Forms Tracking

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

NextGen® Orthopedic Suite Help 80.2.14.0

Record the Authorized Release of PHI

This grid displays who is authorized to receive PHI for the patient. In the Authorized Release of PHI grid, double-click in the grid. Authorized Release of PHI window This opens the IORTSAuthReleasePHI template. Enter the Start Date and End Date for authorization. Select who authorized the release of PHI in the Authorized By field. Enter to whom authorization is granted, in the Authorization To field. Click the Relation field to select the relationship to the patient of the person who is being granted authorization. Enter the phone number of the person to whom authorization is granted. Select whether authorization is Active or Inactive, and if inactive, enter the date it was made inactive. Click Save. Click Close. The information entered is shown in the Authorized Release of PHI grid. Parent topic: HIPAA Template

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

HIPAA Template

The HIPAA template displays active authorized Protected Health Information (PHI) release forms, restrictions on the patient’s PHI, a Medical Records Request and Disclosure Log and a Forms Tracking grid. HIPAA Template Record the Authorized Release of PHI Document PHI Restrictions Medical Records Request and Disclosure Log Forms Tracking Parent topic: Front Desk Workflow Parent topic: Medical Records Link

NextGen® Orthopedic Suite Help 80.2.14.0

Document the Release of Medical Records

You can document medical records released from the practice. Click the Med Rec Release button above the Forms Tracking grid. Medical Records Release from Practice template The Medical Records Release from Practice template. Enter information on the template. Click Save & Close. Parent topic: Forms Tracking

NextGen® Orthopedic Suite Help 80.2.14.0

FD Worklog Template

The FD Worklog is a system-level template. It tracks any forms for all patients entered from the HIPAA template in the forms tracking grid. This allows multiple users to see the status of different patient forms, even if a user is not the one who initiated or added the form. You can filter the grid for Completed Forms or Declined Forms, using the options at the top. FD Worklog template View Form Details on FD Worklog Delete an Entry from the Worklog Parent topic: Front Desk Workflow

Forms Tracking

Recommendations

Medical Records Request and Disclosure Log

Record the Authorized Release of PHI

Track Forms

HIPAA Template

Document the Release of Medical Records

FD Worklog Template

Medical Records Request and Disclosure Log

Record the Authorized Release of PHI

Track Forms

HIPAA Template

Document the Release of Medical Records

FD Worklog Template