Check In Template

NextGen® Orthopedic Suite Help 80.2.14.0

Check Out Template

The Check Out template walks you through scheduling information from the patient visit: E & M Information displays the following: Status of the visit code on the Finalize Visit template and the visit type. Nurse case manager, if it was documented on the Check In template. Co-pay information. Cash Items- displays information from the Cash Supplies template and the green check mark indicates supplies were given and the total cost. Medications Prescribed or Renewed Today- displays medications entered in the current encounter. Next Visit Information- displays information from the encounter if the Upload NV button was selected on the Billable Visit, Fracture Care, or Non-Billable template. This informs staff to schedule an appointment in the NextGen® Enterprise PM. When you enter the Appt date, the content in the Details in EPM Appt are sent to the appointment details in the NextGen® Enterprise PM. Checkout Instructions- displays information if the C/O button on the Visit Type templates was

NextGen® Orthopedic Suite Help 80.2.14.0

Demographics Template

Use the Demographics template to update patient demographics and contact information. Any changes made in this panel are updated in NextGen® Enterprise PM. The Insurance panel displays the encounter level insurance information. This information is read-only and cannot be updated from this panel. When the review is complete, select the Template Complete check box. Demographics template Parent topic: Front Desk Workflow

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

Record NextGen Portal Registration

The NextGen Portal Registration section of the Intake template enables you to see if the patient is activated in the portal, and the email address associated with the portal. NextGen Portal Registration section of the Intake template Select one of the following options for portal registration: Enrolled Declined Note: The Activated option is automatically selected if the patient is active in the portal. The email address automatically pulls from the NextGen® Enterprise PM application. If you are enrolling the patient while they are present in the room, select the In Room check box. Click the Email field and enter or update the patient’s email address. Parent topic: Patient Intake Details

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Documenting Patient Encounters for the Family Practice Visits

You can document patient encounters for a family practice visit. You can document the Family Practice office and virtual visits on the following templates: Intake Histories SOAP Finalize Checkout Using the Intake and Histories templates, a nurse or medical assistant can document the reasons for visit, medications, allergies, social histories, and so on. Provider uses the SOAP and Finalize templates to document assessment and physical exam details, generate evaluation and management codes, and so on. The front desk employees use the Checkout template to view order details and provide necessary documents to the patient. Before you document a standard visit, you can configure optional settings to quickly open templates and features. Some of the common configurations associated with templates are setting up task recipients, new navigational links, links in the navigation bar, and reasons for visit. Some of the common features available in a standard visit template set are the Patient Infor

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

Check In Template

Recommendations

Check Out Template

Demographics Template

Preregistration of Patients

Record NextGen Portal Registration

Documenting Patient Encounters for the Family Practice Visits

Demographic Information Panel

Check In Template

Check Out Template

Demographics Template

Preregistration of Patients

Record NextGen Portal Registration

Documenting Patient Encounters for the Family Practice Visits

Demographic Information Panel