Case and Consent Tab

Panel	Description
Consent	This panel is where all patient consent is documented.
Case History	The Case History panel allows you to track the history of a case by adding entries for case-related events.

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Care Transitions Tab

You can document information and instructions for a patient's transitions of care using the Care Transitions tab. Cm Care Transitions Care Transitions Panels Document General Transition of Care Information for a Patient Record a Discharge Diagnosis Update a Patient's Problem List Add a New Problem to a Patient's Problem List Parent topic: Care Management

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Tracking Tab

You use the Tracking template to create and monitor action items, setting priorities and deadlines for the actions. Created actions can be tasked to other providers or staff members. The only panel is the Action Item List panel. The Action Item List panel shows any Action Items for the patient. Add an Action Item Parent topic: Care Management

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document Patient Consent

Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. Open NextGen® Enterprise EHR. On the Case & Consent template, expand the Consent panel. select the appropriate consent from the fields available. select the appropriate dates corresponding to the consent. Parent topic: Case and Consent Tab

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Add a Case History Entry

Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. The Case History panel enables you to track the history of a case by adding entries for case-related events. Open NextGen® Enterprise EHR. On the Case & Consent template, expand the Consent panel. Navigate to the Case History panel. Case History From the Case History panel, select Add/Update. The CM New Case template opens. CM New Case Select the appropriate option for status under Indicate Status. Enter the Open date under Case Information.The current NextGen Healthcare user’s name populates to the open by text box. Select a reason in the Reason field. Select a Case Manager. Enter a Close date, if applicable. Select Update to add the new entry to the data grid. To task the entry, select on the entry in the grid and select Task. Follow the normal tasking steps to send the task to a recipient. Select Save & Close.The template closes and the new entry appears on the Case Hist

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Use the Document Panel to Complete a Visit

Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. Open NextGen® Enterprise EHR. On the Documentation template, expand the Document panel. Document Add or update the diagnosis code as needed. Choose the appropriate type of visit for the encounter. Select the Add button. Generate the visit note by clicking the correct document link. Parent topic: Documentation Tab

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

History Panel for the Plan/Intervention Tab

The History panel lists all the nursing care plans created for a patient. The nursing care plans can be created on the following locations: Nursing Care Plan History panel on the Care Coordination Home page Nursing Care Plan History panel on the Comp Assessment tab History panel on the Plan/Intervention tab Nursing Care Plan History The History panel for the Plan/Intervention tab functions exactly like the Nursing Care Plan History panel for the Care Coordination Home Page. Parent topic: Plan and Intervention Tab See also Nursing Care Plan History Panel for the Care Coordination Home Page

Case and Consent Tab

Recommendations

Care Transitions Tab

Tracking Tab

Document Patient Consent

Add a Case History Entry

Use the Document Panel to Complete a Visit

History Panel for the Plan/Intervention Tab

Care Transitions Tab

Tracking Tab

Document Patient Consent

Add a Case History Entry

Use the Document Panel to Complete a Visit

History Panel for the Plan/Intervention Tab