NextGen Knowledge Center

Documenting Medical Clearance Details

You can add and track the medical clearance details of a patient for scheduling a surgery.

You can document the following medical clearance details of patient in the Medical Clearance panel on the Surgery Sched template.

  • Pre-op clearance
  • Primary care provider
  • Specialty clearance
  • Medications
  • Anticoagulants
  • Bridging
  • RA Medication Instructions
  • Antibiotics
  • Chronic pain management
Medical Clearance panel on the Surgery Scheduling template

If a primary care provider is added for a patient, the provider name is automatically filled in the PCP field. You must enter a pre-op clearance before signing off or approve the Surgery Sched template.

The Last Recorded Vitals grid displays the vitals details of a patient added on the Intake template. You can add a vital or edit a vital, as needed.