Intake Template Links

NextGen® Adaptive Content Engine Help Enterprise 8

Overview of the Intake Template

You can use the Intake template to document the patient information. You can document the following details of the patient in the various panels of the Intake template: General details of the patient Reason for the patient's to visit Patient's history Vital signs Patient's allergies Medications details Review of systems Orders You can select the Record contains substance use disorder information check box to include the disclosure for Substance Abuse and Mental Health Services Administration (SAMHSA) 42 CFR Part 2 provisions in the generated documents and reports. The check box appears in the section based on the configuration of the SAMHSA CFR 42 section on the Practice Configuration template. Viewing Links on the Intake Template The links on the Intake template enable you to open the templates where you can document the patient details. Patient Tracking in Intake Workflow You can enable patient tracking to view the current status of a patient. Open the Adult Immunization Template You

NextGen® Adaptive Content Engine Help Enterprise 8

Intake Tab Links

The template includes the following links: Standing Orders: The Standing Orders link opens the Office Services template. The Office Services template enables you to update or place orders, document details of the diagnosis, and bill the orders. Adult Immunization: The Adult Immunization link opens the Immunization - Adult template, enables you to add vaccine, and allergy information for an adult patient. If the patient has any medication or allergy related application messages, enter the alert information in the Alert field. Peds Immunizations: The Peds Immunizations link opens the Immunization - Pediatric template where you add the vaccine, medication, and allergies details of a pediatric patient. My Plan: The My Plan link opens the My Plan template where you can select a diagnosis and place associated orders. Although the template is accessible from the Intake template, the intake staff generally does not use it. Procedures: The Procedures link opens the Procedures template to access

NextGen® Adaptive Content Engine Help Enterprise 8

Links on the Intake Template

You can open different templates to document the patient details through the links on the Intake template. The Intake template includes the following links: Standing Orders Opens the Office Services template to create or update orders, document details of diagnoses, and bill orders. Adult Immunizations Adds vaccine and allergy details of adult patients. Peds Immunizations Adds vaccine, medication, and allergy details of pediatric patients. My Plan Records the treatment plan of a patient on the My Plan template. Procedures Records the details of procedures performed during the patient encounter. Order Management Updates the applicable order details. Intake Links Note: The links are also available on the Intake and SOAP templates. The Standing Orders, Adult Immunizations, Peds Immunizations, and Procedures links are common to all specialties. For more information, go to NextGen Healthcare Success Community, and download the latest Getting Started User Guide forNextGen®Adaptive Content En

NextGen® Adaptive Content Engine Help Enterprise 8

Viewing Links on the Intake Template

The links on the Intake template enable you to open the templates where you can document the patient details. The Intake template associated with the various specialties has the following common links. The links that appear on the Intake template vary depending on the specialty that you have selected. You can also customize the links as per your requirements. Standing Orders. Enables you to open the Office Services template to create or update orders, document details of the diagnosis, and bill the orders. Adult Immunizations. Enables you to add the vaccine and allergy details of adult patients. Peds Immunizations. Enables you to add the vaccine, medication, and allergy details of pediatric patients. My Plan. Enables you to document the treatment plan of a patient on the My Plan template. Procedures. Enables you to document the details of the procedures performed during the patient encounter. Order Management. Enables you to update the applicable order details. Document Library. Enable

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

NextGen® Adaptive Content Engine Help Enterprise 8

Intake Template

The intake staff uses the Intake template to document a patient's chief complaint, vital signs, medications, allergies, standing orders, and various other findings that may not have already been recorded on the Home Page - ORT template. Documenting General Information of Patients You can document a patient's general information on the Intake template. Document Interpreter Details You can document the answers for the pre-configured questions. Document Configurable Questionnaires You can document the answers for the preconfigured questions on the Additional Visit Information template. Patient's Reason for Visit You can document a patient's reasons for visit. Patient's History Summary You can add, update, delete, and review a patient's history summary details from the History Summary panel. Patient's Review of Systems You can document the review findings for a patient after reviewing a list of systems. Patient Vital Signs You can document and manage a patient's vital signs. Medications Yo

Intake Template Links

Recommendations

Overview of the Intake Template

Intake Tab Links

Links on the Intake Template

Viewing Links on the Intake Template

Intake Staff Workflow

Intake Template

Overview of the Intake Template

Intake Tab Links

Links on the Intake Template

Viewing Links on the Intake Template

Intake Staff Workflow

Intake Template