template opens.
    Clinical 1 template

  2. Double-click the Pharmacy field.
    The Preferred Pharmacy window opens.
  3. Add the preferred pharmacy for the patient.
  4. Review the preferred pharmacy, and select Reviewed.
  5. Review the following details, and select All Reviewed.
    • Appointment
    • Pharmacy
    • Contact Information
    • Best Time
  6. In the Providers panel, add the details of the providers and shared care facilities.
    Providers panel on the Clinical 1 template

  7. To enter the details of previous treatments, do the following:
    1. Click Previous Treatment.
      The IORTSprev Treatment window opens.
      IORTS Previous Treatment window

    2. Type the details of the previous treatments.
    3. Select Competed by.
      The name of the user, and date and time of the entry are updated in the blank fields.
    4. Click Save & Close.
      The details of the previous treatments are added, and a green check mark appears next to the Previous Treatment button in the Providers panel.
  8. In the History panel, add the diagnoses, medical and surgical histories, medications, and allergies of a patient.
    History panel on the Clinical 1 template

  9. To add notes, click the Notes field, select a message from the list, then click Add Message.
    The grid displays the added message.
  10. Select Template Completed By.
    The name of the user and the date and time of entry are updated in the blank fields.
  11. Click the Source of Information field, and select the appropriate options in the list.
  12. To indicate the data is incomplete and needs review, select Clin 1 Hx Incomp - Needs Review.
    The name of the user and the date and time of entry are updated in the blank fields.
  13. Indicate the number of attempts made to contact the patient.
    The due date for the next attempt is automatically filled.