Recording Patient Details in the Intake Workflow

Panel	Description
General	To document the patient's general information.
Reason for Visit	To document the reasons for the patient's visit.
History Summary	To document the patient's past medical history, social, medical or surgical, diagnostic study, and family histories. Note: The History Summary section displays the patient history documented on the Histories template .
Vital Signs	To document and update the patient's vital signs.
Medications	To view the patient's current medications and medication history. You can also enter additional prescriptions and reconcile the listed medications with the actual active medications.
Allergies	To add the patient's known allergies.
Orders	To view, process, manage, add, edit, remove, and place follow-up orders for the patient.
Review of Systems	The Review of Systems panel enables you to document the findings of the patient after reviewing a list of systems.

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Intake Template

The intake staff uses the Intake template to document a patient's chief complaint, vital signs, medications, allergies, standing orders, and various other findings that may not have already been recorded on the Home Page - ORT template. Documenting General Information of Patients You can document a patient's general information on the Intake template. Document Interpreter Details You can document the answers for the pre-configured questions. Document Configurable Questionnaires You can document the answers for the preconfigured questions on the Additional Visit Information template. Patient's Reason for Visit You can document a patient's reasons for visit. Patient's History Summary You can add, update, delete, and review a patient's history summary details from the History Summary panel. Patient's Review of Systems You can document the review findings for a patient after reviewing a list of systems. Patient Vital Signs You can document and manage a patient's vital signs. Medications Yo

NextGen® Adaptive Content Engine Help Enterprise 8

Intake Template

You can use the Intake template to document the patient information. You can document the following details of the patient in the various sections of the Intake template: General information of the patient Reason for the patient's to visit Patient's history Patient's Assessments Patient Medications Patient's allergies Vital Signs Patient's Orders Review of systems Patient Education Start a Dermatology Encounter Patient's General Information You can document a patient's general information on the Intake template. Add a Reason for Visit You can document the History of Present Illness (HPI), problems, as the reason for a patient visit. Patient's History Summary Patient's Assessment You can view patient's assessments. Patient Medication You can document and manage a patient's medications. Adding and Reviewing Allergies You can add and review the allergy details associated with a patient in the Allergies panel. Documenting Vital Signs You can document and update a patient's vital signs on t

NextGen® Adaptive Content Engine Help Enterprise 8

Overview of the Intake Template

You can use the Intake template to document the patient information. You can document the following details of the patient in the various panels of the Intake template: General details of the patient Reason for the patient's to visit Patient's history Vital signs Patient's allergies Medications details Review of systems Orders You can select the Record contains substance use disorder information check box to include the disclosure for Substance Abuse and Mental Health Services Administration (SAMHSA) 42 CFR Part 2 provisions in the generated documents and reports. The check box appears in the section based on the configuration of the SAMHSA CFR 42 section on the Practice Configuration template. 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. Patient Tracking in Intake Workflow You can enable patient tracking to view the current status of a patient. Open the Adult Immunization Template You

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Viewing Template Links on the Home Page Template

On the Home Page template, you can view and open links to other templates based on the selected specialty. The recommended workflow for a patient encounter is to begin on the Home Page template. If you set up the Home Page template as the default, then the same template automatically opens as the first template for an encounter. You can also open the generic Home Page template from the Templates module. You can review and document the summary of a patient's problems, history, allergies, medications, vital signs, orders, and so on, on the Home Page template. The Home Page template, associated with various specialties, includes links for the following: Documenting the patients's demographics information Documenting the patients's call and communication details Documenting the provider's test action after reviewing the patient's results Documenting order details Generating information Viewing the patients's history details Links on the Home Page template Managing the Telephone Call Templa

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Overview of the Histories Template

You can add, update, delete, and review a patient's history summary details. You can document a patient's social history, problem list, medical or surgical history, diagnostic study history, and family history on the Histories template. Patient's Problem List You can manage a patient's problems. Patient's Medical History The Medical/Surgical/Interim panel enables you to document the medical or surgical history of the patient. Patient's Social History You can document a patient's social history. Patient's Family History You can document the family history of the patient in the Family panel on the Histories template. Patient's Diagnostic Tests and Results You can document a patient's diagnostic tests and the associated results. Document the History Review You can document the review details of a patient's history in the generated encounter document. Intake Note Generation You can generate Intake notes on the Intake template after all the intake activities are complete. View a Patient's A

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Intake Staff Workflow

The intake staff can use the Intake template to document a patient's chief complaint, vital signs, medications, allergies, standing orders, and various other findings. The intake staff workflow involves documenting the patient encounter on the Intake and Histories templates. The information documented by the intake staff is used by the provider for reference and to proceed with the encounter. Open the Home Page Template You can obtain the patient summary on the Home Page template. Viewing Template Links on the Home Page Template On the Home Page template, you can view and open links to other templates based on the selected specialty. Overview of the Intake Template You can use the Intake template to document the patient information. Overview of the Histories Template You can add, update, delete, and review a patient's history summary details. View a Patient's Appointments You can view a patient's appointments. The Intake Staff's Review of the Allergies Summary On the Home Page - Allerg

Recording Patient Details in the Intake Workflow

Recommendations

Intake Template

Intake Template

Overview of the Intake Template

Viewing Template Links on the Home Page Template

Overview of the Histories Template

Intake Staff Workflow