View Status and Location of a Patient

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

View Status and Location of Patients

You can view the status and location of a patient. Open NextGen® Enterprise EHR. On the Patient Information Card, select the Patient Tracking button. Note: Patient Tracking is available only when the patient has an active encounter dated Today. For all other encounters, the Patient Tracking button appears as New Encounter. The Todays Patient Tracking template opens. Select EHR Appointments.The Patient Appointments template opens. Note: The When, Provider, and Location fields contain the current date and time, provider name, and practice location. In the View section, select By Provider to turn on the Add and Search buttons. Enter the details for Room, Reason, and Status. Note: Patient tracking is optional. The intake staff can proceed with the workflow without documenting the appointment details. Any change in the patient’s status is visible in the inbox. It is generally not necessary to send a task regarding a change in status. Update Patient Tracking You can document the patient's lo

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Update Checkout Status of Patients

After you complete a patient's checkout process, you can update the status on the Todays Patient Tracking template. Open NextGen® Enterprise EHR. Select a patient record. On the Patient Information Card, select the Patient Tracking button. Note: Patient Tracking is available only when the patient has an active encounter dated Today. For all other encounters, the Patient Tracking button appears as New Encounter. The Todays Patient Tracking template opens with the status and location of the patient during the encounter. In Status, select Checked out. Select Save & Close. Parent topic: Overview of the Checkout Staff Workflow Parent topic: View Status and Location of Patients

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Update Patient Tracking

You can document the patient's location and status during the course of the encounter using Patient Tracking. Open NextGen® Enterprise EHR. On the Patient Information Card (PIC), select Patient Tracking. The Todays Patient Tracking template opens. Select a room. Select the patient's status. Waiting for provider or checkout Select Save & Close. Parent topic: Overview of the Checkout Staff Workflow Parent topic: Intake Staff Workflow Parent topic: View Status and Location of Patients

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

View a Patient's Appointments

You can view a patient's appointments using the Patient Appointment template. Open NextGen® Enterprise EHR. On the Patient Information Card, select the Patient Tracking button. Note: Patient Tracking is available only when the patient has an active encounter dated Today. For all other encounters, the Patient Tracking button appears as New Encounter. The Todays Patient Tracking template opens. Select EHR Appointments.The Patient Appointments template opens. Patient Appointments The When, Provider, and Location fields contain the current date and time, provider name, and practice location. In the View section, select the By Provider option to turn on the Add and Search buttons if the permission is granted in the System Administrator application. The Appointments section displays both past and future appointments. The future appointments section displays appointments with the status Booked and the past appointments section displays appointments with status Kept and No Show. For appointmen

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

View a Patient's Appointments

Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. Select an encounter dated Today, or create an encounter. Note: Patient Tracking is available only when the patient has an active encounter dated Today. For all other encounters, the Patient Tracking button appears as New Encounter. To view a quick summary of the patient tracking records for the visit, on the Patient Information Card (PIC), hover over Patient Tracking.The Patient Tracking table appears displaying information on the appointment time, room, status, recorded time, and documenting person. Patient Tracking To view more details of the appointment and update the room and tracking status on the PIC, select Patient Tracking.The Todays Patient Tracking template opens displaying the patient tracking data, appointment information, and room and status options to view and update. On the Todays Patient Tracking template, select EHR Appointments.The Patient Appointments template opens. Patient Appointmen

NextGen® Enterprise EHR Help

Track Patient During an Appointment

You can view and update the time and current location of the patient during an office visit. For more information on patient appointments, go to NextGen Healthcare Success Community and download the latest Getting Started Guide for NextGen® Adaptive Content Engine. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. Select an encounter dated Today, or create an encounter. Note: Patient Tracking is available only when the patient has an active encounter dated Today. For all other encounters, the Patient Tracking button appears as New Encounter. To view a quick summary of the patient tracking records for the visit, on the Patient Information Card (PIC), hover over Patient Tracking.The Patient Tracking table appears displaying information on the appointment time, room, status, recorded time, and documenting person. To view more details of the appointment and update the room and tracking status; on the PIC, select Patient Tracking.The Todays Patient Tracking wind

View Status and Location of a Patient

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