NextGen Knowledge Center

Add and View Internal Notes

When you read, forward, release, or reassign messages, you can leave internal notes for your co-workers that are not added to the patient's chart.

ToDo this
Add a note while reading a messageOn the Patient Portal Message window, select Add Comments, and enter your note in the Enter commentwindow.
Add a note while releasing a messageWhen you select Release, the Comments window opens. Enter your note, and release the message.
Add a note while reassigning a messageWhen you select Reassign, the Select routing policywindow opens. After selecting a routing policy, enter your note in the Message section.
Add a note while forwarding a messageOn the Select users and groups window, add your note in Comment.
Add a note to a message in the inbox viewIn the inbox view, select the message which you want to add a note to, and in the Comments column, select , on the Comments window, enter your note in Comment, and select OK.

The note you and other users add appears in the History section of the Comments or Patient Portal Message window.

Add and View Internal Notes