Intake Staff Workflow

Panel	Description
General	You can document the patient's general information.
Medications	You can view the current medications and medication history of the patient. You can also enter additional prescriptions and reconcile the listed medications with the actual active medications.
Reason for Visit	You can document the reasons for the patient's visit.
Vital Signs	You can document and manage the patient's vital signs.
History Summary	You can document the patient's problem list and social, medical or surgical, diagnostic study, and family histories. Note: The History Summary section displays the patient history documented on the Histories template also.
Allergies	You can add the known allergies of the patient.
Orders	You can view, process, manage, add, edit, remove, and place a follow-up order for the patient.
Review of Systems	You can document the findings of the patient after reviewing their systems.

NextGen® Adaptive Content Engine Help Enterprise 8

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 other findings. The intake staff workflow involves documenting the patient encounter on 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. Open the Home Page Template You can obtain the patient summary on the Home Page template. Viewing Template Links on the Home Page Template On the Home Page template, you can view and open links to other templates based on the selected specialty. Overview of the Intake Template You can use the Intake template to document the patient information. Overview of the Histories Template You can add, update, delete, and review a patient's history summary details. View a Patient's Appointments You can view a patient's appointments. The Intake Staff's Review of the Allergies Summary On the Home Page - Allerg

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

OB Intake Staff Workflow

The intake staff workflow for an Initial Prenatal visit involves documenting the patient encounter on the Intake, Gestational Age, Histories, and Education templates. The information documented by the intake staff is reviewed by the provider. When you access the Intake template, select Obstetrics and OB Prenatal Initial from the Specialty and Visit Type fields to display the Initial Prenatal template set. OB Intake tab The Intake template includes various links to add more information about the patient. Review of Obstetrics Details by Intake Staff The intake staff can review the patient's details documented during the previous encounters. Intake Template Zika Pregnancy Screening Template You can use the Zika Pregnancy Screening template to check the patient or patient's partner for possible exposure to Zika. Patient's General Information You can use the General panel to enter a patient's general information. Access the Reason for Visit/HPI Template You can document the reason for visit

NextGen® Adaptive Content Engine Help Enterprise 8

Overview of the Provider Workflow

You can review the patient's medical summary details on the Home Page template and then proceed to the SOAP and Finalize templates. The provider workflow includes the following: Reviewing and updating the data documented by the intake staff during the patient encounter and providing any additional information. Documenting the problems and various physical examination findings. Documenting the performed procedures. Documenting the treatment plan. Documenting Evaluation and Management (E&M) codes. For more information on the SOAP and Finalize templates, go to NextGen Healthcare Success Community, and download the latest Getting Started User Guide forNextGen®Adaptive Content Engine. 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 deter

NextGen® Adaptive Content Engine Help Enterprise 8

Recording Patient Details in the Intake Workflow

The intake staff can use the Intake template to document a patient's chief complaint, vital signs, medications, allergies, standing orders, and various other findings. Intake - Gastro Panel Description General To document the patient's general information. Reason for Visit To document the reasons for the patient's visit. History Summary To document the patient's past medical history, social, medical or surgical, diagnostic study, and family histories. Note: The History Summary section displays the patient history documented on the Histories template . Vital Signs To document and update the patient's vital signs. Medications To view the patient's current medications and medication history. You can also enter additional prescriptions and reconcile the listed medications with the actual active medications. Allergies To add the patient's known allergies. Orders To view, process, manage, add, edit, remove, and place follow-up orders for the patient. Review of Systems The Review of Systems p

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. You can use the Intake template to document a patient's chief complaint, vital signs, medications, allergies, standing orders, and various other findings. Intake Template Links You can use the intake template links to document a patient encounter on the Intake and Histories templates. Viewing the Patient's Order History You can update applicable order details. Overview of the Intake Template You can use the Intake template to document the patient information. Overview of the Histories Template You can add, update, delete, and review a patient's history summary details. View a Patient's Appointments You can view a patient's appointments. Parent topic: Family Practice

Intake Staff Workflow

Recommendations

Intake Staff Workflow

Intake Staff Workflow

OB Intake Staff Workflow

Overview of the Provider Workflow

Recording Patient Details in the Intake Workflow

Intake Staff Workflow

Intake Staff Workflow

Intake Staff Workflow

Intake Staff Workflow

OB Intake Staff Workflow

Overview of the Provider Workflow

Recording Patient Details in the Intake Workflow

Intake Staff Workflow