Cardiology Checkout Staff Workflow

NextGen® Adaptive Content Engine Help Enterprise 8

Issuing Patient Education Documents

The Patient Education panel contains the education documents of a patient that are added to the patient's chart. You can print education documents for a patient by printing them or send the documents to the patient's NextGen® PxP Portal account. When you save a patient education document to an encounter, NextGen® Enterprise EHR moves the document to the Patient Education grid in the Today’s Order panel. Edit Patient Education Documents The Patient Education grid in the Today's Orders panel displays the patient education documents that are added to a patient encounter. Make Education Documents Available to Patients Create Patient Plan Summary Documents You can create a patient plan summary on the Checkout template. Update Check out Statuses of Patients After you complete the patient's checkout process, you can update the status on the Todays Patient Tracking template. Parent topic: Overview of the Checkout Staff Workflow Parent topic: Cardiology Checkout Staff Workflow Parent topic: ASC

NextGen® Adaptive Content Engine Help Enterprise 8

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

Cardiology User Guide

You can document the Cardiology visits on the following templates: Intake Histories SOAP Finalize Checkout Intake Staff Workflow The intake staff, such as a nurse or technician, can use the Intake template to document patient encounter workflow. The intake staff opens the visit by checking the patient in, using the Intake template. The intake staff can review the patient's details documented in the previous encounters on the Home Page template. Histories Workflow After documenting the details on the Intake template, the nurse can document the medical history of the patient on the Histories template. Provider Workflow After the nurse documents the intake and medical details, the provider can document assessments and findings, and submit the codes for billing. The provider can review the patient's historical information documented in the previous encounters on the Home Page template or review the Intake Note document generated by the intake staff. The provider documents the patient exami

NextGen® Adaptive Content Engine Help Enterprise 8

Cardiology Provider Workflow on the Finalize Template

The Finalize template allows you to document various patient findings. You can use the Finalize - Cardiology template to do the following. Document assessments, medical decision making, counseling details, and Evaluation and Management (EM or E&M) coding. Submit codes for billing. Open a patient support case, visit document, and referral thank-you letter. Evaluation and Management Coding You can use three types of guidelines to calculate the Evaluation and Management code for Cardiology. Generate Documents You can generate and print various patient documents such as patient support cases, visit documents, referral thank-you letters, and provider communications on the Finalize - Cardiology template. Review and Sign Off Care Plans The Provider Sign Off section enables you to send a request to the supervising physician for review and sign off to indicate that the plan of care provided to the patient is appropriate. Enter Counseling Details You can enter the counseling details for a patien

NextGen® Adaptive Content Engine Help Enterprise 8

Cardiology Office Visit and Virtual Visit

You can document a patient’s visit to a Cardiology specialty using several workflows. A Cardiology visit consists of office and virtual visits. Note: The instructions provided for office visit in the following sections are also applicable for virtual visits. The Cardiology office and virtual visit workflow includes the following: Intake staff workflow provides instructions for nurses or medical assistants on how to use the Intake and Histories templates to document the reasons for visit, medication, allergies, social history, and so on. Provider workflow provides instructions for physicians on how to use the SOAP and Finalize templates to document assessment and physical exam details, generate evaluation, management codes, and so on. Checkout staff workflow provides instructions for front desk employees on how to use the Checkout template to view order details and provide necessary documents to patients. Cardiology Home Page You can use the panels on the Home Page - Cardiology template

NextGen® Adaptive Content Engine Help Enterprise 8

Cardiology Intake Staff Workflow

You can document the patient specific information on the Intake – Cardiology template, and then direct the patient to the provider for further assessment and diagnosis. The Intake - Cardiology template contains the following sections. General Reason for Visit History Summary Vital Signs Medications Allergies Cardiac Orders Orders Review of Systems Document General Information After reviewing the available patient details on the Home Page template, you can document the general information of a patient in the General panel. Reasons for Visit The Reason for Visit appears on the left pane of the Intake-Cardiology template. You can customize the list by specialty or by provider. Document Vital Signs You can document the vital signs of a patient from the Vital Signs panel of the Intake - Cardiology template. Document Medications You can document the medications to prescribe to a patient using the Medications module. Add Allergies You can add and review the allergies that a patient may have t

Cardiology Checkout Staff Workflow

Recommendations

Issuing Patient Education Documents

Overview of the Checkout Staff Workflow

Cardiology User Guide

Cardiology Provider Workflow on the Finalize Template

Cardiology Office Visit and Virtual Visit

Cardiology Intake Staff Workflow

Cardiology Checkout Staff Workflow

Issuing Patient Education Documents

Overview of the Checkout Staff Workflow

Cardiology User Guide

Cardiology Provider Workflow on the Finalize Template

Cardiology Office Visit and Virtual Visit

Cardiology Intake Staff Workflow