Complete the Plan

NextGen® Adaptive Content Engine Help Enterprise 8

Complete the General Panel of the BH Psychiatric Evaluation

To access the BH - Psychiatric Evaluation do one of the following: Click the Psychiatry Eval tab. Click Psychiatric Evaluation from the navigation bar. Navigate to the General panel and click the Program name field. Program names can be added and/or edited by the practice on the Custom Picklists Setup, system template. Select the appropriate name from the list. Click the clock button to enter the current time in the Start field. The Start and End buttons are available here and at the bottom of the Psychiatric Eval tab in the Behavioral health billing section. The values documented in either place are immediately reflected in the same fields in the other section. Entered times can be modified by clicking in the field. It is important to follow the established format: 0:00 AM or PM. Parent topic: BH - Psychiatric Evaluation

NextGen® Adaptive Content Engine Help Enterprise 8

Enter Document Signatures

Multiple people may be required to sign the encounter. Security on the Signatures panel is set up so that only the person who checks a signature line can alter it in any way. The name of the user who is logged on to the computer fills in the name field, along with the date of the signature. After ‘signing’, you can send a task to the next person who has to sign off. Electronic signature software can be used to capture the signature for the client or parent/guardian. In the Signatures panel, place a check mark next to the label(s) that apply. If needed, enter or modify any Credentials to further identify a signature. To indicate that signature is not applicable and clear the fields of anything that may have been entered in the same row select N/A. Click the Send Task button to forward the template to the next person in line to sign off. If your signature does not fall under the preset options, use the Additional Staff section. Name and Date are required fields. Enter any additional Comm

NextGen Behavioral Health Suite Help 5.5

Verify and Generate Documents

As a front office staff, you can verify patient details and generate the patient checkout document. You can perform the following checkout processes in the Checkout template: Review and/or process all orders. Generate lab and/or radiology requisitions, if required. Generate referral documents, if needed. Schedule future appointments as ordered. Generate Patient Plan and Checkout documents, if required. From an encounter, select Templates Template Icon. The Select Template window opens. On the Medical Records tab, select All. A list of all medical record templates appears. Select the Finalize (BH) template. Select the Checkout Popup link. The Checkout Popup (BH) window opens. Checkout Popup Window Expand the Given to Patient/Verified panel. Given to Patient/Verified Panel Review, and then select the corresponding Yes or Refused checkbox. If you select the Refused checkbox, you must enter additional details in the corresponding Comments field. To generate a checkout document, select Chec

NextGen® Therapy Suite Help 30.3.13.0

Clinical Impression/Plan Panel

Complete relevant fields in the Clinical Impression/Plan panel. Clinical Impression/Plan panel Enter a date for Patient Follow-Up if required. Note: You can configure the Patient Follow-up date to be required, on the Practice Config practice template. Select the Sign Off checkbox. The screening document is generated automatically. Once you sign off on the template, the patient is added to the Screening Worklog. If a Patient Follow-up date was entered, a task is sent to the therapist at midnight on the date of the follow-up, as a reminder to contact the patient. Note: If no follow-up is needed, select the Remove from Worklog checkbox under the Patient Follow-up panel. Parent topic: Document a PT or OT Patient Screening

NextGen® Adaptive Content Engine Help Enterprise 8

My Plan Template

You can view existing details or add a new entry in the Medications and Immunizations module using the plan-type template. My Plan Tabbed Template Set Entering and Modifying Assessments Entering and Modifying Treatment Plans Entering Assessments, Impressions, Differential Diagnoses, and Associated Details Patient's Lab Orders You can place lab orders from the Labs tab using the Lab Master template or the Orders console. The Process and Submit Lab/Radiology Orders template shares information with the Lab Master template and the Orders console. Documenting Diagnostic Studies Documenting a Referral Order In the Referrals Orders template in the tabbed template set, you can place or manage orders for referrals for other specialists, locations, therapies, and durable medical equipment (DME). Updating an Office Procedures Order Related concepts My Plan Tabbed Template Set Entering and Modifying Assessments Entering Assessments, Impressions, Differential Diagnoses, and Associated Details Docum

NextGen® Orthopedic Suite Help 80.2.14.0

Enter Plan Information

Entering a plan includes documenting Management (for example, medications, office procedures, DME), Diagnostics (procedures, tests, labs, consults) Instructions to the patient, and Printed Materials given to the patient. This panel also has an area to enter Verbal Counseling and one to designate Next Visit time frame and X-rays. The fields (except Verbal Counseling) are picklist-driven and configurable in the Picklist Configuration template. You can enter data in these ways: Click fields to select items from configurable picklists. Click on the star or double star icon in the QuickPick Toolbar at the top of the Non-Billable Visit template to load a template default. Type text in the Verbal Counseling fields to describe verbal counseling. Once all information has been entered, sign off on the template (if not utilizing PAQ functionality) and click the Finalize button to open the Finalize Visit template to submit charges. Parent topic: Assessment and Plan (MDM) Panel Parent topic: Assess

Complete the Plan

Recommendations

Complete the General Panel of the BH Psychiatric Evaluation

Enter Document Signatures

Verify and Generate Documents

Clinical Impression/Plan Panel

My Plan Template

Enter Plan Information

Complete the General Panel of the BH Psychiatric Evaluation

Enter Document Signatures

Verify and Generate Documents

Clinical Impression/Plan Panel

My Plan Template

Enter Plan Information