Recording Patient Details in the Intake Workflow

Panel	Description
General	To document the patient's general information.
Reason for Visit	To document the reasons for the patient's visit.
History Summary	To document the patient's past medical history, social, medical or surgical, diagnostic study, and family histories. Note: The History Summary section displays the patient history documented on the Histories template .
Vital Signs	To document and manage the patient's vital signs.
Medications	To view the patient's current medications and medication history. You can also enter additional prescriptions and reconcile the listed medications with the actual active medications.
Allergies	To add the patient's known allergies.
Orders	To view, process, manage, add, edit, remove, and place follow-up orders for the patient.
Review of Systems	You can document the findings of the patient after reviewing.

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Intake Template

The intake staff uses the Intake template to document a patient's chief complaint, vital signs, medications, allergies, standing orders, and various other findings that may not have already been recorded on the Home Page - ORT template. Document General Information of Patients You can document a patient's general information on the Intake template. Document Interpreter Details You can document the answers for the pre-configured questions. Document Configurable Questionnaires You can document the answers for the pre-configured questions on the Additional Visit Information template. Patient's Reason for Visit You can document a patient's reasons for visit. Patient's History Summary You can add, update, delete, and review a patient's history summary details from the History Summary panel. Patient Vital Signs You can document and manage a patient's vital signs. Medications You can document and manage the medication history and current medications of a patient. Allergies You can manage pati

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

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 sections of the Intake template: General information of the patient Reason for the patient's to visit Patient's history Patient's Assessments Patient Medications Patient's allergies Vital Signs Patient's Orders Review of systems Patient Education Start a Dermatology Encounter Patient's General Information You can document a patient's general information on the Intake template. Add a Reason for Visit You can document the History of Present Illness (HPI), problems, as the reason for a patient visit. Patient's History Summary Patient's Assessment You can view patient's assessments. Patient Medication You can document and manage a patient's medications. Adding and Reviewing Allergies You can add and review the allergy details associated with a patient in the Allergies panel. Documenting Vital Signs You can document and update a patient's vital signs on t

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Histories Template

You can add, update, delete, and review a patient's history summary details. The Histories template enables you to document a patient's social history, problem list, medical or surgical history, diagnostic study history, and family history. You can also add skin cancer details. Documenting a Patient's History Summary You can add, update, delete, and review a patient's history summary details from the History Summary panel. Patient's Problem list Patient's Diagnostic Tests and Results You can document a patient's diagnostic tests and the associated results. Generate the Intake Note You can generate the intake note for a patient using Generate Intake Note in theIntake and Histories template. Document the History Review You can document the review details of a patient's history in the generated encounter document. Parent topic: Intake Staff Workflow

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Viewing Template Links on the Home Page Template

On the Home Page template, you can view and open links to other templates based on the selected specialty. The recommended workflow for a patient encounter is to begin on the Home Page template. If you set up the Home Page template as the default, then the same template automatically opens as the first template for an encounter. You can also open the generic Home Page template from the Templates module. You can review and document the summary of a patient's problems, history, allergies, medications, vital signs, orders, and so on, on the Home Page template. The Home Page template, associated with various specialties, includes links for the following: Documenting the patients's demographics information Documenting the patients's call and communication details Documenting the provider's test action after reviewing the patient's results Documenting order details Generating information Viewing the patients's history details Links on the Home Page template Managing the Telephone Call Templa

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

Birth History

The Pregnancy/Birth History template includes maternal health and newborn birth history information. The Birth History link on the Intake template is used to document maternal health and birth history information of a baby from the Pregnancy/Birth History template. Birth History Field Description Detailed document Provides all details from the templates in the Intake Note or Master document. Reviewed Indicates that the documented pregnancy and birth history information of a baby is reviewed. History unobtainable Indicates that certain pregnancy or birth history information cannot be obtained. Last detailed doc date Automatically filled with the current date when the Reviewed option is selected. Comments You can enter additional comments on maternal health and baby's health. Document Basic Antenatal Details You can provide the basic details of maternal health in the Antenatal section on the Pregnancy/Birth History template. Document Labor and Delivery Details You can provide information

Recording Patient Details in the Intake Workflow

Recommendations

Intake Template

Intake Template

Histories Template

Viewing Template Links on the Home Page Template

Overview of the Intake Template

Birth History

Intake Template

Intake Template

Histories Template

Viewing Template Links on the Home Page Template

Overview of the Intake Template

Birth History