NextGen Knowledge Center

Finalize and Send Rapid Flowsheet Exercise Data and SOAP Comments to the Chart

If the appointment status is Kept and you have entered information in the Rapid Flowsheet template, you must finalize the data and send it to today's encounter in the patient's chart. The documentation in the flowsheet can be partially or fully completed. Finalizing the flowsheet data is a one-time action and cannot be undone.

  1. Open the NTS Rapid Flowsheet Worklog template, and then select an appointment row in the grid with a KEPT status to open the Rapid Flowsheet template.
  2. If you are satisfied with your entries in the template, select Finalize and Send to Chart.
    A confirmation message appears in red text next to the Finalize and Send to Chart button.
  3. Select Save & Close.
    The NTS Rapid Flowsheet Worklog no longer displays the finalized appointment row.
  4. To display appointments with finalized data, select the Show Completed or Finalized Appointments checkbox.
  5. To open the patient chart associated with the appointment, select the Row Select Opens Chart checkbox, and then select the appointment row in the worklog grid.
After you finalize and send the data from the flowsheet to the patient chart, open the patient chart. If there are no conflicts, the data automatically imports. If there are conflicts, you must review and accept them, and then manually perform the import.