Viewing Template Links on the Checkout Template

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Checkout Template Links

You can use the links on the Checkout template which you can further customize. The Checkout template is associated with various specialties and is packaged with the following common links. Demographics Order Management Document Library Tobacco Cessation Community Resources For more information on the links, go to the NextGen Healthcare Success Community, and download the Getting Started User Guide for NextGen® Adaptive Content Engine. Parent topic: Overview of the Checkout Staff Workflow

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

View Links on the Checkout Template

The Checkout template includes the following links: Demographics. Allows you to document patient details such as contact number, address, Primary Care Physician (PCP), primary practice provider, insurance, pharmacy, provider, emergency contact, employment, and reminder details. Order Management. Allows you to update the applicable order details. Document Library Tobacco Cessation. Allows you to document tobacco history details, and medication screening questions. Document Library. Allows you to generate details from a list of documents. Community Resources. Allows you to document local resources and support recommended to the patient to aid in meeting the patients' psychosocial needs. For more information on these template links, go to NextGen Healthcare Success Community, and download the Getting Started User Guide for NextGen® Adaptive Content Engine. Parent topic: Overview of the Checkout Staff Workflow

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Tobacco Cessation

You can use the Tobacco Cessation template to document the patient's tobacco use and the methods used for tobacco cessation. You can open the Tobacco Cessation template by using the Tobacco Cessation link. The Tobacco Cessation template enables you to document the tobacco history details, complete the medication screening questions, select the methods used for tobacco cessation, add assessments, and select and schedule the recommended treatments. If the patient has a medical condition due to tobacco use, then you can use the Tobacco Cessation template as a stand-alone visit for tobacco cessation. The Submit to Superbill button on the template enables you to submit the charges for the template. Note: For counseling sessions of less than 3 minutes, you can utilize the Risk Factors Config template to document the tobacco cessation discussed with the patient instead of the Tobacco Cessation template. Tobacco Cessation Parent topic: Overview of the Finalize Template Workflow

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Overview of the Checkout Staff Workflow

You can review and generate documents of a patient's checkout process. After completing the intake staff and provider workflow, the front office staff initiates and completes the patient checkout process on the Checkout template to do the following: Review and/or process all orders. Generate lab and/or radiology requisitions, if needed. Generate referral documents, if needed. Schedule future appointments as ordered. Generate the Patient Plan and Checkout documents, if needed. Viewing Template Links on the Checkout Template You can customize the links to meet your needs on the Checkout template. Open the Follow-up or Disposition Template You can document the follow-up details for a patient using the Follow-up/Disposition template. Managing Today's Orders You can process lab or radiology orders documented by the provider on the My Plan template. Issuing Patient Education Documents The Patient Education panel contains the education documents of a patient that are added to the patient's ch

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Links on the Finalize Template

The Finalize template includes the following links: Links Description Order Management To update the applicable order details. To document the details of the procedures performed during the patient encounter. Document Library To generate details from a list of documents. Tobacco Cessation To document the tobacco history details and medication screening questions. Procedures To document the details of the procedures performed during the patient encounter. Sub-navigational links For more information, go to NextGen Healthcare Success Community, and download theGetting Started User Guide for NextGen® Adaptive Content Engine. Parent topic: Overview of the Finalize Template Workflow

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Template Links

You can use links to open frequently used templates. Based on the configuration in the Framework Content system template, links appear in the Intake, Histories, SOAP, Finalize, and Checkout tabs. The appearance of these links can vary based on the specialty, visit type, template, tab, and age of the patient. The links can be configured based on the following: Specialty Practice Provider Specialty and practice Specialty and provider These links are associated with a particular tab. You can configure a specific link on various tabs. Sub Navigation Set Up Links You can use the Framework Content system template to configure the links. Modify Links You can update or delete the existing links as per your requirement. Parent topic: Managing Basic Configuration

Viewing Template Links on the Checkout Template

Recommendations

Checkout Template Links

View Links on the Checkout Template

Tobacco Cessation

Overview of the Checkout Staff Workflow

Links on the Finalize Template

Template Links

Viewing Template Links on the Checkout Template

Checkout Template Links

View Links on the Checkout Template

Tobacco Cessation

Overview of the Checkout Staff Workflow

Links on the Finalize Template

Template Links