Pre Visit Planning Work List Setup

NextGen® Adaptive Content Engine Help Enterprise 8

Data Sets Setup Practice Template

You can configure data sets as required by the practice. Configuring the Data Sets Data Sets Setup List of Data Sets That Can be Configured Parent topic: System and Practice Templates Related concepts Configuring the Data Sets Data Sets Setup List of Data Sets That Can be Configured

NextGen® Adaptive Content Engine Help Enterprise 8

Access the Pre Visit Planning Work List Setup Practice Template

From the File menu, select System \ Practice Template. The Select Template window appears. In the Show section, select All. Click the Practice tab to display a list of practice templates. Scroll down and do one of the following actions: Double-click Pre Visit Planning Work List Setup. Highlight Pre Visit Planning Work List Setup and click OK. The Pre Visit Planning Work List Setup practice template opens. Parent topic: Manage and Configure Pre-Visit Details

NextGen® Adaptive Content Engine Help Enterprise 8

Pre Visit Planning

You can use the Pre Visit Planning template to review the summary of a patient's chart and take the appropriate steps to be prepared for an upcoming visit. The details in the Pre Visit Planning template are updated with the data from various templates to provide an overall preview of the patient's records before a patient's appointment. The information in this template is maintained by the clinical staff and used by the providers. Open the Pre Visit Planning Template You can use the Pre Visit Planning template to get a preview of a patient's records before the patient's appointment. Parent topic: Pre Visit Planning

NextGen® Adaptive Content Engine Help Enterprise 8

Manage and Configure Pre-Visit Details

During an encounter, the Pre Visit Planning template enables the clinical staff and provider to review the summary of the patient's chart and take necessary actions to prepare for an upcoming visit. The template also documents administrative tasks that need to be accomplished before a patient's appointment so that the provider can focus on addressing the patient's health needs during the visit. Pre Visit Planning The Work List panel addresses guideline or care plan items associated with the patient that can be added to the work list to be tracked. The Other section in the Work List panel includes a list of items (with check boxes) to track important details and actions related to the patient care. The Other section includes ten work list options that are shipped with NextGen® Adaptive Content Engine . You can also add up to five new options directly on the template in run time. The Pre Visit Planning Work List Setup template is where you can edit the 10 static work list items that disp

NextGen® Adaptive Content Engine Help Enterprise 8

View Edited Work List Items in Run Time

At any time during or before an encounter, on the patient history toolbar, click the Templates module button to open the Select Template window. On the Medical Records tab, search for and highlight Pre Visit Planning, and then click OK. The Pre Visit Planning template opens. On the Work List panel, scroll down to the Other section. Parent topic: Manage and Configure Pre-Visit Details

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

Pre Visit Planning Work List Setup

Recommendations

Data Sets Setup Practice Template

Access the Pre Visit Planning Work List Setup Practice Template

Pre Visit Planning

Manage and Configure Pre-Visit Details

View Edited Work List Items in Run Time

Pre Visit Planning

Data Sets Setup Practice Template

Access the Pre Visit Planning Work List Setup Practice Template

Pre Visit Planning

Manage and Configure Pre-Visit Details

View Edited Work List Items in Run Time

Pre Visit Planning