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

NextGen® Adaptive Content Engine Help Enterprise 8

Viewing the Associated Requests and /or 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 check boxes get automatically selected based on the details available in the grid. The Summary of Care document requested or queried check box 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 check box 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 querie

NextGen® Adaptive Content Engine Help Enterprise 8

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

You obtain various details in the columns of Associated Requests and/or Summary of Care Documents Received grid. The Associated Requests and/or Summary of Care Documents Received grid contains the following columns: Columns Description Document Date Matches the date provided in the patient’s Health Information Exchange (HIE) document list. Type Matches the document type to a summary of care request or summary of care document. Document Description Matches the document name created during the HIE exchange. Provider Recipient Matches the associated provider in the patient’s HIE document list. The field may be blank. Practice Practice in the patient’s HIE document list. The column benefits Enterprise chart users. Parent topic: Add the Summary of Care Details in the Associated Requests and /or Summary of Care Documents Received Grid

NextGen® Adaptive Content Engine Help Enterprise 8

View and Add Summary of Care Documents Received

You can view and add details of summary of care documents received. The Received/Requested Summary of Care section includes the following two options, and an [*] asterisk indicates the current option being reviewed in the grid:: Summary of Care Received Summary of Care Requests The Summary of Care Received grid contains the last 18 months of Summary of Care documents details 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 imported through HIE without a request. Open NextGen® Enterprise EHR. On the Intake or SOAP template, expand General. Select the Transitioning Into Care link. The Transitioning Into Care template opens. Select Summary of Care Received. Transitioning into care To manually add the summary of care documents to the Associated Requests and/or Summary of Care Documents Received grid, select a row, and then select the

NextGen® Adaptive Content Engine Help Enterprise 8

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

Clear the Transitioning Into Care Check Box

You can manually clear the Transitioning into care check box. To clear the Transitioning into care check box on the Transitioning Into Care template for an encounter, the following conditions must be met: The Associated Requests and/or Summary of Care Documents Received grid on the Transitioning Into Care template does not contain any Summary of Care document details. The Summary of Care documents received or queried check box is not selected. To manually clear the Transitioning into care check box, remove all the entries from the Associated Requests and/or Summary of Care Documents Received grid. Open NextGen® Enterprise EHR. On the Intake or SOAP template, select General . Select the Transitioning Into Care link. The Transitioning Into Care template opens. In the Associated Requests and/or Summary of Care Documents Received grid, select all the rows, and then select Remove. Clear the Transitioning into care check box. Note: If you try to clear the Transitioning into care check box wi

NextGen® Adaptive Content Engine Help Enterprise 8

Summary of Care Requests and Receipts

You can open the Transitioning Into Care template which records electronic Summary of Care requests and receipts as reportable fields on the template. The Transitioning Into Care template indicates whether a summary of care records for a specific patient are requested electronically and if any summary of care records are received. You can also document the completion of a Summary of Care request without a document returned. The Transitioning into Care link is available in the General panel of the templates. The information icon next to the Transitioning Into Care template provides basic template instructions. You can use the Clinical Reconciliation link to open the Clinical Reconciliation module. You can access the actual Summary of Care documents through a patient’s chart. These documents are available on the Categories tab. 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. Transit

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

Recommendations

Viewing the Associated Requests and /or Summary of Care Documents Received Details

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

View and Add Summary of Care Documents Received

View and Add Summary of Care Requests and Documents

Clear the Transitioning Into Care Check Box

Summary of Care Requests and Receipts

Viewing the Associated Requests and /or Summary of Care Documents Received Details

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

View and Add Summary of Care Documents Received

View and Add Summary of Care Requests and Documents

Clear the Transitioning Into Care Check Box

Summary of Care Requests and Receipts