Checkout Template Links

NextGen® Adaptive Content Engine Help Enterprise 8

Viewing Template Links on the Checkout Template

You can customize the links to meet your needs on the Checkout template. The links that appear on the Checkout template may vary depending on the selected specialty. You can customize the links as per your requirements. The Checkout template includes the following common links: Demographics Order Management Document Library Tobacco Cessation Community Resources links on the checkout template Parent topic: Overview of the Checkout Staff Workflow Related concepts Viewing the Patient's Order History Tobacco Cessation Documenting Community Resources

NextGen® Adaptive Content Engine Help Enterprise 8

View Links on the Checkout Template

The Checkout template includes the following links: Demographics. Enable you to document patient details such as contact number, address, Primary Care Physician (PCP), primary practice provider, insurance, pharmacy, provider, emergency contact, employment, and reminder details. Order Management. Enables you to update the applicable order details. Document Library Tobacco Cessation. Enables you to document tobacco history details, and medication screening questions. Document Library. Enables you to generate details from a list of documents. Community Resources. Enables you to document local resources and support recommended to the patient to aid in meeting the patients' psychosocial needs. For more information on these template links, go to NextGen Healthcare Success Community, and download the latest Getting Started User Guide for NextGen® Adaptive Content Engine. Parent topic: Overview of the Checkout Staff Workflow

NextGen® Adaptive Content Engine Help Enterprise 8

Links on the Finalize Template

The Finalize template includes the following links: Order Management To update the applicable order details. Procedures To document the details of the procedures performed during the patient encounter. Tobacco Cessation To document the tobacco history details and medication screening questions. Document Library To generate details from a list of documents. Sub-navigational links For more information, go to NextGen Healthcare Success Community, and download the latest Getting Started User Guide forNextGen®Adaptive Content Engine. Parent topic: Overview of the Finalize Template Workflow

NextGen® Ophthalmic Suite Help 2022.2

Checkout Workflow

In NextGen® Adaptive Content Engine, patient checkout is the final step in documenting a patient encounter. The purpose of the Checkout template is to end the patient encounter by reviewing all orders and instructions, scheduling appointments and/or follow-up visits, and printing requisitions and instructions to give to the patient. The Checkout template has the following panels: Today’s Orders Patient Education Given to Patient/Verified Note: Ophthalmic diagnostic tests are ordered from the Order Tests - OPH template. Checkout can be completed by office staff or the technician depending on the practice. In this document, we use the term “Checkout Staff” to refer to the individual whose role it is to check out the patient at the end of the encounter before the patient leaves. For more information on the patient checkout process go to NextGen Healthcare Success Community and download the latest Getting Started User Guide for NextGen® Adaptive Content Engine. Managing Today's Orders You

NextGen® Adaptive Content Engine Help Enterprise 8

Finalize Tab Sub-Navigational Links

The Finalize template includes the following sub-navigational links: Order Management Document Library Procedures Tobacco Cessation For more information on these sub-navigational links, go to NextGen Healthcare Success Community, and download the Getting Started User Guide forNextGen®Adaptive Content Engine. Tobacco Cessation Parent topic: Provider Workflow Parent topic: Overview of the Finalize Template Workflow

NextGen® Adaptive Content Engine Help Enterprise 8

Template Links

You can use links to open frequently used templates. Based on the configuration in the Framework Content system template, links appear in the Intake, Histories, SOAP, Finalize, and Checkout tabs. The appearance of these links can vary based on the specialty, visit type, template, tab, and age of the patient. The links can be configured based on the following: Specialty Practice Provider Specialty and practice Specialty and provider These links are associated with a particular tab. You can configure a specific link on various tabs. Sub Navigation Set Up Links You can use the Framework Content system template to configure the links. Modify Links You can update or delete the existing links as per your requirement. Parent topic: Managing Basic Configuration

Checkout Template Links

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Viewing Template Links on the Checkout Template

View Links on the Checkout Template

Links on the Finalize Template

Checkout Workflow

Finalize Tab Sub-Navigational Links

Template Links

Viewing Template Links on the Checkout Template

View Links on the Checkout Template

Links on the Finalize Template

Checkout Workflow

Finalize Tab Sub-Navigational Links

Template Links