Patient Encounter Documentation

NextGen® Adaptive Content Engine Help Enterprise 8

Managing Basic User Interface Functionality

NextGen Healthcare recommends you to use some of the common features, such as Patient Information Card, panel controls, and links from the left navigation bar, that are available in a standard visit template set for best work outcomes. Patient Information Card You can view pertinent information about a patient through the Patient Information Card (PIC). Template Headers for Displaying Patient Information You can review template headers for patient and change the display. Viewing Risk Factors You can view details about patients' risk factors to help you to evaluate their health condition. Contagion Risk You can document to contagion exposure for patients and their travel to areas at high risk for such exposure. Panel Controls You can use panel for viewing existing details and documenting information. Quality Buttons and CQM Information Templates Using the Quality buttons, you can open information templates containing details about documenting the associated Clinical Quality Measure (CQM

NextGen® Adaptive Content Engine Help Enterprise 8

Getting Started

NextGen® Adaptive Content Engine templates enable you to document patient encounters on the visit types associated with the available specialties. You can also configure new links, navigation bar, reasons for visit, set up default templates, preferences, and so on. Patient Encounter Documentation You can use NextGen® Adaptive Content Engine templates to document patient encounters on the visit types associated with the specialties available. Managing Basic Configuration Before you begin, you can configure some optional settings such as template preferences, template links, and so on. Managing Basic User Interface Functionality Accessing and Setting up Templates from Navigation Bar You can access and configure various templates in the Navigation bar. General Office and Virtual Visit Workflow Related concepts Managing Basic Configuration Managing Basic User Interface Functionality Accessing and Setting up Templates from Navigation Bar

NextGen® Adaptive Content Engine Help Enterprise 8

Patient Information Card

You can view pertinent information about a patient through the Patient Information Card (PIC). To use the Patient Information Card (PIC), the practice must first configure it in File Maintenance. For more information on the configuration of the practice preferences for the PIC, go to NextGen Healthcare Success Community, and download the latest File Maintenance Preferences Guide forNextGen®Enterprise. The PIC provides details about the patient’s general details, PxP Portal enrollment status, alerts, tracking details, demographics, social history, telephone conversations, send tasks, encounter data and indication. You can also send and receive emails using Inbox. You can access certain modules to view patients' allergies, problems, diagnoses, medications, and so on from Top Toolbar above the PIC. For more information on access modules, top toolbar, sticky notes, and so on, go to NextGen Healthcare Success Community, and download the latest Layout and Preferences Guide forNextGen®Enterpr

NextGen® Adaptive Content Engine Help Enterprise 8

Documenting Patient Encounters for the Family Practice Visits

You can document patient encounters for a family practice visit. You can document the Family Practice office and virtual visits on the following templates: Intake Histories SOAP Finalize Checkout Using the Intake and Histories templates, a nurse or medical assistant can document the reasons for visit, medications, allergies, social histories, and so on. Provider uses the SOAP and Finalize templates to document assessment and physical exam details, generate evaluation and management codes, and so on. The front desk employees use the Checkout template to view order details and provide necessary documents to the patient. Before you document a standard visit, you can configure optional settings to quickly access templates and features. Some of the common configurations associated with templates are setting up task recipients, new navigational links, links in the navigation bar, and reasons for visit. Some of the common features available in a standard visit template set are the Patient Inf

NextGen® Adaptive Content Engine Help Enterprise 8

Gastroenterology Office and Virtual Visit Encounters Documentation

You can use NextGen® Adaptive Content Engine to document patient encounters in the gastroenterology specialty. Documentation for the gastroenterology office and virtual-visit workflows are available in the following templates. Intake Histories SOAP Finalize Checkout The general office and virtual-visit workflow includes the following: The intake staff workflow provides instructions for nurses or medical assistants on how to use the Intake and Histories templates to document the reasons for visit, medication, allergies, social history, and so on. The provider workflow provides instructions for providers on how to use the SOAP and Finalize templates to document assessment and physical exam details, generate evaluation, management codes, and so on. The checkout staff workflow provides instructions for front-desk employees on how to use the Checkout template to view order details and provide necessary documents to patients. Before documenting a standard visit, you can configure certain qui

NextGen® Adaptive Content Engine Help Enterprise 8

Access the Clinical Pharmacist Recommendations Template

You can access the Clinical Pharmacist Recommendation template from the left navigation bar or from the navigation link configured on the Intake, Histories, or any other template. Before you begin Ensure that the Clinical Pharmacist navigation link has been configured in the desired template using the Framework Content system template. For more information, go to NextGen Healthcare Success Community, and download the latest Framework Content System Template forNextGen®Adaptive Content Engine. You can use the Custom Navigation practice template to configure the Clinical Pharmacist link in the left navigation bar. For more information, go to NextGen Healthcare Success Community, and download the latest Custom Navigation Practice Template forNextGen®Adaptive Content Engine. On the SOAP template, ensure to select the Specialty as Family Practice, Internal Medicine, or Pediatrics specialty and the Clinical Pharmacist visit type. Open NextGen® Enterprise EHR. Select a patient and open an enc