Using AutoFlow to Collect UDS Information

Help Guide for NextGen® Enterprise PM 8

UDS Fields

In NextGen® Enterprise PM, additional fields can be enabled to capture information on patients that is required for the UDS report. When the fields are enabled, a UDS tab appears on the Add Patient Information and Modify Patient Information windows. Add Patient Information In each UDS field, you can then select the appropriate value for each patient. The values available for selection are from the corresponding master list table in File Maintenance as outlined below. UDS Field Values created in Homeless Status File Maintenance > Master Lists > Homeless Status Migrant Worker Status File Maintenance > Master Lists > Migrant Worker Status Language Barrier File Maintenance > Master Lists > Language Barrier Public Housing Primary Care File Maintenance > Master Lists > Public Housing Primary Care School Based Health Center File Maintenance > Master Lists > School Based Health Center Race File Maintenance > Master Lists > Race Ethnicity File Maintenance > Master Lists > Ethnicity Veteran Stat

File Maintenance Help for NextGen® Enterprise 8

AutoFlow Sequence Items for Selection

The items that you can select for AutoFlow sequences are: Alerts Appointment Search Ahead Balance Control Charge Entry Chart Details Claim Edits Credit Card on File Diagnosis Selection Encounter Encounter Bill Insurance Selection Medical Necessity Patient Balance Patient Information - Client Defined Patient Information - Demographic Patient Information - Employer Patient Information - External Patient Information - History Patient Information - Pharmacy Patient Information - Privacy Patient Information - Provider Patient Information- Relations Patient Information - Status Patient Information - UDS Patient Recall Print Data Sheet Print Fee Ticket Print Forms Print Labels Real-time Adjudicate Claim Real-time Eligibility Submission Transaction Entry Workable Tasks NextGen PxP Portal AutoFlow Sequence Items for Selection NextGen® PxP Portal AutoFlow Sequence items are available for your selection in File Maintenance. Parent topic: Set AutoFlow Sequences

File Maintenance Help for NextGen® Enterprise 8

Default General Preferences - AutoFlow Tab

TheAutoFlowuser preferences enable you to select AutoFlow Sequencesthat affect the check-in and check-out processes inNextGen® Enterprise PM. An AutoFlow sequence includes a defined series of windows that you must follow when you check-in patients prior to their appointments, and check-out patients after their appointments. Default AutoFlow sequences for all users in the practice are selected by location in yourAutoFlowpractice preferences. You can also select AutoFlow sequences by location in your user preferences. User-level settings override practice-level settings. Set Up Default General Preferences - AutoFlow Tab Parent topic: Default User Prefs - General

Help Guide for NextGen® Enterprise PM 8

AutoFlow

The AutoFlow feature enables you to create a sequence of actions for processing patients during check-in and check-out. The application automatically steps you through the pre-selected encounter-related actions. This section provides information on setting up and using the AutoFlow feature. AutoFlow Overview Setting Up AutoFlow Parent topic: About NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Set up AutoFlow Preferences

TheAutoFlowuser preferences enable you to select AutoFlow Sequencesthat affect the check-in and check-out processes inNextGen® Enterprise PM. An AutoFlow sequence includes a defined series of windows that you must follow when you check-in patients prior to their appointments, and check-out patients after their appointments. Default AutoFlow sequences for all users in the practice are selected by location in yourAutoFlowpractice preferences. You can also select AutoFlow sequences by location in your user preferences. User-level settings override practice-level settings. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > General. User preferences Autoflow tab Select the AutoFlow tab. To select the AutoFlow Sequences for check-in and check-out, in theAutoFlow Sequences for menu option "Check-in/Create Encounter"andAutoFlow Sequences for menu option "Checkout"sections, do the following: In the<All Locations>row, select theAutoFlow Sequenceyou use at all locations

Help Guide for NextGen® Enterprise PM 8

Setting Up AutoFlow

To set up the AutoFlow feature: Create AutoFlow Sequence master files in File Maintenance. Assign the AutoFlow sequences created in File Maintenance to specific practice locations on the AutoFlow Sequences tab in Practice Preferences. Note: You can set default user preferences for AutoFlow that override the practice-level settings in Practice Preferences. Create or Modify an AutoFlow Sequence AutoFlow sequences enable you to set the sequence for a series of actions that process encounters for patient check-in and check-out. You must create an AutoFlow Sequences master file for each AutoFlow sequence that the practice uses. AutoFlow Practice Preferences The AutoFlow Practice Preferences enable you to select an Autoflow Sequences Master File that contains a series of actions for processing encounters during check-in and check-out processes. Assign Practice-Level AutoFlow Sequences You can assign AutoFlow sequences to specific locations for the practice in Practice Preferences. Set up Aut

Using AutoFlow to Collect UDS Information

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UDS Fields

AutoFlow Sequence Items for Selection

Default General Preferences - AutoFlow Tab

AutoFlow

Set up AutoFlow Preferences

Setting Up AutoFlow

UDS Fields

AutoFlow Sequence Items for Selection

Default General Preferences - AutoFlow Tab

AutoFlow

Set up AutoFlow Preferences

Setting Up AutoFlow