The Provider Workflow

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Review of SOAP Details by Provider

You can review and modify the patient’s reasons for visit, review of systems, and vital signs documented by the intake staff on the SOAP template. You can also review the patient's visit type, alerts, and risk indicators. In addition, you can document the physical examination details, assessment plans, and provider communications. You can review and modify the following details on the SOAP template. General information Reasons for visit History Review of systems Vital signs Physical examination Assessment and plan Narrative notes You can select the Record contains substance use disorder information checkbox on the SOAP template header to include the long or short form of disclosure for Substance Abuse and Mental Health Services Administration (SAMHSA) 42 CFR Part 2 provisions in the generated documents and reports. You can use Quick Notes to save the documented SOAP findings as a default set that can be used in future encounters. For more information on these settings, go to NextGen He

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Provider Workflow

You can review the patient's medical summary details on the Home Page template and then proceed to the SOAP Plan Finalize templates. The provider workflow involves: Reviewing the data documented up to this point in the encounter to obtain an overview of the patient's condition as well as updating and providing additional information as needed Documenting the presenting problem(s) and various physical exam findings Documenting the procedures performed Creating a treatment plan Documenting Evaluation and Management (E & M) codes Patient Tracking in the Provider Workflow You can update the patient tracking details using the Patient Tracking on the Patient Information Card (PIC). Review of Intake Details by Provider You can start the visit by reviewing the patient's details entered by the intake staff on the Home Page template, to determine if any updates should be made. Review of SOAP Details by Provider You can review and modify the patient’s reasons for visit, review of systems, and vit

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

The Provider Workflow

You can review the patient's medical summary details on the Home Page template and then open the SOAP and Finalize templates. The provider workflow involves the following: Reviewing data documented in the encounter to obtain an overview of the patient's condition, and updating and providing additional information as needed. Documenting problems and various physical examination findings. Documenting the procedures that are performed on a patient. Creating a treatment plan for a patient. Documenting Evaluation and Management (E & M) codes. Patient Tracking in the Provider Workflow You can update the patient tracking details using the Patient Tracking on the Patient Information Card (PIC). Review of Intake Details by Provider You can start the visit by reviewing the patient's details entered by the intake staff on the Home Page template, to determine if any updates should be made. Review of SOAP Details by Provider You can review and modify the patient’s reasons for visit, review of syste

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Intake Staff Workflow

The intake staff can use the Intake template to document a patient's chief complaint, vital signs, medications, allergies, standing orders, and various other findings. The intake staff workflow involves documenting the patient encounter on the Intake and Histories templates. The information documented by the intake staff is used by the provider for reference and to proceed with the encounter. Open the Home Page Template You can obtain the patient summary on the Home Page template. 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. Overview of the Intake Template You can use the Intake template to document the patient information. Overview of the Histories Template You can add, update, delete, and review a patient's history summary details. View a Patient's Appointments You can view a patient's appointments using the Patient Appointment template. The Intake Staff's Review of the Alle

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Family Practice

You can use the templates for family practice to document information related to patient encounters specific to Dynamic HPI. Documenting Patient Encounters for the Family Practice Visits You can document patient encounters for a family practice visit. Basic Configuration in the System or Practice Templates You can configure basic settings using the System or Practice templates. General Office and Virtual Visit Workflow You can find general and virtual visit workflows in the Intake and Histories template. Intake Staff Workflow The intake staff workflow involves documenting the patient encounter in the Intake and Histories templates. Provider Workflow You can review the patient's medical summary details on the Home Page template and then proceed to the SOAP Plan Finalize templates. Overview of the Finalize Template Workflow You can complete the encounter workflow using the Finalize template. Overview of the Checkout Staff Workflow You can review and generate documents of a patient's chec

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Documenting SOAP Information

Use the SOAP template to enter history, exam, assessment, and plan information. Reason for Visit on the SOAP Template You can use the Reason for Visit to enter the patient introduction and additional details about the reason for visit. Physical Exam Panel You can document physical exam details. Document Review of Systems Details You can review and update symptoms entered during the patient intake process in the Review of Systems section on the SOAP template. Review and Reconcile Allergies Review the Patient's Vital Signs Review Narratives on SOAP You can review and update the ambient-generated narrative text on SOAP. SOAP Link Icons The icons for various links appear on the SOAP template. Parent topic: Provider Workflow

The Provider Workflow

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Review of SOAP Details by Provider

Provider Workflow

The Provider Workflow

Intake Staff Workflow

Family Practice

Documenting SOAP Information

Review of SOAP Details by Provider

Provider Workflow

The Provider Workflow

Intake Staff Workflow

Family Practice

Documenting SOAP Information