Make Gender Related Details Available in Documents

NextGen® Adaptive Content Engine Help Enterprise 8

Enable Gender Related Details in Documents

You can only enable and control gender related details for Master and Patient Plan documents from the Document configuration in the SOGI/Transgender section. To enable gender related details on other customized documents, you must insert predefined macros in the documents. The SOGI details will then appear in those documents. However, unlike Master and Patient Plan documents, you cannot control details from appearing on customized documents. For more information on inserting predefined macros to a document, go to NextGen Healthcare Success Community and download the latest Documents User Guide (TX Text Control) for NextGen® Enterprise EHR. On the Practice Configuration template, scroll to the SOGI/Transgender section. From the Document configuration, select one or more of the following options for Master and/or Patient Plan documents: Birth Sex Current Gender Gender Identity Preferred Name Preferred Pronoun Sexual Orientation Note: If you do not want to include certain gender related i

NextGen® Adaptive Content Engine Help Enterprise 8

Sexual Orientation and Gender Identity (SOGI)

The Sexual Orientation and Gender Identity (SOGI) and Transgender section enables you to configure the following: Gender neutral PE and ROS templates for your practice A Detailed Sexual History tab for documenting the confidential sexual history The gender identity information that you want to include on the master document Set the Pronoun of a Patient You can set the pronoun of a patient in all the NextGen® Adaptive Content Engine template concatenations, documents, and macros with the Pronoun to be Used for Concatenation field under the SOGI/Transgender section. Enable Gender Neutral Physical Examination The gender-neutral PE option enables a provider to easily toggle between the male and female tabs during physical exams, regardless of a patient’s birth sex. Enable Gender Neutral Review of Systems The gender-neutral ROS option enables a provider to easily toggle between male and female tabs during review of systems, regardless of a patient’s birth sex. Enable the Detailed Sexual His

NextGen® Adaptive Content Engine Help Enterprise 8

Document a Patient’s Confidential Sexual History

You can document the confidential sexual history of patients and their partners on the Confidential - Sexual History template. The documented information on this template is automatically added to the Patient Information and Partner Information grids on the Details panel. Open NextGen® Enterprise EHR. To open the confidential templates, do one of the following: In the Social panel on the Histories template, select the Confidential History link. In the History Summary panel on the Intake template, select the Confidential link. The Confidential - Alcohol/Drug template opens displaying the links to the confidential templates, in the left pane. Select Sexual Practices/STIs and then select the Detailed Sexual History tab. The Confidential - Sexual History template opens. Confidential Sexual History Note: The Detailed Sexual History tab is available for documentation only if the Enable Detailed Sexual History option is selected on the Practice Configuration template. For more information, go

NextGen® Adaptive Content Engine Help Enterprise 8

Document Patient Confidential Sexual Practices

You can document a patient’s confidential sexual practices in the social history document. OpenNextGen® Enterprise EHR. Select a patient, create an encounter and set the Specialty as Family Practice and Visit Type as Office Visit. To open the confidential templates, do one of the following: In the Social panel on the Histories template, select the Confidential History link. In the History Summary panel on the Intake template, select the Confidential link. The Confidential - Alcohol/Drug template opens displaying the links to the confidential templates. Select Sexual Practices/STIs. The Confidential - Sexual Practices/STIs template opens. To include the confidential details in the master documents, select the Include all confidential information in the social history document with patient permission check box. In the Sexual Practices section, do the following: Select the Gender identity of the partner. For Sexually active, select No, Yes, or Previously. Select a sexual orientation and t

NextGen® Adaptive Content Engine Help Enterprise 8

Document Pediatric Confidential Sexual History

On the Histories template, expand the Social panel. Click the Confidential History link. The Peds Confidential History - Substances template opens. In the left pane, click Sexual Practices. The Peds Confidential History - Sexual Hx template opens. In the Sexual Practices section, to add or modify gender identity of the patient, double-click the Gender identity field to open the Gender window. Gender Select an option from the Available Genders list and click Add. Note: If you add the Decline to Answer option, you cannot select any other options from the Available Genders list. Similarly, you cannot select the Decline to Answer option in the Available Genders list when you have other gender option(s) placed in the Display these genders in this order list. The selected option appears in the Display these genders in this order list. Repeat the above step to add multiple options in the Display these genders in this order list. After you have selected the gender option(s), click OK to return

NextGen® Enterprise EHR Help

View Medical Records and Demographic Templates

Open NextGen® Enterprise EHR. If needed, select a location and provider. Select a patient. The patient's encounters opens in the Encounter History tab. Do one of the following: Select an existing unlocked encounter. To create an encounter, select New. Note: If you are creating a patient or the patient does not have an encounter, NextGen® Enterprise EHR prompts you to create an encounter. To select a template, do one of the following: Select the Templates button on the Top toolbar. You can add the button to the toolbar if it is not visible. From the NextGen® Enterprise EHR Menu bar, select File > New > Template. The Select Template window opens. To display templates of that type, select the Medical Records (default) or Demographics tab. Note: If applicable, the Group and Case Management tabs also appear to select Group Medical Records templates and Case Management templates. In the Show section, select one of the following options: All. All of the available templates. Only the templates

Make Gender Related Details Available in Documents

Recommendations

Enable Gender Related Details in Documents

Sexual Orientation and Gender Identity (SOGI)

Document a Patient’s Confidential Sexual History

Document Patient Confidential Sexual Practices

Document Pediatric Confidential Sexual History

View Medical Records and Demographic Templates

Enable Gender Related Details in Documents

Sexual Orientation and Gender Identity (SOGI)

Document a Patient’s Confidential Sexual History

Document Patient Confidential Sexual Practices

Document Pediatric Confidential Sexual History

View Medical Records and Demographic Templates