NextGen Knowledge Center

Save a Quick Visit for a Billable Visit

  1. On the Billable Visit template, enter information in the History, Physical Exam, and Assessment and Plan panels.
  2. Click the floppy disk icon in the QuickPick tool bar.
    Quick visit for a billable visit

  3. Select a body part associated with that Quick Visit on the IORTSqv Sp window, and click OK.
    IORTSQV SP window

  4. Select the body part.
    The INF Default Save Multi template opens.
    INF Default Save Multi window

    This template displays all the templates accessed during the visit and puts a mark next to the templates on which information will be saved.
  5. Clear or check templates as needed. Use the scroll bar to scroll through the list.
  6. Enter a name for the Quick Visit in the Name field and add Comments as needed.
  7. Click Add.
  8. Click Close.