Document Provider Interactions

NextGen® Adaptive Content Engine Help Enterprise 8

Record Face-to-Face 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 Face-to-Face Interactions panel, and then click Add The Face to Face 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 Face-to-Face 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

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

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

Documentation Tab

You use the Documentation tab to document interactions with a patient that fall outside of a patient visit. For example, interactions with other providers, telephone calls and interactions with other care team members. The Documentation tab consist of these panels: Panels Description Provider Interactions Use this panel to record interactions with other providers. Telephone Interactions Enter patient’s interactions over the phone on this panel. Face-to-Face Interactions Enter patient’s face-to-face interactions on this panel. Care Coordination Interactions Enter patient’s care coordination-related interactions on this panel. Document Use this panel to add or update the visit diagnosis codes, document the type of visit, submit the encounter visit code, and generate the visit note. The Document panel also contains links to generate several care management documents. Document Provider Interactions Document Telephone Interactions Record Face-to-Face Interactions Record Care Coordination In

NextGen® Adaptive Content Engine Help Enterprise 8

Remove a Document Entry

Before you begin Ensure that you have selected the Specialty and Visit Type as Care Management. On the Plan/Intervention tab, expand the Document panel. Click the entry on the grid to be removed. Click Remove. The system removes the selected entry. Parent topic: Document Panel for the Plan/Intervention Tab

Document Provider Interactions

Before you begin

Recommendations

Record Face-to-Face Interactions

Record Care Coordination Interactions

Document Telephone Interactions

Use the Document Panel to Complete a Visit

Documentation Tab

Remove a Document Entry

Record Face-to-Face Interactions

Record Care Coordination Interactions

Document Telephone Interactions

Use the Document Panel to Complete a Visit

Documentation Tab

Remove a Document Entry