Evaluation and Management Guidelines on Finalize

NextGen® Adaptive Content Engine Help Enterprise 8

E and M Level Summary

You can view the summary of a patient's history, exam levels, and coding points for the Evaluation and Management (E&M) code calculation under the 95 or 97 Coding Guidelines in the E&M Level Summary panel. You can review the history and physical exam information on E&M Level Summary to see which elements factor into the calculation of the Evaluation and Management (E&M) code under the 95 or 97 Coding guidelines. On E&M Level Summary, you can view the following: Calculated patient history level Calculated physical exam levels Total number of points assigned to elements for history details 95 physical exam details, or 97 physical exam details for multiple systems or a single system If the 2021 Coding Guidelines are in effect, you can refer to E&M Level Summary to determine if you have documented a medically appropriate history and physical exam elements; however, the history and physical exam elements are not included in the calculation of the E&M code. The physical exam details informat

NextGen® Adaptive Content Engine Help Enterprise 8

Patient's General Information on Finalize

You can view the general details related to finalizing the workflow of the patient in the General panel. In the General panel, you can do the following: View the patient type. If other encounters exist for the patient, the Established patient option is selected, and if no other encounters exist, then the New patient option is automatically selected. You can also change the selected patient type. The calculated E&M codes are based on the patient type. View the type of guidelines (1995, 1997, or 2021) selected for Evaluation and Management (E&M) coding. Access information on E&M guidelines for 1995 or 1997 from the Centers for Medicare and Medicaid Services (CMS) website, and for 2021 from the American Medical Association (AMA) website using the Web button. Select the physical exam type for multiple systems or a single system, if you enabled the 97 Coding Guidelines on the Practice Configuration template. In the General panel, if you select Single system, you need to select an exam type.

NextGen® Adaptive Content Engine Help Enterprise 8

History Details on Finalize

You can view the coding points assigned to each element of the patient's history component under the 95 or 97 Coding Guidelines in the History Details panel. The coding points are factored into the calculation of the Evaluation and Management (E&M) code under the 95 or 97 Coding Guidelines. If the 2021 Coding Guidelines are in effect, you can refer to this panel to review the history you documented; however, the history elements do not factor into the calculated E&M code. You can view the following information about history details. History of presenting illness Chronic conditions Past medical, family, and social history Review of systems Points Assigned to History Details You can view the points assigned to the history of presenting illness; chronic conditions; past medical, family, and social history; and review of systems in the History Details panel. Parent topic: Overview of the Finalize Template Workflow Parent topic: The Finalize Template Workflow Parent topic: Finalize Template

NextGen® Adaptive Content Engine Help Enterprise 8

Patient's Assessments on Finalize

You can view, add, or edit patient assessments in the Today's Assessment panel. On Today's Assessment, you can do the following: View a list of assessments added for the patient. Add or edit an assessment. Note: You must select an assessment to calculate and submit the E&M code. Parent topic: Overview of the Finalize Template Workflow Parent topic: The Finalize Template Workflow Parent topic: Finalize Template

NextGen® Adaptive Content Engine Help Enterprise 8

Overview of Evaluation and Management Coding

You can calculate and submit the E&M code. You can submit and calculate the Evaluation and Management (E&M) code from the Finalize template using the 95, 97, 2021 Guideline, or 2023 Coding Guidelines update based on the Practice Configuration template settings. The available E&M codes vary by specialty and visit type. If you do not want to charge a patient encounter, you can select the No Charge Visit check box in the Evaluation and Management Coding panel to submit a no-charge code. The No Charge Visit procedure group check box is configured by default. The No Charge Visit check box is enabled only if the no charge SIM code is configured to the No Charge Visit procedure group using the Manage Procedure Group and Codes template. For more information, go to NextGen Healthcare Success Community, and download the latest Manage Procedure Groups and Codes Practice Template forNextGen®Adaptive Content Engine. The 95 and 97 Coding Guidelines use the following E&M code calculation criteria: Hi

NextGen® Adaptive Content Engine Help Enterprise 8

Finalize Template

The Finalize template allows the provider to calculate all of the elements that were documented in the Intake, Histories, and SOAP tabs, select the Evaluation and Management (E&M) code level for the visit, and submit the E&M coding to the Superbill module. Patient's General Information on Finalize You can view the general details related to finalizing the workflow of the patient in the General panel. Patient's Assessments on Finalize You can view, add, or edit patient assessments in the Today's Assessment panel. Provider Sign Off E and M Level Summary You can view the summary of a patient's history, exam levels, and coding points for the Evaluation and Management (E&M) code calculation under the 95 or 97 Coding Guidelines in the E&M Level Summary panel. History Details on Finalize You can view the coding points assigned to each element of the patient's history component under the 95 or 97 Coding Guidelines in the History Details panel. Evaluation and Management Guidelines on Finalize Y

Evaluation and Management Guidelines on Finalize

Recommendations

E and M Level Summary

Patient's General Information on Finalize

History Details on Finalize

Patient's Assessments on Finalize

Overview of Evaluation and Management Coding

Finalize Template

E and M Level Summary

Patient's General Information on Finalize

History Details on Finalize

Patient's Assessments on Finalize

Overview of Evaluation and Management Coding

Finalize Template