Link Guidelines or Tests to Scanned Document Types

You can link a guideline or test to a scanned document type to satisfy a guideline.

1. Open File Maintenance.
2. In Document Management Master Files - System, complete the prerequisite configurations.
3. Open NextGen® Enterprise EHR.
4. On the Practice tab, select the All option.
5. From File, select System \ Practice Template.
   The Select Template window opens.
6. Select Care Guideline Setup, and then select OK.
   The Care Guideline Setup practice template opens.
7. In the Manage Groups and Options panel, select the Enable Document Types to satisfy guidelines checkbox.
8. Expand the Interventions/Test Equivalent Codes/Descriptions panel and select Document Types/ Codifications section.
   
   
   

9. In the Intervention/Test Name field, select a guideline or test.
   The document types linked to the guideline or test appear in the Document Type grid.
10. In the Document Type field, select a document type, and then select OK.
    Note: You can select a code system and value from the DB picklist for the selected document type. The document types listed are not linked to the selected guideline or test. All the active document types configured in Document Management in File Maintenance that have a date of service appear in this list.
    The Add/Update button is enabled.

    

11. Select Add/Update.
    The selected document type is added to the grid.

    Note:

    • If a linked document type is updated or hidden in Document Management in File Maintenance, you must manually update or remove it from the Document Types/ Codifications section in the Interventions/Test Equivalents/Descriptions panel on the Care Guidelines Setup template. Also, the due date for the guideline is recalculated based on the orders or historical data.
    • If a linked document type is removed from the Document Types/ Codifications section in the Interventions/Test Equivalents/Descriptions panel on the Care Guidelines Setup template, the due date for the guideline is recalculated based on the orders or historical data.
    • If the scanned document is removed or hidden from the patient's chart, the first encounter created after the document was originally scanned needs to be unlocked, and the Intake or SOAP template is opened to remove the codified value from the patient's chart.
12. Scan the patient's document, select a date of service, and submit the document.
    The application automatically satisfies the care guidelines and recalculates the due date of the guideline on the runtime Care Guidelines Paged View template.

    

    Note: For more information, go to NextGen Healthcare Success Community, and download the User Guide for NextGen Document Management and Custom DB Picklists System Template for NextGen® Adaptive Content Engine.