Update the Patient Checkout Status

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

View Status and Location of a Patient

Patient Tracking is optional. The intake staff can proceed with the workflow without documenting the appointment details. If the patient’s status changes, this will be visible on the Inbox. It is generally not necessary to send a task regarding a change in status. Open NextGen® Enterprise EHR. Click the Patient Tracking button on the Patient Information Card. 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. Click EHR Appointments. The Patient Appointments template opens. Patient Appointments The When, Provider, and Location fields contain the current date and time, provider name, and practice location. In the View section, click the By Provider option to access Add and Search in System Administrator. Parent topic: Overview of the Checkout Staff Workflow

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

Open the Follow-up or Disposition Template

You can document the follow-up details for a patient using the Follow-up/Disposition template. Open NextGen® Enterprise EHR. Select a patient record. To open the Follow up/Disposition template, do one of the following: On the Intake tab, expand the Orders panel, and then select Follow Up. On the Homepage tab, expand the Orders panel, and then select Follow Up. On the SOAP tab, expand the Assessment / Plan panel, and then select Follow Up. On the Checkout tab, expand the Today's Orders panel, and then select Follow Up. Parent topic: Overview of the Checkout Staff Workflow Parent topic: Enter an Order

NextGen® Adaptive Content Engine Help Enterprise 8

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. After you complete the patient's checkout process, you can update the status in the Todays Patient Tracking template. On the Patient Information Card, click Patient Tracking. The Todays Patient Tracking template opens with the status and location of the patient during the encounter. In the Status field, select Checked out from the list. Click Save & Close. Parent topic: Issuing Patient Education Documents

Update the Patient Checkout Status

Recommendations

Update Patient Tracking

View the Patient Status and Location

View Status and Location of a Patient

Issuing Patient Education Documents

Open the Follow-up or Disposition Template

Update Check out Statuses of Patients

Update Patient Tracking

View the Patient Status and Location

View Status and Location of a Patient

Issuing Patient Education Documents

Open the Follow-up or Disposition Template

Update Check out Statuses of Patients