Document Follow-up Details

NextGen® Adaptive Content Engine Help Enterprise 8

Open the Follow-up or Disposition Template

You can document the follow-up details for a patient using the Follow-up/Disposition template. Open NextGen® Enterprise EHR. Select a patient record. To open the Follow up/Disposition template, do one of the following: On the Intake tab, expand the Orders panel, and then select Follow Up. On the Homepage tab, expand the Orders panel, and then select Follow Up. On the SOAP tab, expand the Assessment / Plan panel, and then select Follow Up. On the Checkout tab, expand the Today's Orders panel, and then select Follow Up. Parent topic: Overview of the Checkout Staff Workflow Parent topic: Enter an Order

NextGen® Adaptive Content Engine Help Enterprise 8

Enter Assessment Plan Details

Open NextGen® Enterprise EHR. On the Assessment Plan Details template, select the A/P Details tab. To add or change a diagnosis in the Today’s Assessments grid, select Add or Edit to open the Add or Update Assessment template. To change the current working assessment, in the Today's Assessments grid, select the diagnosis being addressed for this encounter. The selected diagnosis appears in the Selected Dx field. It becomes the new working assessment that carries forward to the other templates that share the assessment. Enter details manually or use My Phrases or Common Phrases for the impression, differential diagnosis, and patient and provider plans in the respective sections. To enter follow-up appointment and disposition information, select Follow Up. To document counseling educational details and factors, select the Counseling Details link. To enter post-operative details, select the Postoperative Quality Reporting link. For more information on the associated quality measure, selec

NextGen® Adaptive Content Engine Help Enterprise 8

Document the Disposition for a Follow-Up

In the A/P Details tab, click Follow Up. A/P Details The Follow-up/Disposition template opens. In the Disposition section, do one of the following: Click the Disposition field to select an option from the list. Click the top blank row to type a value in the Disposition field. To indicate the patient does not want to comply, select Refused. To select an explanation for the disposition, do one of the following: Click the Reason field to select a value. Click the top blank row to type a value in the Reason field. To indicate a recommended time for the follow-up disposition, do one of the following: Click in the first Timeframe field to select a preset value or click the top row in the list to type your own timeframe. Click in the second Timeframe field to select a month or click the top row in the list to type your own value. Click Place Order. Note: Place Order is active only after you select the diagnosis and the follow up check box. Click OK. If you click OK without placing an order, a

NextGen® Adaptive Content Engine Help Enterprise 8

Document Follow-Up Details

On the Assessment Plan Details template, in the A/P Details tab, click Follow Up. Assessment Plan Details template The Follow-up/Disposition template opens. Follow-up/Disposition template Document an assessment. In the Follow-up section, select the follow up check box. Click the with field, select a provider's name from the list, and click OK. Enter the time or date limit and timeframe for the follow-up visit. To select a follow-up reason, click the Reason field, and then do one of the following: Select a preset option from Reason for follow-up visit list. To enter a custom reason, click the blank row at the top of the Reason for follow-up visit list, and then type the text in the Reason field. The template displays a statement at the top of the Follow-upsection summarizing your entries for the provider, time limit, date limit, time frame, and reason for the follow-up visit. To enter the phone number for the follow-up appointment, click the Phone number field and select the number. Cli

NextGen® Adaptive Content Engine Help Enterprise 8

Save the Documented Assessment Details

After you have completed documenting the patient's plan and associated details, there are different options for proceeding with the encounter. Open NextGen® Enterprise EHR. To document another assessment plan when you are still in the Assessment/Plan Details template, select a different diagnosis from the grid in Today's Assessment. To document any other data, select one of the following: The Save & Close button Any of the other tabs in the My Plan template set The Cancel button - if there is unsaved data, a confirmation alert appears: You have unsaved data, do you want to exit without saving?My Custom Plan Parent topic: Enter Assessment Plan Details Parent topic: Entering Assessments, Impressions, Differential Diagnoses, and Associated Details

NextGen® Ophthalmic Suite Help 2022.2

Document Follow Up Details

In the Orders panel, click Follow Up. follow-up/disposition The Follow-up/Disposition template is part of a group of templates that use the last assessment or diagnosis selected on any of the templates in the group as the working assessment. The system defaults to the current working assessment. If required, you can select another assessment, which becomes the new working assessment that carries forward to the other templates in the group. Do one of the following: If not already selected, select the diagnosis in the grid and then select the follow up check box along with other details and the suggested time for the follow-up visit. Click Add/Edit Assessment to enter a new diagnosis or modify an existing assessment for the current patient. With the correct description selected in the grid, in the Follow-up section, select follow up along with any other details and the suggested time for the follow-up visit. In the Disposition section, click the Disposition field to select an option from

Document Follow-up Details

Recommendations

Open the Follow-up or Disposition Template

Enter Assessment Plan Details

Document the Disposition for a Follow-Up

Document Follow-Up Details

Save the Documented Assessment Details

Document Follow Up Details

Open the Follow-up or Disposition Template

Enter Assessment Plan Details

Document the Disposition for a Follow-Up

Document Follow-Up Details

Save the Documented Assessment Details

Document Follow Up Details