Select Documents to View

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

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

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

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

View Reconciliation History

The Reconciliation History tab displays the history of actions performed when you select the Confirm button in either of the following places: On the Import tab of the Clinical Reconciliation module. Within the Import tab, the screen is subdivided into an EHR pane listing items that are already present in NextGen® Enterprise EHR, and an Import pane listing items that are available for import from an external system. The Reconciliation History tab reports all confirmed actions on items in the Import pane, except the None action (which is not logged). The Reconciliation History tab does not log actions performed on items in the EHR pane. On the one-click reconciliation window of the CDA Viewer. All Confirm actions are logged, even if no data was queued for reconciling. Open the Clinical Reconciliation module from NextGen® Enterprise EHR, the Data Share module, or the Medical Summary Utility. The Clinical Reconciliation window opens. Select a document. Select the Reconciliation History ta

NextGen® Enterprise EHR Help

Clinical Reconciliation

The Clinical Reconciliation module enables you to review a patient's existing clinical data and data from any of the following sources: An imported Continuity of Care Document (CCD) or Consolidated Clinical Document Architecture (C-CDA) document. A patient medication history file from an ePrescribing vendor (such as SureScripts®). An HL7 message from a state immunization registry. From the review of a patient's data, you can: Add clinical data from a supported document type to the patient's chart. Replace clinical data from the patient's chart with clinical data from a supported document type. Delete clinical data from the patient's chart. Review a history of changes made to clinical data using the Clinical Reconciliation module. An alternative to the Clinical Reconciliation module is the One-Click Reconciliation feature of the CDA Viewer, which enables you to reconcile clinical items in a single C-CDA. For more information about One-Click Reconciliation, go to NextGen Healthcare Succe

NextGen® Enterprise EHR Help

Select and Import Documents

You can view the documents identified by a search and select which ones to import. In the Completed pane, select the Search Date value for an entry. Search Date A document list pane opens on the right. The title bar of the pane begins with the name of the endpoint that was queried. Document List Pane To hide previously imported documents, select Only Display New Documents and Documents Ready To Be Imported. For health information exchange (HIE) endpoints, this option filters out documents that were imported previously. For Carequality, this option also filters out documents that are downloading in the background and are not yet ready for import. To view child documents nested under parent documents, select Document Relationship View. To view any single document, select the entry in the Title column. The document opens in CDA Viewer. For information about the actions you can perform on the document, visit NextGen Healthcare Success Community, and download the CDA Viewer User Guide forNe

Select Documents to View

Recommendations

Reconcile Clinical Data

Launch Reconciliation from the Medical Summary Utility

Launch Reconciliation from NextGen® Enterprise EHR

View Reconciliation History

Clinical Reconciliation

Select and Import Documents

Reconcile Clinical Data

Launch Reconciliation from the Medical Summary Utility

Launch Reconciliation from NextGen® Enterprise EHR

View Reconciliation History

Clinical Reconciliation

Select and Import Documents