Intake Sign Off

NextGen® Orthopedic Suite Help 80.2.14.0

Record an Intake Created in Error

You can indicate if the intake record was created in error and erase all data that was recorded for this visit. On the Intake template, select the Created in error check box. Created in error check box on the Intake template A prompt for confirmation opens. Click Yes. The name of the logged-in user enters the Created in error field with the date and timestamp. Parent topic: Intake Sign Off

NextGen® Orthopedic Suite Help 80.2.14.0

Signing Off Patient Histories

On the Billable Visit template, in the History panel, the fields associated with the Reviewed by check box are automatically filled with the name of the user and date and time of the signoff from the Intake template. After reviewing and updating the details in the History panel, the provider can select the Provider Reviewed check box to sign off and bill for the patient visit. You can use the Submit & Signoff panel on the Miscellaneous configuration template to enable or disable the PAQ signoff functionality and Provider Reviewed check box. If the location of the provider is configured for PAQ signoff, the Provider Reviewed check box and its associated fields are not displayed in the History panel. For more information, go to NextGen Healthcare Success Community, and download the Configuration Guide for NextGen® Orthopedic Suite. Patient history sign-off on the Billable Visit template Parent topic: Patient History

NextGen® Therapy Suite Help 30.3.13.0

Clinical Impression/Plan Panel

Complete relevant fields in the Clinical Impression/Plan panel. Clinical Impression/Plan panel Enter a date for Patient Follow-Up if required. Note: You can configure the Patient Follow-up date to be required, on the Practice Config practice template. Select the Sign Off checkbox. The screening document is generated automatically. Once you sign off on the template, the patient is added to the Screening Worklog. If a Patient Follow-up date was entered, a task is sent to the therapist at midnight on the date of the follow-up, as a reminder to contact the patient. Note: If no follow-up is needed, select the Remove from Worklog checkbox under the Patient Follow-up panel. Parent topic: Document a PT or OT Patient Screening

NextGen® Adaptive Content Engine Help Enterprise 8

Sign Off for Chart Review

On the Objective tab, navigate to the Documents and Printing panel. When review and sign-off is completed, do one of the following: Select the I have reviewed and agree with treatment provided check box in the Documents and Printing panel. Select the I certify the need for these services furnished under this plan of treatment while under my care check box. The Supervising therapist or Referring provider field displays the name of the provider logged into the system and the date field displays the current date. Parent topic: Documents and Printing

NextGen® Adaptive Content Engine Help Enterprise 8

Generate the Intake Note

You can generate the intake note for a patient using Generate Intake Note in the Intake and Histories template. The Generate Intake Note is used to generate the Intake Note as the written summary of the encounter from the intake staff or medical assistant. It is recommended that staff create the document after all of the intake activities are complete. It is not necessary to generate the note twice during a visit. When the intake staff completes documenting the patient information, the Intake Note is generated as the written summary of data collected up to this point in the encounter. The provider can also generate the Intake Note to obtain an overview of the collected information and then continue with the physical exam and assessment plan. Open the Intake or Histories template. Click Generate Intake Note. Review the generated document. Click the Close icon. Parent topic: Histories Template

NextGen® Adaptive Content Engine Help Enterprise 8

Recording Patient Details in the Intake Workflow

The intake staff can use the Intake template to document a patient's chief complaint, vital signs, medications, allergies, standing orders, and various other findings. Intake - Gastro Panel Description General To document the patient's general information. Reason for Visit To document the reasons for the patient's visit. History Summary To document the patient's past medical history, social, medical or surgical, diagnostic study, and family histories. Note: The History Summary section displays the patient history documented on the Histories template . Vital Signs To document and update the patient's vital signs. Medications To view the patient's current medications and medication history. You can also enter additional prescriptions and reconcile the listed medications with the actual active medications. Allergies To add the patient's known allergies. Orders To view, process, manage, add, edit, remove, and place follow-up orders for the patient. Review of Systems The Review of Systems p

Intake Sign Off

Recommendations

Record an Intake Created in Error

Signing Off Patient Histories

Clinical Impression/Plan Panel

Sign Off for Chart Review

Generate the Intake Note

Recording Patient Details in the Intake Workflow

Record an Intake Created in Error

Signing Off Patient Histories

Clinical Impression/Plan Panel

Sign Off for Chart Review

Generate the Intake Note

Recording Patient Details in the Intake Workflow