Documenting Missed Appointment Details

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.

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

Document Actions for Clinical Staff

You can document the actions for any clinical staff for a patient's missed appointment. On the Missed Appointment template, expand the Clinical Staff panel. Clinical Staff panel on the Missed Appointment template Select the appropriate check boxes for the actions required on the missed appointment. To create a task for other clinical staff, schedulers, or provider, click the corresponding Task icon icon. Enter your comments in the Comments field. Select the Done check box. Your name and the current date and time are automatically filled in the corresponding fields. Parent topic: Complete the Missed Appointment Form Related tasks Complete the Missed Appointment Form

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

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

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® Adaptive Content Engine Help Enterprise 8

Documentation Tab

You use the Documentation tab to document interactions with a patient that fall outside of a patient visit. For example, interactions with other providers, telephone calls and interactions with other care team members. The Documentation tab consist of these panels: Panels Description Provider Interactions Use this panel to record interactions with other providers. Telephone Interactions Enter patient’s interactions over the phone on this panel. Face-to-Face Interactions Enter patient’s face-to-face interactions on this panel. Care Coordination Interactions Enter patient’s care coordination-related interactions on this panel. Document Use this panel to add or update the visit diagnosis codes, document the type of visit, submit the encounter visit code, and generate the visit note. The Document panel also contains links to generate several care management documents. Document Provider Interactions Document Telephone Interactions Record Face-to-Face Interactions Record Care Coordination In

Documenting Missed Appointment Details

Recommendations

Complete the Missed Appointment Form

Document Actions for Clinical Staff

Document Actions of the Scheduler

Access the Missed Appointment Template

Document Responses from the Provider

Documentation Tab

Complete the Missed Appointment Form

Document Actions for Clinical Staff

Document Actions of the Scheduler

Access the Missed Appointment Template

Document Responses from the Provider

Documentation Tab