Technician or Assistant Office Visit Workflow

NextGen® Ophthalmic Suite Help 2022.2

Retinal Procedures

The Procedures - OPH template provides a central location from which you can open specialty diagnostic testing and other procedures for General and Retina Ophthalmology. The workflow for testing and procedures is shared between the provider and the technician. With Retinal diagnostic testing, there is a technical component that is performed by the technician and a professional interpretation component that is performed by the provider. Retinal office procedures are ordered and performed by the provider. The Procedures - OPH template. At the bottom of the Procedures - OPH template, the Order Management grid displays orders for the patient. You can update the status of orders, review, co-sign, and cancel orders on the Order Management template by selecting the Add button. The Order Management template. Procedure Templates Used by Retina Templates used to document Retinal procedures. Access the Procedures - OPH Template Three options for opening the Procedures - OPH template. Retina Testi

NextGen® Ophthalmic Suite Help 2022.2

Workflows on Visit Focused Templates

The NextGen® Ophthalmic Suite includes templates that have a specialized focus. In some cases, you can use these templates as a single place to document the entire patient encounter. Visit-focused templates include the following: Contact Lens Evaluation Eyeglasses Rx Postoperative Exam Contact Lens Evaluation The Contact Lens Evaluation - OPH template used to document a visit for contact lenses. Eyeglasses Rx The Eyeglasses Rx - OPH template used to document a visit for eyeglasses. Postop Exam Template Parent topic: Using NextGen Ophthalmic Suite

NextGen® Ophthalmic Suite Help 2022.2

Checkout Workflow

In NextGen® Adaptive Content Engine, patient checkout is the final step in documenting a patient encounter. The purpose of the Checkout template is to end the patient encounter by reviewing all orders and instructions, scheduling appointments and/or follow-up visits, and printing requisitions and instructions to give to the patient. The Checkout template has the following panels: Today’s Orders Patient Education Given to Patient/Verified Note: Ophthalmic diagnostic tests are ordered from the Order Tests - OPH template. Checkout can be completed by office staff or the technician depending on the practice. In this document, we use the term “Checkout Staff” to refer to the individual whose role it is to check out the patient at the end of the encounter before the patient leaves. For more information on the patient checkout process go to NextGen Healthcare Success Community and download the latest Getting Started User Guide for NextGen® Adaptive Content Engine. Managing Today's Orders You

NextGen® Ophthalmic Suite Help 2022.2

Ophthalmic Intake Template

In Ophthalmology, the Intake - OPH tab template includes standard functionality and elements used by a technician or an assistant to document the initial portion of the encounter. oph intake all panels Document General Patient Information Health Monitor Orders Reason for Visit Patient's History Summary Allergies Medications Review of Systems Document Vital Signs Ophthalmic practices document vital signs on the Vital Signs Lite template. Parent topic: Technician or Assistant Office Visit Workflow

NextGen® Ophthalmic Suite Help 2022.2

Using NextGen® 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. Ophthalmic Suite Technician or Assistant Office Visit Workflow Ophthalmology Provider Workflow Ophthalmology providers can document the exam and testing on the Provider - OPH. Checkout Workflow Optometry Specialty Workflows on Visit Focused Templates Retinal Procedures Testing and procedures for the Retina Ophthalmology specialty include workflows shared by technicians and providers. Related concepts Ophthalmic Suite Technician or Assistant Office Visit Workflow Ophthalmology Provider Workflow Checkout Workflow Optometry Specialty Workflows on Visit Focused Templates Retinal Procedures

NextGen® Ophthalmic Suite Help 2022.2

Documenting the Preliminary Exams

Preliminary exams, also called tech exams, can be viewed and documented on the Prelim Exam template by the technician, assistant, or provider. The technician or assistant portion of an encounter is documented from this template. prelim exam The overall exam findings for the current encounter and from the last five encounters appear in the exam data grids on the Prelim Exam - OPH and Provider - OPH templates. Abnormal findings for an exam cause an alert in red font to appear for the exam in the panel title bar. Historical exam data appears on the Home Page – OPH and Oph EyeTech templates. Exam panels may have links to view historical exam findings and open templates with additional functionality, such as the Graph and Draw modules. Visual Acuity Exam Findings IOP Exam Lensometry/Refraction Exams Lensometry and Refraction preliminary exams. Keratometry Exam Pachymetry Exam Pachymetry exam findings on the Pachymetry panel. Pachymetry is one of the Preliminary exams. Physical Exams (Techni

Technician or Assistant Office Visit Workflow

Recommendations

Retinal Procedures

Workflows on Visit Focused Templates

Checkout Workflow

Ophthalmic Intake Template

Using NextGen® Ophthalmic Suite

Documenting the Preliminary Exams

Technician or Assistant Office Visit Workflow

Retinal Procedures

Workflows on Visit Focused Templates

Checkout Workflow

Ophthalmic Intake Template

Using NextGen® Ophthalmic Suite

Documenting the Preliminary Exams