Launch Reconciliation from NextGen® Enterprise EHR

NextGen® Enterprise EHR Help

Launch Reconciliation from the Medical Summary Utility

To perform a clinical reconciliation from the Medical Summary Utility, you must first import a Continuity of Care Document (CCD) or Consolidated Clinical Document Architecture (C-CDA) document or have completed a patient medication history request. For details about the Medical Summary Utility, go to NextGen Healthcare Success Community and download the latest Medical Summary Utility Guide forNextGen®Enterprise EHR. Note: The Data Share module is now the preferred tool for initiating clinical data imports and exports. The Medical Summary Utility is subject to deimplementation in a future release. Select a patient if one is not selected. From the Data menu, select Reconciliation Module. If you are not using the Single Sign On feature, the Location window appears. Please Select a Location Window Select a Location and continue. The Clinical Reconciliation window appears. You can now select documents to view and reconcile clinical data. Parent topic: Clinical Reconciliation

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

NextGen® Enterprise EHR Help

Select Documents to View

The Documents panel contains a list of categories for documents that were imported from an external system, (such as an Health Information Exchange (HIE)), and completed request for patient medication history files from an ePrescribing vendor (such as SureScripts®). The number and names of categories are set up during NextGen® Clinical Interface Bundle and/or ePrescribing implementation and may vary. Launch the Clinical Reconciliation module from NextGen® Enterprise EHR, the Data Share module, or the Medical Summary Utility. In the Documents pane, select HIE Documents (Sent) or HIE Documents, then select one of the listed documents. The following icons indicate the types of available documents: Icon Description Imported document Replacement document Addendum On Demand document Snapshot document (occurs when an on-demand document is unavailable, but an available copy is retrieved from the repository) Imported document from another practice or external system In the right pane, select th

NextGen® Enterprise EHR Help

Open the Full Reconciliation Module

You can use the full Clinical Reconciliation module rather than the one-click reconciliation feature for any of the following tasks: See the full set of data columns for each clinical item, rather than just the most commonly useful columns. Reconcile items from multiple Clinical Document Architecture (CDA) documents simultaneously. Reconcile resolved medications, allergies, or problems, not just the currently active items. Replace or delete any previously imported items. View reconciliation history. For details about the Clinical Reconciliation module, refer to the Clinical Reconciliation Module User Guide forNextGen®Enterprise EHR on the NextGen Healthcare Success Community. You can open the Clinical Reconciliation module in any of the following ways: Within the Reconcile window for one-click reconciliation, select the link for the full Reconciliation module. Reconciliation Module Link Select the Clinical Reconciliation Module icon near the top of the right pane in Custom View. Clinic

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

Launch Reconciliation from NextGen® Enterprise EHR

Before you begin

Recommendations

Launch Reconciliation from the Medical Summary Utility

Reconcile Clinical Data

Select Documents to View

Open the Full Reconciliation Module

Process Items in the Import Section

Process Items in the EHR Section

Launch Reconciliation from NextGen® Enterprise EHR

Before you begin

Launch Reconciliation from the Medical Summary Utility

Reconcile Clinical Data

Select Documents to View

Open the Full Reconciliation Module

Process Items in the Import Section

Process Items in the EHR Section