Carbon Copies
Use the
Carbon Copies
section to set up providers and facilities to whom carbon copies of the office note are sent.
Add a Provider to the CC list
Remove a Provider from the CC list
Add a Facility to the CC list
Recommendations
Explore
NextGen® Orthopedic Suite Help 80.2.14.0
Intake Comments
The Intake Comments link in the upper right of the Intake template opens a window where the person handling intake can add notes for others in the practice. Intake Comments link on the Intake template Click the Intake Comments link. The Intake Comments window opens. Type comments in the field. Click Save & Close. The Intake Comments link is now purple. Parent topic: Patient Intake Details
NextGen® Orthopedic Suite Help 80.2.14.0
Remove a Provider from the CC list
Click the CC Provider #. The Patient Providers template opens. Click the Clear button next to that provider. Click Save & Close. Parent topic: Carbon Copies
NextGen® Therapy Suite Help 30.3.13.0
Add Carbon Copies
Carbon Copies are available for notes in the Carbon Copies area at the bottom of Single Visit template. To add a Carbon Copy, select the Providers button. Providers button for Carbon Copy fields On the Patients Physicians window, select the Physician Name field to select the provider to CC. Patients Physicians window with CC Patient setting Select Save & Close to save the changes. Parent topic: Bottom Section Parent topic: Bottom Section- Speech Single Visit Parent topic: Chiro Single Visit Bottom Section
NextGen® Orthopedic Suite Help 80.2.14.0
Add a Provider to the CC list
You can add or update the PCP, Referring or shared provider in the CC list. Click the field for PCP, Referring or CC Provider #. Providers this Encounter- to include the PCP and/or Referring provider in the CC list or update their details. Providers to Copy on Today’s Chart Note- to include shared providers in the CC list and add or update their details. Patient Providers template The Patient Providers template opens. Select the check box for a provider who needs to receive copies to select provider names. Enter the details for the provider in the fields. Repeat steps 2 and 3 for any other providers you want to add to the CC list. Click Save & Close. Parent topic: Carbon Copies
NextGen® Orthopedic Suite Help 80.2.14.0
Add a Facility to the CC list
In the CC section, select the check box for Facility or ECF/SNF, as appropriate. A picklist of facilities opens. Select the facility and click OK to return to the Intake template. Note: There is no way to remove a Facility or ECF/SNF entry. The facility or ECF/SNF is entered in the CC list. Parent topic: Carbon Copies
NextGen® Therapy Suite Help 30.3.13.0
Finclass and Payer Settings Panel
From the Finclass and Payer Settings panel, you can: Require and track the Plan of Care document on payers. Create default carbon copy (CC) recipients to appear on selected financial classes. Finclass and Payer Settings panel of the System Config template Finclass Settings Default CC -Financial Class Parent topic: System Configuration
