Pre Visit Planning

NextGen® Adaptive Content Engine Help Enterprise 8

Reviewing Assessment and Plan History

You can view the assessment and plan details of a patient in the Assessments / Plans panel, based on the filters selected on the Pre Visit Planning template. If more than one encounter exist for the patient, the Previous Visit and Next Visit buttons are available to open the assessment and plan details for each encounter on an individual page. The View Encounter field displays the encounter date and assigned specialty for the details that appear in the grid row. If documents are not attached to the encounter, the View Document button is disabled. If a document is attached, you can open the documents associated with the filtered encounter. For more information, go to NextGen Healthcare Success Community, and download the latest Getting Started User Guide for NextGen® Adaptive Content Engine. Parent topic: Pre Visit Planning

NextGen® Adaptive Content Engine Help Enterprise 8

Reviewing Patient's Education Documents

When you save an education document for a patient encounter, the document appears in the Patient Education grid in the Today’s Orders panel on the Pre Visit Planning template. During a pre-visit review, you can issue these documents to the patient by printing them or sending them to NextGen® PxP Portal. For more information, go to NextGen Healthcare Success Community, and download the latest Patient Education Resources Guide for NextGen Enterprise EHR. Parent topic: Pre Visit Planning

NextGen® Adaptive Content Engine Help Enterprise 8

Reviewing Lab Results

You can view a patient's lab results in the Lab Results panel on the Pre Visit Planning template. The details in the Lab Results panel are updated automatically when you add any information in the Order module. Parent topic: Pre Visit Planning

NextGen® Adaptive Content Engine Help Enterprise 8

Bookmarking Documents and Images

For quickly accessing the list of documents and NextGen® Document Management images attached to a patient's encounters during the patient visit, you can bookmark them in the Documents / Images panel on the Pre Visit Planning template. To bookmark an image, you must select a specialty on the Pre Visit Planning template header. Documents / Images panel Parent topic: Pre Visit Planning

NextGen® Adaptive Content Engine Help Enterprise 8

Pre Visit Planning

You can use the Pre Visit Planning template to review a patient's chart and take appropriate steps to be prepared for an upcoming patient visit. Pre Visit Planning The Pre Visit Planning template enables clinical staff to handle administrative tasks before a patient's appointment. Managing Patient Care Guidelines You can manage the patient care guidelines and track the administrative tasks on the Work List panel. Reviewing Assessment and Plan History You can review the assessment and plan details of a patient during a visit. Bookmarking Documents and Images You can bookmark a patient's documents and images for quick reference. Viewing Communication Details On the Pre Visit Planning template, you can view a patient's communication details like phone calls, appointments, and outstanding tasks. Reviewing Lab Results You can review a patient's lab records and comments in the Lab Results panel. Reviewing and Modifying Patient's Problems You can review and modify a patient's clinical problem

NextGen® Adaptive Content Engine Help Enterprise 8

Open the Pre Visit Planning Template

To open the Templates module on a patient encounter, do one of the following: On the Categories or Encounter History tab, select Open Template. On Top Toolbar, select Templates . On the main menu, select File > New > Template. The Select Template window opens. For Medical Records, select All. Scroll down and do one of the following: Double-click Pre Visit Planning. Select Pre Visit Planning and click OK. The Pre Visit Planning template opens. Filtering Pre Visit Planning Information You can filter the details on the Pre Visit Planning template, to quickly get the desired information. However, not all filters can be applied on all the panels. Parent topic: Pre Visit Planning

Pre Visit Planning

Recommendations

Reviewing Assessment and Plan History

Reviewing Patient's Education Documents

Reviewing Lab Results

Bookmarking Documents and Images

Pre Visit Planning

Open the Pre Visit Planning Template

Reviewing Assessment and Plan History

Reviewing Patient's Education Documents

Reviewing Lab Results

Bookmarking Documents and Images

Pre Visit Planning

Open the Pre Visit Planning Template