Associating Orders with Patient Encounters

NextGen® Enterprise EHR Help

Create a Radiology Order Workflow

This procedure provides an overview of the basic steps to create a radiology order. When you create an order, you must complete all required fields that have been set up as Mandatory Data Points in File Maintenance Practice Preferences. These required fields display in red text. If you do not fill in a required field, when you try to save your information, a message appears, prompting you to complete the field. For more information on setting up Mandatory Data Point fields in File Maintenance Practice Preferences, go to NextGen Healthcare Success Community, and download the latest Orders Module Setup Guide for NextGen® Enterprise EHR. Open the Orders module. Select the Orders Summary tab. On the Top toolbar, select New > Lab Order. If an encounter with today's date exists, the Create New Lab Order window opens. If an encounter with today's date does not exist, a message appears, prompting you to create an encounter or use a selected encounter. After you associate an encounter with the

NextGen® Enterprise EHR Help

Create a Lab Order Workflow

This procedure provides the basic steps to create a lab order. When you create an order, you must complete all required fields that have been set up as Mandatory Data Points in File Maintenance Practice Preferences. These required fields appear in red text. If you do not fill in a required field, when you try to save your information, a message appears, prompting you to complete the field. For more information on setting up Mandatory Data Point fields in File Maintenance Practice Preferences, go to NextGen Healthcare Success Community, and download the latest Orders Module Setup Guide for NextGen® Enterprise EHR . Open the Orders module. Select the Orders Summary tab. On the Top toolbar, select New > Lab Order If an encounter with today's date exists, the Create New Lab Order window opens. If an encounter with today's date does not exist, a message appears, prompting you to create an encounter or use a selected encounter. After you associate an encounter with the order, the Create New

Help Guide for NextGen® Enterprise PM 8

Delete an Encounter

Access the Patient Chart. Select the Encounters tab, and then the General sub-tab. From the Encounters list, select the encounter to be deleted. Select the open menu button and select Delete. A prompt appears asking to confirm the deletion of the encounter. To delete the encounter, select OK. One of the following occurs: If the encounter never had diagnosis or charge activity, it is deleted in both NextGen® Enterprise PM and NextGen® Enterprise. If the encounter has claims associated with it, a prompt appears stating that this encounter has associated claims and that they must be deleted before you can delete the encounter. If the encounter has charges associated with it, a prompt appears stating that there are charges associated with this encounter and that the encounter cannot be deleted. If the encounter has encounter-level diagnosis codes associated with it, a prompt appears stating that there are diagnoses associated with this encounter and that the encounter cannot be deleted. If

NextGen® Enterprise EHR Help

Orders Summary Grid Columns

The following table lists the columns that may appear on the Orders Summary grid for Lab and Radiology orders based on the pre-defined or user-defined filter you select. Column Description Image Type Opens an icon indicating the order type. This column appears by default for all filters. Comments Contains a link to the associated comments in the Sign-off and Tracking Comments panel. Documents Contains a link to an associated document or image or URL in the Results panel for the specific order. Recurrence Opens an icon indicating a future or recurring order. You can select the icon to open the View Order Schedule window where you can view order schedule. Ordered Elsewhere Opens an icon indicating the order was created outside the NextGen® Enterprise system. Order # The number assigned to an order when you create and save a new order. Performing Entity The lab or radiology facility that is selected to perform the test or the immunization registry that vaccines are reported to. Create Dat

NextGen® Enterprise EHR Help

Create an Encounter

Before you begin Ensure that you have configured the encounter inheritance settings for Encounters on the Practice Preferences window in File Maintenance. When you have a patient chart open, you can create an encounter for the patient. Each new encounter may inherit information such as Encounter Details and Insurance from the previous encounter in the patient chart. You can add templates, documents, images, and other patient items to the new encounter. You can also assign insurance, enter remarks, and associate a program to an encounter. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. To create an encounter, do one of the following: On the Patient Information Card (PIC), select New Encounter. On the PIC, select Profile Options, and then select New Encounter. On the Encounter History tab, select New Encounter. From the File menu, select New > Encounter. NextGen® Enterprise EHR creates an encounter with the current date on the Encounter History tab. On the

NextGen® Enterprise EHR Help

Open a Template

In NextGen Care® Population Management Hub, to view the patients list, do one of the following: From the Cohorts tab, run a report. From the My Lists tab, run a list. From the Appointment Book tab, filter the patients. The patient list appears in the patient grid. In the patient grid, select the check box to the left of the patient's name. From Chart, select EHR Chart. A list appears displaying up to ten favorite templates. Do one of the following: To open a template with an existing unlocked encounter, select an encounter from the required template. To open a template with a new encounter, select the template name, and then select Yes to create a new encounter. Note: For NextGen® Enterprise EHR version 5.9 or earlier, you cannot select an encounter from NextGen Care® Population Management Hub. If an unlocked encounter exists for the current date, the template opens with that encounter. If there are no unlocked encounters for the current date associated with the template, you can creat

Associating Orders with Patient Encounters

Recommendations

Create a Radiology Order Workflow

Create a Lab Order Workflow

Delete an Encounter

Orders Summary Grid Columns

Create an Encounter

Open a Template

Create a Radiology Order Workflow

Create a Lab Order Workflow

Delete an Encounter

Orders Summary Grid Columns

Create an Encounter

Open a Template