Record Face-to-Face Interactions

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Record Care Coordination Interactions

Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. Open NextGen® Enterprise EHR. On the Documentation template, expand the Care Coordination Interactions panel, and then select Add.The Care Coordination Interactions template opens. Fill out all the fields that apply for this interaction. Select Save. Select Clear For Add to enter multiple actions or select Close. Note: Use the Edit and Remove buttons to manage Care Coordination. Parent topic: Documentation Tab

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document Telephone Interactions

Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. Open NextGen® Enterprise EHR. On the Documentation template, expand the Telephone Interactions panel, and then select Add.The Telephone Interactions template opens. Fill out all the fields that apply for this interaction. Select Save. Select Clear For Add to enter multiple actions or select Close . Note: Use the Edit and Remove buttons to manage Telephone Interactions. Parent topic: Documentation Tab

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document Provider Interactions

Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. Open NextGen® Enterprise EHR. On the Documentation tab, expand the Provider Interactions panel, and then select Add.The Provider Interactions template opens. Type a description of the action taken in the Actions field. Select Save. To add another entry, select Clear For Add and repeat steps 2 and 3. When you have completed all need entries, select Close. The template closes and the saved entries appear on the Provider Interactions data grid. To remove an entry from the Provider Interactions grids, select the entry to be removed and select Remove. To change an entry on the grid, select the entry to be changed and select Edit. The Provider Interactions template appears and you can edit the text in the Actions field. Parent topic: Documentation Tab

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Use the Document Panel to Complete a Visit

Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. Open NextGen® Enterprise EHR. On the Documentation template, expand the Document panel. Document Add or update the diagnosis code as needed. Choose the appropriate type of visit for the encounter. Select the Add button. Generate the visit note by clicking the correct document link. Parent topic: Documentation Tab

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document Patient Consent

Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. Open NextGen® Enterprise EHR. On the Case & Consent template, expand the Consent panel. select the appropriate consent from the fields available. select the appropriate dates corresponding to the consent. Parent topic: Case and Consent Tab

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Add a Case History Entry

Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. The Case History panel enables you to track the history of a case by adding entries for case-related events. Open NextGen® Enterprise EHR. On the Case & Consent template, expand the Consent panel. Navigate to the Case History panel. Case History From the Case History panel, select Add/Update. The CM New Case template opens. CM New Case Select the appropriate option for status under Indicate Status. Enter the Open date under Case Information.The current NextGen Healthcare user’s name populates to the open by text box. Select a reason in the Reason field. Select a Case Manager. Enter a Close date, if applicable. Select Update to add the new entry to the data grid. To task the entry, select on the entry in the grid and select Task. Follow the normal tasking steps to send the task to a recipient. Select Save & Close.The template closes and the new entry appears on the Case Hist

Record Face-to-Face Interactions

Before you begin

Recommendations

Record Care Coordination Interactions

Document Telephone Interactions

Document Provider Interactions

Use the Document Panel to Complete a Visit

Document Patient Consent

Add a Case History Entry

Record Face-to-Face Interactions

Before you begin

Record Care Coordination Interactions

Document Telephone Interactions

Document Provider Interactions

Use the Document Panel to Complete a Visit

Document Patient Consent

Add a Case History Entry