Update Check out Statuses of Patients

NextGen® Adaptive Content Engine Help Enterprise 8

Edit Patient Education Documents

The Patient Education grid in the Today's Orders panel displays the patient education documents that are added to a patient encounter. Open NextGen® Enterprise EHR. Open the Checkout template. Expand the Today’s Orders panel. Select Patient Education To edit patient education documents, select Patient Education. The Patient Education Browser window opens. Note: You can use the browser to add or edit the list of patient education documents. For more information on Patient Education Browser, go to NextGen Healthcare Success Community, and download the Patient Education Resources Guide forNextGen®Enterprise EHR. Parent topic: Issuing Patient Education Documents Parent topic: Cardiology Checkout Staff Workflow

NextGen® Adaptive Content Engine Help Enterprise 8

Update the Patient Checkout Status

After you complete a patient's checkout process, you can update the status on the Todays Patient Tracking template. Open NextGen® Enterprise EHR. Select a patient record. On the Patient Information Card, select the Patient Tracking button. Note: Patient Tracking is available only when the patient has an active encounter dated Today. For all other encounters, the Patient Tracking button appears as New Encounter. The Todays Patient Tracking template opens with the status and location of the patient during the encounter. In Status, select Checked out. Select Save & Close. Parent topic: Overview of the Checkout Staff Workflow Parent topic: View the Patient Status and Location

NextGen® Adaptive Content Engine Help Enterprise 8

Issuing Patient Education Documents

The Patient Education panel contains the education documents of a patient that are added to the patient's chart. You can print education documents for a patient by printing them or send the documents to the patient's NextGen® PxP Portal account. When you save a patient education document to an encounter, NextGen® Enterprise EHR moves the document to the Patient Education grid in the Today’s Order panel. Edit Patient Education Documents The Patient Education grid in the Today's Orders panel displays the patient education documents that are added to a patient encounter. Make Education Documents Available to Patients Create Patient Plan Summary Documents You can create a patient plan summary on the Checkout template. Update Check out Statuses of Patients After you complete the patient's checkout process, you can update the status on the Todays Patient Tracking template. Parent topic: Overview of the Checkout Staff Workflow Parent topic: Cardiology Checkout Staff Workflow Parent topic: ASC

NextGen® Adaptive Content Engine Help Enterprise 8

Update Patient Tracking

You can document the patient's location and status during the course of the encounter using Patient Tracking. Open NextGen® Enterprise EHR. On the Patient Information Card (PIC), select Patient Tracking. The Todays Patient Tracking template opens. Select a room. Select the patient's status. Waiting for provider or checkout Select Save & Close. Parent topic: Overview of the Checkout Staff Workflow Parent topic: Intake Staff Workflow Parent topic: View the Patient Status and Location

NextGen® Adaptive Content Engine Help Enterprise 8

View the Patient Status and Location

You can view the status and location of a patient. Open NextGen® Enterprise EHR. On the Patient Information Card, select the Patient Tracking button. Note: Patient Tracking is available only when the patient has an active encounter dated Today. For all other encounters, the Patient Tracking button appears as New Encounter. The Todays Patient Tracking template opens. Patient Appointments template Select EHR Appointments. The Patient Appointments template opens. Note: The When, Provider, and Location fields contain the current date and time, provider name, and practice location. In the View section, select By Provider to enable the Add and Search buttons. Enter the details for Room, Reason, and Status. Note: Patient tracking is optional. The intake staff can proceed with the workflow without documenting the appointment details. Any change in the patient’s status is visible in the inbox. It is generally not necessary to send a task regarding a change in status. Update Patient Tracking You

NextGen® Adaptive Content Engine Help Enterprise 8

Patient Tracking in the Provider Workflow

You can update the patient tracking details using the Patient Tracking on the Patient Information Card (PIC). You can select the Patient Tracking button on the Patient Information Card (PIC) and update the tracking details on the Todays Patient Tracking template. Patient Tracking is available only when the patient has an active encounter dated Today. For all other encounters, the Patient Tracking button appears as New Encounter. You can hover over the Patient Tracking button to view a quick summary of the patient tracking records for the visit on the PIC. Before starting the patient assessment on the SOAP template, you can indicate that the patient is with the provider by changing the status to with provider in the Todays Patient Tracking template. When the patient assessment is completed, you can change the status to ready for check-out. Parent topic: Overview of the Provider Workflow Parent topic: Provider Workflow Parent topic: The Provider Workflow Parent topic: The Provider Workfl

Update Check out Statuses of Patients

Recommendations

Edit Patient Education Documents

Update the Patient Checkout Status

Issuing Patient Education Documents

Update Patient Tracking

View the Patient Status and Location

Patient Tracking in the Provider Workflow

Edit Patient Education Documents

Update the Patient Checkout Status

Issuing Patient Education Documents

Update Patient Tracking

View the Patient Status and Location

Patient Tracking in the Provider Workflow