Enable Document to be Sent to the Patient

NextGen® Adaptive Content Engine Help Enterprise 8

Patient Demographic Template

You can configure Patient Demographics template related details in the Patient Demographic Template section. Patient Demographic Template section The Patient Demographic Template section enables you to configure the following: Patient Checked In options - If you select email, tasking, or pt. tracking option, Patient Checked In on the Patient Demographics template opens the corresponding template. For example, if you select pt. tracking option, the system opens the Patient Tracking template from Patient Checked In. The do not use, hide btn option hides Patient Checked In on the Patient Demographics template. Patient Demographics template Set fields to Read-Only - If you select the Make fields on patient template read-only check box, the patient and person fields such as name and contact information appear unavailable to edit on the run-time templates. However, values in the patient and person fields can be edited in the Patient Information panel on the Patient Demographics template of t

NextGen® Adaptive Content Engine Help Enterprise 8

Document Display Settings

The Document Configuration template enables you to generate a document in run time based on preferred settings. You can configure the document elements at the provider and practice levels, but not the document format. The practice template provides the ability to: Set up general, practice-level options and how information displays on documents for: Orthopedic encounters Vital signs Behavioral Health encounters Set up provider-level content for these document types: Chart Note Consult Note Referral Letter When Chart Note is selected as the default document to print from a patient encounter, the master document is set to generate offline. The practice decides the type of documents to be routed to the Provider Approval Queue (PAQ) for sign off. Load default preferences for all document types or a selected type Copy document type preferences from one provider to another or to all providers in a practice Set the master document to generate online after the Chart Note Access the Document Con

NextGen® Adaptive Content Engine Help Enterprise 8

Patient's General Information

The General panel, on the Intake template displays if the encounter is for a new or established patient. The Established patient option is selected by default if the patient has previous encounters. You can document the person providing the patient information in the Historian field. When someone else interprets the patient’s communication, you can use the Interpreter Details link to document the details for Interpreter Details category. You can use the Configurable Questionnaires link to document the details for categories available in the Selected Category picklist. The Transitioning into Care link opens the Transitioning Into Care template that captures electronic Summary of Care requests and/or receipts that are completed electronically and document the information as reportable fields on the template. You can select the Family planning encounter and the Disability check boxes, if applicable. Document the Interpreter Details You can document the answers for the preconfigured questi

NextGen® Adaptive Content Engine Help Enterprise 8

Documenting Patients' General Information

You can document a patient's general information on the Intake template. General panel on Intake You can specify whether the patient is new or established for the current encounter in the General panel on the Intake template. If encounters exist for the patient, the Established patient option is automatically selected. When someone provides details on-behalf of patient, you can document the historian details in the Historian field. When someone interprets communication on-behalf of patient, you can select the Interpreter Details link to document the details of the interpreter. You can select the Configurable Questionnaires link to document the screening details of the patient. You can select the Transitioning into Care link to document the summary of care record details for a patient. You can select the Family planning encounter and Disability check boxes if an encounter is a family planning encounter and describes any disability, respectively. The Family planning encounter and Disabil

NextGen® Ophthalmic Suite Help 2022.2

Select Letter Recipients

You can select one or more providers to receive the referral letter on the Patient Providers - OPH template. You can access the Patient Providers – OPH template in the following locations: From the Document Library - OPH template, click the Letter recipients and CC link. From the Referral Letter Generator - Oph template, click the Referring Providers link. The Patient Providers - OPH template opens. Select one of the Address letter to options to indicate the primary recipient of the letter. For example, select Address letter to P.C.P. to send the letter to the primary care provider. Note: The options are used to indicate the primary recipient of the letter. Select one or more check boxes to indicate the carbon copy recipients of the letter. For example, select CC Provider 1 to add the provider in the carbon copy section of the letter. patient providers - oph Click Save & Close. Parent topic: Ophthalmology Document Library

NextGen® Orthopedic Suite Help 80.2.14.0

Add a Provider to the CC list

You can add or update the PCP, Referring or shared provider in the CC list. Click the field for PCP, Referring or CC Provider #. Providers this Encounter- to include the PCP and/or Referring provider in the CC list or update their details. Providers to Copy on Today’s Chart Note- to include shared providers in the CC list and add or update their details. Patient Providers template The Patient Providers template opens. Select the check box for a provider who needs to receive copies to select provider names. Enter the details for the provider in the fields. Repeat steps 2 and 3 for any other providers you want to add to the CC list. Click Save & Close. Parent topic: Carbon Copies

Enable Document to be Sent to the Patient

Recommendations

Patient Demographic Template

Document Display Settings

Patient's General Information

Documenting Patients' General Information

Select Letter Recipients

Add a Provider to the CC list

Patient Demographic Template

Document Display Settings

Patient's General Information

Documenting Patients' General Information

Select Letter Recipients

Add a Provider to the CC list