Bookmarking Documents and Images

NextGen® Adaptive Content Engine Help Enterprise 8

Pre Visit Planning

You can use the Pre Visit Planning template to review the summary of a patient's chart and take the appropriate steps to be prepared for an upcoming visit. The details in the Pre Visit Planning template are updated with the data from various templates to provide an overall preview of the patient's records before a patient's appointment. The information in this template is maintained by the clinical staff and used by the providers. Open the Pre Visit Planning Template You can use the Pre Visit Planning template to get a preview of a patient's records before the patient's appointment. Parent topic: Pre Visit Planning

NextGen® Adaptive Content Engine Help Enterprise 8

Reviewing Patient's Education Documents

When you save an education document for a patient encounter, the document appears in the Patient Education grid in the Today’s Orders panel on the Pre Visit Planning template. During a pre-visit review, you can issue these documents to the patient by printing them or sending them to NextGen® PxP Portal. For more information, go to NextGen Healthcare Success Community, and download the latest Patient Education Resources Guide for NextGen Enterprise EHR. Parent topic: Pre Visit Planning

NextGen® Adaptive Content Engine Help Enterprise 8

Complete the Pre-Visit Documentation

To indicate that the pre-visit documentation is completed for the upcoming encounter, on the Pre Visit Planning template, expand the Work List panel. In Other Work List, select the Pre-visit planning complete check box. To generate the Pre Visit Planning document, click Generate Document. Parent topic: Pre Visit Planning

NextGen® Adaptive Content Engine Help Enterprise 8

Reviewing Assessment and Plan History

You can view the assessment and plan details of a patient in the Assessments / Plans panel, based on the filters selected on the Pre Visit Planning template. If more than one encounter exist for the patient, the Previous Visit and Next Visit buttons are available to open the assessment and plan details for each encounter on an individual page. The View Encounter field displays the encounter date and assigned specialty for the details that appear in the grid row. If documents are not attached to the encounter, the View Document button is disabled. If a document is attached, you can open the documents associated with the filtered encounter. For more information, go to NextGen Healthcare Success Community, and download the latest Getting Started User Guide for NextGen® Adaptive Content Engine. Parent topic: Pre Visit Planning

NextGen® Adaptive Content Engine Help Enterprise 8

Pre Visit Planning

You can use the Pre Visit Planning template to review a patient's chart and take appropriate steps to be prepared for an upcoming patient visit. Pre Visit Planning The Pre Visit Planning template enables clinical staff to handle administrative tasks before a patient's appointment. Managing Patient Care Guidelines You can manage the patient care guidelines and track the administrative tasks on the Work List panel. Reviewing Assessment and Plan History You can review the assessment and plan details of a patient during a visit. Bookmarking Documents and Images You can bookmark a patient's documents and images for quick reference. Viewing Communication Details On the Pre Visit Planning template, you can view a patient's communication details like phone calls, appointments, and outstanding tasks. Reviewing Lab Results You can review a patient's lab records and comments in the Lab Results panel. Reviewing and Modifying Patient's Problems You can review and modify a patient's clinical problem

NextGen® Adaptive Content Engine Help Enterprise 8

Prepare for a Patient Visit

You obtain an overview of the patient's record before examining the patient. The Pre Visit Planning template also enables the practices to handle the administrative tasks before a patient's appointment, so that you can focus on addressing the patient's health needs during the appointment. 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. Select Pre Visit Planning and select OK. The Pre Visit Planningtemplate opens. Pre Visit Planning Note: For more information, go to NextGen Healthcare Success Community, and download the latest Pre Visit Planning Template forNextGen®Adaptive Content Engine. Parent topic: Managing Basic User Interface Functionality

Bookmarking Documents and Images

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Pre Visit Planning

Reviewing Patient's Education Documents

Complete the Pre-Visit Documentation

Reviewing Assessment and Plan History

Pre Visit Planning

Prepare for a Patient Visit

Pre Visit Planning

Reviewing Patient's Education Documents

Complete the Pre-Visit Documentation

Reviewing Assessment and Plan History

Pre Visit Planning

Prepare for a Patient Visit