Open the Full Reconciliation Module

NextGen® Enterprise EHR Help

Launch Reconciliation from NextGen® Enterprise EHR

Before you begin To perform a clinical reconciliation from NextGen® Enterprise EHR, you must first import a patient's Continuity of Care Document (CCD) or Consolidated Clinical Document Architecture (C-CDA), or have completed a patient medication history request. Open NextGen® Enterprise EHR. Select a patient. To reconcile all clinical data for a patient (referred to as All mode), select Clinical Reconciliation from the View menu. Note: You can also access the Clinical Reconciliation module in All mode from the Medication Review pop up template, a customized Medical Records or Demographics template or pop up. For more information on templates, go to NextGen Healthcare Success Community and download the latest Templates User Guide forNextGen®Enterprise EHR. To reconcile specific clinical data, such as medications or problems or results (referred to as Module mode), select the appropriate module and then select the Reconcile button. The Clinical Reconciliation window opens, and displays

NextGen® Enterprise EHR Help

Configure Permissions for Reconciliation

The one-click reconciliation feature is governed by the same permissions as the Clinical Reconciliation Module. These permissions are found in the Discrete Data Import subgroup of the Modules permissions group in the System Administrator. Under Discrete Data Import, the various categories of importable clinical data are listed, such as Allergies, Diagnoses, Family History, and so on. For each category, enable or disable rights for the user to View or Add items in that category. The Update, Delete, and Print rights have no impact on one-click reconciliation. For details about configuring Modules permissions, refer to the System Administrator Guide forNextGen®Enterprise on the NextGen Healthcare Success Community. Parent topic: One-Click Reconciliation

NextGen® Enterprise EHR Help

Reconcile a Single Item

Within each section, each item begins with an icon indicating the import status for that item. Import Status Icons Following are the icons that can appear, and the actions available for each. New New item. Select this button to open the one-click reconciliation window. Cannot Be Imported Item cannot be imported because it is missing critical data. Matched Item Item matched an item that is already in NextGen® Enterprise EHR. To make any changes to this item, you must select the Import tab and use the full Clinical Reconciliation Module. Ignored Item was previously marked as Ignored in the Clinical Reconciliation Module. To make any changes to this item, you must select the Import tab and use the full Clinical Reconciliation Module. Parent topic: One-Click Reconciliation

NextGen® Enterprise EHR Help

Resolve Missing or Incorrect Data

If a clinical item that you selected for import has missing or incorrect data, a search window appears and, if available, displays a list of potential matches. If the item does not appear on the list or the application cannot find any potential matches, you can perform a search. Search for Matches Perform a search: Select Clear. Enter a full or partial description. If the entry is fewer than five letters, select the Enter key. If the entry is five letters or more, the application performs the search automatically. The application displays a list of potential matches. For Medications and Meds Administered, you can select a Medication Search Type (all, brand name, or generic) to filter results. Do one of the following: To select an item and continue processing, select an item in the grid and then select OK. To select another item or perform another search, select Cancel. A message about the item lookup appears. Do one of the following: If you do not want to import the item but want to co

NextGen® Enterprise EHR Help

Resolve Medication Contraindications or Drug Interactions

If a medication item that you selected for import has contraindications or interactions, the Drug Interaction window appears. Drug Interaction Window Either confirm the contraindication/drug interaction message or choose to send an alert containing drug interaction information to another provider in NextGen® Enterprise EHR. Note: The application does not perform a drug interaction check for allergies, problems, immunizations or diagnosis codes. You can manually check for interactions in the pertinent NextGen® Enterprise EHR module after all reconciliation tasks are completed. To support the sending of alerts to providers, an NextGen® Enterprise EHR Workflow IREM Import agent must have previously been created and configured. For assistance with setting up this agent, contact NextGen Healthcare Support. Do one of the following: To confirm the contraindication/drug interaction, select Acknowledge. To send an alert to another provider in NextGen® Enterprise EHR, Select Alert Providers. A l

NextGen® Enterprise EHR Help

One-Click Reconciliation

The one-click reconciliation feature enables you to import data from within the Custom View tab for the CDA that is currently open. This feature satisfies Meaningful Use Stage 3 rule §170.315(b)(2), "Clinical Information Reconciliation," including the ability to Simultaneously display the data from an external system and existing data in NextGen® Enterprise EHR. Create a single reconciled list for each clinical data category, including medications, medication allergies, and problems. Review and validate the accuracy of a final set of data. The Custom View displays a Reconcile (reconcile) button next to each section heading and each individual item that is eligible for import. By hovering or clicking this button, you can open the one-click reconciliation window and confirm the import of selected items. The one-click reconciliation feature does not replace the full Clinical Reconciliation module, which continues to be available on the Import tab. One-click reconciliation is suitable for

Open the Full Reconciliation Module

Recommendations

Launch Reconciliation from NextGen® Enterprise EHR

Configure Permissions for Reconciliation

Reconcile a Single Item

Resolve Missing or Incorrect Data

Resolve Medication Contraindications or Drug Interactions

One-Click Reconciliation

Launch Reconciliation from NextGen® Enterprise EHR

Configure Permissions for Reconciliation

Reconcile a Single Item

Resolve Missing or Incorrect Data

Resolve Medication Contraindications or Drug Interactions

One-Click Reconciliation