View and Add Summary of Care Documents Received

NextGen® Adaptive Content Engine Help Enterprise 8

View and Add Summary of Care Requests and Documents

The Received/Requested Summary of Care section includes the following two options: Summary of Care Received Summary of Care Requests An [*] asterisk next to either the Summary of Care Received or Summary of Care Requests fields indicates the current option being reviewed in the grid. The Summary of Care requests grid contains the last 18 months of Summary of Care requests associated with the patient's Summary of Care documents. The Summary of Care Requests section provides you the flexibility to select a single request and associate a single, multiple, or all documents with the Associated Requests and/or Summary of Care Documents Received grid. The Summary of Care documents grid contains the last 18 months of Summary of Care documents imported from a third-party, Health Information Exchange (HIE) and are a part of the patient’s chart. The documents may include an original request from the provider or clinical staff. The documents may also be imported through HIE without a request. Open

NextGen® Adaptive Content Engine Help Enterprise 8

Viewing the Associated Requests and /or Summary of Care Documents Received Details

You can view the Summary of Care document details in the Associated Requests and/or Summary of Care Documents Received grid. The Associated Requests and/or Summary of Care Documents Received grid determines which of the following two check boxes get automatically selected based on the details available in the grid. The Summary of Care document requested or queried check box is selected automatically when: The patient has at least one Summary of Care request or query within the last 18 months of the encounter. You add a Summary of Care received details and its associated document with a Summary of Care request. You can also manually select or clear the Summary of Care document requested or queried check box when: A request for Summary of Care document is made outside the NextGen Healthcare system. There are no Summary of Care requests added to the Associated Requests and/or Summary of Care Documents Received grid. When you manually select the Summary of Care document requested or querie

NextGen® Adaptive Content Engine Help Enterprise 8

Transitioning into Care

You can select the Transitioning into care check box to indicate that a transitioning into care encounter is established. The Transitioning into care check box on the Transitioning Into Care template is automatically selected when one of the following criteria is met: A Summary of Care document that contains today’s encounter details is automatically added to the Associated Requests and/or Summary of Care Documents Received grid. A Summary of Care document is manually added to the Associated Requests and/or Summary of Care Documents Received grid. Transitioning into care The Transitioning into care check box value on the Transitioning Into Care template is shared with the following templates: *Summary Master IM Medication Review ASC Home – OPH BH – Nursing Note History – OPH Chm Home You can manually clear the Transitioning into care check box on the associated templates, if the following conditions apply: The Transitioning Into Care template does not contain information in the Associa

NextGen® Adaptive Content Engine Help Enterprise 8

Open the Transitioning Into Care Template

You can view and manage the summary of care details for a patient by using the Transitioning Into Care template. You can only view the details of summary of care documents that are received or imported from a Health Information Exchange (HIE) for a patient. Open NextGen® Enterprise EHR. On the Intake or SOAP template, select General. Select the Transitioning Into Care link. The Transitioning Into Care template opens. Transitioning Into Care Parent topic: Summary of Care Requests and Receipts

NextGen® Adaptive Content Engine Help Enterprise 8

Columns in the Summary of Care Received Grid

You can view various details in the columns available in the Summary of Care Received grid. The Summary of Care Received grid contains the following columns: Columns Description Document Date This column contains the date provided in the patient’s Health Information Exchange (HIE) document list. Document Description This column indicates the name of the external system that used during the query. Provider Recipient This column contains the associated provider in the patient’s HIE document list. This field may be blank. Request Date This column shows the date of the associated request. The request is either a system generated request or manual request. Request User This column shows the user associated with the request. The request may be a system- generated request, and the user may display as a system user. Practice This column indicates the practice in the patient’s HIE document list. This column is useful for Enterprise Chart users. Parent topic: View and Add Summary of Care Documen

NextGen® Adaptive Content Engine Help Enterprise 8

Summary of Care Requests and Receipts

You can open the Transitioning Into Care template which records electronic Summary of Care requests and receipts as reportable fields on the template. The Transitioning Into Care template indicates whether a summary of care records for a specific patient are requested electronically and if any summary of care records are received. You can also document the completion of a Summary of Care request without a document returned. The Transitioning into Care link is available in the General panel of the templates. The information icon next to the Transitioning Into Care template provides basic template instructions. You can use the Clinical Reconciliation link to open the Clinical Reconciliation module. You can access the actual Summary of Care documents through a patient’s chart. These documents are available on the Categories tab. Open the Transitioning Into Care Template You can view and manage the summary of care details for a patient by using the Transitioning Into Care template. Transit

View and Add Summary of Care Documents Received

Recommendations

View and Add Summary of Care Requests and Documents

Viewing the Associated Requests and /or Summary of Care Documents Received Details

Transitioning into Care

Open the Transitioning Into Care Template

Columns in the Summary of Care Received Grid

Summary of Care Requests and Receipts

View and Add Summary of Care Requests and Documents

Viewing the Associated Requests and /or Summary of Care Documents Received Details

Transitioning into Care

Open the Transitioning Into Care Template

Columns in the Summary of Care Received Grid

Summary of Care Requests and Receipts