Immunizations Data Reconciliation Set Up Considerations

NextGen® Enterprise EHR Help

Immunizations Data Reconcilation Workflow

To reconcile Immunizations data for a patient, refer to the following workflow example. Select a patient. Access the Immunizations tab in the Orders module. On the Immunizations tab toolbar, select the appropriate registry. Note: If a default registry is set up in File Maintenance, the registry is displayed, or you can select the appropriate registry from the list on the Immunizations tab toolbar. Select Reconcile. The system displays existing Immunizations data for the patient on the Clinical Reconciliation window of the Immunization tab. On the Clinical Reconciliation window: Review the Immunizations data and determine the data to add or update (“match”). Perform the matching process until you have reconciled all appropriate Immunizations data. To save your updates, select Confirm. On the Orders Summary tab, the new Immunizations data displays on the grid, including the order status. On the Immunizations Chart view or Recommendation view, the new Immunizations and associated dosage i

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

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

Set up the Security Rights to Access Clinical Reconciliation Immunizations Data

In System Administrator, select the required user group. Open Rights tab. Expand MODULES > Discrete Data Import and then select Immunizations. Select the appropriate rights for the user group under Access Rights. To select or disable all of the access rights for this group, select Select/Deselect All. Select Save to save your changes. Note: To access Clinical Reconciliation Immunizations data, users must have access to the NextGen® Enterprise EHR Clinical Reconciliation module. Enable the System to Perform the Registry Query Operations Parent topic: Setting up Rights and Preferences for the Immunizations Module

NextGen® Enterprise EHR Help

Enable the System to Perform the Registry Query Operations

In System Administrator, select the required user group. Open Rights tab. Expand OPERATIONS > Orders and then select Allow Registry Query. Select Yes under Access Rights. Parent topic: Set up the Security Rights to Access Clinical Reconciliation Immunizations Data

Help Guide for NextGen® Enterprise PM 8

Add an Immunization Registry

When immunization information is exported to an Immunization Registry, and an Immunization Consent template is not being used, perform the following steps. Note: Exporting immunization registry information requires NextGen® Enterprise Rosetta Interface Messenger and an Immunization Export agent. Open the Person Information or Patient Information window for the desired person or patient. Select the Status tab. In the Immunization Registry Information section, select the open menu , and select New. The Add Immunization Registry Information window appears. Select the immunization registry details in the Add Immunization Registry Information window as follows: Select the immunization registry. This field is required. Select the patient status designation to set immunization status for the patient. This field is required. Select the effective and expiration dates for the selected patient status designation. Select the publicity code to set immunization reminders for the patient. Select the

Immunizations Data Reconciliation Set Up Considerations

Recommendations

Immunizations Data Reconcilation Workflow

Accessing and Reconciling a Patient's Immunizations Data

Setting Up the Security Rights to Access Clinical Reconciliation Immunizations data

Set up the Security Rights to Access Clinical Reconciliation Immunizations Data

Enable the System to Perform the Registry Query Operations

Add an Immunization Registry

Immunizations Data Reconcilation Workflow

Accessing and Reconciling a Patient's Immunizations Data

Setting Up the Security Rights to Access Clinical Reconciliation Immunizations data

Set up the Security Rights to Access Clinical Reconciliation Immunizations Data

Enable the System to Perform the Registry Query Operations

Add an Immunization Registry