Open the Transitioning Into Care Template

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

View and Add Summary of Care Documents Received

You can view and add details of summary of care documents received. The Received/Requested Summary of Care section includes the following two options, and an [*] asterisk indicates the current option being reviewed in the grid:: Summary of Care Received Summary of Care Requests The Summary of Care Received grid contains the last 18 months of Summary of Care documents details imported from a third-party Health Information Exchange (HIE) and are a part of the patient’s chart. The documents may include an original request from the provider or clinical staff. The documents may also imported through HIE without a request. Open NextGen® Enterprise EHR. On the Intake or SOAP template, expand General. Select the Transitioning Into Care link. The Transitioning Into Care template opens. Select Summary of Care Received. Transitioning into care To manually add the summary of care documents to the Associated Requests and/or Summary of Care Documents Received grid, select a row, and then select the

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

View and Add Summary of Care Requests and Documents

The Received/Requested Summary of Care section includes the following two options: Summary of Care Received Summary of Care Requests An [*] asterisk next to either the Summary of Care Received or Summary of Care Requests fields indicates the current option being reviewed in the grid. The Summary of Care requests grid contains the last 18 months of Summary of Care requests associated with the patient's Summary of Care documents. The Summary of Care Requests section provides you the flexibility to select a single request and associate a single, multiple, or all documents with the Associated Requests and/or Summary of Care Documents Received grid. The Summary of Care documents grid contains the last 18 months of Summary of Care documents imported from a third-party, Health Information Exchange (HIE) and are a part of the patient’s chart. The documents may include an original request from the provider or clinical staff. The documents may also be imported through HIE without a request. Open

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Summary of Care Requests and Receipts

You can open the Transitioning Into Care template which records electronic Summary of Care requests and receipts as reportable fields on the template. The Transitioning Into Care template indicates whether a summary of care records for a specific patient are requested electronically and if any summary of care records are received. You can also document the completion of a Summary of Care request without a document returned. The Transitioning into Care link is available in the General panel of the templates. The information icon next to the Transitioning Into Care template provides basic template instructions. You can use the Clinical Reconciliation link to open the Clinical Reconciliation module. You can access the actual Summary of Care documents through a patient’s chart. These documents are available on the Categories tab. Open the Transitioning Into Care Template You can view and manage the summary of care details for a patient by using the Transitioning Into Care template. Transit

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Add the Summary of Care Details in the Associated Requests and /or Summary of Care Documents Received Grid

Using the Summary of Care Received option, you can add the Summary of Care document details automatically and manually in the Associated Requests and/or Summary of Care Documents Received grid. NextGen® Enterprise EHR automatically fills the Associated Requests and/or Summary of Care Documents Received grid with data from the Summary of Care document when the document is associated with the current encounter. This current encounter details are stored during the request functionality and/or the clinical reconciliation process. Each Summary of Care document details display as a separate row in the grid. A single Summary of Care document can satisfy multiple transitioning into care encounters. If the patient is enrolled in Enterprise Chart, you can see Summary of Care documents from different practices. Open NextGen® Enterprise EHR. On the Intake or SOAP template, expand General. Select the Transitioning Into Care link. The Transitioning Into Care template opens. To manually add the Summa

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

Clear the Transitioning Into Care Check Box

You can manually clear the Transitioning into care check box. To clear the Transitioning into care check box on the Transitioning Into Care template for an encounter, the following conditions must be met: The Associated Requests and/or Summary of Care Documents Received grid on the Transitioning Into Care template does not contain any Summary of Care document details. The Summary of Care documents received or queried check box is not selected. To manually clear the Transitioning into care check box, remove all the entries from the Associated Requests and/or Summary of Care Documents Received grid. Open NextGen® Enterprise EHR. On the Intake or SOAP template, select General . Select the Transitioning Into Care link. The Transitioning Into Care template opens. In the Associated Requests and/or Summary of Care Documents Received grid, select all the rows, and then select Remove. Clear the Transitioning into care check box. Note: If you try to clear the Transitioning into care check box wi

Open the Transitioning Into Care Template

Recommendations

View and Add Summary of Care Documents Received

View and Add Summary of Care Requests and Documents

Summary of Care Requests and Receipts

Add the Summary of Care Details in the Associated Requests and /or Summary of Care Documents Received Grid

Open the Care Guidelines Template

Clear the Transitioning Into Care Check Box

Open the Transitioning Into Care Template

View and Add Summary of Care Documents Received

View and Add Summary of Care Requests and Documents

Summary of Care Requests and Receipts

Add the Summary of Care Details in the Associated Requests and /or Summary of Care Documents Received Grid

Open the Care Guidelines Template

Clear the Transitioning Into Care Check Box