Use the Document Panel to Complete a Visit

NextGen® Adaptive Content Engine Help Enterprise 8

Record Care Coordination Interactions

Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. On the Documentation template, expand the Care Coordination Interactions panel, and then click Add The Care Coordination Interactions template opens. Fill out all the fields that apply for this interaction. Click Save. Click Clear For Add to enter multiple actions or click Close. Note: Use the Edit and Remove buttons to manage Care Coordination. Parent topic: Documentation Tab

NextGen® Adaptive Content Engine Help Enterprise 8

Record Face-to-Face Interactions

Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. On the Documentation template, expand the Face-to-Face Interactions panel, and then click Add The Face to Face Interactions template opens. Fill out all the fields that apply for this interaction. Click Save. Click Clear For Add to enter multiple actions or click Close. Note: Use the Edit and Remove buttons to manage Face-to-Face Interactions. Parent topic: Documentation Tab

NextGen® Adaptive Content Engine Help Enterprise 8

Document Telephone Interactions

Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. On the Documentation template, expand theTelephone Interactions panel, and then click Add The Telephone Interactions template opens. Fill out all the fields that apply for this interaction. Click Save. Click Clear For Add to enter multiple actions or click Close . Note: Use the Edit and Remove buttons to manage Telephone Interactions. Parent topic: Documentation Tab

NextGen® Adaptive Content Engine Help Enterprise 8

Document Provider Interactions

Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. On the Documentation tab, expand the Provider Interactions panel, and then click Add The Provider Interactions template opens. Type a description of the action taken in the Actions field. Click Save. To add another entry, click Clear For Add and repeat steps 2 and 3. When you have completed all need entries, click Close. The template closes and the saved entries appear on the Provider Interactions data grid. To remove an entry from the Provider Interactions grids, click the entry to be removed and click Remove. To change an entry on the grid, click the entry to be changed and click Edit. The Provider Interactions template appears and you can edit the text in the Actions field. Parent topic: Documentation Tab

NextGen® Adaptive Content Engine Help Enterprise 8

Documentation Tab

You use the Documentation tab to document interactions with a patient that fall outside of a patient visit. For example, interactions with other providers, telephone calls and interactions with other care team members. The Documentation tab consist of these panels: Panels Description Provider Interactions Use this panel to record interactions with other providers. Telephone Interactions Enter patient’s interactions over the phone on this panel. Face-to-Face Interactions Enter patient’s face-to-face interactions on this panel. Care Coordination Interactions Enter patient’s care coordination-related interactions on this panel. Document Use this panel to add or update the visit diagnosis codes, document the type of visit, submit the encounter visit code, and generate the visit note. The Document panel also contains links to generate several care management documents. Document Provider Interactions Document Telephone Interactions Record Face-to-Face Interactions Record Care Coordination In

NextGen® Adaptive Content Engine Help Enterprise 8

Document Patient Consent

Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. On the Case & Consent template, expand the Consent panel. Click the appropriate consent from the fields available. Click the appropriate dates corresponding to the consent. Parent topic: Case & Consent Tab

Use the Document Panel to Complete a Visit

Before you begin

Recommendations

Record Care Coordination Interactions

Record Face-to-Face Interactions

Document Telephone Interactions

Document Provider Interactions

Documentation Tab

Document Patient Consent

Record Care Coordination Interactions

Record Face-to-Face Interactions

Document Telephone Interactions

Document Provider Interactions

Documentation Tab

Document Patient Consent