Billing Approval Template

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

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

NextGen® Orthopedic Suite Help 80.2.14.0

Pre-Registration Worklog

You can use the Pre-Reg Worklog system template is reference tool for the pre-registration staff. You must add patients manually to the worklog via the Pre Reg template. Users tracking clinical approval, billing approval, etc. can track this information and launch the patient's chart directly from this worklog. You can manually add a patient to the worklog or you can add them from the Pre Reg template. You can access the Pre-Reg Worklog template from the Pre Reg link on the Home template. Pre-Reg Worklog template View or Update a Worklog Entry Add a Patient to the Pre-Reg Worklog Delete a Pre-Reg Worklog Entry Open a Patient’s Chart from the Worklog Parent topic: Preregistration Workflow

NextGen® Orthopedic Suite Help 80.2.14.0

Providers and Patient Histories for Pre-Registration

The Clinical 1 template enables you to add the patient histories and the details of the providers. You can use the Clinical 1 template to document the providers and shared care facilities that needs to be added in the documentation for pre-registration of a patient. You can also document any patient histories, medications, and allergies prior to the patient visit for their appointment. This template has the Providers and History panels. You can use the notes and signoff sections to add the notes and sign off the details documented on the Clinical 1 template. The Notes field is shared with the following pre-registration templates. Pre Reg Clinical Approval Billing Approval Clinical 2 PR Clinical 1 template Document Providers and Patient Histories for Preregistration You can add patient histories and the details of the providers for preregistration of a patient. Parent topic: Preregistration Workflow

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

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

Billing Approval Template

Recommendations

Preregistration of Patients

Clinical Approval Template

Pre-Registration Worklog

Providers and Patient Histories for Pre-Registration

Preregistration Workflow

Authorization Panel

Preregistration of Patients

Clinical Approval Template

Pre-Registration Worklog

Providers and Patient Histories for Pre-Registration

Preregistration Workflow

Authorization Panel