Access the Pre Visit Planning Work List Setup Practice Template

NextGen® Adaptive Content Engine Help Enterprise 8

View Edited Work List Items in Run Time

At any time during or before an encounter, on the patient history toolbar, click the Templates module button to open the Select Template window. On the Medical Records tab, search for and highlight Pre Visit Planning, and then click OK. The Pre Visit Planning template opens. On the Work List panel, scroll down to the Other section. Parent topic: Manage and Configure Pre-Visit Details

NextGen® Adaptive Content Engine Help Enterprise 8

Change Work List Items

On the Pre Visit Planning Work List Setup template , click the Check box 1-10 field that you want to edit. Note: There is a 40-character maximum for each field. Make the necessary changes, and then click Save and Close. Parent topic: Manage and Configure Pre-Visit Details

NextGen® Adaptive Content Engine Help Enterprise 8

Manage and Configure Pre-Visit Details

During an encounter, the Pre Visit Planning template enables the clinical staff and provider to review the summary of the patient's chart and take necessary actions to prepare for an upcoming visit. The template also documents administrative tasks that need to be accomplished before a patient's appointment so that the provider can focus on addressing the patient's health needs during the visit. Pre Visit Planning The Work List panel addresses guideline or care plan items associated with the patient that can be added to the work list to be tracked. The Other section in the Work List panel includes a list of items (with check boxes) to track important details and actions related to the patient care. The Other section includes ten work list options that are shipped with NextGen® Adaptive Content Engine . You can also add up to five new options directly on the template in run time. The Pre Visit Planning Work List Setup template is where you can edit the 10 static work list items that disp

NextGen® Adaptive Content Engine Help Enterprise 8

Pre Visit Planning Work List Setup

You can use the Pre Visit Planning template to handle administrative tasks before a patient's appointment. Manage and Configure Pre-Visit Details Parent topic: System and Practice Templates

NextGen® Adaptive Content Engine Help Enterprise 8

Open the Pre Visit Planning 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. For Medical Records, select All. Scroll down and do one of the following: Double-click Pre Visit Planning. Select Pre Visit Planning and click OK. The Pre Visit Planning template opens. Filtering Pre Visit Planning Information You can filter the details on the Pre Visit Planning template, to quickly get the desired information. However, not all filters can be applied on all the panels. Parent topic: Pre Visit Planning

NextGen® Adaptive Content Engine Help Enterprise 8

Access the Data Sets Setup Practice Template

From the File menu, select System\Practice Template. The Select Template template opens. Click the Practice tab. In the Show section, click All. A list of practice level templates opens. Select Data Sets Setup and click OK. The Data Sets Setup template opens. Data Sets Setup template Parent topic: Data Sets Setup

Access the Pre Visit Planning Work List Setup Practice Template

Recommendations

View Edited Work List Items in Run Time

Change Work List Items

Manage and Configure Pre-Visit Details

Pre Visit Planning Work List Setup

Open the Pre Visit Planning Template

Access the Data Sets Setup Practice Template

View Edited Work List Items in Run Time

Change Work List Items

Manage and Configure Pre-Visit Details

Pre Visit Planning Work List Setup

Open the Pre Visit Planning Template

Access the Data Sets Setup Practice Template