Group Medical Records Templates

NextGen® Enterprise EHR Help

Case Management Templates

Case Management templates enable you to save data related to a specific case. A Case Management template stores all information for a specific case without relation to an encounter. The Case Management tab of the Select Template window is available only if the following conditions are met: Case Management is enabled. Case View is turned on. A case is selected. For more information on cases, go to NextGen Healthcare Success Community and download the latest Case Management Guide for NextGen Enterprise. Note: To select a Case Management template, follow the steps in Medical Records and Demographics Templates. Parent topic: Selecting a Template

NextGen® Enterprise EHR Help

Selecting a Template

This section explains how to select and open the following types of templates in NextGen® Enterprise EHR: Medical Records and Demographics templates System and Practice templates Group Medical Records templates Case Management templates View Medical Records and Demographic Templates You can view the medical records and demographics templates in NextGen Enterprise EHR. View System and Practice Templates Group Medical Records Templates Case Management Templates Parent topic: Using Templates

NextGen® Enterprise EHR Help

View Medical Records and Demographic Templates

Open NextGen® Enterprise EHR. If needed, select a location and provider. Select a patient. The patient's encounters opens in the Encounter History tab. Do one of the following: Select an existing unlocked encounter. To create an encounter, select New. Note: If you are creating a patient or the patient does not have an encounter, NextGen® Enterprise EHR prompts you to create an encounter. To select a template, do one of the following: Select the Templates button on the Top toolbar. You can add the button to the toolbar if it is not visible. From the NextGen® Enterprise EHR Menu bar, select File > New > Template. The Select Template window opens. To display templates of that type, select the Medical Records (default) or Demographics tab. Note: If applicable, the Group and Case Management tabs also appear to select Group Medical Records templates and Case Management templates. In the Show section, select one of the following options: All. All of the available templates. Only the templates

NextGen® Enterprise EHR Template Editor Help 8

Template Types

NextGen® Enterprise EHR offers the following template groups: Template Group Description Demographics Template Demographics Popup Demographics Extended Popup Demographics Extended Popup View Demographics templates store a patient's demographic information, such as the patient's address, employer, primary and referring providers, emergency contact, and insurance information. You can customize Demographic templates to include any patient-related information needed at your facility. Note: You can set an Enterprise Preference to enable practices to edit demographic extended popup data from other practices within the enterprise. The Edit demographic ext data across enterprise preference is set in File Maintenance. For more information on File Maintenance, go to NextGen Healthcare Success Community, and download the latest File Maintenance Preferences Guides for NextGen® Enterprise. Medical Records Template Medical Records Popup Medical Records Extended Popup Medical Records Extended Popup V

NextGen® Enterprise EHR Help

Add a Template to the Preferred Templates List

To make the templates you most frequently use easier to access, you can select a list of preferred templates to display. You must set up separate preferred lists for Medical Records, Demographics, Group, System, Practice, and Case templates. Select the template type from the Template Type list. Medical Records is the default template type in the Template Type list. The available templates for that template type display in the Available Templates pane. Do one of the following: For each template to add as a preferred template, select the template, and select the single-arrow button to add it to the Preferred Templates pane. To move all templates to the Preferred Templates pane, select the double-arrow button. Select Apply. Select OK. Parent topic: Templates Preferences

NextGen® Therapy Suite Help 30.3.13.0

Create Diagnosis Groups

You can create diagnosis groups, which are used on medical record templates for documenting patient's assessment. On the Specialty Diagnosis Group Config template, expand the Manage Diagnosis Groups and Codes panel. Enter the diagnosis group name and description in their corresponding fields in the Add Diagnosis Group section. Select one of the following options for age group. Adult/All. Select this option if the diagnosis to be added is for adult patients. Peds. Select this option if the diagnosis to be added is for pediatric patients. Select the Active checkbox. Select Add/Update. The diagnosis group is created and appears in the grid of the Add Diagnosis Group section. Parent topic: Managing Diagnosis Groups and Codes

Group Medical Records Templates

Recommendations

Case Management Templates

Selecting a Template

View Medical Records and Demographic Templates

Template Types

Add a Template to the Preferred Templates List

Create Diagnosis Groups

Case Management Templates

Selecting a Template

View Medical Records and Demographic Templates

Template Types

Add a Template to the Preferred Templates List

Create Diagnosis Groups