Confirm Changes

NextGen® Enterprise EHR Help

Perform One-Click Reconciliation

After you have clicked on or hovered over the reconcile button in the heading for a section, the Reconcile All New <Items> window opens. The New <Items> pane shows the items that are available for import. Initially, the action for each item is set to Add, which means the item will be imported. Note: The titles of the window and the individual panes vary to reflect which C-CDA section you are reconciling. For example, if you are reconciling the Allergies section, the window title is Reconcile All New Allergies, and the upper right pane is named New Allergies. Actions for New Items To change the action for a new item, select the value in the Action column, and selectAdd or Ignore. Selecting the Action for a New Item After you have finalized your selection, select Confirm to import the selected items. The items that you removed from the selection are marked as ignored. If necessary, respond to any windows that prompt you to do the following: Resolve missing or incorrect data Resolve dupli

NextGen® Enterprise EHR Help

Initiate Confirmation of Changes

Process items in the Import section Process items in the EHR section. Match or unmatch clinical items as needed. To accept and apply the matches that you have made, select Confirm. Confirm Button If no problems occur, then the Clinical Reconciliation module processes the selected changes and displays a message stating that the selected changes were saved successfully. Alternately, a warning may appear, stating that the implantable devices to be imported contain linked procedures, and that you should complete the Procedures reconciliation prior to adding or replacing the implantable devices. Select one of the following: Select OK to import the implantable device is imported. The connection to the linked procedure is lost. Select Cancel to return to the Clinical Reconciliation module, where you can go to the Procedures tab and perform reconciliation for the linked procedure. Then you can select Confirm again to import the implantable device without losing its link to the procedure. If ot

NextGen® Enterprise EHR Help

Process Items in the Import Section

The Import section displays the clinical data available for import based on the Import tab selected (Medications, Medication Allergies, and so on). For each item listed you can choose to perform an action. All items in the Import section have a default action of Add if they do not exist or match to an item in the patient’s chart. If the Clinical Reconciliation module determines that an item in both the EHR and Import sections match, it sets the Import action to Ignore automatically. Select the type of clinical data you want to reconcile. Select the item you want to reconcile. Items to Reconcile To view additional clinical information, slide the scroll bar at the bottom of the Import section right. Select a column header to sort data in ascending/descending order. If you are on the Medications tab or the Medications Administered tab, you can right-click the Import section and select Apply Default Sort to display the original view. To display a medication's National Drug Code (NDC), a me

NextGen® Enterprise EHR Help

Process Items in the EHR Section

The EHR section displays clinical items from the patient's chart based on the Import tab selected (Medications, Medication Allergies, and so on). For each item listed you can choose to perform an action. Select the type of clinical data you want to reconcile. Process items in the Import section. Select the item you want to reconcile. Items to Reconcile Select an item in the Action column. Selecting an Action Select one of the following actions action (if any) to perform: Keep - No action is taken. Stop - Stop a medication. Delete - Delete the item from the patient's chart. Resolve - Resolve a medication allergy or problem. By default, all clinical items in the EHR section have a default action of Keep. Note: You cannot delete a clinical item in a locked encounter or added by another practice in the enterprise (namely, enterprise chart). Match/Unmatch clinical items as needed. Your proposed changes display in the Reconciliation Summary section. Summary of Proposed Changes Confirm your c

NextGen® Enterprise EHR Help

Cancel Changes

If you have not yet confirmed changes, you can cancel the changes you have made in either of the following ways: To cancel changes without exiting the Clinical Reconciliation module, select Reset to reload the document: Reset Button To close the Clinical Reconciliation module without saving changes, do the following: Select the Close button or the white X on the title bar. Close Button If there are unsaved changes, a prompt appears asking if you want to save changes. Select No to cancel the pending changes and to close the program. (If you select Cancel, then the program does not close and the pending changes remain pending.) Parent topic: Reconcile Clinical Data

NextGen® Enterprise EHR Help

Reconcile Clinical Data

The Import tab enables you to review clinical data stored in a patient's chart and reconcile the data with contents of an imported document or of a patient medication history file. Note: The following procedure shows the basic steps for performing reconciliation. Detailed procedures appear later in this section. Open the Clinical Reconciliation module from NextGen® Enterprise EHR, the Data Share module, or the Medical Summary Utility and then select a document. Select the Import tab. For an overview of the screen layout, refer to Layout of the Import Tab. Under the Import tab, there is a second set of clinical data tabs. The reconcile a particular type of clinical data, select the corresponding tab, such as Medications, Meds Administered, and so on. If you opened Clinical Reconciliation from a specific module, such as Medications or Problems, then Clinical Reconciliation displays only the tab corresponding to that module. You can use the scroll button to scroll to the tab you want. Bef

Confirm Changes

Recommendations

Perform One-Click Reconciliation

Initiate Confirmation of Changes

Process Items in the Import Section

Process Items in the EHR Section

Cancel Changes

Reconcile Clinical Data

Perform One-Click Reconciliation

Initiate Confirmation of Changes

Process Items in the Import Section

Process Items in the EHR Section

Cancel Changes

Reconcile Clinical Data