Using Provider Approval Queue for Sign-off

NextGen® Document Management User Guide,

Using Provider Approval Queue for Sign-off

When you file a document or patient encounter specifically to a rendering provider, the document appears in the PAQ for the provider in NextGen® Enterprise EHR. All documents require a signature in the NextGen® Enterprise EHR PAQ. Requiring a signature is a setting for the document type assigned to the image. The encounter number appears in the PAQ for the rendering provider. When a document with annotations is saved and posted in NextGen® Document Management, the annotations are not retained when the document appears in the NextGen® Enterprise EHR PAQ. Note: A filed document appears in the PAQ if the Signature Required option is selected and if it includes the Rendering Provider field on the Document Type, even if the document does not have the Encounter Nbr field for you to enter the encounter number. In the File window of NextGen® Document Management, Document Type lists all the providers assigned for the document type, in the PAQ Provider list. PAQ providers are marked with a green

NextGen® Enterprise EHR Help

Signoff Patient Document

In NextGen® Enterprise EHR you can sign off (accept) each patient document. If the Provider Approval Queue (PAQ) is enabled, you can sign off the document either in the PAQ or directly in the Documents module. When a document is accepted in one location, it is automatically listed as accepted in the other location. If the PAQ is not enabled, you can only sign off the documents in the Documents module. The Signoff Status Icons indicate the signoff status of the patient document in the Encounter History or Caretories tab. - Pending - Rejected - Accepted For more information on using the PAQ, go to NextGen Healthcare Success Community, and download the latest Workflow Module Guide for NextGen® Enterprise EHR. Generate a patient document. Make any required changes. You can enter the information directly into the document and use the standard formatting toolbar options. Select File and select Save. Select the accept icon on the Document bar of the viewer. A message appears, stating that the

NextGen® Enterprise EHR Help

Signoff Patient Document

In NextGen® Enterprise EHR you can sign off (accept) each patient document. If the Provider Approval Queue (PAQ) is enabled, you can sign off the document either in the PAQ or directly in the Documents module. When a document is accepted in one location, it is automatically listed as accepted in the other location. If the PAQ is not enabled, you can only sign off the documents in the Documents module. The Signoff Status Icons indicate the signoff status of the patient document in the Encounter History or Caretories tab. - Pending - Rejected - Accepted For more information on using the PAQ, go to NextGen Healthcare Success Community, and download the latest Workflow Module Guide for NextGen® Enterprise EHR. Generate a patient document. Make any required changes. You can enter the information directly into the document and use the standard formatting toolbar options. Select File and select Save. Select the accept icon on the Document bar of the viewer. A message appears, stating that the

NextGen® Enterprise EHR Help

Sign off a Multi-user Document

You must be a provider to sign off the document from the Encounter History or Categories tab. If you are a delegate for a provider, you must sign off the document from the Provider Approval Queue (PAQ). You cannot reject a document you open from the Encounter History or Categories tab; you must reject it from the PAQ. If you need to revise the document that was sent to you for signoff, the best practice is to regenerate the document from the patient chart using the applicable template. If you edit the current document directly by entering free text, your changes are overwritten if another user regenerates the document. Regenerating the document disables multi-user signoff and removes the document from the PAQ of all signees. The document is returned as a single-user signoff document to the PAQ Pending tab of the encounter provider for review. The encounter provider may initiate multi-user signoff for the regenerated document. Log on to NextGen® Enterprise EHR as a PAQ-enabled provider.

NextGen® Enterprise EHR Help

Sign off a Multi-user Document

You must be a provider to sign off the document from the Encounter History or Categories tab. If you are a delegate for a provider, you must sign off the document from the Provider Approval Queue (PAQ). You cannot reject a document you open from the Encounter History or Categories tab; you must reject it from the PAQ. If you need to revise the document that was sent to you for signoff, the best practice is to regenerate the document from the patient chart using the applicable template. If you edit the current document directly by entering free text, your changes are overwritten if another user regenerates the document. Regenerating the document disables multi-user signoff and removes the document from the PAQ of all signees. The document is returned as a single-user signoff document to the PAQ Pending tab of the encounter provider for review. The encounter provider may initiate multi-user signoff for the regenerated document. Log on to NextGen® Enterprise EHR as a PAQ-enabled provider.

NextGen® Enterprise EHR Help

PAQ Document Signoff by Multiple Providers

Multiple providers on a patient care team can sign off the same document sent by the encounter provider to each designated signee's Provider Approval Queue (PAQ) Pending PAQ tab in the Workflow module. Only the encounter provider or the provider's delegate can initiate multi-user signoff and select additional signees. The multi-user signoff document is read only and remains in Pending status until all the designated signees or their delegates have signed it. If a document is rejected or regenerated by any signee, all existing signatures are erased, and the document is returned to the Pending PAQ of the encounter provider for review and further action. The encounter provider can restart multi-user signoff for the document and select the previous or new signees. Note: At this time, multi-user signoff is only available for PAQ documents. For more information on the following features, go to NextGen Healthcare Success Community, and download these documents: PAQ - Workflow Module Guide for

Using Provider Approval Queue for Sign-off

Recommendations

Using Provider Approval Queue for Sign-off

Signoff Patient Document

Signoff Patient Document

Sign off a Multi-user Document

Sign off a Multi-user Document

PAQ Document Signoff by Multiple Providers

Using Provider Approval Queue for Sign-off

Using Provider Approval Queue for Sign-off

Signoff Patient Document

Signoff Patient Document

Sign off a Multi-user Document

Sign off a Multi-user Document

PAQ Document Signoff by Multiple Providers