Summary Template

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Chart Summary

The Chart Summary template displays the details documented by the intake/clinical support staff and provider in the framework template set of the Procedure and Procedure Preadmission visit types. The left pane includes a list of categories to select and view the documented data. Some of the categories include filters at the top of the grid, allowing you to filter and review the required data. The data in the grid is read-only. The View Previous button is used to add data from the previous encounters to the current dynamic template. The Quick Save button is used to save the documented data of your current template/panel as a default set, allowing you to use it again when documenting on the same template/panel during future patient encounters. The Quick Load button enables you to select the previously created default set to load the default set values in the current template/panel. Parent topic: Ambulatory Surgery Reason for Visit

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Medical Chart Summary Review by Provider

You can select and view the data documented by the Intake staff in the Medical Chart Summary panel. The Medical Chart Summary panel displays the details documented by the Intake staff and provider in an encounter. The details from the previous encounters also appear in this panel. The data grid includes a list of categories in the left pane. Some of the categories include filters in the grid, which allows you to filter and review the required data. The data that appears in the grid is view-only. Parent topic: Review of Intake Details by Provider

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Configuration of the Medical Chart Summary Panel

You can configure the items that appear in the left pane of the Medical Chart Summary panel. The Medical Chart Summary panel appears on the Home Page and the Summary templates. You can customize the navigation to include the Summary template. Medical Chart Summary Manage Summary Selections on the Summary List You can add, remove, and reorder the summary selections on the Summary list. Parent topic: Configuration of Panels

NextGen® Ophthalmic Suite Help 2022.2

Review the Patient's Chart Summary

You can gain a complete picture of the patient's clinical history on the Chart Summary template. Use the links in the left pane to filter the patient's information. Each practice can configure the links in the left pane on the Framework Content system template in the Medical Chart Summary section. For more information, go to NextGen Healthcare Success Community and download the latest Framework Content System Template User Guide for NextGen® Adaptive Content Engine. Click the Chart Summary link on the header of the General panel.The Chart Summary template opens. medical chart summary Click the links in the left pane to view the corresponding documented information in the grid. Click Close. Parent topic: General Panel for Providers

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Patient's History Summary

The History Summary panel on the Intake template enables you to document a patient's past medical or surgical history, interim, social, family, and diagnostic study. It also displays the patient history documented by the Intake staff on the Histories template. You can add diagnostic studies with a documented Result or Interpretation to the grid in the Reason for Visit panel by clicking the Add to HPI Grid button. The grid includes a list of categories in the left pane to select and view the documented data. You can filter the patient history records by selecting the Medical History or Surgical History option. Parent topic: Intake Template

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Open the Home Page Template

You can obtain the patient summary on the Home Page template. To open the Templates module on a patient encounter, do one of the following: On the Categories or Encounter History tab, select Open Template. On Top Toolbar, select Templates. On the main menu, select File > New > Template. The Select Template window opens. On the Medical Records tab, select All. Select Home Page, and then select OKThe Home Page template opens. Select the specialty and visit type. Parent topic: Intake Staff Workflow Parent topic: General Office and Virtual Visit Workflow

Summary Template

Recommendations

Chart Summary

Medical Chart Summary Review by Provider

Configuration of the Medical Chart Summary Panel

Review the Patient's Chart Summary

Patient's History Summary

Open the Home Page Template

Summary Template

Chart Summary

Medical Chart Summary Review by Provider

Configuration of the Medical Chart Summary Panel

Review the Patient's Chart Summary

Patient's History Summary

Open the Home Page Template