Assessment and Plan (MDM) Panel

NextGen® Orthopedic Suite Help 80.2.14.0

Enter Plan Information

Entering a plan includes documenting Management (for example, medications, office procedures, DME), Diagnostics (procedures, tests, labs, consults) Instructions to the patient, and Printed Materials given to the patient. This panel also has an area to enter Verbal Counseling and one to designate Next Visit time frame and X-rays. The fields (except Verbal Counseling) are picklist-driven and configurable in the Picklist Configuration template. You can enter data in these ways: Click fields to select items from configurable picklists. Click on the star or double star icon in the QuickPick Toolbar at the top of the Non-Billable Visit template to load a template default. Type text in the Verbal Counseling fields to describe verbal counseling. Once all information has been entered, sign off on the template (if not utilizing PAQ functionality) and click the Finalize button to open the Finalize Visit template to submit charges. Parent topic: Assessment and Plan (MDM) Panel Parent topic: Assess

NextGen® Orthopedic Suite Help 80.2.14.0

Assessment and Plan (MDM) Panel

The Assessment and Plan panel enables the provider to select the diagnosis for today’s plan, and enter today’s plan, next visit information, and verbal counseling. Assessment and Plan panel on the Non Billable Visit template The Diagnosis grid shows the patient’s diagnoses. The system defaults to the Orthopedic option to view Orthopedic-specific diagnoses. The Medical option displays other diagnoses. Add a Diagnosis to Plan Enter Plan Information Parent topic: Non-Billable Post-Op Visit Workflow

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document a Patient's Custom Plan

You can document the patient's diagnostics, insurance, lab orders, diagnostic, referrals, and follow-up details in the My Custom Plan template. Before you begin On My Custom Plan practice template, in the General Configuration panel, select the Launch My Custom Plan checkbox. Open NextGen® Enterprise EHR. Open a patient's record, and then open an encounter. Open the Intake template, select the specialty as Family Practice and the visit type as Office Visit, and then select My Plan.The My Custom Plan window opens. To add an assessment, do the following: Select Add/Edit Assessment.The Add or Update Assessment window opens. Add an assessment and then select Save & Close.The diagnosis appears in the grid. Highlight an assessment row in the grid. If the Diagnosis Group is not mapped, do the following: Select the Mapping Required link. Diagnosis group colored in yellow displays mapping is required Note: To allow unmapped diagnosis codes to map, select the Allow mapping of unmapped dx codes t

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document the Treatment Plan on My Plan

The treatment plan for the patient can be documented on the My Plan (PT) template that enables providers to place multiple orders from a single template. The My Plan (PT) template is based on order sets for diagnosis categories that can be modified and managed by clients using practice templates. The My Plan (PT) template appears within NextGen® Adaptive Content Engine by default and can be easily replaced with the My Custom Plan template after a simple configuration in the Practice Configuration practice template. The My Custom Plan template can be personalized to suit your practice's specific needs and is less click-intensive. For detailed information on the My Plan and the My Custom Plan template, go to NextGen Healthcare Success Community, and download the My Plan Template Set User Guide for NextGen® Adaptive Content Engine. Open NextGen® Enterprise EHR. In the Assessment/Plan panel, click the Add/Update button below the Assessments/Plan grid to open the My Plan (PT) template. My P

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Enter Assessment Plan Details

Open NextGen® Enterprise EHR. On the Assessment Plan Details template, select the A/P Details tab. To add or change a diagnosis in the Today’s Assessments grid, select Add or Edit to open the Add or Update Assessment template. To change the current working assessment, in the Today's Assessments grid, select the diagnosis being addressed for this encounter. The selected diagnosis appears in the Selected Dx field. It becomes the new working assessment that carries forward to the other templates that share the assessment. Enter details manually or use My Phrases or Common Phrases for the impression, differential diagnosis, and patient and provider plans in the respective sections. To enter follow-up appointment and disposition information, select Follow Up. To document counseling educational details and factors, select the Counseling Details link. To enter post-operative details, select the Postoperative Quality Reporting link. For more information on the associated quality measure, selec

NextGen® Orthopedic Suite Help 80.2.14.0

Add a Diagnosis to Plan

The Diagnosis grid displays the patient’s diagnoses. You can add a diagnosis for today’s visit or use one from the Diagnosis grid. Filter the grid by selecting the Orthopedic or Medical option above the Diagnosis grid. Click Add under the grid to launch the Common Assessment template or click Problem IT if using IMO. Select a diagnosis to add to the patient’s history. Click Save & Close. Select a diagnosis from the Diagnosis grid to add it to today’s plan. The selected diagnosis moved to the Diagnosis field. Note: For the multi-fracture template, you can select the second and third diagnosis from the Diagnosis grid and the diagnosis are assigned to the Fracture 2 and Fracture 3 field respectively. Fracture Care Procedure Code Add Date of Injury, Initial Rx, and Global Date Submit the Fracture Care Code Parent topic: Assessment and Plan Panel - Single Fracture Parent topic: Assessment and Plan for Multiple Fracture Parent topic: Assessment and Plan (MDM) Panel Related concepts Diagnosis

Assessment and Plan (MDM) Panel

Recommendations

Enter Plan Information

Assessment and Plan (MDM) Panel

Document a Patient's Custom Plan

Document the Treatment Plan on My Plan

Enter Assessment Plan Details

Add a Diagnosis to Plan

Assessment and Plan (MDM) Panel

Enter Plan Information

Assessment and Plan (MDM) Panel

Document a Patient's Custom Plan

Document the Treatment Plan on My Plan

Enter Assessment Plan Details

Add a Diagnosis to Plan