NextGen Knowledge Center

Modify Procedure Details in the Reason for Visit Panel

The procedure details documented in the Procedure panel on the ASC - Physician Procedure template display in the grid of the Reason for Visit panel. You can review and make changes to the procedure details in the Reason for Visit panel.

  1. In the Reason for Visit panel, select the row in the grid that includes the procedure details to launch the dynamic HPI template.
    HPI template

    This dynamic HPI template displays the selected procedure in the Reason field and the documented procedure details in the field below the grid.

    The categories and procedure types that are configured for the selected reason appear in the right grid.

  2. To make changes to the documented procedure details, select Procedure and then select a category from the grid.
    The asterisk (*) appears to the left of the selected categories and procedure type.
    HPI template

  3. To change the procedure type, click Procedure Types in the grid and select the procedure type in the list.
    The concatenation in the field below the grid updates with the latest selections.
  4. To remove a selected category and/or procedure type from the concatenation in the field below the grid, re-select the category and/or procedure type in the grid.
    The asterisk (*) clears from the category and/or procedure type, and the related concatenation deletes from the field below the grid.
    • To make changes to the documented indications, click Indications.

      A list of indications appears in the grid with an asterisk (*) to the left of the selected indications.

      HPI template

  5. Select the applicable indication and then select the appropriate condition from the list in the next level of data.
    The concatenated text below the grid updates with the latest selections.
  6. To return to the previous level, click the link of the selected indication at the top of the grid.
    HPI template

    1. To add any additional information, click Add/Edit Comments to launch the HPI Dynamic Comments template.
    2. Click Section to select the section where the comments are to be placed in the concatenation.
    3. Enter any additional Comments and click Save & Close.
      The additional comments concatenate in the field.
  7. As the changes are made to the concatenated procedure details, the procedure details update in the grid on the History of Present Illness panel on the dynamic HPI template.
  8. To remove data from the concatenation, click Remove.
    The Remove HPI Findings template opens.
    Remove HPI Findings

    1. Select the row to be deleted from the Select the section to remove grid or the Select the finding to remove grid and click the Remove button below the corresponding grid.
    2. Click Close to return to the dynamic HPI template. The concatenation is updated on the dynamic HPI template.
  9. Click Close.
    The procedure details update in the Reason for Visit panel and Procedure panel on the Ambulatory Surgery framework templates.

    For more information on the workflow of the dynamic HPI templates for the Ambulatory Surgery specialty, go to NextGen Healthcare Success Community, and download the latest Dynamic HPI User Guide forNextGen®Adaptive Content Engine.