Configure Management Plans

NextGen® Adaptive Content Engine Help Enterprise 8

Modify Management Plan Categories and Statuses

You must first add the category names in the Modify Management Plan Categories and Statuses panel before applying the initial setup and building a plan. Note: The information icon provides instructions to use the template. Modify Management Plan Categories and Statuses panel Open the Management Plan Setup template. In the Modify Categories section, on the Modify Management Plan Categories and Statuses panel, select the Category name field, and enter a new category name. Select Add. Modify Categories section In the Modify Management Plan Status section, select the Status name field, and enter the status name. Select one of the following options for the patient to default to the value entered when you open or close the medical record template: If you select the Default plan status on open option, then the NextGen® Enterprise EHR application message is flagged and appears in the Alerts panel or window that they have an active management plan that needs to be addressed or looked at during

NextGen® Adaptive Content Engine Help Enterprise 8

Configure Letters

The Letter Generator panel is designed to add details of different types of letters that are configured by practice administration. The plan letters are generated as documents and saved to patient charts. Letter Generator panel Open the Management Plan Setup template. In the Letter Generator panel, select Add. A new record template opens. New record template Enter a name in the Letter Name field. In the Linked category field, select a linked category from the picklist. In the Plan name field, select a plan name from the picklist to attach the letter to. Enter the salutation in the Salutation field. Enter the letter details in the Body field. Select a language in the Language field if a letter is in a language other than English. Select Save. The information appears in the grid. Letter Generator grid Manage Letters You can filter, edit, or remove letters. Parent topic: Communication Using the System/Practice Templates Parent topic: Basic Configurations Parent topic: Management Plan Setu

NextGen® Adaptive Content Engine Help Enterprise 8

Management Plan Setup

The Management Plan Setup practice template is designed to add detailed office follow up plans configured by the practice administration. The plans are then applied by providers to the individual patient charts either on chart review, or at the point of patient care. These configured plans also display in the Create new management plan panel in the Management Plans template. The Management Plan Setup template consists of three panels: Management Plan Configuration Modify Management Plan Categories and Statuses Letter Generator Categories may need to be set up in the Modify Management Plan Categories and Statuses panel. After adding the categories, you can configure a management plan in the Management Plan Configuration panel. Access Management Plan Setup Template Modify Management Plan Categories and Statuses You can add categories in the Modify Management Plan Categories and Statuses panel on the Management Plan Setup template. Configure Management Plans You can configure the manageme

NextGen® Adaptive Content Engine Help Enterprise 8

Activate the Care Guideline You Want to Follow for the Patient

Open the Care Guidelines template. In the Care Guidelines panel, click Add/Update. The Activate Care Guidelines template opens. In the Active Guidelines panel, click the Condition field. A list of all pre-configured Care Guidelines appears. Select the pre-configured condition in the list and click OK. If applicable, click the Diagnosis field to select a diagnosis in the diagnosis search window. The Diagnosis field is used to associate a diagnosis with an ICD code (used for billing) to the guideline. The selected diagnosis populates in the Diagnosis field and the associated code appears in the Code field. Click Add. The guideline activates and items that are associated with it appear in the grid on the Active Guidelines panel. Select the Due within check box and then select the number of days, weeks, or months from the Show only items due within window to display only the items due within a specific time period. Select the Display only selected guideline check box, and click the Conditi

NextGen® Orthopedic Suite Help 80.2.14.0

Add Patient Contact Details

You can document a patient's contact details, generate the patient contact summary document, and generate the contact letter. You can use the Patient Contact template to document the communication details with a patient. You can also assign tasks to the provider or any other user to complete the action items. On the Home template, click the Patient Contact link, and select Patient Contact in the list. The Patient Contact template opens. Patient Contact template In the Chart Information section, enter the chart details. In the Provider Information section, click the Clinical Staff field, and select the name of the staff on the staff window. Note: The Rendering Prov field is automatically filled with the data from the login details, and the Provider field is filled while documenting the chart details. You can change the provider names. In the Med Request/Refill section, select the appropriate options for medication request and refill of medicines. To create tasks for medication request a

NextGen® Adaptive Content Engine Help Enterprise 8

Record an Outcome for an Intervention

From the navigation bar, click Care Plan. The Care Plan template appears. Navigate to the Goals, Interventions and Outcomes panel. The Select a Health concern to document grid is populated with all previously identified health concerns. Select a health concern from the list. The selected health concern appears in the Health Concern field and the data entry fields for goals appear to the right. Select the goal that you are adding an intervention outcome for. The data for the selected goal populates the data entry fields to the right. Click the Interventions tab. The full Interventions tab appears with the previously entered interventions in the Select an Intervention to document grid. Click the intervention in the grid that you are reporting an outcome for. Click the Outcomes tab. The full Outcomes tab appears with the data entry fields for the outcome to the right. Goals, Interventions and Outcome Click the Outcome field and type a description of the outcome. Click the Outcome date fie

Configure Management Plans

Recommendations

Modify Management Plan Categories and Statuses

Configure Letters

Management Plan Setup

Activate the Care Guideline You Want to Follow for the Patient

Add Patient Contact Details

Record an Outcome for an Intervention

Modify Management Plan Categories and Statuses

Configure Letters

Management Plan Setup

Activate the Care Guideline You Want to Follow for the Patient

Add Patient Contact Details

Record an Outcome for an Intervention