Authorization Panel

NextGen® Orthopedic Suite Help 80.2.14.0

Appointment Panel

The clinical staff/phone nurse can use this panel to document what the problem is and what type of appointment is needed and specify the provider and location. Appointment panel on the Pre Reg template The entry in the Patient Status field is pulled in from NextGen® Enterprise PM and is read-only. This field indicates if a provider is past due on an account and will set a flag if billing approval is required. Enter Pre Registration Appointment Information Parent topic: Preregistration of Patients

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

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

NextGen® Orthopedic Suite Help 80.2.14.0

Preregistration Workflow

You can only initiate the preregistration workflow to document the details of the patient before their visit to the office. The preregistration workflow is to be performed before a patient visit the office. For example, a phone nurse contacts the patient to perform preregistration before the appointment. You can open the preregistration workflow templates using the Pre Reg link on the Home template. The following table describes the templates used in this workflow. Template Description Pre Reg To document the chief complaints, appointment details, patient demographics, and insurance details. You can also generate letters for preregistration of patients. Clinical Approval To document the clinical approval requirements. Billing Approval To document the billing approval requirements. Clinical 1 To document the details of providers, shared care facilities, and patient histories. Clinical 2 To document patient's family history, social history, and review of systems. Pre-Reg Worklog To track

NextGen® Orthopedic Suite Help 80.2.14.0

Clinical Approval Template

This template documents any clinical approval requirements. Clinical staff can enter information here when records are received, and then task this to the provider for review. The provider can use this if they require additional information before seeing the patient, or to specify if it is ok to schedule the appointment (Provider approval) or to not schedule the appointment, and then task to the appropriate scheduling coordinator. Clinical Approval template Some fields fill in under the contact request information section based on what is entered on the Pre Reg template. You can also click the appropriate fields to add additional information. The provider can document if more information is needed prior to the visit by checking the appropriate check boxes and tasking the coordinator staff with the task icon. Clinical staff or coordinator staff can document requested records that are received by entering date information and comments regarding the document received. They can send a task

Authorization Panel

Recommendations

Appointment Panel

Demographic Information Panel

Preregistration of Patients

Billing Approval Template

Preregistration Workflow

Clinical Approval Template

Appointment Panel

Demographic Information Panel

Preregistration of Patients

Billing Approval Template

Preregistration Workflow

Clinical Approval Template