Guidelines Tab

Help Guide for NextGen® Enterprise PM 8

Recall/Waitlist Tab

The Recall/Waitlist tab on the Add Appointment window displays active recall plans, follow-ups, and wait list items for the patient. The Recalls section displays recall information including the recall plan name, date added, last date, return date, event, resource, location, and letter mailing dates. This section also displays the dates scheduled to send messages as per the recall plan setup in File Maintenance; and the actual dates of sending the messages to the patient using NextGen® EDI services. The Follow Ups section displays information from NextGen® Enterprise EHR including follow-up description, reason, and time frame. Information from NextGen® Enterprise PM includes appointment date and time. The Waitlist section displays wait list information including begin date/time, end date/time, event, resource, location and status. A blue push pin icon displays on the tab if the patient has an active recall, follow-up, or waitlist appointment. Users can resize and rearrange the columns

NextGen® Adaptive Content Engine Help Enterprise 8

Place an Order for an Orderable Guideline Item

You can place an order for an orderable guideline using the Care Guidelines panel. Orderable guideline items that are due, display the date in red font in the Next Due field. A yellow alert icon appears to the left of the date. The Status field appears as due. Open NextGen® Enterprise EHR. Select the Care Guidelines link on any of the main template. The Care Guidelines Paged View template opens. Expand the Care Guidelines panel. Review orderable guideline items active for the patient. Items that are due or past due display the date in red font. Items that are due in the future display a date in black font. When you first activate a care guideline, items that are not due at a future date automatically display today’s date by default. To sort guideline items by next due date, you can select the active text Next Due column header. Select the check box to the left of the guideline items you want to order. If there is more than one test description or code associated with the guideline item

NextGen® Enterprise EHR Help

View Care Guidelines

You can view a quick list of the patient's Care Guidelines for due and overdue items. Additionally, you can open the Care Guidelines module to manage Health Maintenance and Disease Management functions, including guideline testing and screening, and recommended care. For more information on Care Guidelines, go to NextGen Healthcare Success Community, and download the Care Guidelines User Guide for NextGen® Adaptive Content Engine. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. To view a quick list of the patient's Care Guidelines, on the Quick Buttons panel, hover over Care Guidelines Items Due.The Care Guidelines Items Due table appears displaying the last calculated date and a list of recently ordered Care Guidelines items for the patient that are due and overdue. The Care Guidelines Items Due table includes the guideline name, next due date, status, last completed, and comments. Note: If no care guidelines data exists for a selected patient, a mes

NextGen® Adaptive Content Engine Help Enterprise 8

Edit the Care Guidelines History

You can review or update the care guidelines history using the Care Guidelines History template. Open NextGen® Enterprise EHR. From the Care Guidelines template or the Activate Care Guidelines template, select the Care Guidelines History link. The Care Guidelines History template opens. To filter tests and exams listed in the grid by status, select Filter by status and select a status from the list. To edit a guideline item, select a row item and select Edit to open the Care Guideline Update template. If you have selected a status or date by mistake, you can clear the values for Last completed date. The guideline item reverts to being due, the Last addressed is cleared, and the Next Due date recalculates. Update the required field and select Save & Close. Note: If the selected guideline record does not belong to the latest encounter, the Edit and Save & Close buttons are read-only. Also, an alert message appears on the template with the latest encounter date. When you have finished rev

Help Guide for NextGen® Enterprise PM 8

View Existing Appointments for a Patient

You can view existing appointments for a patient from the following locations in NextGen® Enterprise PM: Appointment Lookup window. Add Appointment and Edit Appointment window Patient Information Bar in the Patient Chart. Clinical History/Notes tab in the Patient Chart. View Existing Appointments from Appointment Lookup View Existing Appointments from Add or Edit Appointment View Existing Appointments from Patient Chart You can view existing appointments for a patient from the Patient Chart window. Parent topic: Appointment Scheduling

NextGen® Adaptive Content Engine Help Enterprise 8

Set Up Orderable Guideline Test Items

You can set up an orderable guideline test item on the Care Guidelines Setup template. Open NextGen® Enterprise EHR. From File, select System \ Practice Template. The Select Template window opens. On the Practice tab, select the All option. Select Care Guideline Setup, and then select OK. The Care Guideline Setup practice template opens. Expand the Intervention/Orders Setup panel, select a reason type from the list, and then select a Condition/Reason. The grid refreshes with the list of all guideline reasons from the Define Guideline Reasons & Auto Application panel. You can filter the grid to view tests only in the selected guideline. Select an order type in Intervention/Test type. The selected guideline or test type filters test names that appear in Intervention/Test name. Select Intervention/Test name. In Apply to, select a gender code from the list. By default, the gender specified for the guideline in the Define Guideline Reasons and Auto Application panel appears. In the Standard

Guidelines Tab

Recommendations

Recall/Waitlist Tab

Place an Order for an Orderable Guideline Item

View Care Guidelines

Edit the Care Guidelines History

View Existing Appointments for a Patient

Set Up Orderable Guideline Test Items