Add Chart Details

NextGen® Orthopedic Suite Help 80.2.14.0

Add Patient Contact Details

You can document a patient's contact details, generate the patient contact summary document, and generate the contact letter. You can use the Patient Contact template to document the communication details with a patient. You can also assign tasks to the provider or any other user to complete the action items. On the Home template, click the Patient Contact link, and select Patient Contact in the list. The Patient Contact template opens. Patient Contact template In the Chart Information section, enter the chart details. In the Provider Information section, click the Clinical Staff field, and select the name of the staff on the staff window. Note: The Rendering Prov field is automatically filled with the data from the login details, and the Provider field is filled while documenting the chart details. You can change the provider names. In the Med Request/Refill section, select the appropriate options for medication request and refill of medicines. To create tasks for medication request a

NextGen® Orthopedic Suite Help 80.2.14.0

Document After Hours Contact Details

You can document the messages left and actions taken when providers are unavailable. On the Home template, click the Patient Contact link, and select After Hrs from the list. The After Hours template opens. After Hours template Click the Taken by field. Your name is automatically filled in this field, and a list opens for selecting the contact type. Select how the message was received from the list. Click the Patient of field, select the patient’s provider from the provider window, and then click OK. If the communication was with the patient, do the following: Select Patient for Who. The patient's name is automatically filled in the Caller Name field, and a list opens for selecting the phone number type. Select the phone number type. The corresponding phone number is automatically filled in the respective field. Note: You can edit the phone number, if needed. If the communication was with the physician or allied health, do the following: Select the Physician or Allied Health for Who. A

NextGen® Enterprise EHR Help

Add a Contact

Open the Patient Information window for the desired patient. Select the Relations/Roles tab. In the Contact section, select the Open Record button. The Contact Lookup window appears. Enter the desired Search Criteria to find the contact. Select Find. All persons and patients that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the contact. Select New to add a person record for the contact. The Modify Contact Information window appears. Enter and update information for the contact as needed. In the Relationship field, select the contact's relationship to the patient. This field is required. Note: Items available for selection are from the Relationships code table in File Maintenance. To save changes and close the window, select OK. The contact displays in the Contact and Relationship sections of the tab. If

Help Guide for NextGen® Enterprise PM 8

Add a Contact

Open the Patient Information window for the desired patient. Select the Relations/Roles tab. In the Contact section, select the Open Record button. The Contact Lookup window appears. Enter the desired Search Criteria to find the contact. Select Find. All persons and patients that match the search criteria entered display in the Matching Records list. If no records are found, the following prompt appears: No records were found! Do one of the following: From the Matching Records list, double-click to select the contact. Select New to add a person record for the contact. The Modify Contact Information window appears. Enter and update information for the contact as needed. In the Relationship field, select the contact's relationship to the patient. This field is required. Note: Items available for selection are from the Relationships code table in File Maintenance. To save changes and close the window, select OK. The contact displays in the Contact and Relationship sections of the tab. If

NextGen® Therapy Suite Help 30.3.13.0

Document Calls and Other Patient Communication

Select the Contact Type field, and then select the type of contact from the picklist. Contact Type field and picklist If you communicate with someone other than the patient, use the Relationship field to document their relationship to the patient. If you select Patient, the application automatically fills in the name and telephone. If not, you must type entries into those fields. Select a follow-up urgency for the call, in the Urgency field. Complete any other information. Enter a description of the conversation/communication in the Comments field. Select Add Message. The message is added to the Messages grid. To send the message a task to the Provider on the encounter, select Task To Provider. To open the tasking window and choose the recipient, select Task To Staff. To generate a document that captures all communications that occurred on that encounter, select the Create Document icon. Select Save & Close in the workflow bar to close the template. Save & Close button Parent topic: Te

NextGen® Adaptive Content Engine Help Enterprise 8

Document General Transition of Care Information for a Patient

Before you begin Ensure that you have selected the Specialty and Visit Type as Care Management. Click the Care Transitions tab.The Cm Care Transitions template opens. Cm Care Transitions Click the PCP field.The field populates with the Primary Care Practitioner established in the patient's demographics. If there is no PCP selected in the patient chart, the Modify Patient Information template opens, enabling you to select a PCP. Do one of the following: Click the Encounter Type field to launch a list of transitional care encounter types and then select an encounter type from that list. Click the blue arrow to the right of the Encounter type field to launch the interim history data list and then select a past encounter from the interim history data. Click the first Historian field and select the relationship of the historian to the patient from the resulting list. If needed, click the second Historian field and select the relationship of the second historian to the patient from the resul

Add Chart Details

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Add Patient Contact Details

Document After Hours Contact Details

Add a Contact

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Document Calls and Other Patient Communication

Document General Transition of Care Information for a Patient

Add Patient Contact Details

Document After Hours Contact Details

Add a Contact

Add a Contact

Document Calls and Other Patient Communication

Document General Transition of Care Information for a Patient