Documenting Patient Encounters for the Family Practice Visits

NextGen® Adaptive Content Engine Help Enterprise 8

General Office and Virtual Visit Workflow

A general visit consists of office and virtual visits. Note: The instructions provided for office visit in the following sections are also applicable for virtual visits. The general office and virtual visit workflow includes the following: Intake staff workflow provides instructions for nurses or medical assistants on how to use the Intake and Histories templates to document the reasons for visit, medication, allergies, social history, and so on. Provider workflow provides instructions for providers on how to use the SOAP and Finalize templates to document assessment and physical exam details, generate evaluation, management codes, and so on. Checkout staff workflow provides instructions for front desk employees on how to use the Checkout template to view order details and provide necessary documents to patients. Intake Staff Workflow The intake staff can use the Intake template to document a patient's chief complaint, vital signs, medications, allergies, standing orders, and various o

NextGen® Adaptive Content Engine Help Enterprise 8

Overview of the Provider Workflow

You can review the patient's medical summary details on the Home Page template and then proceed to the SOAP and Finalize templates. The provider workflow includes the following: Reviewing and updating the data documented by the intake staff during the patient encounter and providing any additional information. Documenting the problems and various physical examination findings. Documenting the performed procedures. Documenting the treatment plan. Documenting Evaluation and Management (E&M) codes. For more information on the SOAP and Finalize templates, go to NextGen Healthcare Success Community, and download the latest Getting Started User Guide forNextGen®Adaptive Content Engine. Patient Tracking in the Provider Workflow You can update the patient tracking details using the Patient Tracking on the Patient Information Card (PIC). Review of Intake Details by Provider You can start the visit by reviewing the patient's details entered by the intake staff on the Home Page template, to deter

NextGen® Adaptive Content Engine Help Enterprise 8

Patient Encounter Documentation

You can use NextGen® Adaptive Content Engine templates to document patient encounters on the visit types associated with the specialties available. The standard office and virtual visit workflow are documented on the following templates: Intake Histories SOAP Finalize Checkout Note: The workflow may vary with some specialties such as ophthalmology, cardiology, and obstetrics. For more information on the template set used to document a specialty, go to NextGen Healthcare Success Community and download the associated user guide. Some common features available in a standard visit template set are the Patient Information Card, panel controls, and links from the navigation bar. Using the Intake and Histories templates, a nurse or medical assistant can document the reasons for visit, medication, allergies, social history, and so on. Providers use the SOAP and Finalize templates to document assessment and physical exam details, generate evaluation, management codes, and so on. During an encou

NextGen® Adaptive Content Engine Help Enterprise 8

Family Practice

You can use the templates for family practice to document information related to patient encounters specific to Dynamic HPI. Documenting Patient Encounters for the Family Practice Visits You can document patient encounters for a family practice visit. Basic Configuration in the System or Practice Templates You can configure basic settings using the System or Practice templates. General Office and Virtual Visit Workflow Intake Staff Workflow The intake staff workflow involves documenting the patient encounter in the Intake and Histories templates. Overview of the Provider Workflow You can review the patient's medical summary details on the Home Page template and then proceed to the SOAP and Finalize templates. Overview of the Finalize Template Workflow You can complete the encounter workflow using the Finalize template. Overview of the Checkout Staff Workflow You can review and generate documents of a patient's checkout process. Transitioning into Care Documentation You can use the Tran

NextGen® Adaptive Content Engine Help Enterprise 8

Gastroenterology Office and Virtual Visit Encounters Documentation

You can use NextGen® Adaptive Content Engine to document patient encounters in the gastroenterology specialty. Documentation for the gastroenterology office and virtual-visit workflows are available in the following templates. Intake Histories SOAP Finalize Checkout The general office and virtual-visit workflow includes the following: The intake staff workflow provides instructions for nurses or medical assistants on how to use the Intake and Histories templates to document the reasons for visit, medication, allergies, social history, and so on. The provider workflow provides instructions for providers on how to use the SOAP and Finalize templates to document assessment and physical exam details, generate evaluation, management codes, and so on. The checkout staff workflow provides instructions for front-desk employees on how to use the Checkout template to view order details and provide necessary documents to patients. Before documenting a standard visit, you can configure certain qui

NextGen® Adaptive Content Engine Help Enterprise 8

Document Encounters for Family Planning Visits

You can use the NextGen® Adaptive Content Engine templates to document encounters on the Family Planning visit type. You can use the following templates to document the Family Planning Office Visit workflow: Intake Histories SOAP Finalize Checkout Before you begin documenting the Family Planning Office Visit, you can pre-configure certain optional settings for quick access of some templates and features. The Basic Configuration and Setup Procedures section includes instructions to set template preferences, add the required navigational and sub-navigational links, configure task recipients, and customize the reasons for visit. The General Office Visit Workflow section explains some of the common features such as patient information bar, panel control, pre-visit planning template updates, and so on, available in the Family Planning Office Visit template set. The Intake Workflow section provides instructions for nurse or medical assistant on how to use the Intake and Histories templates t

Documenting Patient Encounters for the Family Practice Visits

Recommendations

General Office and Virtual Visit Workflow

Overview of the Provider Workflow

Patient Encounter Documentation

Family Practice

Gastroenterology Office and Virtual Visit Encounters Documentation

Document Encounters for Family Planning Visits

General Office and Virtual Visit Workflow

Overview of the Provider Workflow

Patient Encounter Documentation

Family Practice

Gastroenterology Office and Virtual Visit Encounters Documentation

Document Encounters for Family Planning Visits