Adding Alerts for Referral Orders that Include Sensitive Information

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Flag an Attachment that Includes Sensitive Information

You can flag an alert to an attachment that has sensitive information in the attachments section of the Referral Orders template. When you select an attachment in a sensitive encounter, this is indicated in the Attachments field on the Referrals Order and Referral Management templates with the following text: *Attachments exist – see Details (includes attachments from sensitive encounters)* When the Referrals document is generated, it prints out the text of the Attachments field. Sensitive information is not displayed on the document. Open NextGen® Enterprise EHR. Open a patient's record, and then open an encounter. Open the Intake template, select the Family Practice specialty and Office Visit visit type, and then select My Plan.The My Plan window opens. Select the Referrals tab.The Referrals Order template window opens. In the Attachments section, select Details.The Referral Attachments window opens. To attach documents and images from the patient's chart to a referral, select any of

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document a Therapy Referral

You can select the Medications or Immunizations links at any time during the encounter to open the associated module. Open NextGen® Enterprise EHR. Open a patient's record, and then open an encounter. Open the Intake template, select the Family Practice specialty and Office Visit visit type, and then select My Plan.The My Plan window opens. Select the Referrals tab. The Referrals Order template opens. You can select the information icon to learn more about the Referrals Order template. On the Referrals tab, select the insurance provider. Enter the insurance policy number, and then select the referral type. In the To section, select Therapies/Rehabilitation, and do one of the following: Select a value from the resulting list. Select the upper blank row in the list to enter a therapy name in the field. Select the Location field and do one of the following: Select a value from the list. Select the upper blank row to enter a location in the field. To indicate if authorization is required,

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document Referrals for Durable Medical Equipment

You can document a referral to Durable Medical Equipment (DME) for a patient in the Referrals Order template. Open NextGen® Enterprise EHR. Open a patient's record, and then open an encounter. Open the Intake template, select the Family Practice specialty and Office Visit visit type, and then select My Plan.The My Plan window opens. Select the Referrals tab. The Referrals Order template opens. You can select the information icon to learn more about the Referrals Order template. On the Referrals tab, select the insurance provider. Enter the insurance policy number, and then select the referral type. In the To section, select DME. In Specialty/Therapy/DME, select a service item from the list. Options to Document Referrals Window To document related details, select the Additional Information link. Select No or Yes to indicate if authorization is required. In the Diagnosis section, select Description. If the patient encounter does not have a documented assessment, select Add Assessment or

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Open the Referrals Order Template

You can open the Referrals Order template in various way Open NextGen® Enterprise EHR. On the SOAP tab, in the Assessment / Plan panel, select Referrals in the navigation bar. On the Care Coordination Home template, in the Referral History section, select Add. Links and Buttons on Referrals Order Template Add Referrals You can document a referral to a specialty, obstetrics, and therapy for a patient in the Referrals Order template. Document a Therapy Referral You can select the Medications or Immunizations links at any time during the encounter to open the associated module. Document Referrals for Durable Medical Equipment You can document a referral to Durable Medical Equipment (DME) for a patient in the Referrals Order template. Adding Alerts for Referral Orders that Include Sensitive Information You can add alerts for referral orders. Flag an Attachment that Includes Sensitive Information You can flag an alert to an attachment that has sensitive information in the attachments sectio

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document Referrals

You can document a referral to a specialty, obstetrics, and therapy for a patient in the Referrals Order template. Open NextGen® Enterprise EHR. Open a patient's record, and then open an encounter. Open the Intake template, select the Family Practice specialty and Office Visit visit type, and then select My Plan.The My Plan window opens. Select the Referrals tab. The Referrals Order template opens. You can select the information icon to learn more about the Referrals Order template. On the Referrals tab, select the insurance provider. Enter the insurance policy number, and then select the referral type. In the To section, select the specialty.For example, select DME to add a referral for the durable medical equipment. Note: You can select Exclusions to document exceptions. For Authorization, select Yes or No. In the Diagnosis section, select the diagnoses. Note: If an assessment is not documented for the patient encounter, you can select Add Assessment or Add Common Assessment, and the

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Links and Buttons on the Referrals Order Template

You can use links and buttons on the Referrals Order template to complete the workflow easily. Links, Checboxes, Fields Description Address Detail Verifies and/or updates the referred to and referred by contact information. Internal referral For internal communications. Clinical information/ Comments Documents additional details. Attachments Opens the available attachment details. Instructions Instructions that you provided to the patient. Summary of Care/Record sent Indicates that the records are sent. The following icons and buttons are available on the Referrals tab: Button/Icon Description Provides information on associated core/menu objectives for Quality Reporting. Opens the Quick Task Setup template, which allows you to set up a new quick tasking action. Quick Task Allows you to select the priority of and/or send the task to a pre-configured recipient for any further action. Share If available, this button allows you to send a referral request as a Direct message to an outside p

Adding Alerts for Referral Orders that Include Sensitive Information

Recommendations

Flag an Attachment that Includes Sensitive Information

Document a Therapy Referral

Document Referrals for Durable Medical Equipment

Open the Referrals Order Template

Document Referrals

Links and Buttons on the Referrals Order Template

Flag an Attachment that Includes Sensitive Information

Document a Therapy Referral

Document Referrals for Durable Medical Equipment

Open the Referrals Order Template

Document Referrals

Links and Buttons on the Referrals Order Template