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Change Work List Items
On the
Pre Visit Planning Work List Setup
template
, click the
Check box 1-10
field that you want to edit.
Note:
There is a 40-character maximum for each field.
Make the necessary changes, and then click
Save and Close
.
Change Work List Items
NextGen® Adaptive Content Engine Help Enterprise 8.3.1
Access the Pre Visit Planning Work List Setup Practice Template
From the File menu, select System \ Practice Template. The Select Template window appears. In the Show section, select All. Click the Practice tab to display a list of practice templates. Scroll down and do one of the following actions: Double-click Pre Visit Planning Work List Setup. Highlight Pre Visit Planning Work List Setup and click OK. The Pre Visit Planning Work List Setup practice template opens. Parent topic: Manage and Configure Pre-Visit Details
NextGen® Adaptive Content Engine Help Enterprise 8.3.1
View Edited Work List Items in Run Time
At any time during or before an encounter, on the patient history toolbar, click the Templates module button to open the Select Template window. On the Medical Records tab, search for and highlight Pre Visit Planning, and then click OK. The Pre Visit Planning template opens. On the Work List panel, scroll down to the Other section. Parent topic: Manage and Configure Pre-Visit Details
NextGen® Adaptive Content Engine Help Enterprise 8.3.1
Manage and Configure Pre-Visit Details
During an encounter, the Pre Visit Planning template enables the clinical staff and provider to review the summary of the patient's chart and take necessary actions to prepare for an upcoming visit. The template also documents administrative tasks that need to be accomplished before a patient's appointment so that the provider can focus on addressing the patient's health needs during the visit. Pre Visit Planning The Work List panel addresses guideline or care plan items associated with the patient that can be added to the work list to be tracked. The Other section in the Work List panel includes a list of items (with check boxes) to track important details and actions related to the patient care. The Other section includes ten work list options that are shipped with NextGen® Adaptive Content Engine . You can also add up to five new options directly on the template in run time. The Pre Visit Planning Work List Setup template is where you can edit the 10 static work list items that disp
NextGen® Adaptive Content Engine Help Enterprise 8.3.1
Pre Visit Planning Work List Setup
You can use the Pre Visit Planning template to handle administrative tasks before a patient's appointment. Manage and Configure Pre-Visit Details Parent topic: System and Practice Templates
NextGen® Adaptive Content Engine Help Enterprise 8.3.1
Complete the Pre-Visit Documentation
To indicate that the pre-visit documentation is completed for the upcoming encounter, on the Pre Visit Planning template, expand the Work List panel. In Other Work List, select the Pre-visit planning complete check box. To generate the Pre Visit Planning document, click Generate Document. Parent topic: Pre Visit Planning
NextGen® Adaptive Content Engine Help Enterprise 8.3.1
Add New Items to Work List
On the Pre Visit Planning template, in the Work List panel, in the Other section, do one of the following: Select a work list item. You can modify the work list on the Pre Visit Planning Work List Setup practice template. For more information, go to NextGen Healthcare Success Community, and download the latest Pre Visit Planning Work List Setup Practice Template for NextGen® Adaptive Content Engine. Type a work list item in the empty field and select it. Click Add to Work List. Note: After an item is added to Other Work List, all the selected check boxes are automatically cleared. Adding Other Work List To include a new item in Other Work List, do one of the following: Type in Other Work List. Click My Phrases and select the phrases that you want to add to the work list. Note: Any newly created phrases are automatically associated to the PVP Other default phrase type. For more information, go to NextGen Healthcare Success Community, and download the latest Getting Started User Guide fo
