Open a Template

NextGen® Enterprise EHR Help

View Patient Chart in NextGen® Enterprise EHR

You can select and view a patient's chart in NextGen® Enterprise EHR. You can view a patient's chart in NextGen® Enterprise EHR. Note: In System Administrator, if Access Rights for Chart/Recalls/Tasking is set to No, then you cannot access Chart on the NextGen Care® Population Management Hub toolbar. For more information about setting access permissions for viewing Chart in NextGen Care® Population Management Hub, go to NextGen Healthcare Success Community, and download the latest System Administrator Guide forNextGen®Enterprise. In NextGen Care® Population Management Hub, do one of the following: From the Cohorts tab, run a report. From the My Lists tab, run a list. From the Appointment Book tab, filter the patients. The patient list appears in the patient grid. In the patient grid, select the check box next to the patient's name. From Chart, select EHR Chart. The selected patient's chart appears on the Encounter History tab in NextGen® Enterprise EHR. For more information on patient

NextGen® Enterprise EHR Help

Add a Patient from NextGen® Enterprise Template

You can add patient from template trigger to My Lists. You can only add one patient at a time using a template trigger. Open NextGen® Enterprise EHR. On NextGen® Enterprise EHR main toolbar, select Patient. The Patient Lookup window opens. To select a patient, find the patient, and then select Open. Select an encounter on the Encounter History tab or create a new encounter. Select Open Template, and then select the template that contains the triggers to add patient. For more information on adding triggers, go to NextGen Healthcare Success Community and download the latest Templates User Guide for NextGen® Enterprise EHR. Select the button which adds patient to My Lists. The Save as My List window opens. Under Update Saved List, From Name, select the required existing My List name. Select Merge to include all patients from both lists or select Override to replace all patients in the existing list. From Share with Workgroups, select one or more work groups. Select OK. The patient is adde

NextGen® Enterprise EHR Help

View Dashboard Template

You can view the dashboard template for the selected patient. Note: In System Administrator, if Access Rights for Chart/Recalls/Tasking is set to No, then you cannot access Chart from the NextGen Care® Population Management Hub toolbar. For more information about setting access permissions to Chart in NextGen Care® Population Management Hub, go to NextGen Healthcare Success Community and download the latest System Administrator Guide forNextGen®Enterprise. In NextGen Care® Population Management Hub, do one of the following: From the Cohorts tab, run a report. From the My Lists tab, run a list. From the Appointment Book tab, filter the patients. The patient list appears in the patient grid. In the patient grid, select the check box next to the patient's name. From Chart, select Dashboard. The dashboard template of the selected patient appears in NextGen® Enterprise. Parent topic: Working with NextGen Care Population Management Hub Reports

NextGen® Enterprise EHR Help

View Patient Chart in NextGen® Enterprise PM

You can view patient's chart in NextGen® Enterprise PM. Note: In System Administrator, if Access Rights for Chart/Recalls/Tasking is set to No, then you cannot access Chart from the NextGen Care® Population Management Hub toolbar. For more information about setting access permissions to Chart in NextGen Care® Population Management Hub, go to NextGen Healthcare Success Community and download the latest NextGen® Enterprise PM. In NextGen Care® Population Management Hub, do one of the following: From the Cohorts tab, run a report. From the My Lists tab, run a list. From the Appointment Book tab, filter the patients. The patient list appears in the patient grid. In the patient grid, select the check box next to the patient's name. From Chart, select EPM Chart. The selected patient's chart appears in NextGen® Enterprise PM. Parent topic: Working with NextGen Care Population Management Hub Reports

NextGen® Enterprise EHR Help

Working with NextGen Care® Population Management Hub Reports

You can run the reports on Cohorts tab and do the following using the NextGen Care® Population Management Hub reports: View a patient's chart in NextGen® Enterprise and NextGen® Enterprise PM Generate patient's recall plans for one or multiple patients Create bulk lab or diagnostic imaging (radiology) test orders Compose and send patient messages using NextGen® PxP Portal and NextGen Care® Outreach. Add NextGen® Enterprise and NextGen® Enterprise PM tasks Add and send patient referrals Generate documents for selected patients Alert a patient Import the NextGen Care® Population Management Hub report data to Excel and XML Export the NextGen Care® Population Management Hub report data to a variety of formats to facilitate data sharing and further filter results Add patient from NextGen® Enterprise and template Note: Some of these actions are limited to selecting one patient only. View Patient Chart in NextGen Enterprise EHR You can select and view a patient's chart in NextGen® Enterprise

NextGen® Enterprise EHR Help

View Medical Records and Demographic Templates

Open NextGen® Enterprise EHR. If needed, select a location and provider. Select a patient. The patient's encounters opens in the Encounter History tab. Do one of the following: Select an existing unlocked encounter. To create an encounter, select New. Note: If you are creating a patient or the patient does not have an encounter, NextGen® Enterprise EHR prompts you to create an encounter. To select a template, do one of the following: Select the Templates button on the Top toolbar. You can add the button to the toolbar if it is not visible. From the NextGen® Enterprise EHR Menu bar, select File > New > Template. The Select Template window opens. To display templates of that type, select the Medical Records (default) or Demographics tab. Note: If applicable, the Group and Case Management tabs also appear to select Group Medical Records templates and Case Management templates. In the Show section, select one of the following options: All. All of the available templates. Only the templates

Open a Template

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View Patient Chart in NextGen® Enterprise EHR

Add a Patient from NextGen® Enterprise Template

View Dashboard Template

View Patient Chart in NextGen® Enterprise PM

Working with NextGen Care® Population Management Hub Reports

View Medical Records and Demographic Templates

Open a Template

View Patient Chart in NextGen® Enterprise EHR

Add a Patient from NextGen® Enterprise Template

View Dashboard Template

View Patient Chart in NextGen® Enterprise PM

Working with NextGen Care® Population Management Hub Reports

View Medical Records and Demographic Templates