Remove Patient Level Data for Displayed Care Guideline Items after Review

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Care Guidelines Cleanup Mode

You can cleanup a patient's care guidelines using the Report and Remove panel. After performing a search to filter and care guideline items to review, you can decide to remove patient level data from the care guidelines items displayed in the grid. Note: You can remove patient level data from the care guidelines items, and later restore the same data using the Report and Restore panel. You can select the Start button in the Report and Remove panel on the Care Guidelines Clear and Restore practice template to set the care guidelines application to Cleanup mode. A Stop button replaces the Start button while the care guidelines application is in Cleanup mode. Report and Remove While the care guidelines application is in Cleanup mode, cannot document any care guidelines data or activities for patients. If you select the Care Guidelines link while documenting a patient encounter, the Care Guidelines Paged View template opens and displays a message stating that care guidelines is not availab

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Select Care Guideline Items to Remove

You can remove a patient's care guidelines in the Report and Remove panel. In Report and Remove, you can search for specific care guideline items with associated patient-level data to review and remove. Open NextGen® Enterprise EHR. From File, select System \ Practice Template.The Select Template window opens. On the Practice tab, select the All option. Select Care Guidelines Clear and Restore, and then select OK Expand the Report and Remove panel, and then in Apply to, select All Practice or Current Practice. Select one or more of the following search criteria: Applying Provider Reason type Condition/Reason Guideline Item To search for guideline items filtered by customization, select Exclude Customized or Include Customized, and then select Search. Note: Search becomes available only when you select a filter criterion. Records matching the search criteria appear in the Report and Remove grid. Report and Remove panel Select the records and then select Remove. Parent topic: Reporting a

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Reporting and Removing Selected Patient Level Care Guidelines Data

You can report and remove a patient's care guidelines using the Care Guidelines Clear and Restore template. The Report and Remove panel on the Care Guidelines Clear and Restore practice template allows you to run a search to select and view records for guideline items and the number of patients that they affect, along with the number of affected encounters. After running the search and viewing results, you can decide to remove the patient level guideline data for the guideline items displayed in the grid. Select the Start button to put the care guidelines application in Cleanup mode. While the system is in Cleanup mode, do not enter the data for patients or perform activities related to care guidelines. Care guideline items are reviewed and removed for one practice or for all of the practices in an enterprise. Note: The grid displays the guideline records after you select the search criteria. You can view the individual records before you decide to remove patient-level data. Report and

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Restore Patient Level Data for Displayed Care Guideline Items after Review

You can restore a patient level data for displayed care guideline item after the review using the Report and Restore panel. After completing your review, you can choose to restore patient data for the care guideline items displayed in the Report and Restore data grid. All of the items listed in the grid are the guideline items for which patient level data will be restored to patient charts when you select the Restore button. Open NextGen® Enterprise EHR. From the File menu, Select System/Practice Templates.The Select Template window opens. From the Practice tab, select All.A list of practice-level templates opens. Select Care Guidelines Clear and Restore, and then select OK. The Care Guidelines Clear and Restore practice template opens. In the Report and Restore panel, select the Restore button. The agreement checkbox appears. The Restore button is enabled in the Report and Restore panel. The Stop button is visible in the Report and Remove panel, indicating that the care guidelines app

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Reset Patient-Level Care Guidelines Content

You can reset a patient's care guidelines using the Care Guidelines Clear and Restore template. Open NextGen® Enterprise EHR. From the File menu, Select System/Practice Templates.The Select Template window opens. From the Practice tab, select All.A list of practice-level templates opens. Select Care Guidelines Clear and Restore, and then select OK. The Care Guidelines Clear and Restore practice template opens. To remove the care guidelines, expand the Reset Patient Care Guidelines panel, and then do one the following: Select the Permanently remove old pre-Care Guidelines Protocols records checkbox. If required, select the Include ALL practices checkbox. Select the Permanently remove all patient Immunization guideline records checkbox. If required, select the Include ALL practices checkbox. Select the Clear All Patient Care Guidelines for this practice checkbox. The corresponding Accept button is available. Reset Patient Care Guidelines Select Accept for the required option.A confirmati

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Select and Review Care Guideline Items to Restore

You can use the Report and Restore panel to search, review, and restore a patient's care guidelines during the same cleanup session in which they were removed. Open NextGen® Enterprise EHR. From File, select System \ Practice Template.The Select Template window opens. On the Practice tab, select the All option. Select Care Guidelines Clear and Restore, and then select OK Expand the Report and Restore panel, and then in Apply to, select All Practice or Current Practice. Select one or more of the following search criteria: Applying Provider Reason type Condition/Reason Guideline Item To search for guideline items filtered by customization, select Exclude Customized or Include Customized, and then select Search. Note: Search becomes available only when you select a filter criterion. Records matching the search criteria appear in the Report and Restore grid. Select the records and then select Restore. Parent topic: Reporting and Restoring Selected Patient Level Care Guidelines Data

Remove Patient Level Data for Displayed Care Guideline Items after Review

Recommendations

Care Guidelines Cleanup Mode

Select Care Guideline Items to Remove

Reporting and Removing Selected Patient Level Care Guidelines Data

Restore Patient Level Data for Displayed Care Guideline Items after Review

Reset Patient-Level Care Guidelines Content

Select and Review Care Guideline Items to Restore

Remove Patient Level Data for Displayed Care Guideline Items after Review

Care Guidelines Cleanup Mode

Select Care Guideline Items to Remove

Reporting and Removing Selected Patient Level Care Guidelines Data

Restore Patient Level Data for Displayed Care Guideline Items after Review

Reset Patient-Level Care Guidelines Content

Select and Review Care Guideline Items to Restore