Reconcile a Single Item

NextGen® Enterprise EHR Help

Reconcile a Section

If a section includes items, then the heading for that section includes a Reconcile (reconcile) button. Select or hover on this button to open the one-click reconciliation window. Location of Reconcile Button Parent topic: One-Click Reconciliation

NextGen® Enterprise EHR Help

Perform One-Click Reconciliation

After you have clicked on or hovered over the reconcile button in the heading for a section, the Reconcile All New <Items> window opens. The New <Items> pane shows the items that are available for import. Initially, the action for each item is set to Add, which means the item will be imported. Note: The titles of the window and the individual panes vary to reflect which C-CDA section you are reconciling. For example, if you are reconciling the Allergies section, the window title is Reconcile All New Allergies, and the upper right pane is named New Allergies. Actions for New Items To change the action for a new item, select the value in the Action column, and selectAdd or Ignore. Selecting the Action for a New Item After you have finalized your selection, select Confirm to import the selected items. The items that you removed from the selection are marked as ignored. If necessary, respond to any windows that prompt you to do the following: Resolve missing or incorrect data Resolve dupli

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

Resolve Duplicate Items

If an item that you selected for import resembles an item that is already present in NextGen® Enterprise EHR, a Potential Duplication message appears. Either select Yes to add the item or select No to reset the item's action to Ignore. The application processes the selected changes and displays a message that the selected changes were saved successfully. Select OK to acknowledge the message. Review the changes in the appropriate NextGen® Enterprise EHR clinical module and make any changes as needed. Parent topic: Confirm Changes 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

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

Reconcile a Single Item

Recommendations

Reconcile a Section

Perform One-Click Reconciliation

Open the Full Reconciliation Module

Resolve Duplicate Items

Resolve Missing or Incorrect Data

Configure Permissions for Reconciliation

Reconcile a Section

Perform One-Click Reconciliation

Open the Full Reconciliation Module

Resolve Duplicate Items

Resolve Missing or Incorrect Data

Configure Permissions for Reconciliation