Links on the Intake Template

Link	Description
Standing Orders	Opens the Office Services template to create or update orders, document details of diagnoses, and bill orders.
Adult Immunizations	Adds vaccine and allergy details of adult patients.
Peds Immunizations	Adds vaccine, medication, and allergy details of pediatric patients.
My Plan	Records the treatment plan of a patient on the My Plan template.
Procedures	Records the details of procedures performed during the patient encounter.
Order Management	Updates the applicable order details.

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Overview of the Intake Template

You can use the Intake template to document the patient information. You can document the following details of the patient in the various panels of the Intake template: General details of the patient Reason for the patient's to visit Patient's history Vital signs Patient's allergies Medications details Review of systems Orders You can select the Record contains substance use disorder information checkbox to include the disclosure for Substance Abuse and Mental Health Services Administration (SAMHSA) 42 CFR Part 2 provisions in the generated documents and reports. The checkbox appears in the section based on the configuration of the SAMHSA CFR 42 section on the Practice Configuration template. Viewing Links on the Intake Template The links on the Intake template enable you to open the templates where you can document the patient details. Patient Tracking in Intake Workflow You can enable patient tracking to view the current status of a patient. Open the Adult Immunization Template You c

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Intake Template Links

You can use the Intake template links to document a patient encounter on the Intake and Histories templates. The Intake template includes the following: Standing Orders Opens the Office Services template , which allows you to update or place orders, document details of the diagnoses, and bill the orders. Adult Immunizations Opens the Immunization - Adult template, which allows you to add vaccine and allergy information for an adult patient. If the patient has any medication or allergy-related alerts, enter the alert information in the Alert field. Peds Immunizations Opens the Immunization - Pediatric template where you can add the vaccine, medication, and allergy details of a pediatric patient. Procedures Opens the Procedures template to open several procedure templates associated with various systems. Order Management Template allows you to update the applicable order details. You can open the Order Management template using the Order Management link. The Standing Orders, My Plan, and

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Viewing Links on the Intake Template

The links on the Intake template enable you to open the templates where you can document the patient details. The Intake template associated with the various specialties has the following common links. The links that appear on the Intake template vary depending on the specialty that you have selected. You can also customize the links as per your requirements. Standing Orders. Enables you to open the Office Services template to create or update orders, document details of the diagnosis, and bill the orders. Adult Immunizations. Enables you to add the vaccine and allergy details of adult patients. Peds Immunizations. Enables you to add the vaccine, medication, and allergy details of pediatric patients. My Plan. Enables you to document the treatment plan of a patient on the My Plan template. Procedures. Enables you to document the details of the procedures performed during the patient encounter. Order Management. Enables you to update the applicable order details. Document Library. Enable

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Documenting Vaccine and Allergy Details of Pediatric Patients

You can add the vaccine and allergy details of a pediatric patients. The Peds Immunizations link opens the Immunization - Pediatric template where you can add the vaccine, medication, and allergy details of pediatric patients. Immunization - Pediatric Parent topic: Overview of the Intake Template Parent topic: Links on the Intake Template See also Add Vaccination Details of Adult Patients

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Viewing Links on the Intake Template

The links on the Intake template allows you to open the templates where you can document the patient details. The template includes the following links: Standing Orders: The Standing Orders link opens the Office Services template. The Office Services template allows you to update or place orders, document details of the diagnosis, and bill the orders. Adult Immunization: The Adult Immunization link opens the Immunization - Adult template, allows you to add vaccine, and allergy information for an adult patient. If the patient has any medication or allergy related application messages, enter the alert information in the Alert field. Peds Immunizations: The Peds Immunizations link opens the Immunization - Pediatric template where you add the vaccine, medication, and allergies details of a pediatric patient. My Plan: The My Plan link opens the My Plan template where you can select a diagnosis and place associated orders. Although the template is accessible from the Intake template, the int

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Open the Adult Immunization Template

You can document the immunization details of a patient. Open NextGen® Enterprise EHR. Open the Intake template. Select the Adult Immunizations link.The Immunization - Adult template opens. Immunization - Adult Add Vaccination Details of Adult Patients You can document the vaccination details of an adult patient. Document Vaccine Adverse Events You can document the adverse effects of a vaccine. Buttons on the Adult Immunization Template The buttons on the Immunization - Adult template appear at the top of the data grid. Generate Information from Document Library You can generate patient information using the documents listed on the Documents and Letters template. Parent topic: Overview of the Intake Template Parent topic: Links on the Intake Template

Links on the Intake Template

Recommendations

Overview of the Intake Template

Intake Template Links

Viewing Links on the Intake Template

Documenting Vaccine and Allergy Details of Pediatric Patients

Viewing Links on the Intake Template

Open the Adult Immunization Template

Links on the Intake Template

Overview of the Intake Template

Intake Template Links

Viewing Links on the Intake Template

Documenting Vaccine and Allergy Details of Pediatric Patients

Viewing Links on the Intake Template

Open the Adult Immunization Template