NextGen Knowledge Center

Document a PT or OT Patient Screening

Before you begin

Ensure that a patient encounter is created in NextGen® Enterprise PM and the patient is checked in.
Document a PT or OT patient screening before you complete a patient evaluation.
  1. Open a patient record, and then in Encounter History, expand a case and select an encounter.
  2. Open the NTS Homepage template, and then in Visit Type, select Screening.
  3. Select the Screening tab to open the NTS Screening.
  4. In each panel, document the patient screening information, and then in the Clinical Impression/Plan panel, complete the signoff information.