Signoff Patient Document

NextGen® Enterprise EHR Help

Signoff Patient Document

In NextGen® Enterprise EHR you can sign off (accept) each patient document. If the Provider Approval Queue (PAQ) is enabled, you can sign off the document either in the PAQ or directly in the Documents module. When a document is accepted in one location, it is automatically listed as accepted in the other location. If the PAQ is not enabled, you can only sign off the documents in the Documents module. The Signoff Status Icons indicate the signoff status of the patient document in the Encounter History or Caretories tab. - Pending - Rejected - Accepted For more information on using the PAQ, go to NextGen Healthcare Success Community, and download the latest Workflow Module Guide for NextGen® Enterprise EHR. Generate a patient document. Make any required changes. You can enter the information directly into the document and use the standard formatting toolbar options. Select File and select Save. Select the accept icon on the Document bar of the viewer. A message appears, stating that the

NextGen® Enterprise EHR Help

View Provider Signoff Details from Encounter History

You can view the current signoff details and comments from the previous provider for a pending, rejected, or signed off PAQ item. You can add new provider signoff comments only if the selected item is signed off or rejected. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. Open the Workflow module. Select the Provider Approval Queue tab. In the Pending tab, select an item from the list.A preview of the item is displayed in the viewing pane. Select Chart.The Encounter History tab opens, with the item selected is attached to. Select the button. Select the item to view the current signoff details and comments, and select the button. Select Provider Sign-off Details.The Provider Sign-off Details window opens. The window shows the current signoff status, the rendering provider, the reassigned provider, if applicable, and comments. Add any necessary comments if the item is signed off or rejected. Note: After the comment is saved for the selected item, you ca

NextGen® Enterprise EHR Help

Sign off a Multi-user Document

You must be a provider to sign off the document from the Encounter History or Categories tab. If you are a delegate for a provider, you must sign off the document from the Provider Approval Queue (PAQ). You cannot reject a document you open from the Encounter History or Categories tab; you must reject it from the PAQ. If you need to revise the document that was sent to you for signoff, the best practice is to regenerate the document from the patient chart using the applicable template. If you edit the current document directly by entering free text, your changes are overwritten if another user regenerates the document. Regenerating the document disables multi-user signoff and removes the document from the PAQ of all signees. The document is returned as a single-user signoff document to the PAQ Pending tab of the encounter provider for review. The encounter provider may initiate multi-user signoff for the regenerated document. Log on to NextGen® Enterprise EHR as a PAQ-enabled provider.

NextGen® Enterprise EHR Help

Sign off a Multi-user Document

You must be a provider to sign off the document from the Encounter History or Categories tab. If you are a delegate for a provider, you must sign off the document from the Provider Approval Queue (PAQ). You cannot reject a document you open from the Encounter History or Categories tab; you must reject it from the PAQ. If you need to revise the document that was sent to you for signoff, the best practice is to regenerate the document from the patient chart using the applicable template. If you edit the current document directly by entering free text, your changes are overwritten if another user regenerates the document. Regenerating the document disables multi-user signoff and removes the document from the PAQ of all signees. The document is returned as a single-user signoff document to the PAQ Pending tab of the encounter provider for review. The encounter provider may initiate multi-user signoff for the regenerated document. Log on to NextGen® Enterprise EHR as a PAQ-enabled provider.

NextGen® Enterprise EHR Help

View Provider Signoff Details from the Encounters

You can view the current signoff details and comments from the previous provider for a pending, rejected, or signed off PAQ item. You can add provider signoff comments only if the selected item is signed off or rejected. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. Open the Workflow module. Select the Provider Approval Queue tab. In the Pending tab, select an item from the list.A preview of the item is displayed in the viewing pane. Select Chart.The Encounters tab opens, with the item selected is attached to. Select the double arrow button. Select the item to view the current signoff details and comments, and select the three dot button. Provider Sign-off Details option is displayed Select Provider Sign-off Details.The Provider Sign-off Details window opens. Provider Sign-off Details window The window shows the current signoff status, the rendering provider, the reassigned provider, if applicable, and comments. Add any necessary comments if the ite

NextGen® Enterprise EHR Help

PAQ Document Signoff by Multiple Providers

Multiple providers on a patient care team can sign off the same document sent by the encounter provider to each designated signee's Provider Approval Queue (PAQ) Pending PAQ tab in the Workflow module. Only the encounter provider or the provider's delegate can initiate multi-user signoff and select additional signees. The multi-user signoff document is read only and remains in Pending status until all the designated signees or their delegates have signed it. If a document is rejected or regenerated by any signee, all existing signatures are erased, and the document is returned to the Pending PAQ of the encounter provider for review and further action. The encounter provider can restart multi-user signoff for the document and select the previous or new signees. Note: At this time, multi-user signoff is only available for PAQ documents. For more information on the following features, go to NextGen Healthcare Success Community, and download these documents: PAQ - Workflow Module Guide for

Signoff Patient Document

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