Document the Release of Medical Records

NextGen® Orthopedic Suite Help 80.2.14.0

Track Forms

Double-click in the Forms Tracking grid to open the Patient Request for Form Completion template. Patient Request for Form Completion template Enter in information regarding the type of form, number of pages, whether, how, and when it was received, and to whom it was sent. Use the check boxes to track attempts made to contact the patient. Fill in the fields for the names and addresses to where the form was returned. Click Add to Worklog to add the form to the forms worklog for staff members to work off and keep track of the process. Enter notes about a form, as needed, in the Notes field. Select Template Complete when the form has been completed. Click Save, and click Close. Parent topic: Forms Tracking

NextGen® Orthopedic Suite Help 80.2.14.0

Forms Tracking

The Forms Tracking grid displays forms that are being tracked (for example, disability, FMLA, Work Comp). The Patient Request for Form completion template enables form tracking. You can filter the grid to show Completed Forms or Declined Forms. You can task medical records and generate the Medical Record Release document. Forms Tracking grid Track Forms Document the Release of Medical Records Parent topic: HIPAA Template

NextGen® Orthopedic Suite Help 80.2.14.0

Med Rec Release Template

Use the Med Rec Release template to enter basic information on for a medical record release. Anything entered on this template appears on the Medical Record Release to Practice document. Med Rec Release template The patient information at the top of the template pulls in from NextGen® Enterprise PM. Click the Forms link, and double-click Med Rec Release from the list. Enter the Doctor or Facility from which the information is being released. Enter the name of the person or facility to whom the records are being released in the Release to field. Check all applicable check boxes for Information to be released. Enter Service Dates, and any restrictions by clicking in the appropriate fields. Select the Restrictions option. Once all information is entered, click the MR release to Practice document icon to generate the document. Parent topic: Forms

NextGen® Orthopedic Suite Help 80.2.14.0

Medical Records Link

The Medical Records link gives users access to three templates: Correction- process to correct documentation that has been generated and left the building HIPAA Med Rec Release (also available through the Forms link) Medical Records link HIPAA Template Parent topic: Using NextGen Orthopedic Suite

NextGen® Adaptive Content Engine Help Enterprise 8

Management Plan Reporting Practice Template

You can use the Management Plan Reporting template to manage individual patient records related to management plans. Configure Reports in the Management Plan Reporting Practice Template Access Management Plan Reporting Template Management Plan Reporting Parent topic: System and Practice Templates Related concepts Configure Reports in the Management Plan Reporting Practice Template Management Plan Reporting

NextGen® Orthopedic Suite Help 80.2.14.0

Medical Records Request and Disclosure Log

The Medical Records Request and Disclosure Log grid displays records that have been requested and to whom they have been disclosed. Double click the Medical Records Request and Disclosure Log grid to open the IORTSreq_disclosure template. IORTS Request Disclosure window Enter in the date the request was received in the Date Received field. Click the Med Records Release Form field and select whether the patient signed or refused to sign. Click the Records Requested field and select all records requested from the multi-select picklist. Select the format of the records disclosed (Paper, Electronic, etc.). Enter who disclosed the records. Enter the Date of Disclosure. Enter the contact information for the person or entity to whom the records were disclosed. Select Completed. The user name enters the field, with a date and timestamp. Click Save. Click Close to return to the HIPAA template. Parent topic: HIPAA Template

Document the Release of Medical Records

Recommendations

Track Forms

Forms Tracking

Med Rec Release Template

Medical Records Link

Management Plan Reporting Practice Template

Medical Records Request and Disclosure Log

Track Forms

Forms Tracking

Med Rec Release Template

Medical Records Link

Management Plan Reporting Practice Template

Medical Records Request and Disclosure Log