Cardiology Provider Workflow on the Finalize Template

NextGen® Adaptive Content Engine Help Enterprise 8

Overview of the Finalize Template Workflow

You can complete the encounter workflow using the Finalize template. The template enables you to do the following: Calculate all the elements documented in the Intake, Histories, and SOAP templates. Select the Evaluation and Management (E&M) code level for the visit. Submit the E&M coding to the Superbill module. Tobacco Cessation You can use the Tobacco Cessation template to document the patient's tobacco use and the methods used for tobacco cessation. Patient's General Information on Finalize You can view the general details related to finalizing the workflow of the patient in the General panel. Patient's Assessments on Finalize You can view, add, or edit patient assessments in the Today's Assessment panel. E and M Level Summary You can view the summary of a patient's history, exam levels, and coding points for the Evaluation and Management (E&M) code calculation under the 95 or 97 Coding Guidelines in the E&M Level Summary panel. History Details on Finalize You can view the coding p

NextGen® Adaptive Content Engine Help Enterprise 8

The Finalize Template Workflow

You can do the following on the Finalize template: Submit and review the plan of care, based on your role, on the Provider Sign Off panel. Document Evaluation and Management (E&M) codes on the Evaluation and Management Coding panel. Calculate the patient's medical-decision-making level and submit the E&M codes to the Superbill module. Review the patient's history and physical examination details on the E&M Level panel and identify factors in the calculation of the E&M code under the 95 or 97 Coding Guidelines. For more information on E&M coding, go to NextGen Healthcare Success Community, and download the latest E&M Coding User Guide forNextGen®Adaptive Content Engine. Patient's General Information on Finalize You can view the general details related to finalizing the workflow of the patient in the General panel. Patient's Assessments on Finalize You can view, add, or edit patient assessments in the Today's Assessment panel. E and M Level Summary You can view the summary of a patient's

NextGen® Adaptive Content Engine Help Enterprise 8

Finalize Template

The Finalize template allows the provider to calculate all of the elements that were documented in the Intake, Histories, and SOAP tabs, select the Evaluation and Management (E&M) code level for the visit, and submit the E&M coding to the Superbill module. Patient's General Information on Finalize You can view the general details related to finalizing the workflow of the patient in the General panel. Patient's Assessments on Finalize You can view, add, or edit patient assessments in the Today's Assessment panel. Provider Sign Off E and M Level Summary You can view the summary of a patient's history, exam levels, and coding points for the Evaluation and Management (E&M) code calculation under the 95 or 97 Coding Guidelines in the E&M Level Summary panel. History Details on Finalize You can view the coding points assigned to each element of the patient's history component under the 95 or 97 Coding Guidelines in the History Details panel. Evaluation and Management Guidelines on Finalize Y

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 Checkout Staff Workflow

After completing the intake staff and provider workflow, the front office staff initiates and completes the patient checkout process on the Checkout template. The Checkout template contains the following sections. Today's Orders Lists all orders that have been placed on the current day. Given to Patient/Verified Displays items verified or given to patients. Patient Education Displays the education documents to be issued to patients. Edit Orders You can view, verify, and process orders that have been placed for a patient. Process Lab Orders You can process Lab orders on the Checkout template. Create Requisition for Orders You can create a requisition document for a selected order type on the Checkout template. Create Patient Plan Summary Documents You can create a patient plan summary on the Checkout template. 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. Verifying I

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

Cardiology Provider Workflow on the Finalize Template

Recommendations

Overview of the Finalize Template Workflow

The Finalize Template Workflow

Finalize Template

Cardiology Office Visit and Virtual Visit

Cardiology Checkout Staff Workflow

Cardiology User Guide

Cardiology Provider Workflow on the Finalize Template

Overview of the Finalize Template Workflow

The Finalize Template Workflow

Finalize Template

Cardiology Office Visit and Virtual Visit

Cardiology Checkout Staff Workflow

Cardiology User Guide