General Office and Virtual Visit Workflow

NextGen® Adaptive Content Engine Help Enterprise 8

The Provider Workflow

You can review the patient's medical summary details on the Home Page template and then open the SOAP and Finalize templates. The provider workflow involves the following: Reviewing data documented in the encounter to obtain an overview of the patient's condition, and updating and providing additional information as needed. Documenting problems and various physical examination findings. Documenting the procedures that are performed on a patient. Creating a treatment plan for a patient. Documenting Evaluation and Management (E & M) codes. 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 determine if any updates should be made. Review of SOAP Details by Provider You can review and modify the patient’s reasons for visit, review of syste

NextGen® Adaptive Content Engine Help Enterprise 8

Intake Staff Workflow

The intake staff workflow involves documenting the patient encounter in the Intake and Histories templates. The information documented by the intake staff is used by the provider for reference and to proceed with the encounter. Intake Template Overview of the Histories Template You can add, update, delete, and review a patient's history summary details. Document the OBGYN Synopsis Template The OBGYN Synopsis template provides the Obstetrics and Gynecology details of female patients. Open the Zika Pregnancy Screening Template You can open the Zika Pregnancy Screening template from the Contagion Risk link. Home Page Template Generate Intake Note You can generate the intake note for a patient using Generate Intake Note on the Intake template. View a Patient's Appointments You can view a patient's appointments. Summary Template Parent topic: Family Planning Parent topic: Gynecology

NextGen® Adaptive Content Engine Help Enterprise 8

Overview of the Checkout Staff Workflow

You can review and generate documents of a patient's checkout process. After completing the intake staff and provider workflow, the front office staff initiates and completes the patient checkout process on the Checkout template to do the following: Review and/or process all orders. Generate lab and/or radiology requisitions, if needed. Generate referral documents, if needed. Schedule future appointments as ordered. Generate the Patient Plan and Checkout documents, if needed. Viewing Template Links on the Checkout Template You can customize the links to meet your needs on the Checkout template. Open the Follow-up or Disposition Template You can document the follow-up details for a patient using the Follow-up/Disposition template. Managing Today's Orders You can process lab or radiology orders documented by the provider on the My Plan template. Issuing Patient Education Documents The Patient Education panel contains the education documents of a patient that are added to the patient's ch

NextGen® Adaptive Content Engine Help Enterprise 8

Gynecology

You can use the templates for Gynecology to document information related to patient encounters specific to Gynecology. Patient Encounters for the Gynecology Visits You can use the NextGen® Adaptive Content Engine Gynecology specialty templates to document the encounter details for different visit types. General Office and Virtual Visit Workflow A general visit consists of office and virtual visits. Intake Staff Workflow The Provider Workflow You can review the patient's medical summary details on the Home Page template and then open the SOAP and Finalize templates. Overview of the Checkout Staff Workflow You can review and generate documents of a patient's checkout process. Selecting Colposcopy Visits You can find the best practices for documentation of a Colposcopy visit. Related concepts Patient Encounters for the Gynecology Visits General Office and Virtual Visit Workflow The Provider Workflow Selecting Colposcopy Visits Related tasks Order Depo-Provera Medication

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

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

General Office and Virtual Visit Workflow

Recommendations

The Provider Workflow

Intake Staff Workflow

Overview of the Checkout Staff Workflow

Gynecology

General Office and Virtual Visit Workflow

Gastroenterology Office and Virtual Visit Encounters Documentation

The Provider Workflow

Intake Staff Workflow

Overview of the Checkout Staff Workflow

Gynecology

General Office and Virtual Visit Workflow

Gastroenterology Office and Virtual Visit Encounters Documentation