Document Actions for Clinical Staff

NextGen® Orthopedic Suite Help 80.2.14.0

Document Actions of the Scheduler

You can document your actions as the scheduler for a patient's missed appointment. On the Missed Appointment template, expand the Scheduler Actions panel. Scheduler Actions panel on the Missed Appointment template Indicate if the patient does not want to reschedule the appointment. If the appointment is scheduled, do the following: Select the Appointment made with check box. A window opens for selecting the provider. Select the provider with whom the appointment is scheduled. A calendar window opens for selecting the date of the appointment. Select the date from the calendar window, and click OK. To enter the current time, click the Clock icon icon. To enter a specific time, click the Down arrow icon icon, enter the time in the time entry window, and then click OK. Indicate if the patient is notified by phone for rescheduling the appointment. Indicate any unsuccessful phone calls to the patient for rescheduling the appointment. Your name and the current date and time are automatically

NextGen® Orthopedic Suite Help 80.2.14.0

Document Responses from the Provider

You can document your responses as the provider for a patient's missed appointment. On the Missed Appointment template, expand the Provider Response panel. Provider Responses panel on the Missed Appointment template To overbook an appointment, do the following: Select the Ok to Overbook option. The Add New Task window opens for overbooking the next appointment. Assign the task to the desired user. A window opens for entering the duration to overbook the appointment. Enter the duration in days, weeks, or months. Your name and the current date and time are automatically filled in the corresponding fields. To book an appointment in the next available slot, do the following: Select the Next Available option. The Add New Task window opens for rescheduling the appointment. Assign the task to the desired user. Your name and the current date and time are automatically filled in the corresponding fields. If rescheduling is not required, select the No Need to Resch, Not Post-op, ER option. Your

NextGen® Orthopedic Suite Help 80.2.14.0

Complete the Missed Appointment Form

You can document the details of a patient's missed appointment and track action items. Open the Missed Appointment template. Click the Provider field, select the name of the provider from the providers window, and then click OK. The calendar window opens for selecting the date of the appointment. Select the date from the calendar window, and click OK. A picklist opens for selecting the reason for visit. Select the reason for visit from the list. Select the reason for the missed appointment. Select the appropriate option for # of Prior No Shows. Enter the actions for clinical staff, response from the provider, and actions of the scheduler. Click Save & Close in the workflow tab. The documented details are saved, and the Missed Appointment template closes. Document Actions for Clinical Staff You can document the actions for any clinical staff for a patient's missed appointment. Document Responses from the Provider You can document your responses as the provider for a patient's missed app

NextGen® Orthopedic Suite Help 80.2.14.0

Documenting Missed Appointment Details

If a patient misses an appointment, you can document the reason and track action items. You can use the Missed Appointment template to track action items and document the details of a patient's missed appointment. Missed Appointment template The following table describes the panels on the Missed Appointment template. Panel Description Clinical Staff To document the actions for clinical staff and create tasks for clinical staff, scheduler, and provider. Provider Response To document the provider's response for the missed appointment, rescheduling the appointment, and terminating the patient from that provider’s care or from the practice. Scheduler Actions To track contact attempts with the patient, any scheduling notes, and documents sent to the patient. Access the Missed Appointment Template You can open the Missed Appointment template using the Forms link. Complete the Missed Appointment Form You can document the details of a patient's missed appointment and track action items. Parent

NextGen® Therapy Suite Help 30.3.13.0

Clinical Impression/Plan Panel

Complete relevant fields in the Clinical Impression/Plan panel. Clinical Impression/Plan panel Enter a date for Patient Follow-Up if required. Note: You can configure the Patient Follow-up date to be required, on the Practice Config practice template. Select the Sign Off checkbox. The screening document is generated automatically. Once you sign off on the template, the patient is added to the Screening Worklog. If a Patient Follow-up date was entered, a task is sent to the therapist at midnight on the date of the follow-up, as a reminder to contact the patient. Note: If no follow-up is needed, select the Remove from Worklog checkbox under the Patient Follow-up panel. Parent topic: Document a PT or OT Patient Screening

NextGen® Orthopedic Suite Help 80.2.14.0

Access the Missed Appointment Template

You can open the Missed Appointment template using the Forms link. On the Home template, click the Forms link. The Navigation window opens. Select Missed Appointment from the Navigation window, and click OK. The Missed Appointment template opens. Parent topic: Documenting Missed Appointment Details Related tasks Access the Home Template

Document Actions for Clinical Staff

Recommendations

Document Actions of the Scheduler

Document Responses from the Provider

Complete the Missed Appointment Form

Documenting Missed Appointment Details

Clinical Impression/Plan Panel

Access the Missed Appointment Template

Document Actions of the Scheduler

Document Responses from the Provider

Complete the Missed Appointment Form

Documenting Missed Appointment Details

Clinical Impression/Plan Panel

Access the Missed Appointment Template