Verify and Generate Documents

NextGen® Adaptive Content Engine Help Enterprise 8

Overview of the Checkout Staff Workflow

You can review and generate documents of a patient's checkout process. After completing the intake staff and provider workflow, the front office staff initiates and completes the patient checkout process on the Checkout template to do the following: Review and/or process all orders. Generate lab and/or radiology requisitions, if needed. Generate referral documents, if needed. Schedule future appointments as ordered. Generate the Patient Plan and Checkout documents, if needed. Viewing Template Links on the Checkout Template You can customize the links to meet your needs on the Checkout template. Open the Follow-up or Disposition Template You can document the follow-up details for a patient using the Follow-up/Disposition template. Managing Today's Orders You can process lab or radiology orders documented by the provider on the My Plan template. Issuing Patient Education Documents The Patient Education panel contains the education documents of a patient that are added to the patient's ch

NextGen Behavioral Health Suite Help 5.5

Finalize Documentation

The Finalize (BH) template enables you to view today's assessments, today's orders, enter counseling and/or interpreter information, submit E&M codes, or select the No Billing for Service checkbox. You use the Finalize (BH) template for billing of a psychiatric evaluation. You access the Finalize (BH) template by selecting EM Coding from the Psych Eval (BH) or Psych Prog Note (BH) template. From the Finalize (BH) template, you can view today's assessments, today's orders, enter counseling and interpreter detail information, submit E&M codes, or select the No Billing for Service checkbox. Not all the panels are required for NextGen® Behavioral Health Suite workflows. Several panels do require additional configuration. Note: If you need to make changes to the Specialty or Visit Type on the Finalize (BH) template, you must close the Finalize (BH) template and reopen to update the template. After you've completed the visit documentation, you can generate the Psychiatric Evaluation or Psych

NextGen® Adaptive Content Engine Help Enterprise 8

Cardiology Checkout Staff Workflow

After completing the intake staff and provider workflow, the front office staff initiates and completes the patient checkout process on the Checkout template. The Checkout template contains the following sections. Today's Orders Lists all orders that have been placed on the current day. Given to Patient/Verified Displays items verified or given to patients. Patient Education Displays the education documents to be issued to patients. Edit Orders You can view, verify, and process orders that have been placed for a patient. Process Lab Orders You can process Lab orders on the Checkout template. Create Requisition for Orders You can create a requisition document for a selected order type on the Checkout template. Create Patient Plan Summary Documents You can create a patient plan summary on the Checkout template. Edit Patient Education Documents The Patient Education grid in the Today's Orders panel displays the patient education documents that are added to a patient encounter. Verifying I

NextGen® Ophthalmic Suite Help 2022.2

Checkout Workflow

In NextGen® Adaptive Content Engine, patient checkout is the final step in documenting a patient encounter. The purpose of the Checkout template is to end the patient encounter by reviewing all orders and instructions, scheduling appointments and/or follow-up visits, and printing requisitions and instructions to give to the patient. The Checkout template has the following panels: Today’s Orders Patient Education Given to Patient/Verified Note: Ophthalmic diagnostic tests are ordered from the Order Tests - OPH template. Checkout can be completed by office staff or the technician depending on the practice. In this document, we use the term “Checkout Staff” to refer to the individual whose role it is to check out the patient at the end of the encounter before the patient leaves. For more information on the patient checkout process go to NextGen Healthcare Success Community and download the latest Getting Started User Guide for NextGen® Adaptive Content Engine. Managing Today's Orders You

NextGen® Adaptive Content Engine Help Enterprise 8

Complete the Plan

To complete the Plan panel, enter notes on the action plan between each session in the Plan/additional information field. To enter a lab, radiology, or diagnostic, office procedure orders, follow-up and referral instructions, or to review/cosign the orders, click the My Plan button. The My Plan tabbed template set opens on the My Plan tab to enter any necessary orders or client instructions. Click the Patient Plan button to generate and review the document. The Patient Plan button is also available from the Checkout tab (Given to Patent/Verified panel) for the document to be created as the client is leaving the office. Parent topic: BH - Psychiatric Evaluation

NextGen® Adaptive Content Engine Help Enterprise 8

Generate Documents

You can generate and print various patient documents such as patient support cases, visit documents, referral thank-you letters, and provider communications on the Finalize - Cardiology template. Open NextGen® Enterprise EHR. Open the Finalize - Cardiology template. Click the Evaluation and Management Coding panel. In the Documents section, do the following: To create a patient support case, click Patient Ticket. Using the Patient Ticket button, you can document if the patient accepted or refused the patient support case and add any comments. You can also send copies to another physician or to the NextGen® PxP Portal, if the patient is a participant. To generate a visit document, click Visit Document. To generate the referral thank you letter, click Referral Thank You. The corresponding document has been generated. Parent topic: Cardiology Provider Workflow on the Finalize Template

Verify and Generate Documents

Recommendations

Overview of the Checkout Staff Workflow

Finalize Documentation

Cardiology Checkout Staff Workflow

Checkout Workflow

Complete the Plan

Generate Documents

Overview of the Checkout Staff Workflow

Finalize Documentation

Cardiology Checkout Staff Workflow

Checkout Workflow

Complete the Plan

Generate Documents