Prepare for a Patient Visit

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

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

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

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

System and Practice Templates

You can use system or practice templates to configure the NextGen® Adaptive Content Engine templates related to different specialties. You can set default options and configure certain features in the run-time templates. ASC Preadmission Activity Configuration Assessment Plan Customization Additional Visit Information Configuration Biopsy Log Practice Template. Coded Results Mapping Common Assessment Practice Template Community Resources Setup Practice Template Configure Medical, Surgical, and Family History System Template Custom DB Picklist Custom Navigation Custom Screening Tool Configuration Data Sets Setup Practice Template Document Configuration Practice Template Document Mapping Documentation Log Config Practice Template Dx Groups Reference Systems Practice Template Online Help Evaluation and Management Bullets and Field Mapping System Template Equipment Log Practice Template Eye Configuration Practice Template Flowsheets Setup Practice Template Framework Content System Template

NextGen® Orthopedic Suite Help 80.2.14.0

Preregistration of Patients

You can contact patients, and do the preregistration before their visit to the office. On the Pre Reg template, you can document the chief complaints, appointment details, patient demographics, and insurance details of a patient. You can also document additional details about the appointment, and generate letters for the preregistration of the patient. You can manually add the details of the preregistered patients to the Pre-Reg Worklog template by clicking the Scanned-Add to Worklog button. Pre Reg template The following table describes the panels on the Pre Reg template. Panel Description Appointment You can document the appointment details such as problem, provider, location, and appointment type. Demographic Information You can view the patient's demographic details documented in NextGen® Enterprise PM. You can also add additional details. Insurance Information You can view the insurance details documented on the encounter. Authorization You can document the appointment schedule of

Prepare for a Patient Visit

Recommendations

Open the Pre Visit Planning Template

Pre Visit Planning

Manage and Configure Pre-Visit Details

Pre Visit Planning

System and Practice Templates

Preregistration of Patients

Open the Pre Visit Planning Template

Pre Visit Planning

Manage and Configure Pre-Visit Details

Pre Visit Planning

System and Practice Templates

Preregistration of Patients