View and Add Summary of Care Requests and Documents

NextGen® Adaptive Content Engine Help Enterprise 8

View and Add Summary of Care Documents Received

You can view and add details of summary of care documents received. The Received/Requested Summary of Care section includes the following two options, and an [*] asterisk indicates the current option being reviewed in the grid:: Summary of Care Received Summary of Care Requests The Summary of Care Received grid contains the last 18 months of Summary of Care documents details 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 imported through HIE without a request. Open NextGen® Enterprise EHR. On the Intake or SOAP template, expand General. Select the Transitioning Into Care link. The Transitioning Into Care template opens. Select Summary of Care Received. Transitioning into care To manually add the summary of care documents to the Associated Requests and/or Summary of Care Documents Received grid, select a row, and then select the

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

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

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

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

NextGen® Adaptive Content Engine Help Enterprise 8

Add the Summary of Care Details in the Associated Requests and /or Summary of Care Documents Received Grid

Using the Summary of Care Received option, you can add the Summary of Care document details automatically and manually in the Associated Requests and/or Summary of Care Documents Received grid. NextGen® Enterprise EHR automatically fills the Associated Requests and/or Summary of Care Documents Received grid with data from the Summary of Care document when the document is associated with the current encounter. This current encounter details are stored during the request functionality and/or the clinical reconciliation process. Each Summary of Care document details display as a separate row in the grid. A single Summary of Care document can satisfy multiple transitioning into care encounters. If the patient is enrolled in Enterprise Chart, you can see Summary of Care documents from different practices. Open NextGen® Enterprise EHR. On the Intake or SOAP template, expand General. Select the Transitioning Into Care link. The Transitioning Into Care template opens. To manually add the Summa

View and Add Summary of Care Requests and Documents

Recommendations

View and Add Summary of Care Documents Received

Transitioning into Care

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

Open the Transitioning Into Care Template

Summary of Care Requests and Receipts

Add the Summary of Care Details in the Associated Requests and /or Summary of Care Documents Received Grid

View and Add Summary of Care Documents Received

Transitioning into Care

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

Open the Transitioning Into Care Template

Summary of Care Requests and Receipts

Add the Summary of Care Details in the Associated Requests and /or Summary of Care Documents Received Grid