Document the Assessment and Billing Information
- Open NextGen® Enterprise EHR, and then in Patient History, select Open Templates.
The Select Template window opens.
- On the Medical Records tab, select All.
- Select Assessment/Reassessment Billing (BH), and then select OK.
- In the Time Entry Navigation sidebar, select Billing Time Entry, and then enter the start time.
Note: You can select the current time or enter the time manually.
- Select the program, specialty, and visit type.
Note: Only programs that the patient is actively enrolled in appear in the list. You can select <No Program> to create an encounter without a program, and then add the program later.
- In the Individuals Present panel, document the details of the individuals present during the assessment.
- In the Treatment Recommendations/Assessed Needs panel, document the recommended treatments and the patient's needs.
- Document the patient's assessment and diagnosis details.
- Document the applicable signatures from the tasking supervisor or staff.
- In the Time Entry Navigation sidebar, select Billing Time Entry, and then enter the end time.
Note: You can select the current time or enter the time manually.
- In the Charges panel, document the billing details.
- Optional: Select No Billing for Service if there is no charge for the current date.
- Select Generate Document.
- Document Information about Individuals Present during an Assessment
You can document details about the individuals present during the patient's assessment. - Enter Treatment Recommendations and Assessed Needs
You can describe the current Priority and Assessed Need along with Status and dates identified or resolved.