Enable the Copy All Diagnosis, Assessment, and Plan Functionality

NextGen® Adaptive Content Engine Help Enterprise 8

Configure Copy Historical Free Form HPI Settings

You must enable the Copy Forward button on the Free Form HPI template to copy historical free form HPI narratives. Open NextGen® Enterprise EHR. From the File menu, click System \ Practice templates. On the System tab, double-click Configuration Home. On the left pane, click the Practice Configuration template. In the Cardiology section, select Enable Copy Forward FreeForm - HPI. Enable Copy Forward FreeForm - HPI Click Save. The Copy Forward button appears on the Free Form HPI template. Parent topic: Configuring Setup for the Cardiology Specialty

NextGen® Adaptive Content Engine Help Enterprise 8

Configuring Diagnosis Assessments and Status

You can configure diagnosis statuses and assessments on the Card Setup DAP Assessments window. The Diagnosis Status section lists assessments that can be used with any diagnosis. The Diagnosis Assessment section lists assessments that can only be used with a specific diagnosis, as indicated by the Diagnosis Group. Manage Diagnosis Statuses You can manage diagnosis statuses on the Card Setup DAP Assessments window. Add Diagnosis Assessments You can add diagnosis assessments on the Card Setup DAP Assessments window. Modify Diagnosis Assessments You can modify diagnosis assessment using the Card Setup DAP Assessments template in the System / Practice template. Parent topic: Configuring Setup for the Cardiology Specialty

NextGen® Adaptive Content Engine Help Enterprise 8

Copy Diagnoses, Assessments, and Plans by Encounter

You can copy historical diagnoses, assessments, and narrative plans by the encounter. Before you begin You must enable the Show Copy All Diagnosis, Assessment/Plan check box in the Assessment section on the Practice Configuration practice template to copy the DAP details for the selected encounter. You can copy the diagnosis, assessment, and plan details for the selected encounter on the Copy Historical DAP template. Open NextGen® Enterprise EHR. Open the Soap - Cardiology template. Click the Assessment/Plan panel. Click Copy Forward. The Copy Historical DAP template opens with the All DAP viewing option selected. Note: Plans with associated orders do not appear in the grid. Select the Encounter DAP option. Copy Historical DAP Previous three years encounter details appear in the grid. To display the historical diagnosis, assessment, and plan information, select an encounter. To copy the encounter DAP to today’s encounter, click Copy All Dx/AP. CAUTION: It is possible to copy an expired

NextGen® Adaptive Content Engine Help Enterprise 8

Copy Historical Diagnoses, Assessments, and Plans

You can copy historical diagnosis, assessment, and plan using the Copy Historical DAP template. Open NextGen® Enterprise EHR. Open the Soap - Cardiology template. Click the Assessment/Plan panel. Click Copy Forward. The Copy Historical DAP template opens with the All DAP and the Diagnosis/Assessment/Plan options selected. Copy Historical DAP - All DAP Note: To prevent duplicate entries, diagnosis codes from the current encounter do not appear in the DAP History grid. Plans with orders do not appear in the grid and cannot be copied to the current encounter. Select the D (diagnosis) row associated with the DAP. The Copy Dx/AP button is enabled. Click Copy Dx/AP. CAUTION: It is possible to copy an expired ICD code from a previous encounter to the current encounter. Clients must review copied ICD codes and change the code to a valid ICD code, when applicable. The diagnosis, assessment, and plan are copied to the current encounter. To copy additional DAP information to the current encounter

NextGen® Adaptive Content Engine Help Enterprise 8

Copying Historical Diagnoses, Assessments, and Plans Details

You can copy historical diagnoses, assessments, and free text plans to the current encounter. You can copy previous three years diagnoses, assessments, and free text plans for the current encounter using the Copy Historical DAP template. Note: Plans with associated orders do not appear on the Copy Historical DAP template and cannot be copied to the current encounter. CAUTION: It is possible to copy an expired ICD code from a previous encounter to the current encounter. Clients must review the copied ICD codes and change the code to a valid ICD code, when applicable. You have two viewing options for the patient’s historical diagnosis, assessment, and plan (DAP) information on the Copy Historical DAP template. Encounter DAP Groups the historical DAP information by the encounter. All DAP Displays the default view of all historical diagnosis, assessment, and free text plan details. You have the following options to copy the diagnosis: Diagnosis Only Enables you to only copy the diagnosis.

NextGen® Adaptive Content Engine Help Enterprise 8

Copy Historical Diagnoses

You can copy only the historical diagnoses to the current encounter on the Copy Historical DAP template. The Diagnosis Only option enables you to view and copy previous three years diagnosis details from encounters to the current encounter. Open NextGen® Enterprise EHR. On a patient encounter, open the Soap - Cardiology template. Click the Assessment/Plan panel. Click Copy Forward. The Copy Historical DAP template opens with the All DAP viewing option selected. Select the Diagnosis Only option. Copy Historical DAP - Diagnosis Only Note: To prevent duplicate entries, diagnosis codes for the current encounter do not appear in the DAP History grid. The Copy Historical DAP template displays the patient's historical diagnosis. Select a diagnosis. The Copy Dx/AP button is enabled. Click Copy Dx/AP. CAUTION: It is possible to copy an expired ICD code from a previous encounter to the current encounter. You must review the copied ICD codes and change the code to a valid ICD code, when applicabl

Enable the Copy All Diagnosis, Assessment, and Plan Functionality

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