View Edited Work List Items in Run Time

NextGen® Adaptive Content Engine Help Enterprise 8

Access the Pre Visit Planning Work List Setup Practice Template

From the File menu, select System \ Practice Template. The Select Template window appears. In the Show section, select All. Click the Practice tab to display a list of practice templates. Scroll down and do one of the following actions: Double-click Pre Visit Planning Work List Setup. Highlight Pre Visit Planning Work List Setup and click OK. The Pre Visit Planning Work List Setup practice template opens. Parent topic: Manage and Configure Pre-Visit Details

NextGen® Adaptive Content Engine Help Enterprise 8

Change Work List Items

On the Pre Visit Planning Work List Setup template , click the Check box 1-10 field that you want to edit. Note: There is a 40-character maximum for each field. Make the necessary changes, and then click Save and Close. Parent topic: Manage and Configure Pre-Visit Details

NextGen® Adaptive Content Engine Help Enterprise 8

Manage and Configure Pre-Visit Details

During an encounter, the Pre Visit Planning template enables the clinical staff and provider to review the summary of the patient's chart and take necessary actions to prepare for an upcoming visit. The template also documents administrative tasks that need to be accomplished before a patient's appointment so that the provider can focus on addressing the patient's health needs during the visit. Pre Visit Planning The Work List panel addresses guideline or care plan items associated with the patient that can be added to the work list to be tracked. The Other section in the Work List panel includes a list of items (with check boxes) to track important details and actions related to the patient care. The Other section includes ten work list options that are shipped with NextGen® Adaptive Content Engine . You can also add up to five new options directly on the template in run time. The Pre Visit Planning Work List Setup template is where you can edit the 10 static work list items that disp

NextGen® Adaptive Content Engine Help Enterprise 8

Open the Pre Visit Planning Template

To open the Templates module on a patient encounter, do one of the following: On the Categories or Encounter History tab, select Open Template. On Top Toolbar, select Templates . On the main menu, select File > New > Template. The Select Template window opens. For Medical Records, select All. Scroll down and do one of the following: Double-click Pre Visit Planning. Select Pre Visit Planning and click OK. The Pre Visit Planning template opens. Filtering Pre Visit Planning Information You can filter the details on the Pre Visit Planning template, to quickly get the desired information. However, not all filters can be applied on all the panels. Parent topic: Pre Visit Planning

NextGen® Adaptive Content Engine Help Enterprise 8

Pre Visit Planning Work List Setup

You can use the Pre Visit Planning template to handle administrative tasks before a patient's appointment. Manage and Configure Pre-Visit Details Parent topic: System and Practice Templates

NextGen® Adaptive Content Engine Help Enterprise 8

Complete the Pre-Visit Documentation

To indicate that the pre-visit documentation is completed for the upcoming encounter, on the Pre Visit Planning template, expand the Work List panel. In Other Work List, select the Pre-visit planning complete check box. To generate the Pre Visit Planning document, click Generate Document. Parent topic: Pre Visit Planning

View Edited Work List Items in Run Time

Recommendations

Access the Pre Visit Planning Work List Setup Practice Template

Change Work List Items

Manage and Configure Pre-Visit Details

Open the Pre Visit Planning Template

Pre Visit Planning Work List Setup

Complete the Pre-Visit Documentation

Access the Pre Visit Planning Work List Setup Practice Template

Change Work List Items

Manage and Configure Pre-Visit Details

Open the Pre Visit Planning Template

Pre Visit Planning Work List Setup

Complete the Pre-Visit Documentation