Overview of the Finalize Template Workflow

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Finalize Template

The Finalize template allows the provider to calculate all of the elements that were documented in the Intake, Histories, and SOAP tabs, select the Evaluation and Management (E&M) code level for the visit, and submit the E&M coding to the Superbill module. Patient's General Information on Finalize You can view the general details related to finalizing the workflow of the patient in the General panel. Patient's Assessments on Finalize You can view, add, or edit patient assessments in the Today's Assessment panel. Provider Sign Off You can submit and review the plan of care based on your role in the Provider Sign Off panel. Evaluation and Management Level Summary You can view the summary of a patient's history, exam levels, and coding points for the Evaluation and Management (E&M) code calculation under the 95 or 97 Coding Guidelines in the E&M Level Summary panel. History Details on Finalize You can view the coding points assigned to each element of the patient's history component under

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

The Finalize Template Workflow

You can do the following on the Finalize template: Submit and review the plan of care, based on your role, on the Provider Sign Off panel. Document Evaluation and Management (E&M) codes on the Evaluation and Management Coding panel. Calculate the patient's medical-decision-making level and submit the E&M codes to the Superbill module. Review the patient's history and physical examination details on the E&M Level panel and identify factors in the calculation of the E&M code under the 95 or 97 Coding Guidelines. For more information on E&M coding, go to NextGen Healthcare Success Community, and download the E&M Coding User Guide for NextGen® Adaptive Content Engine. Patient's General Information on Finalize You can view the general details related to finalizing the workflow of the patient in the General panel. Patient's Assessments on Finalize You can view, add, or edit patient assessments in the Today's Assessment panel. Evaluation and Management Level Summary You can view the summary o

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Overview of Evaluation and Management Coding

You can calculate and submit the E&M code. You can submit and calculate the Evaluation and Management (E&M) code from the Finalize template using the 95, 97, 2021 Guideline, or 2023 Coding Guidelines update based on the Practice Configuration template settings. The available E&M codes vary by specialty and visit type. If you do not want to charge a patient encounter, you can select the No Charge Visit checkbox in the Evaluation and Management Coding panel to submit a no-charge code. The No Charge Visit procedure group checkbox is configured by default. The No Charge Visit checkbox is available only if the no charge SIM code is configured to the No Charge Visit procedure group using the Manage Procedure Group and Codes template. For more information, go to NextGen Healthcare Success Community, and download the Manage Procedure Groups and Codes Practice Template for NextGen® Adaptive Content Engine. The 95 and 97 Coding Guidelines use the following E&M code calculation criteria: History

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Evaluation and Management Guidelines on Finalize

You can view different coding guidelines on the Finalize template. The guidelines are available as the following panels in the template. 95 Physical Exam Details displays the calculated E&M points for each listed component. 95 Physical Exam Details on Finalize 97 Multi System Physical Exam Details displays detailed information on calculating points for multi system physical exam items to calculate a total E&M service code. 97 Multi System Physical Exam Details on Finalize 97 Single System Physical Exam Details displays detailed information on calculating points for single system physical exam items to calculate a total E&M service code. You can only use one of these guidelines at a time. You need to configure the guidelines in the E&M Coding section on the Practice Configuration template. Note: With the 97 Coding Guidelines, you can select the Multi system or Single system physical exam type in the General panel on the Finalize template. Based on the selection, either the 97 Multi Syst

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Cardiology Provider Workflow on the Finalize Template

The Finalize template allows you to document various patient findings. You can use the Finalize - Cardiology template to do the following. Document assessments, medical decision making, counseling details, and Evaluation and Management (EM or E&M) coding. Submit codes for billing. Open a patient support case, visit document, and referral thank-you letter. Evaluation and Management Coding You can use three types of guidelines to calculate the Evaluation and Management code for Cardiology. Generate Documents You can generate and print various patient documents such as patient support cases, visit documents, referral thank-you letters, and provider communications on the Finalize - Cardiology template. Review and Sign Off Care Plans The Provider Sign Off section enables you to send a request to the supervising physician for review and sign off to indicate that the plan of care provided to the patient is appropriate. Enter Counseling Details You can enter the counseling details for a patien

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Provider Workflow

You can review the patient's medical summary details on the Home Page template and then proceed to the SOAP Plan Finalize templates. The provider workflow involves: Reviewing the data documented up to this point in the encounter to obtain an overview of the patient's condition as well as updating and providing additional information as needed Documenting the presenting problem(s) and various physical exam findings Documenting the procedures performed Creating a treatment plan Documenting Evaluation and Management (E & M) codes Patient Tracking in the Provider Workflow You can update the patient tracking details using the Patient Tracking on the Patient Information Card (PIC). Review of Intake Details by Provider You can start the visit by reviewing the patient's details entered by the intake staff on the Home Page template, to determine if any updates should be made. Review of SOAP Details by Provider You can review and modify the patient’s reasons for visit, review of systems, and vit

Overview of the Finalize Template Workflow

Recommendations

Finalize Template

The Finalize Template Workflow

Overview of Evaluation and Management Coding

Evaluation and Management Guidelines on Finalize

Cardiology Provider Workflow on the Finalize Template

Provider Workflow

Overview of the Finalize Template Workflow

Finalize Template

The Finalize Template Workflow

Overview of Evaluation and Management Coding

Evaluation and Management Guidelines on Finalize

Cardiology Provider Workflow on the Finalize Template

Provider Workflow