NextGen Knowledge Center

Assessment and Plan (MDM) Panel

The Assessment and Plan panel enables the provider to select the diagnosis for today’s plan, enter today’s plan in, next visit information, and verbal counseling.

Assessment and Plan panel on the NB Preop V5 template

The Diagnosis grid displays the patient’s diagnoses. The filter options default to Orthopedic to view the patient’s orthopedic-specific diagnoses. Select Medical to view additional diagnoses.

  1. To add a diagnosis for today’s visit, select the diagnosis from the grid.
    The diagnosis is moved to a Today’s Diagnosis field.
  2. You can enter items in the Management, Instructions and Overflow fields by using the configurable picklists or using the default save functionality referred to as a QuickPick.
  3. Enter Verbal Counseling or use My Phrases.
  4. The provider can sign off on the NB Preop v5 template, by clicking the Electronically Signed By check box. If your practice is using the PAQ functionality, the sign off field is hidden.
  5. To submit codes to NextGen® Enterprise PM, click the Finalize Visit button to open the Finalize Visit template.