Set Up Required Referral and Follow-up Plan Fields

NextGen® Adaptive Content Engine Help Enterprise 8

Set My Custom Plan as the Practice Default

Note: In NextGen® Adaptive Content Engine, 8.3 to 8.3.5, the Framework Content and Dx Groups Reference Systems system templates are used to display the My Custom Plan template in the My Plan tab. On the Practice Configuration template, scroll down to the Orders/Plans section. In the My Plan row, select Launch My Custom Plan (ord_my_custom_plan). My Plan Click Save and Close. Parent topic: Configuration Options for My Custom Plan

NextGen® Adaptive Content Engine Help Enterprise 8

Add Clinical References to the My Custom Plan Setup

From the NextGen® Enterprise top toolbar, select the File menu and double-click System/Practice Template. The Select Template window opens. On the Practice tab, under Show, select All. Scroll down to double-click My Custom Plan Setup. On the Order Set Configuration panel, do one of the following: Highlight an Order Set from the grid to update. In the Order Set Name field, click and then click the top, blank row to free text an entry in the field. In the Diagnosis Group field, click to choose a value from the list. Click the Dept. and Provider fields to select an item from the resulting list. Click the Class field to choose an order type from the list. In the Order field, click to select a value. Free text in the Reference field. Note: The Developer, Funding Source, and Reference Updated fields are used to support clinical decisions. The Developer and Funding Source fields can be filled with the developer and funding source names respectively. When a new reference is added, Reference Up

NextGen® Adaptive Content Engine Help Enterprise 8

Assign a Referral to a Group of Providers

The Location view is used to enter a referral that is not specific to one provider. On the My Custom Plan template, My Plan panel, select a diagnosis. Under Order Options, select Referrals. Next to View, select Locations and click a location. Note: The Referrals plan type, Location list includes the options to Show All or Show Internal. These lists are configured in File Maintenance. Enter a Specialty, Reason for Referral, and Timeframe. Enter any additional information in the General Comments field. The General Comments field includes My Phrases/Common Phrases links. For more information on managing and using the My Phrases functionality, go to NextGen Healthcare Success Community, and download the latest Getting Started User Guide forNextGen®Adaptive Content Engine. Click Addto enter the referral information into the grid in the Pending Orders section. Parent topic: View Referrals by Provider or Location Related tasks Open the My Custom Plan Template

NextGen® Adaptive Content Engine Help Enterprise 8

Add a Referral

You can select the Medications or Immunizations links at any time during the encounter to access the associated module. You can use the Referrals Order template to add a referral. Select any of the informational buttons to learn more about the Referrals Order template. Open NextGen® Enterprise EHR. On the Referrals Order template, in the Insurance name field, select to select from the patient's available options. Enter the insurance policy number in the Policy # field. In the To section, select Specialty/specialist name/site. To select a value from the list, select the Specialty field. Referrals Order The Provider name field fills based on the set default referral provider recipient. The Preferred Provider Picklist window opens if there are multiple referral providers (individual providers and practices) that are configured to the specialty via File Maintenance. Note: When you select a specialty and a referral provider (recipient) is set as default to that specialty; then the provider

NextGen® Adaptive Content Engine Help Enterprise 8

View Referrals by Provider or Location

When Referrals is selected from the Order Options section, the grid View defaults to Providers. Open the My Custom Plan template. On the My Plan panel, select a diagnosis from the grid. In the Order Options section, select Referrals. In the Provider column, Show Internal may be the top option; leave the option to only see internal provider names. Note: The practice can set the default display to Allon the My Custom Plan Setup practice template, General Configuration panel by selecting the Set Default Display for Plan Type in My Custom Plan link. To view the names of every provider, select Show All, select a physician's name, and then set the Reason for Referral and Timeframe as appropriate. You can save a referral as part of an order set on the My Custom Plan template. The filter on the Referrals plan type to Showincludes the options for All or Order Set. Assign a Referral to a Group of Providers Parent topic: Enter and View Diagnoses on My Custom Plan Related tasks Open the My Custom

NextGen® Adaptive Content Engine Help Enterprise 8

Document a Therapy Referral

You can select the Medications or Immunizations links at any time during the encounter to access the associated module. Open NextGen® Enterprise EHR. To select the insurance provider from the resulting list, on the Referrals tab, select the Insurance name field. In the Policy # field, enter the insurance policy number. In the To section, select Therapies/Rehabilitation, and do one of the following: Select a value from the resulting list. Select the top, blank row in the list to enter a therapy name in the field. Select the Location field and do one of the following: Select a value from the list. Select the top blank row to enter a location in the field. To indicate if authorization is required, select No or Yes: In the Diagnosis section, do the following: Select the Description field. If an assessment has not been documented for the patient encounter, select Add Assessment or Add Common assessment, and then select the Diagnosis field to enter it for the referral. Continue as needed in

Set Up Required Referral and Follow-up Plan Fields

Recommendations

Set My Custom Plan as the Practice Default

Add Clinical References to the My Custom Plan Setup

Assign a Referral to a Group of Providers

Add a Referral

View Referrals by Provider or Location

Document a Therapy Referral

Set My Custom Plan as the Practice Default

Add Clinical References to the My Custom Plan Setup

Assign a Referral to a Group of Providers

Add a Referral

View Referrals by Provider or Location

Document a Therapy Referral