NextGen Knowledge Center

Adjust a Patient's SOC Visit Count on Their First Visit

Before you begin

You must be a user in the Admin, PT Signoff, or DC Signoff security category (on the System Configuration system template) to adjust an SOC count.
If a patient started treatment under a previous EMR, you can override the SOC date and adjust the SOC count to reflect the number of visits the patient had before the practice started using NextGen® Therapy Suite.
  1. On the NTS Homepage template, select the SOC Visits link. The SOC Visits count label appears as a link only on the patient’s first visit.
    The SOC Edit window opens.
    SOC Edit window

  2. In the Override SOC Date field, enter the actual start of care date for the patient.
  3. Adjust the SOC count to reflect the number of visits the patient had prior to the practice using the NextGen® Therapy Suite.
  4. Select Save & Close.
    On the NTS Homepage template, the SOC Visits field displays the new SOC count.