Documenting General Information of Patients

You can document a patient's general information on the Intake template.

When someone provides the patient details, you can document the historian details in theHistorianfield. When someone interprets the patient’s communication, you can select theInterpreter Detailslink to document the details of the interpreter. You can selectConfigurable Questionnaireslink to document the screening details of the patient.

You can select theTransitioning into Carelink to document the summary of care record information for a patient. You can select theEnable HCC for this patientcheck box to hide or show the HCC links, badges, and grid columns on the templates at the patient level.

You can select theFamily planning encounterandDisabilitycheck boxes if an encounter is a family planning encounter and describes any disability. These check boxes appear based on the configuration of theTitle X Fieldssection on thePractice Configurationtemplate.

You can indicate whether the patient is a new or an established patient for the current encounter on the template header. If previous encounters exist for the patient, NextGen® Enterprise EHR automatically selects the Established patient option. The patient type determines the type of visit code calculated on the Finalize template.