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Templates with Default Visit Functionality

You can use the default visit speciality functionality on many templates.

You can use the default visit speciality with the following templates:

Templates with Default Visit Functionality

NextGen® Adaptive Content Engine Help Enterprise 8

Configuration of Default Visit Specialty

The Default Visit Specialty panel on the Framework Content system template is one of three configurable options that is used to determine the default visit specialty. Default Visit Specialty Each rendering provider that you set up in File Maintenance appears in the Default Visit Specialty grid. The specialty (Specialty Code 1) mapped to the rendering provider in File Maintenance is the default specialty for the provider on the application level. The mapped specialty appears in the Default Visit Specialty grid on the Framework Content system template alongside the rendering provider name. Note: Any changes made to the provider's specialty on the Framework Content system template impact the default visit specialty for the provider in runtime. To update the provider's default visit specialty at the application level, update the Specialty Code 1 field for the provider on File Maintenance. The application determines the visit specialty when a provider first time sees a patient based on the

NextGen® Adaptive Content Engine Help Enterprise 8

SOAP Template

The SOAP template is not commonly used for either initial prenatal visits or subsequent prenatal visits. It consists of the following panels: General Reason for Visit History Summary Review of Systems Vital Signs Physical Exam Assessment/Plan SOAP template The Reason for Visit, Review of Systems and Vital Signs panels share information that is entered on the Intake tab. Information entered on this tab does not appear in the Prenatal Crystal report but it only appears in the Ob_master document. The SOAP template is used for OB office visits that are visited during the pregnancy that are billable outside of the global pregnancy visit because they are related to problems unrelated to the pregnancy. You may also use links to access additional templates, as required: Standing Orders Adult Immunizations Peds Immunizations My Plan Procedures Order Management Document Library Note: Links are configurable by the practice and are associated with a particular template so that different links can

NextGen® Adaptive Content Engine Help Enterprise 8

General Office and Virtual Visit Workflow

A general visit consists of office and virtual visits. Note: The instructions provided for office visit in the following sections are also applicable for virtual visits. The general office and virtual visit workflow includes the following: Intake staff workflow provides instructions for nurses or medical assistants on how to use the Intake and Histories templates to document the reasons for visit, medication, allergies, social history, and so on. Provider workflow provides instructions for providers on how to use the SOAP and Finalize templates to document assessment and physical exam details, generate evaluation, management codes, and so on. Checkout staff workflow provides instructions for front desk employees on how to use the Checkout template to view order details and provide necessary documents to patients. 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 o

NextGen® Adaptive Content Engine Help Enterprise 8

Overview of the Provider Workflow

You can review the patient's medical summary details on the Home Page template and then proceed to the SOAP and Finalize templates. The provider workflow includes the following: Reviewing and updating the data documented by the intake staff during the patient encounter and providing any additional information. Documenting the problems and various physical examination findings. Documenting the performed procedures. Documenting the treatment plan. Documenting Evaluation and Management (E&M) codes. For more information on the SOAP and Finalize templates, go to NextGen Healthcare Success Community, and download the latest Getting Started User Guide forNextGen®Adaptive Content Engine. Patient Tracking in the Provider Workflow You can update the patient tracking details using the Patient Tracking on the Patient Information Card (PIC). Review of Intake Details by Provider You can start the visit by reviewing the patient's details entered by the intake staff on the Home Page template, to deter

NextGen® Adaptive Content Engine Help Enterprise 8

SOAP Template

You can review and modify the documented patient intake and histories information on the SOAP template. You can review the Asthma Flowsheet, Allergy Test Flowsheet, Spirometry, and Nebulizer panels. You also can document physical exam, assessment plan, and communication details. SOAP Link Icons The icons for various links appear on the SOAP template. Document the Patient's Reason for Visit as a Provider The reason for visit added by the intake staff on the Intake template appears on the SOAP template. Patient's History Summary Documentation by Provider You can document a patient's past medical or surgical history, interim, social, family, and diagnostic study history in the History Summary panel. Document Vital Signs The provider reviews the vital signs added by the Intake staff on the Intake template and makes the applicable changes. Patient's Physical Exam You can examine a patient and document the associated information using the Physical Exam panel that displays a list of exam cate

NextGen® Adaptive Content Engine Help Enterprise 8

OB Postpartum Template

The OB Postpartum template is accessed during a postpartum visit. To document a postpartum visit, select Obstetrics as the specialty and OB - Postpartum or Document Pregnancy Outcome as the visit type. Note: The OB Postpartum visit type can only be used after every pregnancy. If a patient is seen for a wound check after delivery, you must select the Post-Operative Visit. If a patient has just delivered and the practice want to document the details of the delivery immediately, you can select the Document Pregnancy Outcome visit type. The OB Postpartum template includes addition of the Postpartum Details and Pregnancy Outcome panels. The need to compile these data into a single template is necessary for a better workflow. The OB Postpartum template is created and opened from the Postpartum tab and reflects the compilation of the data from the Postpartum Detailsand Pregnancy Outcome panels as well as the additional 8.3.10 panels (Reason for Visit; Pregnancy Outcomes; Vital Signs; Assessme