Setting Up Required fields for Order Processing

NextGen® Enterprise EHR Help

Medical Necessity and Orders Practice Preferences Setup

You can set a number of practice preferences for the Orders Module in NextGen® Enterprise EHR. Set Up Orders Module Practice Preferences Order Module Practice Preferences Explains the order module preferences available for a practice. Medical Necessity Setup When selecting a diagnosis for an order, you can set up NextGen® Medical Necessity Check to determine if Medicare will pay for a test . Select Test Favorites for a Practice Set Up Charge Submission Defaults You can set up the charge submission defaults. Set Up the Group to Notify for Failed Test Charges Set Up Practice Preferred Performing Entities Set Up a Private Results Filter Set Up URLs for Educational and Clinical Resources Auto Release Practice Preferences Set Up the Automatic Order Tracking Comments Set Up Confidential Lab Results Delegates Set Up Allow Patient Procedure Activity against a Locked Encounter Setting Up the Link Document Management (DM) Images to Orders and Status Update Preferences Setting Up Required fields

NextGen® Enterprise EHR Help

Setting Up and Maintaining Your Practice's Orders Workflow Foundation

To schedule, process, track, and complete your order more efficiently, you need to set up the NextGen® Enterprise EHR Orders module to meet your specific practice needs. Once you set up your NextGen® Enterprise EHR Orders module, you can then update and maintain these settings as your business needs change and the Orders process evolves over time. Before performing Orders tasks, such as creating and sending Lab and Radiology orders, you need to set up the appropriate system rights, preferences, and tasks for the Orders module. The setup enables you to establish the workflow foundation for your practice or enterprise and enables providers and the clinical staff to access and use the appropriate functionality. The Orders module setup functions and options provide flexibility and enable you to establish a strong foundation for your Orders life cycle. After you complete the setup tasks, to begin working with orders, go to NextGen Healthcare Success Community and download the latest Orders

NextGen® Enterprise EHR Help

Set Up Other Required Orders fields

Select File Maintenance > Master Files > System > EHR > Practices > Preferences > Orders Module. Select All tab. The Mandatory Data Points options appear. To display the required fields for a certain order action, such as creating a lab order, in the Data Points Context field select the appropriate order action. Select the Effective Date to indicate what date the field displays as required, if necessary. Select the Open Record button. The Data Points Context window opens. Highlight the field (or fields), and select the right arrow to move the field to the Included section (this marks the field as required). For example, select Diagnosis and select the right arrow to move it to the Included section. Continue moving any additional fields, if necessary. Select OK. The fields selected as required, display in the Field Name section. To apply the fields selected as required to all practices, select Apply to all practices, if appropriate. To save your update, select OK. The Modify Practice In

NextGen® Enterprise EHR Help

Set up Required Fields to Display When Creating an Immunizations Order

In File Maintenance, select System > Practices. Double-click to open a Practice and then select Preferences. Select Orders Module, and then select All tab. To set the fields as mandatory when creating a creating an Immunization order, select When creating new Immunization order from the Data Points Context list. Select the Effective Date to indicate what date the field displays the field as required, and select the Open Record button. The Data Points Context window opens. To mark the field as required, highlight the field (or fields), and select the right arrow to move the field to the Included section. For example, highlight Registry and select the right arrow to move it to the Included section. The field appears in the Included section. If required, continue moving any additional fields, and select OK. The field or fields selected as required, display in the Field Name section. To apply the required fields to all practices, select the Apply to all practices check box, and then select

NextGen® Enterprise EHR Help

Orders Module

You can use the NextGen® Enterprise EHR Orders module to create and manage your lab and radiology orders (also known as diagnostic imaging orders). You can perform the following tasks from the Orders module: Place and send lab and radiology orders. Complete unfinished lab or radiology orders for a patient that originate from a bulk order generated through NextGen Care® Population Management Hub. Choosing advanced imaging tests by their appropriate use criteria (AUC) scores when you place a radiology order. Set up order filters for your practice or private use. Set up schedules for future and recurring orders. Add, view, and track order comments from different areas of the Orders module. Enter test results manually or view test results received from an interface. Send lab results to NextGen® PxP Portal. To use the Orders module, you must first set up tests, SAP® Crystal Reports®, master file data, practice preferences, and user permissions for orders at your practice. For more informati

NextGen® Enterprise EHR Help

Updating Lab and Radiology Orders

You can open an existing unlocked lab or radiology order and add or change details for it. You can also add comments for an updated order, if required. If the encounter associated with an order has been locked, you can only view the order. The Save, Save & Send, Save & Fax, Save & Print, or Save & Task actions are unavailable. When you update an unfinished order, you must complete all required fields that have been set up as Mandatory Data Points in File Maintenance Practice Preferences. These required fields appear in red text. If you do not fill in a required field, when you try to save your selections or entries, a message appears, prompting you to complete the field. For more information on setting up Mandatory Data Point fields in File Maintenance Practice Preferences, go to NextGen Healthcare Success Community, and download the latest Orders Module Setup Guide for NextGen® Enterprise EHR . For information on updating immunization orders, go to NextGen Healthcare Success Community

Setting Up Required fields for Order Processing

Recommendations

Medical Necessity and Orders Practice Preferences Setup

Setting Up and Maintaining Your Practice's Orders Workflow Foundation

Set Up Other Required Orders fields

Set up Required Fields to Display When Creating an Immunizations Order

Orders Module

Updating Lab and Radiology Orders

Medical Necessity and Orders Practice Preferences Setup

Setting Up and Maintaining Your Practice's Orders Workflow Foundation

Set Up Other Required Orders fields

Set up Required Fields to Display When Creating an Immunizations Order

Orders Module

Updating Lab and Radiology Orders