Details of the Visit Type Configuration Template

Table 1.
Field and Buttons	Description
New Visit Type Configuration	The name of the new visit type
Map to EM Visit Type	An existing visit type that's mapped with the new visit type
Additional Info	Displays E&M billing codes related to the selected visit type in the Map to EM Visit Type
Add	Adds a new custom visit type.
Update	Updates the modified custom visit type details
Remove	Removes the custom visit type record from the Visit Type Configuration grid. The information icon indicates that the Remove button deletes a record from the grid and if you want to remove a custom visit type from the Visit Type list, then you need to remove the configured visit type from the Tabs and Navigation grid on the Framework Content system template
Clear	Clears the entered information.
Show	Displays the records in the Visit Type Configuration grid based on the following options: Currently mapped: displays the custom visit type records that are currently mapped. <Need additional information for clarity> Removed: displays the records that are removed from the Visit Type Configuration grid.

NextGen® Adaptive Content Engine Help Enterprise 8

Verify the Custom Visit Type Workflow Using the Run-time Templates

Before you begin You must add a custom visit type using the Visit Type Configuration window and map the specialty and the required templates to display on run-time using the Framework Content system template. For more information, see Add and Map a Custom Visit Type and Map a Specialty and Template with a Custom Visit Type. An existing visit type and the associated E&M code are mapped during the configuration of the custom visit type in the Visit Type Configuration window. After you have configured the custom visit type, you can verify if the E&M code associated with the mapped visit type is used while billing associated with the custom visit type. Also, you can verify if the mapped specialty and custom visit type details are displayed in the Master_im document. Open NextGen® Enterprise EHR. Select a patient record, an create a patient encounter. On Top Toolbar, click Templates , and select the Intake template. Select the specialty with which you have mapped the custom visit type. Sele

NextGen® Adaptive Content Engine Help Enterprise 8

Map a Specialty and Template with a Custom Visit Type

Before you begin You must add and map a new visit type using the Visit Type Configuration window. For more information, see Add and Map a Custom Visit Type. In NextGen® Enterprise EHR, open the Visit Type Configuration window. Select a specialty with which you want to map the custom visit type. Expand the Tabs and Subnavigation panel. In the Tabs section, click Visit Type, and then select a custom visit type from the picklist. To map the templates with the custom visit type, do the following: To map a template to be displayed in the first tab, click the Template list in the Tab 1 column, and then select the required template. For example, select fts_intake. Type the run-time name of the selected template. For example, type Intake. To map another template to be displayed in the second tab, click the Template list in the Tab 2 column, and then select the required template. For example, fts_finalize. Type the run-time name of the selected template. For example, Finalize. Click Add. The co

NextGen® Adaptive Content Engine Help Enterprise 8

Remove a Custom Visit Type

In NextGen® Enterprise EHR, open the Visit Type Configuration window. Select a custom visit type record from the grid, and then click Remove. The selected custom visit type record is removed from the Visit Type Configuration grid. If you want to remove a custom visit type from the Visit Type list, then you need to remove the configured visit type from the Tabs and Navigation grid on the Framework Content system template. Parent topic: Configuration of Custom Visit Type

NextGen® Adaptive Content Engine Help Enterprise 8

Add and Map a Custom Visit Type

A custom visit type can be added only if you map the same with an existing visit type. In NextGen® Enterprise EHR, open the Visit Type Configuration window. Enter a visit type description in New Visit Type Description. Click the Map to EM Visit Type and select an existing visit type from the picklist. The application fills the existing visit type name and the associated E&M billing code in the Additional Info field. Click Add. The new visit type is added to the grid. Click OK. Parent topic: Configuration of Custom Visit Type

NextGen® Adaptive Content Engine Help Enterprise 8

Configuration of Custom Visit Type

You can configure a new visit type required by a practice, and manage these custom visit types using the Visit Type Configuration window. To add a new visit type, you must map an existing visit type and the associated Evaluation and Management billing code with the new visit type. Based on your practice preference, you can map a specialty and the required templates to display on run-time with the configured visit type using the Framework Content system template. The selected specialty and the run-time visit type details are displayed on the generated documents. Access the Visit Type Configuration Window You can access the Visit Type Configuration window from the Framework Content system template. Add and Map a Custom Visit Type You can add a custom visit type and map it to the existing visit type using the Visit Type Configuration window. Modify a Custom Visit Type You can modify a custom visit type using the Visit Type Configuration window. Remove a Custom Visit Type You can remove a

NextGen® Adaptive Content Engine Help Enterprise 8

Configure the Framework Template Tabs

You can configure the framework template tabs from the Tabs section. Open NextGen® Enterprise EHR. Open the Framework Content system template. Click the Tabs and Subnavigation panel. In the Tabs section, to select a visit type from the list, and click the Visit Type field. The Visit Type is based on the specialty that you select. The list includes only those visit types for which you have not configured the tabs. If the visit type is not in the list, select the visit type in the grid. Each visit type is configured to a range of Current Procedural Terminology ( CPT® ) codes which are used to calculate the Evaluation and Management (E&M) code on the Finalize template. Note: The Finalize template in Cardiology and Ophthalmology specialties calculates the codes differently, so you cannot add visit types for these specialties through this process. In the Caption field, type a label for the tab in the Tab 1 section. To enter the template to be opened when the user clicks the tab, click the T

Details of the Visit Type Configuration Template

Recommendations

Verify the Custom Visit Type Workflow Using the Run-time Templates

Map a Specialty and Template with a Custom Visit Type

Remove a Custom Visit Type

Add and Map a Custom Visit Type

Configuration of Custom Visit Type

Configure the Framework Template Tabs

Verify the Custom Visit Type Workflow Using the Run-time Templates

Map a Specialty and Template with a Custom Visit Type

Remove a Custom Visit Type

Add and Map a Custom Visit Type

Configuration of Custom Visit Type

Configure the Framework Template Tabs