HIPAA Template

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

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

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

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® Orthopedic Suite Help 80.2.14.0

Document PHI Restrictions

The Restrictions displays shows what PHI is restricted and from whom it is restricted. In the Restrictions grid, double-click to open the IORTSRestrictions template. IORTS Restrictions window Enter the Date. Select the an option to indicate whether the PHI is restricted from an Individual or in General. Click the Restriction field to select what information is restricted from a multi-pick picklist. Click Save. Click Close. The information you entered is shown in the Restrictions grid. Parent topic: HIPAA Template

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

HIPAA Template

Recommendations

FD Worklog Template

Forms Tracking

Record the Authorized Release of PHI

Medical Records Link

Document PHI Restrictions

Medical Records Request and Disclosure Log

HIPAA Template

FD Worklog Template

Forms Tracking

Record the Authorized Release of PHI

Medical Records Link

Document PHI Restrictions

Medical Records Request and Disclosure Log