NextGen Knowledge Center

Screening Tools Template Details

You can use the fields, checkboxes, and grids on the Screening Tools template to manage the screening tools.

Fields, Checkboxes, and LinksDescription
Screening Tools Available List of screening tools supported by NextGen Healthcare and configured by the practice in alphabetical order.
Current SpecialtyDisplays screening tools configured for the selected specialty. When you select a specialty for an encounter, the Current Specialty option is selected by default and the screening tools configured for the selected specialty appears on the Screening Tools template.
AllDisplays all screening tools. When you do not select a specialty for an encounter, the All option is selected by default and all the screening tools appear on the Screening Tool template.
Screening instrumentName of the screening instrument.
Performed DateDate when the screening is performed.
ScoreScore associated with the screening tool.
Severity/InterpretationDetails about severity and interpretation.
CommentsAdditional information you may want to enter.
Major Depressive Disorder (MDD) pre-treatment classificationIndicates MDD pre-treatment classification.
PlanDescription of the plan.
See scanned documentNames of scanned documents.
Follow UpFollows-up plan of care.
AddAdds a screening tool record.
UpdateUpdates a screening tool record.
ClearRemoves data entered on the template.
Screening Tools PerformedHistorical list of screening tools documented for the patient.
EditEdits a record in the Screening Tools Performed grid.
RemoveRemoves a record from the Screening Tools Performed grid.
Save & CloseSaves information entered and closes the template.
CancelCloses the template without saving information.
Health Promotion PlanDocuments BMI plan, depression plan, hypertension plan, pain management details, Fall Risk details, and Follow-Up Plans of Care details.
Care PlanDefines and maintains a care plan for a patient, including health concerns, goals, interventions, and outcome.
A/P DetailsDocuments postoperative concerns and follow-up details. You can also enter any pertinent comments, differential diagnoses, plan, or provider details.
ReferralApplies provider signature and any updates to patient referrals.
My PhrasesCreates phrases.
Follow upDocuments information related to follow-up plan of care.
Billing ProcedureAdds a procedure code.
Modifier 1Adds a modifier from the list.
Modifier 2Adds another modifier from the list.
Diagnosis CodeAdds a diagnosis code from the list.
Submit to SuperbillSubmits the bill.
CalculateCalculates the score for some of the assessments such as PHQ9 and MDI 10 on the respective screening templates.
Q info iconProvides additional information on the Screening Tools template. You can use the Screening Tools Log Configuration template to configure the Q info icon on the Screening Tools template.
Screening Tools Template Details