Document That the Encounter is Incident to a Previous Encounter
On the
Finalize Visit
template, select the
Incident To
check box.
The
IORTS Incident to Plan
window opens.
You can filter the grid by selection the following option:
Time Period
Current Provider
All Providers
All Encounters
Plans Only
-ones that had plans
Add additional diagnoses in the
Today's Diagnosis
grid if your practice is configured to allow it.
Note:
If new diagnoses are added in this manner there must be documentation on the
Billable Visit
template per CMS guidelines.
Select the encounter which today’s visit is incident to.
Click
OK
.
If the
Add New Task
window opens, do one of the following:
To close the window without sending a task, click
Cancel
.
To send a task, select any desired recipients (for example, billing department), move them to the Task Recipients grid, and then click
Task
.
A field appears next to the
Incident To
check box, showing the encounter date that this visit has been designated as incident to.
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NextGen® Orthopedic Suite Help 80.2.14.0
Indicating the Treatment as an Incident to a Previous Encounter
The Finalize Visit template contains a checkbox to help you indicate if today’s patient care is an incident to a plan or a diagnosis made on a previous patient encounter. You can select the Incident To check box to open the IORTS Incident to Plan template, which shows a filtered list of previous encounters. You can select an encounter to indicate that it is an incident to the today's treatment. Incident To check box on the Finalize Visit template IORTS Incident To Plan template The default filters are set in the Finalize Visit panel on the Practice Configuration template, and you can override them as needed. For more information, go to NextGen Healthcare Success Community, and download the Configuration Guide for NextGen® Orthopedic Suite. Document That the Encounter is Incident to a Previous Encounter Parent topic: Finalizing a Patient Visit
NextGen® Orthopedic Suite Help 80.2.14.0
Add an Assessment (Diagnosis)
The Today’s Diagnosis grid pulls in diagnoses that were entered on the Billable Visit template under the Diagnosis Management section. Diagnoses with a check mark are selected to be applied to Procedure codes in the coding grid. All diagnoses are selected by default when you open the Finalize Visit template. Click the Add - Remove button below the Today’s Diagnosis grid. The IORTS FV Add Assess template opens. IORTS FV Add Assess template Double-click the diagnosis in the patient’s Diagnosis grid to add it to the Today’s Diagnosis grid. Note: If a diagnosis is not in the grid, you can find and add it by using the Add button (or the Problem IT button if your practice is configured to use IMO). Click Close to return to the Finalize Visit template. The diagnosis is added to the Today’s Diagnosis grid. Parent topic: Finalizing a Patient Visit
NextGen® Orthopedic Suite Help 80.2.14.0
Add Today’s Diagnosis
To add a diagnosis for today’s visit, select the diagnosis in the Diagnosis grid. The diagnosis appears in a field under Today’s Diagnosis. Repeat step 1 for all diagnoses you want to list for today’s encounter. To associate one or more of the selected diagnoses with this plan, select the Dx for This Plan check box for all applicable listed diagnoses. Note: If a diagnosis is not listed in the Diagnosis grid, click Add to open the Common Assessments template or Problem IT to open the IMO template. Parent topic: Assessment and Plan for Non-Billable Post Op Visits Related concepts Diagnosis Details of Patients
NextGen® Orthopedic Suite Help 80.2.14.0
Document Treatment Plans
In the Assessment and Plan panel, click a Medication Decision Making # link. Medication Decision Making on the Billable Visit template The IORTSMDM 1 template opens. IORTS MDM template Select one or more of Today’s Diagnoses in the upper left. Note: You can associate one diagnosis or multiple diagnoses with a plan. You can have up to eight different plans with eight different diagnoses if desired. Enter plan details for the diagnoses. You can enter data in the following ways: Click Get Data to fill the fields with information from a previous encounter with this patient. Click the Star or Double Star button in the QuickPick toolbar to load a template default. Select appropriate options, click the fields to select entries from picklists, or type the information in the field. Enter any check-out information using the C/O Info button. Enter in Follow-Up visit information and click Upload NV to send follow-up visit information to the Check Out template. Click Save & Close to return to the B
NextGen® Enterprise EHR Template Editor Help 8
Create New Encounter Trigger
The Create New Encounter action creates a clinical encounter for items/charges not yet received that need to be tracked and billed separately. This trigger returns an encounter ID to a designated field or variable on your template. Follow the applicable steps in General Trigger Setup. To open the Create New Encounter window, select the Create New Encounter action. Note: You must complete both fields to enable the OK button. From the Encounter Date list, select the applicable field or variable: Template field for date input. @EncDate, which is assigned from the template field. @Today for today's date. @Current Encounter for the current encounter's date. Note: You can assign a date to the encounter using the current date or a date in the past. You cannot assign a future date to the encounter. If you specify an encounter date that duplicates an existing encounter date, a message, An encounter already exists today, are you sure you want to create a new one?, appears at run time. To suppres
NextGen® Orthopedic Suite Help 80.2.14.0
Add an Assessment
Click the Add - Remove button below the Today’s Diagnosis grid. The IORTS FV Add Assess template opens. IORTS FV Add Assess template Double-click the diagnosis in the patient’s Diagnosis grid to add it to the Today’s Diagnosis grid. Note: If a diagnosis is not in the Diagnosis grid, you can find and add it by using the Add button (or the Problem IT button if your practice is configured to use IMO). Click Close. The diagnosis is added to the Today’s Diagnosis grid. Parent topic: Assessments Parent topic: Submitting Charges to Finalize a Visit Parent topic: Diagnosis/Procedure Information Panel
