Document the Patient's Intake Notes Using the Comprehensive Assessment Templates
- Open NextGen® Enterprise EHR, and then in Patient History, select Open Templates.
The Select Template window opens.
- On the Medical Records tab, select All.
- From the list, select Comp Assess - Concerns, and then select OK.
- Select the program, specialty, and visit type for the patient.
- Complete the assessment in the Concerns tab.
- Complete the assessment in the Social Hx tab.
- Complete the assessment in the BH Hx tab.
- Complete the assessment in the Asses/Plan tab.
- Select Generate Document.
- Document the Patient's Presenting Concerns
You can document a patient's initial or annual assessment details and the presenting concerns. - Document the Patient's Social Support Information
You can document the patient's living situation, development history, and other social support details. - Document the Patient's Mental Health and Risk Assessment Information
You can document the patient's mental health history, substance use, and risk assessment using various screening tools. - Document the Summary of the Patient's Assessments
You can document your plans for medications and diagnoses based on the patient's assessments. - Task Supervisor/Staff for Review and Signoff
The table provides information about the tasks related to the Signature (Tasking Supervisor/Staff for review and signoff) panel. - Submit Charges
You can use the Charges panel to submit a charge for the billing process.