History Details on Finalize

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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

Evaluation and Management Guidelines on Finalize

You can view different coding guidelines on the Finalize template. The guidelines are available as the following panels in the template. 95 Physical Exam Details displays the calculated E&M points for each listed component. 95 Physical Exam Details on Finalize 97 Multi System Physical Exam Details displays detailed information on calculating points for multi system physical exam items to calculate a total E&M service code. 97 Multi System Physical Exam Details on Finalize 97 Single System Physical Exam Details displays detailed information on calculating points for single system physical exam items to calculate a total E&M service code. You can only use one of these guidelines at a time. You need to configure the guidelines in the E&M Coding section on the Practice Configuration template. Note: With the 97 Coding Guidelines, you can select the Multi system or Single system physical exam type in the General panel on the Finalize template. Based on the selection, either the 97 Multi Syst

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

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

Reporting CPT II Claims Based Measure on Finalize

You can activate the claims-based reporting on the Finalize template. Practices who use CPT II procedure codes for claims-based measure reporting can use the CPT II Claims Based Measure Reporting panel on the Finalize template to submit CPT II codes. To activate the CPT II Claims Based Measure Reporting panel, you must enable the Assign diagnosis code to CPT II on Finalize option in the Practice Configuration template. When a patient encounter documentation is saved, and it meets the CPT II code criteria configured on the Coded Results Mapping template, the CPT II code is automatically sent to the Finalize template. You can view the CPT II codes that are assigned during the patient encounter in the CPT II Claims Based Measure Reporting panel. You can then submit the CPT II codes to the Superbill directly on the Finalize template. The information icon above the Today’s CPT II Codes grid provides instructions on how to use the Finalize template to assign diagnosis codes to the CPT II cod

History Details on Finalize

Recommendations

E and M Level Summary

Evaluation and Management Guidelines on Finalize

Patient's General Information on Finalize

Patient's Assessments on Finalize

Overview of Evaluation and Management Coding

Reporting CPT II Claims Based Measure on Finalize