Patient Tracking in Intake Workflow

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

Patient Tracking in the Provider Workflow

You can update the patient tracking details using the Patient Tracking on the Patient Information Card (PIC). You can select the Patient Tracking button on the Patient Information Card (PIC) and update the tracking details on the Todays Patient Tracking template. Patient Tracking is available only when the patient has an active encounter dated Today. For all other encounters, the Patient Tracking button appears as New Encounter. You can hover over the Patient Tracking button to view a quick summary of the patient tracking records for the visit on the PIC. Before starting the patient assessment on the SOAP template, you can indicate that the patient is with the provider by changing the status to with provider in the Todays Patient Tracking template. When the patient assessment is completed, you can change the status to ready for check-out. Parent topic: Overview of the Provider Workflow Parent topic: Provider Workflow Parent topic: The Provider Workflow Parent topic: The Provider Workfl

NextGen® Adaptive Content Engine Help Enterprise 8

Update Patient Tracking

You can document the patient's location and status during the course of the encounter using Patient Tracking. Open NextGen® Enterprise EHR. On the Patient Information Card (PIC), select Patient Tracking. The Todays Patient Tracking template opens. Select a room. Select the patient's status. Waiting for provider or checkout Select Save & Close. Parent topic: Overview of the Checkout Staff Workflow Parent topic: Intake Staff Workflow Parent topic: View the Patient Status and Location

NextGen® Adaptive Content Engine Help Enterprise 8

View the Patient Status and Location

You can view the status and location of a patient. Open NextGen® Enterprise EHR. On the Patient Information Card, select the Patient Tracking button. Note: Patient Tracking is available only when the patient has an active encounter dated Today. For all other encounters, the Patient Tracking button appears as New Encounter. The Todays Patient Tracking template opens. Patient Appointments template Select EHR Appointments. The Patient Appointments template opens. Note: The When, Provider, and Location fields contain the current date and time, provider name, and practice location. In the View section, select By Provider to enable the Add and Search buttons. Enter the details for Room, Reason, and Status. Note: Patient tracking is optional. The intake staff can proceed with the workflow without documenting the appointment details. Any change in the patient’s status is visible in the inbox. It is generally not necessary to send a task regarding a change in status. Update Patient Tracking You

NextGen® Adaptive Content Engine Help Enterprise 8

View Status and Location of a Patient

Patient Tracking is optional. The intake staff can proceed with the workflow without documenting the appointment details. If the patient’s status changes, this will be visible on the Inbox. It is generally not necessary to send a task regarding a change in status. Open NextGen® Enterprise EHR. Click the Patient Tracking button on the Patient Information Card. Note: Patient Tracking is available only when the patient has an active encounter dated Today. For all other encounters, the Patient Tracking button appears as New Encounter. The Todays Patient Tracking template opens. Click EHR Appointments. The Patient Appointments template opens. Patient Appointments The When, Provider, and Location fields contain the current date and time, provider name, and practice location. In the View section, click the By Provider option to access Add and Search in System Administrator. Parent topic: Overview of the Checkout Staff Workflow

NextGen® Adaptive Content Engine Help Enterprise 8

View a Patient's Appointments

You can view a patient's appointments. Open NextGen® Enterprise EHR. On the Patient Information Card, select the Patient Tracking button. Note: Patient Tracking is available only when the patient has an active encounter dated Today. For all other encounters, the Patient Tracking button appears as New Encounter. The Todays Patient Tracking template opens. Select EHR Appointments. The Patient Appointments template opens. Patient Appointments The When, Provider, and Location fields contain the current date and time, provider name, and practice location. In the View section, select the By Provider option to enable the Add and Search buttons if the permission is granted in the System Administrator application. The Appointments section displays both past and future appointments. The future appointments section displays appointments with the status Booked and the past appointments section displays appointments with status Kept and No Show. For appointments created in NextGen® Enterprise PM, t

Patient Tracking in Intake Workflow

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Viewing Links on the Intake Template

Patient Tracking in the Provider Workflow

Update Patient Tracking

View the Patient Status and Location

View Status and Location of a Patient

View a Patient's Appointments

Viewing Links on the Intake Template

Patient Tracking in the Provider Workflow

Update Patient Tracking

View the Patient Status and Location

View Status and Location of a Patient

View a Patient's Appointments