Document Details of Referrals

NextGen® Orthopedic Suite Help 80.2.14.0

Document Details of Internal Equipment

You can document the order details for durable medical equipment (DME) your practice can dispense. Open the Home or any other applicable template, select Orders from the upper navigation bar, and then select Single Order. Expand the Internal DME panel. Select an item from the Orthotics and Prosthetics grid. The following fields are automatically filled: Item Charge Deposit Body Region Note: You can select any off-the-shelf (O), custom (C), or cash (CA) item. You can add, update, and delete items in the Orthotics and Prosthetics grid. Optional: Modify the charge. Note: By default, Insurance displays the payer's name from the encounter-level insurance, and Date displays the encounter date. Enter the duration, brace adjustment values, and size of the equipment. If your practice is unable to dispense an equipment and a substitute is required, select the substitute equipment, and then select OK to Substitute. Select the appropriate side of the body. To enter the provider information for Nex

NextGen® Orthopedic Suite Help 80.2.14.0

Order Referrals in the Referral Order Template

You can place referral orders for other specialties, providers, therapies, and durable medical equipment. Open the Home or any other applicable template, select Orders from the upper navigation bar, and then select Referral Order. The Referral Order template opens. To add diagnoses and procedures for the order, select Dx & Px. Note: Selecting procedures is optional; however, you must select at least one diagnosis to order referrals. Optional: To indicate that the referral is internal, select Internal referral. Select the date of injury and insurance name. Note: By default, the encounter date appears in Date. You can change the date, if needed. The policy number is automatically filled based on the selected insurance name. In the To section, do one of the following to select the recipient: To add a referral for a specialty or provider, select Specialty/specialist name/site, and then select the specialty, provider name, and reason. To add a referral for therapy, select Therapies/Rehabili

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document Referrals

You can document a referral to a specialty, obstetrics, and therapy for a patient in the Referrals Order template. Open NextGen® Enterprise EHR. Open a patient's record, and then open an encounter. Open the Intake template, select the Family Practice specialty and Office Visit visit type, and then select My Plan.The My Plan window opens. Select the Referrals tab. The Referrals Order template opens. You can select the information icon to learn more about the Referrals Order template. On the Referrals tab, select the insurance provider. Enter the insurance policy number, and then select the referral type. In the To section, select the specialty.For example, select DME to add a referral for the durable medical equipment. Note: You can select Exclusions to document exceptions. For Authorization, select Yes or No. In the Diagnosis section, select the diagnoses. Note: If an assessment is not documented for the patient encounter, you can select Add Assessment or Add Common Assessment, and the

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document a Therapy Referral

You can select the Medications or Immunizations links at any time during the encounter to open the associated module. Open NextGen® Enterprise EHR. Open a patient's record, and then open an encounter. Open the Intake template, select the Family Practice specialty and Office Visit visit type, and then select My Plan.The My Plan window opens. Select the Referrals tab. The Referrals Order template opens. You can select the information icon to learn more about the Referrals Order template. On the Referrals tab, select the insurance provider. Enter the insurance policy number, and then select the referral type. In the To section, select Therapies/Rehabilitation, and do one of the following: Select a value from the resulting list. Select the upper blank row in the list to enter a therapy name in the field. Select the Location field and do one of the following: Select a value from the list. Select the upper blank row to enter a location in the field. To indicate if authorization is required,

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Links and Buttons on Referrals Order Template

The following links, fields, and checkboxes are available on the Referrals tab. Link/checkbox/Field Description Address Detail To verify and/or update any of the referred to and by contact information. Internal referral For internal communications, select Internal referral checkbox. Clinical information/Comments In the Clinical information/Comments section, click to document in the field. Attachments In the Attachments section, click the Details button to launch the Referral Attachments template. Instructions In the Instructions section, select the Patient referral/instructions given option if they have been provided to the patient. Summary of Care/Record sent To indicate that the records have been sent, select Summary of Care/Record sent. The following icons and buttons are available on the Referrals tab. Button/Icon Description To learn about the associated core/menu objectives for Quality Reporting, click the quality button. To set up a new quick tasking action, click the cog to ope

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document Internal Referrals

You can create internal referrals from one department or team to another using the Referral Management template. Open NextGen® Enterprise EHR. Open a patient's record, and then open an encounter. Open the Intake template, select the specialty as Family Practice and the visit type as Office Visit, and then select My Plan. The My Plan window opens. Select the Referrals tab.The Referral Management template opens. Select Internal Referral from the To section.The NG Share option disappears, and the Internal Referral checkbox is selected automatically for quality reporting purposes. In Specialty/Therapy/DME, select a specialty, if applicable. Optional: Select a program. Note: The Program field is available if the Enable Referral Program checkbox is selected in the Practice Configuration template in the Orders/Plans > Referral Program section. Select a diagnosis. Select a reason for the referral, and enter comments as applicable. Select Add.The referral order and task are created, and they ap

Document Details of Referrals

Recommendations

Document Details of Internal Equipment

Order Referrals in the Referral Order Template

Document Referrals

Document a Therapy Referral

Links and Buttons on Referrals Order Template

Document Internal Referrals

Document Details of Referrals

Document Details of Internal Equipment

Order Referrals in the Referral Order Template

Document Referrals

Document a Therapy Referral

Links and Buttons on Referrals Order Template

Document Internal Referrals