Lock the Encounter
Once all encounter documentation is complete, charges are submitted, and all documents have been generated for CC’d providers, select the
Documents Processed
check box on the
Finalize Visit
template to lock the encounter.
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NextGen® Orthopedic Suite Help 80.2.14.0
Send a Task
The Finalize Visit template has a tasking section that you can use to communicate with users and assign tasks to users. You can also configure tasks that are automatically sent to clinical staff, billing, IT, providers, and transcription. Task icons on the Finalize Visit template On the Finalize Visit template, enter the Task Comments. Click the icon for the desired Task To group. The Task Comments Record grid displays the task comments and recipients. Parent topic: Finalizing a Patient Visit Parent topic: Submitting Charges to Finalize a Visit
NextGen® Orthopedic Suite Help 80.2.14.0
Indicating the Treatment as an Incident to a Previous Encounter
The Finalize Visit template contains a checkbox to help you indicate if today’s patient care is an incident to a plan or a diagnosis made on a previous patient encounter. You can select the Incident To check box to open the IORTS Incident to Plan template, which shows a filtered list of previous encounters. You can select an encounter to indicate that it is an incident to the today's treatment. Incident To check box on the Finalize Visit template IORTS Incident To Plan template The default filters are set in the Finalize Visit panel on the Practice Configuration template, and you can override them as needed. For more information, go to NextGen Healthcare Success Community, and download the Configuration Guide for NextGen® Orthopedic Suite. Document That the Encounter is Incident to a Previous Encounter Parent topic: Finalizing a Patient Visit
NextGen® Orthopedic Suite Help 80.2.14.0
Step Four of Correction Process
On the Step Four panel, you can generate the correct document, if documents have been generated for shared providers, and sign off that the documents have been processed. The documents processed step essentially closes the encounter. The system may auto-lock the encounter depending on the practice preferences. Step Four panel on the Correction Process template Parent topic: Correction Process Template
NextGen® Adaptive Content Engine Help Enterprise 8
Use the Document Panel to Complete a Visit
Before you begin Ensure that you have selected the Specialty as Care Management and Visit Type as Case & Consent. On the Documentation template, expand the Document panel. Document Add or update the diagnosis code as needed. Choose the appropriate type of visit for the encounter. Click the Add button. Generate the visit note by clicking the correct document link. Parent topic: Documentation Tab
NextGen® Orthopedic Suite Help 80.2.14.0
Finalize Visit Settings
You can configure settings related to the Finalize Visit template on the Finalize Visit Settings panel of the Practice Configuration practice template. Finalize Visit Settings panel on the Practice Configuration template Allow Users to Add Diagnoses on Finalize Visit Allow Users to Override Visit Type Allow Modification of the Calculated E&M Code Configure Scribe Approval for Submitting Charges You can make the scribe's approval required or optional for submitting charges on scribe encounters. Incident To Settings Submit to Supervisor Settings Grid Parent topic: Configuring Practice Settings
NextGen® Orthopedic Suite Help 80.2.14.0
Finalizing a Patient Visit
You can enter a patient's visit details and today's diagnoses, and apply diagnosis codes to procedures to submit charges and finalize the visit. You can use the Finalize Visit template to do the following: Perform dictation Document the visit type and time Add or remove today's diagnoses Document carbon copies information Apply appropriate diagnosis codes to the procedures Submit charges Send the current encounter to the supervising provider Sign off as the supervising provider Generate letters and reports Lock the current encounter Finalize Visit template You can configure the following for the Finalize Visit template. Dictate button and No Dictation check box. You can use the Dictate button to perform dictation. If dictation is not required, you can select the No Dictation check box. You can configure the dictation features in the Dictation panel on the Practice Configuration template. Office visit sent by mobile check box. This check box enables you to bypass the office visit code i
