View and Add Summary of Care Documents Received

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

View and Add Summary of Care Requests and Documents

The Received/Requested Summary of Care section includes the following two options: Summary of Care Received Summary of Care Requests An [*] asterisk next to either the Summary of Care Received or Summary of Care Requests fields indicates the current option being reviewed in the grid. The Summary of Care requests grid contains the last 18 months of Summary of Care requests associated with the patient's Summary of Care documents. The Summary of Care Requests section provides you the flexibility to select a single request and associate a single, multiple, or all documents with the Associated Requests and/or Summary of Care Documents Received grid. The Summary of Care documents grid contains the last 18 months of Summary of Care documents imported from a third-party, Health Information Exchange (HIE) and are a part of the patient’s chart. The documents may include an original request from the provider or clinical staff. The documents may also be imported through HIE without a request. Open

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Transitioning into Care

You can select the Transitioning into care checkbox to indicate that a transitioning into care encounter is established. The Transitioning into care checkbox on the Transitioning Into Care template is automatically selected when one of the following criteria is met: A Summary of Care document that contains today’s encounter details is automatically added to the Associated Requests and/or Summary of Care Documents Received grid. A Summary of Care document is manually added to the Associated Requests and/or Summary of Care Documents Received grid. Transitioning into care The Transitioning into care checkbox value on the Transitioning Into Care template is shared with the following templates: *Summary Master IM Medication Review ASC Home – OPH BH – Nursing Note History – OPH Chm Home You can manually clear the Transitioning into care checkbox on the associated templates, if the following conditions apply: The Transitioning Into Care template does not contain information in the Associated

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Viewing the Associated Requests and Summary of Care Documents Received Details

You can view the Summary of Care document details in the Associated Requests and/or Summary of Care Documents Received grid. The Associated Requests and/or Summary of Care Documents Received grid determines which of the following two checkboxes get automatically selected based on the details available in the grid. The Summary of Care document requested or queried checkbox is selected automatically when: The patient has at least one Summary of Care request or query within the last 18 months of the encounter. You add a Summary of Care received details and its associated document with a Summary of Care request. You can also manually select or clear the Summary of Care document requested or queried checkbox when: A request for Summary of Care document is made outside the NextGen Healthcare system. There are no Summary of Care requests added to the Associated Requests and/or Summary of Care Documents Received grid. When you manually select the Summary of Care document requested or queried c

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Open the Transitioning Into Care Template

You can view and manage the summary of care details for a patient by using the Transitioning Into Care template. You can only view the details of summary of care documents that are received or imported from a Health Information Exchange (HIE) for a patient. Open NextGen® Enterprise EHR. On the Intake or SOAP template, select General. Select the Transitioning Into Care link. The Transitioning Into Care template opens. Transitioning Into Care Parent topic: Summary of Care Requests and Receipts

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Add the Summary of Care Details in the Associated Requests and /or Summary of Care Documents Received Grid

Using the Summary of Care Received option, you can add the Summary of Care document details automatically and manually in the Associated Requests and/or Summary of Care Documents Received grid. NextGen® Enterprise EHR automatically fills the Associated Requests and/or Summary of Care Documents Received grid with data from the Summary of Care document when the document is associated with the current encounter. This current encounter details are stored during the request functionality and/or the clinical reconciliation process. Each Summary of Care document details display as a separate row in the grid. A single Summary of Care document can satisfy multiple transitioning into care encounters. If the patient is enrolled in Enterprise Chart, you can see Summary of Care documents from different practices. Open NextGen® Enterprise EHR. On the Intake or SOAP template, expand General. Select the Transitioning Into Care link. The Transitioning Into Care template opens. To manually add the Summa

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Columns in the Summary of Care Received Grid

You can view various details in the columns available in the Summary of Care Received grid. The Summary of Care Received grid contains the following columns: Columns Description Document Date This column contains the date provided in the patient’s Health Information Exchange (HIE) document list. Document Description This column indicates the name of the external system that used during the query. Provider Recipient This column contains the associated provider in the patient’s HIE document list. This field may be blank. Request Date This column shows the date of the associated request. The request is either a system generated request or manual request. Request User This column shows the user associated with the request. The request may be a system- generated request, and the user may display as a system user. Practice This column indicates the practice in the patient’s HIE document list. This column is useful for Enterprise Chart users. Parent topic: View and Add Summary of Care Documen

View and Add Summary of Care Documents Received

Recommendations

View and Add Summary of Care Requests and Documents

Transitioning into Care

Viewing the Associated Requests and Summary of Care Documents Received Details

Open the Transitioning Into Care Template

Add the Summary of Care Details in the Associated Requests and /or Summary of Care Documents Received Grid

Columns in the Summary of Care Received Grid

View and Add Summary of Care Requests and Documents

Transitioning into Care

Viewing the Associated Requests and Summary of Care Documents Received Details

Open the Transitioning Into Care Template

Add the Summary of Care Details in the Associated Requests and /or Summary of Care Documents Received Grid

Columns in the Summary of Care Received Grid