Daily Appointments Section

NextGen® Enterprise EHR Help

Workflow Module Tabs and Sections

The Workflow module consists of the following tabs and sections: Section Description Navigation tabs Tabs appear at the top of the window to access Clinical Tasking, Appointments, Email, Patient Portal, Provider Approval Queue, and Message Manager View. Some tabs may not appear if the function has not been enabled or configured. An exclamation point indicates that there is new content in the tab. Note: The current tab opens automatically when you access the Workflow module next time. Preview pane Displays the details for each workflow item. Appointments Displays information about the present day appointments for the selected provider. Workflow item details Content in this section is dependent on the workflow item you have selected. Toolbar Contains functions, dependent on the tab and item you have selected. Patient Demographics Displays the patient's name, sex, date of birth, address, height and weight, contact information, and photo. Module buttons and Lab Results link Displays the fo

NextGen® Enterprise EHR Help

Workflow Module Layout and Features

The Workflow module for NextGen® Enterprise EHR connects you to your tasks, PAQ, appointments, message manager view, email, and NextGen® PxP Portal messages on one multi-functional window. Workflow module layout and features describes to access Workflow module and the module window tabs and sections, toolbar, icons, hot keys, and spell checker. Access the Workflow Module Procedure to access the Workflow module. Workflow Toolbar Workflow Icons Description for the Workflow icons. Workflow Hot Keys Description for the Workflow hot keys for easy tab switching. Spelling Checker Spelling checker in the Workflow module provides the capability to check and correct the spellings. Workflow Module Tabs and Sections Explains the tabs and sections in the Workflow module. NextGen PxP Portal Enrollment Status Icon The icon indicates the status of the patient's enrollment in NextGen® PxP Portal. Module Buttons and Lab Results Link Description for the Module buttons and Lab results link. Daily Appointm

NextGen® Enterprise EHR Help

Open the Orders Module from the Appointments List

You can access the Orders module from the appointments list for the selected patient. Select an appointment in the appointments list. Select Orders in the toolbar. The Orders module and patient chart for the selected patient opens. Parent topic: Appointments

Help Guide for NextGen® Enterprise PM 8

View Existing Appointments from Add or Edit Appointment

You can view existing appointments for a patient from the Add Appointment or Edit Appointment window. Open the Add Appointment or Edit Appointment window for the patient. Select the History tab. The existing appointments for the patient appears. Parent topic: View Existing Appointments for a Patient

Help Guide for NextGen® Enterprise PM 8

View Existing Appointments from Appointment Lookup

You can view existing appointments for a patient from the Appointment Lookup window. From the main toolbar, select the ApptList icon. The Appointment Lookup window opens. Enter the Search Criteria to find the existing appointments for the patient. Select Find. The Appointment List section displays the existing appointments for the selected patient. Parent topic: View Existing Appointments for a Patient

NextGen® Enterprise EHR Help

Track the Patient's Appointment

You can track the time and location for the patient during an office visit. Select the patient's appointment time in the details section of the Appointments tab. Select History in the Workflow toolbar. The Patient Appointments template opens which enables you to view or enter the resource/provider, date and time, status, and location. For more information on using this template, go to NextGen Healthcare Success Community, and download the latest Getting Started Guide for NextGen® Adaptive Content Engine. Note: Based on the practice preference, an alternate tracking template may appear. The default position of the Status column in an alternate template may differ from the Patient Appointments template. Parent topic: Appointments

Daily Appointments Section

Recommendations

Workflow Module Tabs and Sections

Workflow Module Layout and Features

Open the Orders Module from the Appointments List

View Existing Appointments from Add or Edit Appointment

View Existing Appointments from Appointment Lookup

Track the Patient's Appointment

Workflow Module Tabs and Sections

Workflow Module Layout and Features

Open the Orders Module from the Appointments List

View Existing Appointments from Add or Edit Appointment

View Existing Appointments from Appointment Lookup

Track the Patient's Appointment