Document Patient Consent
Before you begin
Ensure that you have selected the
Specialty
as
Care Management
and
Visit Type
as
Case & Consent
.
On the
Case & Consent
template, expand the
Consent
panel.
Click the appropriate consent from the fields available.
Click the appropriate dates corresponding to the consent.
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NextGen® Adaptive Content Engine Help Enterprise 8
Add a Case History Entry
Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. The Case History panel enables you to track the history of a case by adding entries for case-related events. On the Case & Consent template, expand the Consent panel. Navigate to the Case History panel. Case History From the Case History panel, click Add/Update. The The CM New Case template opens. CM New Case Click the appropriate option for status under Indicate Status. Enter the Open date under Case Information. The current NextGen Healthcare user’s name populates to the open by text box. Optionally select a reason in the Reason field. Optionally select a Case Manager. Enter a Close date, if applicable. Click Update to add the new entry to the data grid. To task the entry, click on the entry in the grid and click Task. Follow the normal tasking steps to send the task to a recipient. Click Save & Close. The template closes and the new entry appears on the Case History data
NextGen® Adaptive Content Engine Help Enterprise 8
Case & Consent Tab
The Case and Consent template consists of the following panels: Panel Description Consent This panel is where all patient consent is documented. Case History The Case History panel allows you to track the history of a case by adding entries for case-related events. Document Patient Consent Add a Case History Entry Parent topic: Care Management
NextGen® Adaptive Content Engine Help Enterprise 8
Use the Document Panel to Complete a Visit
Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. On the Documentation template, expand the Document panel. Document Add or update the diagnosis code as needed. Choose the appropriate type of visit for the encounter. Click the Add button. Generate the visit note by clicking the correct document link. Parent topic: Documentation Tab
NextGen® Adaptive Content Engine Help Enterprise 8
Use a Screening Tool
Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. On the Tools template, expand the Screening panel. Screening Select the required Screening Tool from the left navigation panel. The corresponding questionnaire appears. Complete the questionnaire and click Save & Close. Completed screenings appear in the grid. Parent topic: Tools Tab
NextGen® Adaptive Content Engine Help Enterprise 8
Document Telephone Interactions
Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. On the Documentation template, expand theTelephone Interactions panel, and then click Add The Telephone Interactions template opens. Fill out all the fields that apply for this interaction. Click Save. Click Clear For Add to enter multiple actions or click Close . Note: Use the Edit and Remove buttons to manage Telephone Interactions. Parent topic: Documentation Tab
NextGen® Adaptive Content Engine Help Enterprise 8
Record Care Coordination Interactions
Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. On the Documentation template, expand the Care Coordination Interactions panel, and then click Add The Care Coordination Interactions template opens. Fill out all the fields that apply for this interaction. Click Save. Click Clear For Add to enter multiple actions or click Close. Note: Use the Edit and Remove buttons to manage Care Coordination. Parent topic: Documentation Tab
