NextGen Knowledge Center

Verify the Custom Visit Type Workflow Using the Run-time Templates

Before you begin

You must add a custom visit type using the Visit Type Configuration window and map the specialty and the required templates to display on run-time using the Framework Content system template. For more information, see Add and Map a Custom Visit Type and Map a Specialty and Template with a Custom Visit Type.

An existing visit type and the associated E&M code are mapped during the configuration of the custom visit type in the Visit Type Configuration window. After you have configured the custom visit type, you can verify if the E&M code associated with the mapped visit type is used while billing associated with the custom visit type. Also, you can verify if the mapped specialty and custom visit type details are displayed in the Master_im document.

  1. Open NextGen® Enterprise EHR.
  2. Select a patient record, an create a patient encounter.
  3. On Top Toolbar, click Templates , and select the Intake template.
  4. Select the specialty with which you have mapped the custom visit type.
  5. Select the custom visit type from the list of existing and new visit types.
  6. Click the Finalize tab.
  7. In Today's Assessment, click Add Common Assessment.
  8. Document the assessment details on the Common Assessment window.
    The common assessment record appears in the grid.
  9. In the Evaluation and Management Coding panel, verify that the billing code associated with the mapped visit type in the Visit Type Configuration window is displayed in the Visit Code field.
  10. Click Submit Code.
    The code is submitted to Superbill and the Master_im document is generated with the selected specialty and custom visit type details.