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Open the Pre Visit Planning Template
Open
NextGen® Enterprise EHR
.
For
Medical Records
, select
All
.
Scroll down and do one of the following:
Double-click
Pre Visit Planning
.
Select
Pre Visit Planning
and click
OK
.
The
Pre Visit Planning
template opens.
Filtering Pre Visit Planning Information
You can filter the details on the Pre Visit Planning template, to quickly get the desired information. However, not all filters can be applied on all the panels.
Open the Pre Visit Planning Template
NextGen® Adaptive Content Engine Help Enterprise 8.3.1
Filtering Pre Visit Planning Information
Based on the specialty, location, or provider, you can filter information only on Assessments / Plans, Documents / Images, Communications / Tasks, and Lab Results. When you apply a filter, a text appears in the panel header indicating that the information in the panel’s grid is filtered. For example, in the following image, For All Visits indicates that the All selection in the View filter is used for the Lab Results panel. View filter For more information on the Pre Visit Planning template filters, you can click the icon. The filters that you select on the Pre Visit Planning template are saved, stored, and carried forward for all patients and encounters. For example, if you modify the Specialty field in a new encounter, the filter on the Pre Visit Planning template does not get updated automatically. Instead, the Specialty filter that you had selected in a previous encounter is retained. However, you can change the Location and Provider filters to the current value or encounter value.
NextGen® Adaptive Content Engine Help Enterprise 8.3.1
Pre Visit Planning
You can use the Pre Visit Planning template to review the summary of a patient's chart and take the appropriate steps to be prepared for an upcoming visit. The details in the Pre Visit Planning template are updated with the data from various templates to provide an overall preview of the patient's records before a patient's appointment. The information in this template is maintained by the clinical staff and used by the providers. Open the Pre Visit Planning Template You can use the Pre Visit Planning template to get a preview of a patient's records before the patient's appointment. Parent topic: Pre Visit Planning
NextGen® Adaptive Content Engine Help Enterprise 8.3.1
Prepare for a Patient Visit
You obtain an overview of the patient's record before examining the patient. The Pre Visit Planning template also enables the practices to handle the administrative tasks before a patient's appointment, so that you can focus on addressing the patient's health needs during the appointment. Open NextGen® Enterprise EHR. Select Pre Visit Planning and select OK.The Pre Visit Planning template opens. Pre Visit Planning Note: For more information, go to NextGen Healthcare Success Community, and download the Pre Visit Planning Template for NextGen® Adaptive Content Engine. Parent topic: Managing Basic User Interface Functionality
NextGen® Adaptive Content Engine Help Enterprise 8.3.1
Open the Care Guidelines Template
You can open the Care Guidelines template using the Care Guidelines link. Open NextGen® Enterprise EHR. Select any Specialty and Visit Type. Select the Care Guidelines link on any of the main template. The Care Guidelines template opens. Home Page Parent topic: Care Guidelines Introduction
NextGen® Adaptive Content Engine Help Enterprise 8.3.1
Open the Management Plan Reporting Practice Template
The Management Plan Reporting practice template enables you to filter, generate, print reports, and update individual patient records related to management plans. You can filter reports by categories, plans, status, location, and providers. Open NextGen® Enterprise EHR. From the File menu, select System/Practice Template. The Select Template window opens. In the Show section, select the All option.A list of system templates appears in the Practice tab. Select Management Plan Reporting.The Management Plan Reporting template opens. Configure Reports You can configure report filters in the Report Filter grid. View Reports You can view reports in the Report Data grid. Parent topic: Basic Configurations
NextGen® Adaptive Content Engine Help Enterprise 8.3.1
Open the Recommended Care Practice Template
You can access the Recommended Care practice template using the Care Guideline Setup practice template. Open NextGen® Enterprise EHR. From File, select System \ Practice Template.The Select Template window opens. On the Practice tab, select the All option. Select Care Guideline Setup, and the select OK.The Care Guideline Setup practice template opens. Expand the Manage Groups and Options panel, and select the Recommended Care link.The Recommended Care practice template opens. Recommended Care Parent topic: Setting Up Recommended Care Guideline Items
