Update an Agency or Team Member

NextGen® Adaptive Content Engine Help Enterprise 8

Remove an Agency or Team Member

You can remove an agency or team member at any time. When you remove an agency, any associated team member entry is also removed and when you remove a team member, any associated agency entry is removed also. Click to highlight the agency or member on the Care Coordination Team panel that you want to delete. Click Remove. You are prompted to confirm the delete. Click Yes. You are returned to your originating template with the selected barrier to care removed from the Agencies or Interdisciplinary team grid. Parent topic: Care Coordination Team Panel For the Care Coordination Home Page

NextGen® Adaptive Content Engine Help Enterprise 8

Add Team Members

On the Care Coordination Home page, expand Care Coordination Team panel. From the Interdisciplinary Team section, click Add . The Care Coordination Team template opens. Type the provider’s name in the Name field. From the Interdisciplinary team role field, select the provider’s role. This role is specified for interventions and is reported on several templates and enables you to track the progress of a nursing care plan by role. Type the address of the provider in the Address field. Type the phone number of the provider in the Phone field. Do one of the following: To save the current entry and to add another team member, click Save & Add New. To save the current entry and to close the template, click Save and Close. The team member is added to the Interdisciplinary Team grid. Note: You can add an agency and a team member at the same time. If you add both, entries appear on both grids. Parent topic: Care Coordination Team Panel For the Care Coordination Home Page

NextGen® Adaptive Content Engine Help Enterprise 8

Define Agencies

Click Add for the Agencies grid. The Care Coordination Team template opens. Care Cordiation Team Type the agency type in the Agency type field. The type can be any text that you choose but should meaningfully describe the type of services that the agency provides, such as pain management, dialysis, physical therapy, and so on. Type the agency’s name in the Agency name field. Type the agency’s phone number and fax number in the Agency phone and Agency fax fields respectively. If you want to add another agency, click the Save & Add New button. The system saves your entries and allows you to enter data for another team member. If you are finished adding agencies, click Save and Close. The system closes the template. An entry for the new agency appears on the Agencies grid. Note: You can add an agency and a team member at the same time. If you add both, entries appear on both grids. Parent topic: Care Coordination Team Panel For the Care Coordination Home Page

NextGen® Adaptive Content Engine Help Enterprise 8

Care Coordination Team Panel For the Care Coordination Home Page

The team members who are going to provide healthcare services to a patient must be defined on the Care Coordination Team panel. Care Coordination Team The Care Coordination Team panel contains two grids that display information about the defined team members. The top Agencies grid shows information about the agencies providing the care while the bottom Interdisciplinary Team shows information about individual providers who are involved with caring for the patient. In most cases, each team member will have an entry on both grids, one on the Agencies grid for the agency or practice the member is associated with and an entry on the Interdisciplinary Team grid for the actual team member. However, it is not uncommon to have agencies defined without having a specific provider identified or a provider who is not associated with a specific agency. Define Agencies Add Team Members Update an Agency or Team Member Remove an Agency or Team Member Parent topic: Care Coordination Home Page

NextGen® Adaptive Content Engine Help Enterprise 8

Care Coordination Team Panel for the Plan/Intervention Tab

You can document about the team members who are going to provide healthcare services to a patient on the Care Coordination Team panel. Care Coordination Team The Care Coordination Team panel contains two grids that display information about the defined team members. The top Agencies grid shows information about the agencies providing the care while the bottom Interdisciplinary Team shows information about individual providers who are involved with caring for the patient. In most cases, each team member will have an entry on both grids, one on the Agencies grid for the agency or practice the member is associated with and an entry on the Interdisciplinary Team grid for the actual team member. However, it is not uncommon to have agencies defined without having a specific provider identified or a provider who is not associated with a specific agency. The Care Coordination Team panel for the Plan/Intervention tab functions exactly like the same panel on the Care Coordination Home Page. Pare

NextGen® Adaptive Content Engine Help Enterprise 8

Update Patient Care Team

You can update status, active and inactive details, and member details of a patient care team. From the Care Team Members template, in the Patient Care Team section, filter by the care team name and select a care team from the Care Team Details grid. The details of care team and its members appear in the corresponding fields. To update the care team details, edit the status and/or active and inactive dates. To update the care team member details, edit the status and/or active and inactive dates, and role or function. Note: If the participant type is Other, then you can edit a member's address details from the Care Team Configuration template. Click Update. Filter Patient Care Teams and Members Filter the patient care team and member details from the Care Team Members template. Parent topic: Patient Care Team Information Related tasks Filter Patient Care Teams and Members

Update an Agency or Team Member

Recommendations

Remove an Agency or Team Member

Add Team Members

Define Agencies

Care Coordination Team Panel For the Care Coordination Home Page

Care Coordination Team Panel for the Plan/Intervention Tab

Update Patient Care Team

Remove an Agency or Team Member

Add Team Members

Define Agencies

Care Coordination Team Panel For the Care Coordination Home Page

Care Coordination Team Panel for the Plan/Intervention Tab

Update Patient Care Team