NextGen Knowledge Center

Document Information in the Assessment/Plan Panel

The Assessment/Plan panel enables you to enter an assessment, generate the prenatal record, enter a follow-up appointment if not already done on the OB flowsheet, document which hospital the prenatal record must be sent to, and task to send the prenatal record to the hospital.

The Prenatal Record button generates the cumulative Obstetric document for the pregnancy to date. At the first visit, it is important to generate the Prenatal Record to review all of the information for completeness and accuracy. After reviewing the Prenatal Record, the provider may note data that was not entered or view information that must be entered in the Problem/Detail list for easy viewing at subsequent visits.

  1. Select the Prenatal Detail tab
  2. Select the Assessment/Plan tab.
    Assessment/Plan panel

  3. To add an assessment, select Add/Update.
  4. Select any diagnosis in the Billing Diagnosis History section, the Clinical Problems section or the My Favorites section.
    Add or Update Asssessment

    The diagnosis is added to the center section of the template. The Add Common Asssessment link or the Diagnosis Code Lookup link can be used to search for a diagnosis as well.
  5. Select the Add/Update button to add this assessment to the Today’s Assessments grid at the bottom of the template.
  6. Select Save & Close.

    The Consent button generates a consent note if the information has previously been entered on the Procedure Scheduling template. The Procedure Scheduling button opens the Procedure Scheduling template, which displays today's assessments. You can enter proposed procedures with details.