Guidelines Tab

Help Guide for NextGen® Enterprise PM 8

Guidelines Tab

The Guidelines tab on the Add/Edit Appointment window displays information related to orderable protocols for the patient that are due within a specified number of days. The information pulls from the Care Guidelines in the patient’s clinical chart in NextGen® Enterprise EHR and can be useful when scheduling an appointment for a patient that is due to have a specific test/procedure performed. The Due Date displays for each test as well as the Last Date the test was performed. Tests that are past due display in red text with an exclamation icon. Note: The Guidelines tab displays only if the Show Guidelines due in n days option has been enabled in Practice Preferences > Appt Scheduling. Parent topic: Appointment Information

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

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 checkbox 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® 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 8.3.1

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

Guidelines Tab

Recommendations

Guidelines Tab

Place an Order for an Orderable Guideline Item

View Care Guidelines

View Care Guidelines

Edit the Care Guidelines History

View Existing Appointments for a Patient

Guidelines Tab

Guidelines Tab

Place an Order for an Orderable Guideline Item

View Care Guidelines

View Care Guidelines

Edit the Care Guidelines History

View Existing Appointments for a Patient