Remove an Agency or Team Member

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Add Team Members

Open NextGen® Enterprise EHR. On the Care Coordination Home page, expand Care Coordination Team panel. From the Interdisciplinary Team section, select Add .The Care Coordination Team template opens. Type the provider’s name in the Name field. From the Interdisciplinary team role field, select the provider’s role.This role is specified for interventions and is reported on several templates and enables you to track the progress of a nursing care plan by role. Type the address of the provider in the Address field. Type the phone number of the provider in the Phone field. Do one of the following: To save the current entry and to add another team member, select Save & Add New. To save the current entry and to close the template, select Save and Close. The team member is added to the Interdisciplinary Team grid. Note: You can add an agency and a team member at the same time. If you add both, entries appear on both grids. Parent topic: Care Coordination Team Panel For the Care Coordination Ho

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Update an Agency or Team Member

Open NextGen® Enterprise EHR. Select to highlight the agency in the Agencies section or the team member in the Interdisciplinary Team section that you want to update. Select Edit for either section.The Care Coordination Team template appears populated with data for the selected agency or team member. Update the fields as required. You can change the information for either the agency or the team member or both, regardless of which Edit button you clicked. Select Save & Close.You are returned to your originating template with the team member or agency updated on the Agencies or Interdisciplinary team grid. Parent topic: Care Coordination Team Panel For the Care Coordination Home Page

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Define Agencies

Open NextGen® Enterprise EHR. Select Add for the Agencies grid.The Care Coordination Team template opens. Care Coordination Team Type the agency type in the Agency type field. The type can be any text that you choose but should meaningfully describe the type of services that the agency provides, such as pain management, dialysis, physical therapy, and so on. Type the agency’s name in the Agency name field. Type the agency’s phone number and fax number in the Agency phone and Agency fax fields respectively. If you want to add another agency, select the Save & Add New button.The system saves your entries and allows you to enter data for another team member. If you are finished adding agencies, select Save and Close.The system closes the template. An entry for the new agency appears on the Agencies grid. Note: You can add an agency and a team member at the same time. If you add both, entries appear on both grids. Parent topic: Care Coordination Team Panel For the Care Coordination Home Pa

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Care Coordination Team Panel For the Care Coordination Home Page

The team members who are going to provide healthcare services to a patient must be defined on the Care Coordination Team panel. Care Coordination Team The Care Coordination Team panel contains two grids that display information about the defined team members. The top Agencies grid shows information about the agencies providing the care while the bottom Interdisciplinary Team shows information about individual providers who are involved with caring for the patient. In most cases, each team member will have an entry on both grids, one on the Agencies grid for the agency or practice the member is associated with and an entry on the Interdisciplinary Team grid for the actual team member. However, it is not uncommon to have agencies defined without having a specific provider identified or a provider who is not associated with a specific agency. Define Agencies Add Team Members Update an Agency or Team Member Remove an Agency or Team Member Parent topic: Care Coordination Home Page

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Remove a Barrier to Care

Open NextGen® Enterprise EHR. Select to highlight the barrier to care on the Barriers to Care panel that you want to delete. Select the Remove button.You are prompted to confirm the delete. Select the Yes button.You are returned to the Care Coordination Home Page with the selected barrier to care removed from the Barriers to Care grid. Parent topic: Barriers to Care Panel for the Care Coordination Home Page

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Remove a Referral

Open NextGen® Enterprise EHR. Select to highlight the referral on the Referral History panel that you want to remove. Select Remove.You are prompted to confirm the delete. Select Yes.You are returned to the Care Coordination Home Page with the selected referral removed from the Referral History grid. Parent topic: Referral History Panel

Remove an Agency or Team Member

Recommendations

Add Team Members

Update an Agency or Team Member

Define Agencies

Care Coordination Team Panel For the Care Coordination Home Page

Remove a Barrier to Care

Remove a Referral

Remove an Agency or Team Member

Add Team Members

Update an Agency or Team Member

Define Agencies

Care Coordination Team Panel For the Care Coordination Home Page

Remove a Barrier to Care

Remove a Referral