Optometry Template Set

Template Name	Used By	Description
Home Page - OPH	Office Staff, Technician, and Provider	Review and update previously documented patient information. You can make updates to general patient information and to the testing dates on the Health Monitor panel
Intake – OPT	Technician	Document patient intake information
Provider – OPT	Provider	Review and update patient information, preliminary exam findings, and document physical exams
Skills/Motility - OPT	Technician or Provider	Document visual skills and motility testing
Assessment/Plan – OPH	Provider	Document assessment, impression, and plan for the patient
Finalize - OPH	Provider	Link procedures to diagnoses, review and update coding, and submit charges to billing
Checkout	Office Staff	Complete the encounter by reviewing the patient plan and checking out the patient
LV History	Technician	Record and review the patient's low vision history, visual concerns, goals, and devices
LV Exam	Provider	Document a complete visual exam and level of impairment
LV - Devices	Provider	Document or update visual goals and recommended devices

NextGen® Ophthalmic Suite Help 2022.2

Ophthalmology Template Set

The following lists the main templates in the Ophthalmology template set and describes how you can use them in your encounter workflows. Template Name Used By Description Home Page - OPH Office Staff, Technician, and Provider Review and update previously documented patient information. You can make updates to general patient information and to testing dates on the Health Monitor panel Intake – OPH Technician Document patient intake information Prelim Exam - OPH Technician Document or review preliminary exam findings Histories – OPH Technician and Provider Document, review, and update patient history information Provider – OPH Provider Review and update patient information, preliminary exam findings, and document physical exams Assessment/Plan – OPH Provider Document assessment, impression, and plan for the patient Finalize - OPH Provider Link procedures to diagnoses, review and update coding, and submit charges to billing Checkout Office Staff Complete the encounter by reviewing the pa

NextGen® Ophthalmic Suite Help 2022.2

Ophthalmic Suite

The NextGen® Ophthalmic Suite is a standalone package with three template sets. You can document clinical visits in the Ophthalmology, Optometry specialties and ambulatory surgical center (ASC) visits in the Ophthalmology (ASC) templates. Ophthalmology Template Set The main templates in the Ophthalmology specialty template set, and the encounter information documented. Optometry Template Set Primary templates used in the Optometry specialty. Ophthalmic Suite Setup Templates System and practice templates are used in Ophthalmic Suite setup and configuration. Managing Basic Details for Behavioral Health Suite You can manage user interface basics NextGen® Behavioral Health Suite users. My Phrases and Common Phrases You can save phrases in a list for your own use in the NextGen Adaptive Content Engine templates. Sub-Navigational Links Sub-navigational links in NextGen® Ophthalmic Suite. Parent topic: Using NextGen Ophthalmic Suite

NextGen® Ophthalmic Suite Help 2022.2

Low Vision Exam Visit

A new visit type, Low Vision Exam, enables Optometry practices to document the patient's low vision history, the complete low vision exam, and recommended low vision devices. When you select the Optometry specialty and the Low Vision Exam visit type, a seven-tab workflow opens and includes the following low vision-specific tabs: LV History LV Exam LV Devices After you have finished documenting the low vision exam details, you can complete the encounter documentation with the standard workflows for assessment and plan, submitting charges, and patient checkout. Low Vision History Template You can record a detailed history for patients with low vision on the Low Vision History - OPT template. Low Vision Exam Low Vision Devices Create a comprehensive, individual rehab plan for the low vision patient based on the patient's visual abilities, goals, and devices on the LV Devices - OPT template Parent topic: Optometry Specialty

NextGen® Ophthalmic Suite Help 2022.2

Information Documented on the Postoperative Exam Template

The Postoperative Exam - OPH template includes the following panels and sections: Panel/Section Description General Information section Review or document general information about the surgery, such as procedure and location, status post-procedure, days post-op, and surgeon Reason for Visit (with History of Present Illness) panel Review or document a reason for visit and HPI information for the encounter Visual Acuity exam panel Review or document visual acuity exam findings IOP exam panel Review or document visual acuity exam findings Examination section Review or document exam findings for External, Slit Lamp, and Posterior exams. Document intraocular lenses (IOL) that were implanted during cataract surgery Patient Instructions/Advice section Select advice and instructions for the patient Medications section Patient medications can be reviewed, reconciled, and documented. Internal Physician Notes section Providers use this section to keep historical notes that do not appear in genera

NextGen® Ophthalmic Suite Help 2022.2

Low Vision Devices

You can document and create a comprehensive, individual rehab plan for the low vision patient based on the patient's visual abilities, goals, and devices on the LV Devices - OPT template. Goals and devices can be monitored and updated in future encounters. Create Goals for the Low Vision Patient You can create custom goals for the low vision patient on the LV Devices - OPT template. Record Low Vision Devices You can record the recommended low vision devices, acuity achieved, and skills for the patient on the LV Devices - OPT template. Summarize the Low Vision Exam Ophthalmic providers can write a brief summary of the exam, rehab notes, and education for low vision patients in the Summarization of Data panel. Parent topic: Low Vision Exam Visit

NextGen® Ophthalmic Suite Help 2022.2

Optometry Provider Workflow

The provider 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 Provider - OPT template. 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) P

Optometry Template Set

Recommendations

Ophthalmology Template Set

Ophthalmic Suite

Low Vision Exam Visit

Information Documented on the Postoperative Exam Template

Low Vision Devices

Optometry Provider Workflow

Ophthalmology Template Set

Ophthalmic Suite

Low Vision Exam Visit

Information Documented on the Postoperative Exam Template

Low Vision Devices

Optometry Provider Workflow