Generate Care Management Documents

NextGen® Adaptive Content Engine Help Enterprise 8

Add a Document Entry

Before you begin Ensure that you have selected the Specialty and Visit Type as Care Management. On the Plan/Intervention tab, expand the Document panel. Document Click the Diagnosis field and use the resulting search screen to select the appropriate diagnosis. Click the appropriate Type of visit check box. If you provided a nursing care plan to the patient or family, select the Nursing care plan given to patient/family/care giver check box. Click Add. The system generates an entry on the data grid. Parent topic: Document Panel for the Plan/Intervention Tab

NextGen® Adaptive Content Engine Help Enterprise 8

Document Transitioning into Care from Any Specialty

You can document transitioning into care from any specialty impacted by transition into Care Management. Open NextGen® Enterprise EHR. Select a patient and open an encounter. Open the Intake template. Select a Specialty that is impacted by Transitioning into Care Management and select Visit Type as Transition into Care. In the General Information panel, click the Transitioning Into Care link. The Transitioning Into Care template opens. Transitioning Into Care On the Transition into Care Management panel, click the Discharged field, and select the discharged date from the calendar. Click the Initial Communication field, and select the appropriate option from the list of communication types. Click the on field, and select the date of the initial communication from the calendar. Note: Notice that a appears to the right side of the initial communication on field, which reminds you to apply the CPT codes for Transitioning Into Care. The initial communication must take place within two busin

NextGen® Adaptive Content Engine Help Enterprise 8

Summary of Care Requests and Receipts

You can open the Transitioning Into Care template which records electronic Summary of Care requests and receipts as reportable fields on the template. The Transitioning Into Care template indicates whether a summary of care records for a specific patient are requested electronically and if any summary of care records are received. You can also document the completion of a Summary of Care request without a document returned. The Transitioning into Care link is available in the General panel of the templates. The information icon next to the Transitioning Into Care template provides basic template instructions. You can use the Clinical Reconciliation link to open the Clinical Reconciliation module. You can access the actual Summary of Care documents through a patient’s chart. These documents are available on the Categories tab. Open the Transitioning Into Care Template You can view and manage the summary of care details for a patient by using the Transitioning Into Care template. Transit

NextGen® Adaptive Content Engine Help Enterprise 8

Documentation Tab

You use the Documentation tab to document interactions with a patient that fall outside of a patient visit. For example, interactions with other providers, telephone calls and interactions with other care team members. The Documentation tab consist of these panels: Panels Description Provider Interactions Use this panel to record interactions with other providers. Telephone Interactions Enter patient’s interactions over the phone on this panel. Face-to-Face Interactions Enter patient’s face-to-face interactions on this panel. Care Coordination Interactions Enter patient’s care coordination-related interactions on this panel. Document Use this panel to add or update the visit diagnosis codes, document the type of visit, submit the encounter visit code, and generate the visit note. The Document panel also contains links to generate several care management documents. Document Provider Interactions Document Telephone Interactions Record Face-to-Face Interactions Record Care Coordination In

NextGen® Adaptive Content Engine Help Enterprise 8

Use the Document Panel to Complete a Visit

Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. On the Documentation template, expand the Document panel. Document Add or update the diagnosis code as needed. Choose the appropriate type of visit for the encounter. Click the Add button. Generate the visit note by clicking the correct document link. Parent topic: Documentation Tab

NextGen® Adaptive Content Engine Help Enterprise 8

Transitioning into Care Workflow

You can choose a workflow for documenting a transition of care management visit based on your starting point in the application. There are two workflows for documenting a transition of care management visit from which you can choose depending on your starting point in NextGen® Enterprise EHR. Transitioning into care from any of the impacted specialties (Family Practice/Internal Medicine, Pediatrics, and Obstetrics). Transitioning into care from the Care Management specialty. Document Transitioning into Care from Any Specialty You can document transitioning into care from any specialty impacted by transition into Care Management. Document Transitioning into Care from the Care Management Specialty You can document transitioning into care from the Care Management specialty. Calculate and Submit the CPT Codes for Transition of Care Visits You can calculate and submit the CPT codes for the transition of care visits. Enter the CPT Codes for Transition of Care Visits Parent topic: Transitioni

Generate Care Management Documents

Before you begin

Recommendations

Add a Document Entry

Document Transitioning into Care from Any Specialty

Summary of Care Requests and Receipts

Documentation Tab

Use the Document Panel to Complete a Visit

Transitioning into Care Workflow

Add a Document Entry

Document Transitioning into Care from Any Specialty

Summary of Care Requests and Receipts

Documentation Tab

Use the Document Panel to Complete a Visit

Transitioning into Care Workflow