Appointment Panel

NextGen® Orthopedic Suite Help 80.2.14.0

Authorization Panel

If clinical and billing approval are complete, the last step is the authorization panel. This is where users document when the appointment is scheduled, generate welcome pack information to send to patient with appointment information, generate appointment denial letters, as well as, need more information or cancellation letters. Authorization panel on the Pre Reg template The Clinical Approval and Billing Approval check boxes are read-only. These are automatically checked when Clinical and Billing approval requirements have been met and completed on the Clinical Approval and Billing Approval templates. Note: The When and Event Chain fields are filled in if that information was entered on the Clinical Approval template. You can mark that an apt has been made in NextGen® Enterprise PM and when that appointment is scheduled for. You can generate a welcome pack or a rescheduled welcome pack by clicking on the welcome pack document icon. You can document that the welcome pack has been sent

NextGen® Orthopedic Suite Help 80.2.14.0

Demographic Information Panel

This panel displays patient demographic information pulled from NextGen® Enterprise PM. Demographic Information panel on the Pre Reg template You can update the patient SSN, and Address by clicking in the appropriate fields. Any changes made in this panel will be updated in NextGen® Enterprise PM. If the patient is a minor, enter the guardian’s name and relationship. To launch the Authorization to Treat template, right click the grid and select Add New. Employer information can be added by clicking the Add button below the employer grid and filling out the patient information. Phone numbers and best contact time can be entered as well as ethnicity, race and language. Double-click the appropriate grid to launch the templates or click the ELR button to launch the Patient Information template. Any changes made in these panels are sent to NextGen® Enterprise PM. You can document if demographics have been verified or complete by checking the appropriate check box. Patients can be added to t

NextGen® Orthopedic Suite Help 80.2.14.0

Preregistration of Patients

You can contact patients, and do the preregistration before their visit to the office. On the Pre Reg template, you can document the chief complaints, appointment details, patient demographics, and insurance details of a patient. You can also document additional details about the appointment, and generate letters for the preregistration of the patient. You can manually add the details of the preregistered patients to the Pre-Reg Worklog template by clicking the Scanned-Add to Worklog button. Pre Reg template The following table describes the panels on the Pre Reg template. Panel Description Appointment You can document the appointment details such as problem, provider, location, and appointment type. Demographic Information You can view the patient's demographic details documented in NextGen® Enterprise PM. You can also add additional details. Insurance Information You can view the insurance details documented on the encounter. Authorization You can document the appointment schedule of

Help Guide for NextGen® Enterprise PM 8

View Existing Appointments for a Patient

You can view existing appointments for a patient from the following locations in NextGen® Enterprise PM: Appointment Lookup window. Add Appointment and Edit Appointment window Patient Information Bar in the Patient Chart. Clinical History/Notes tab in the Patient Chart. View Existing Appointments from Appointment Lookup View Existing Appointments from Add or Edit Appointment View Existing Appointments from Patient Chart You can view existing appointments for a patient from the Patient Chart window. Parent topic: Appointment Scheduling

NextGen® Enterprise EHR Help

View Patient Appointments

Before you begin You must ensure that you have an active license for NextGen® Enterprise PM. In NextGen® Enterprise EHR Appointments Quick Button, you can view patients future and past appointments based on configuration. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. On the Quick Buttons panel, hover over Appointments.The Appointments table appears displaying the configuration message, the patient's future and recent past appointments and date and time, status, resource or provider, location and reason columns. When the View by Resource is selected in the Inbox module of NextGen® Enterprise EHR, the resource column appears in the Appointments table; similarly, when the View by Provider is selected, the provider column appears. Note: The patient's future appointments appear first on the Appointments table, highlighted in bold text, followed by recent past appointments. If no appointments are scheduled for a selected patient, a message appears stating

NextGen® Orthopedic Suite Help 80.2.14.0

Billing Approval Template

The Billing Approval template documents any billing approval requirements. If a pre-authorization is required, or specific information regarding a work comp claim or auto liability claim, this authorization information can be tracked on this template. This template consists of three panels: Demographic- This panel contains the patient’s contact information and best times to reach the patient. This information carries forward from the Pre Reg template but can be edited here if needed. The patient status will pull over from NextGen® Enterprise PM and is read-only. Insurance-The Insurance panel pulls insurance information from the encounter. This information is read-only and cannot be updated from this panel. There are places for users to record pre-authorization information and details regarding that information for work comp, auto/liability, self-pay, care source, and Misc. Authorization- Enables users to document if the patient is approved or denied from a billing stand point. Authoriz

Appointment Panel

Recommendations

Authorization Panel

Demographic Information Panel

Preregistration of Patients

View Existing Appointments for a Patient

View Patient Appointments

Billing Approval Template

Authorization Panel

Demographic Information Panel

Preregistration of Patients

View Existing Appointments for a Patient

View Patient Appointments

Billing Approval Template