Optometry Provider Workflow

Provider - OPT Panel	Related Tasks
General	View the Chart Summary Physician Notes Internal Health Monitor
Vital Signs	Patient Vital Signs
Orders	Order and Schedule Ophthalmology Tests
Allergies	Enter New Allergies for a Patient
Medications	Provider Medication Review and Update
Reason for Visit	Document and Sign-off HPI as an Ophthalmic Provider Change the Order of Chief Complaints on the HPI Generic OPH Template
Visual Acuity	Update Previously Documented Visual Acuity Exam Findings
Additional Testing	Enter Prism Cover Test Findings Record Stereo Test Findings Enter Glare and Contrast Test Findings
Lensometry/AR	Update Documented Lensometry and Refraction Exams Findings
Physical Exam	Copy Exam Findings from Past Encounters (Providers) Document an External Exam Document a Posterior Exam (Providers)

NextGen® Ophthalmic Suite Help 2022.2

Optometry Technician Intake Workflow

The technician intake workflow in the Optometry specialty is similar to the Ophthalmology specialty. The table below provides links to the related tasks for each panel on the Intake - OPT template. Intake - OPT Panel Related Tasks General Document General Patient Information Health Monitor Orders Order or Schedule Ophthalmology Tests Reason for Visit Enter Ophthalmic Chief Complaints Document a Retina Reason for Visit History Summary Document Ocular History Medications/Allergies Filter the Medications Grid Document Patient's Medication Enter New Allergies for a Patient Review of Systems Document Review of Systems Findings Visual Acuity Enter Visual Acuity Findings Lensometry/AR Document a Lensometry Exam Document Auto-Refraction Values Enter Manifest Refraction Findings Keratometry Document Auto-Keratometry Findings Document Manual Keratometry Findings Physical Exam Document a Physical Exam (Technicians/Assistants) IOP Document IOP Findings Dilation/Other Medications Record Eye Dilatio

NextGen® Ophthalmic Suite Help 2022.2

Order and Schedule Ophthalmic Tests

To place orders for Ophthalmic diagnostic tests and send a task to a technician, do the following: Open the Provider - OPH template and expand the Orders panel. Click Add Diagnositc Test.A grid with diffrerent diagnostic tests appears. orders panel Select an appropriate test from the grid. Order and Schedule Ophthalmic TestsSelect a side from the picklist Click the Diagnosis field to select appropriate diagnosis from the DX history window or select the diagnosis using the Diagnosis Lookup link. In Schedule tests, select Today or select Other and select a timeframe. Select the appropriate transits and location Select Patient may leave after test, if applicable Enter additional comments in the Order Comment field In the Ordered field, by default the current provider is selected. However, you can change the user if necessary by clicking the Ordered field and selecting the desired user. To task a technician about the tests being ordered, click the Task button. Click Place Order.The diagnos

NextGen® Ophthalmic Suite Help 2022.2

Document and Sign-off HPI as an Ophthalmic Provider

Ophthalmic providers document HPI information on the Generic HPI - OPH template in the Provider HPI Details section. When you open the Generic HPI - OPH template you can document additional reasons for visit. All chief complaints selected as reasons for visit, except retina, are documented on the Generic HPI - OPH template. If previously selected, the chief complaint retina appears in the Chief complaint details grid, but you can only update the HPI information on the Retina History of Present Illness - OPH template. Note: The Chief complaint details grid displays only the technician’s documentation. The final HPI grid shows the provider’s updates and notes. On the Reason for Visit panel, do one of the following to open the Generic HPI - OPH template. Select any chief complaint, except retina, in the Reason for Visit/History of Present Illness grid. Select any chief complaint, except retina, from the left pane. The HPI Generic OPH template opens, displaying the chief complaints and HPI

NextGen® Ophthalmic Suite Help 2022.2

Optometry Office Visit

You can document a standard office visit for Optometry by selecting the Office Visit visit type. Typically, the technician records the intake on the Intake - OPT template. In addition to documenting the reason for visit, reviewing the history summary, and entering today's review of systems and vital signs, the technician can document the following preliminary exams: Visual Acuity Lensometry/Auto Refraction Keratometry IOP Dilation and Other Medications The providers can then document additional testing and physical exam on the Skills/Motility - OPT and Provider - OPT templates. Optometry Technician Intake Workflow Optometry Provider Workflow Skills/Motility Template Parent topic: Optometry Specialty

NextGen® Ophthalmic Suite Help 2022.2

Ophthalmology Provider Workflow

Provider workflow may begin at the Home Page - OPH template, where you can review patient information. The provider workflow for documenting a patient exam continues on the Provider - OPH template. Providers can review tests performed by the technician, document the physical exam, and record tests performed during the provider's portion of the encounter. Complete the Ophthalmology Provider Workflow Provider Summary for Ophthalmic Providers Eye Summary Template Historical Diagnostic Tests View historical orders for diagnostic tests on the Historical Diagnostic Tests - OPH template. General Panel for Providers Document Vital Signs Ophthalmic practices document vital signs on the Vital Signs Lite template. Ophthalmic Orders Provider Medication Review and Update Document and Sign-off HPI as an Ophthalmic Provider Reviewing and Updating the Visual Acuity Exam Findings Update Lensometry and Refraction Findings Review and Update Patient Dilation How to review and update previously documented

NextGen® Ophthalmic Suite Help 2022.2

Begin a New Ophthalmic Encounter

When a patient arrives, intake staff can open the patient chart and the Home Page - OPH template to begin documenting the new encounter for Ophthalmology and Optometry. You can review historical patient data and update allergies and medications. Open the Home Page - OPHtemplate. The template opens with the specialty and visit type defaulted to Ophthalmology and Office Visit. To change the specialty, click the Specialty field, and select a value from the list. To change the visit type, click the Visit Type field, and select a value from the list. Review the information in the following panels: General- review or update the general patient information Health Monitor- review or update the dates of the most recent testing and procedures Historic HPI Impression/Plan Summary- view the history of the patient's impression or plan information Visual Acuity- view the pateint's visual acuity measurements from previous encounters Orders- view and manage orders IOP- view the pateint's intraocular p

Optometry Provider Workflow

Recommendations

Optometry Technician Intake Workflow

Order and Schedule Ophthalmic Tests

Document and Sign-off HPI as an Ophthalmic Provider

Optometry Office Visit

Ophthalmology Provider Workflow

Begin a New Ophthalmic Encounter

Optometry Provider Workflow

Optometry Technician Intake Workflow

Order and Schedule Ophthalmic Tests

Document and Sign-off HPI as an Ophthalmic Provider

Optometry Office Visit

Ophthalmology Provider Workflow

Begin a New Ophthalmic Encounter