Immunizations Data Reconcilation Workflow

NextGen® Enterprise EHR Help

Immunizations Data Reconciliation Set Up Considerations

Before you can reconcile a patient’s Immunization data, ensure the following has been configured and set up: Default Registry: The system retrieves the patient’s Immunization records from the registry. The Default Registry must be set up in File Maintenance in one of the following areas: If your practice has multiple locations, you can set up the Default Registry in the File MaintenanceMaster ListSystemEHRLocationsLocation InformationOrders Module tabRegistry Default list. This enables the system to query Immunization data for more than one location. To enable the system to query immunization data for practices in one location, set up the default Registry in File Maintenance > Practice > Preferences > Orders Module > Imm tab. Rosetta Agent for your practice’s default registry is configured. Rights and permissions in System Administrator: Security access to Clinical Reconciliation for Immunizations data in System Administrator Modules > Discrete Data Import > Immunizations. Enable the s

NextGen® Enterprise EHR Help

Accessing and Reconciling a Patient's Immunizations Data

To help your practice maintain accurate health information, keep immunization schedules current, perform catch up when necessary, and reconcile patients’ imported Immunizations data from registry with their current Immunizations data from the patient chart. By selecting Reconcile on the Immunizations tab, you can open the Clinical Reconciliation module from the Orders module. On the Clinical Reconciliation window, the imported Immunization data from registry and current Immunization data from patient chart display. You can then match registry data to existing NextGen® Enterprise EHR data. Once the match process is complete, you can view the reconciled immunization data on the Orders Summary tab and on the Immunizations Chart/Recommendation view. Immunizations Data Reconciliation Set Up Considerations Immunizations Data Reconcilation Workflow Parent topic: Managing Lab Orders and Immunizations

NextGen® Enterprise EHR Help

Best Practices for Managing Your Immunizations Life Cycle

To create and track your Immunization orders effectively, NextGen® Enterprise EHR Immunizations module provides comprehensive functionality that is based on how you set up Immunizations in File Maintenance and System Administrator. Each practice has its own unique Orders and Immunizations workflow. As you use the Immunizations module, consider your primary patient type, such as pediatric and your overall workflow. For example, immunizations orders flow may begin with your physician conducting an office visit, selecting immunizations, and then passing the administration of immunizations to the clinical staff. To help you process your immunizations more effectively, consider the following best practices for managing your immunizations life cycle: To view the current vaccine schedules to determine which immunizations are due, access the Immunization Schedules (that is Chart, Recommendation, and Registry). To order an immunization, select a vaccine, provide the appropriate vaccine detail,

NextGen® Enterprise EHR Help

View Patient's Evaluated Immunization History and Forecast

To help you determine when a patient should receive the next immunization, view a patient’s immunization history and forecasted next due immunizations from your practice’s registry on the Registry tab. If a dose is deemed invalid, the system displays this in the Evaluated Immunization History section. For example, a patient was too young to receive a certain immunization. Note: The Evaluated Immunization History section displays the same data as the Reconciliation module. The Chart view tab data, however, may not display the same data that appears on the Registry tab. When you perform the Reconciliation process, the Evaluated Immunization History data matches the data in the Chart view. In the Orders Module, select the Immunizations tab. Select the Registry tab. Select the appropriate registry. To display a patient’s Evaluated Immunization History and Immunization Forecast, select Query. After the query process completes, the system displays the patient’s immunization and forecast data

NextGen® Enterprise EHR Help

Setting Up the Security Rights to Access Clinical Reconciliation Immunizations data

To reconcile Immunizations data, users must have access to the NextGen® Enterprise EHR Clinical Reconciliation module. To provide this access, set up the user rights in System Administrator Module. Open System Administrator. Select the practice. Select the appropriate user group. Select the Rights tab. Select Modules to expand the list. Scroll through the list to find the Discrete Data Import option. Select the Immunizations option. To provide Access Rights for this group, select Yes in each of the access options (that is, View, Add, Update, Delete, and Print). The Access Rights default is Yes. To select or disable all of the Access Rights for this group, select Select/Deselect All. To save your changes, select Save. Enable the system to perform the Registry Query operations in System Administrator by selecting Operations > Orders > Allow Registry Query. Parent topic: System Administrator Settings for the Orders module

NextGen® Enterprise EHR Help

Manage the Immunizations Recommendations List

Before you begin Ensure that you have configured the universal preferences for external web-based resources in System Administrator. For more information, go to NextGen Healthcare Success Community and download the latest System Administrator Guide for NextGen® Enterprise. Ensure that you have configured the vaccine relationships and schedules in File Maintenance. For more information, go to NextGen Healthcare Success Community and download the latest File Maintenance Preferences Guide for NextGen® Enterprise. Ensure that you have configured allergy check for immunization orders. Ensure that you have configured drug interactions checks. For more information on the medication interactions setup, go to NextGen Healthcare Success Community and download the latest Drug Interaction and Medication Update Utility User Guide for NextGen® Enterprise EHR and Medications and Medication Allergies Module User Guide for NextGen® Enterprise EHR. You can view a patient's immunizations recommendations