Pre-Authorization for Surgeries

Panel	Description
Surgery Information	You can view the details of the surgery order that is placed on the Surgery Sched template. The fields in this panel are read-only.
Authorization	You can add the pre-authorization details, and enter details for other surgery schedulers and coordinators in the Notes field.
Insurance Information	You can view the information from the encounter-level insurance.
Surgery Tracking	You can view the changes made to the surgery order, name of the person who changed the surgery order, and the date and time of the change in the Order Status/Messages grid. You can also enter a message in the message field, and click Add Message for manually adding messages to the grid.

NextGen® Orthopedic Suite Help 80.2.14.0

Surgery Scheduling Worklog

Surgery schedulers and coordinators can track details of a surgery order from the Surgery Scheduling Worklog template. You can use the Surgery Scheduling Worklog template for tracking surgery order details such as surgery clearance, orders, and pre-operative tests. All surgery orders placed on the Surgery Sched template appear in the worklog grid. You must enter your search criteria in the Filters section to view surgery orders in the worklog grid. Surgery Scheduling Worklog template In the Filters section, you can enter the desired values in the fields to filter surgery orders in the worklog grid. The Launch Chart and Edit buttons are made available only after you select a record from the worklog grid. You can open the patient's chart by selecting a record and clicking Launch Chart. You can also open the Surgery Order Management template by selecting a record and clicking Edit. The Surgery Order Management template displays the details of the selected surgery order. You can edit the d

NextGen® Orthopedic Suite Help 80.2.14.0

Tracking Surgery Orders

You can track surgery orders, add coordinator notes, and generate various documents and patient letters on the Coordinator template. The Coordinator template is intended for surgery schedulers and coordinators, and it displays the surgery details documented on the Surgery Sched template. You can use the Coordinator template for tracking the schedule and clearance of surgeries. You can also generate surgery order documents and patient letters. Coordinator template The following table describes the panels on the Coordinator template. Panel Description Surgery Information You can view the surgery details documented on the Surgery Sched template. You can also include additional details for surgery orders. Medical Clearance You can generate surgery order documents, surgery plan documents, clearance letters, and lab orders. Diagnosis You can view the surgery location, diagnoses, and procedures from surgery orders placed on the Surgery Sched template. Surgery Tracking You can view changes to

NextGen® Orthopedic Suite Help 80.2.14.0

Surgery Scheduling Template

Use the Surgery Sched template to enter surgery-related information. The information can be entered by the clinical staff, but must be reviewed and signed off by a provider or surgeon. The Surgery Sched template has the following panels: Surgery Information Surgical Risk Index Pre-Surgical Checklist Medical Clearance Histories Insurance Lab/Testing Place Order Surgery Scheduling template Record the Surgery Date and Location Surgery Details of Patients You can document the surgery diagnosis, procedure codes, and surgery details prior to scheduling the surgery for a patient. Surgical Risk Index of a Patient You can view and edit the patient's risk factors for a surgery. Pre-Surgical Checklist Panel Documenting Medical Clearance Details You can add and track the medical clearance details of a patient for scheduling a surgery. Patient History for Scheduling Surgeries You can review, add, and update histories of a patient for scheduling a surgery. Lab/Testing Panel Insurance Panel Managing

NextGen® Orthopedic Suite Help 80.2.14.0

Document Additional Surgery Information

You can document additional information for the planned surgery items of a surgery order. On the Surgery Order Management template, coordinators and surgery schedulers can view and edit the details of surgery orders from the Surgery Sched template. Do one of the following to open the Surgery Order Management template. Select a medical clearance record from the Orders Placed grid, and click Edit in the Place Order panel on the Surgery Sched template. Click Update in the Surgery Information panel on the Coordinator template. Click Update in the Authorization panel on the Pre Auth template. Select a record from the orders grid, and click Edit on the Surgery Scheduling Worklog template. The Surgery Order Management template opens displaying the details of the surgery order from the Surgery Sched template. Surgery Order Management template Update the surgery order as needed. Click Update, and then click Close. The surgery order is updated with the additional information, and the Surgery Ord

NextGen® Orthopedic Suite Help 80.2.14.0

Updating Surgery Order Details

You can update the details of a surgery order on the Surgery Order Management template. The following table describes the fields that can be updated on the Surgery Order Management template. The read-only fields on the Surgery Order Management template display the details of surgery orders from the Surgery Sched template. Field Description Authorization You can click Get, and select the authorization number from the Authorizations window. You can also manually enter the value in the Authorization field. Labs You can select the appropriate option for ordering labs prior to a surgery. Testing You can select the appropriate option for ordering tests prior to a surgery. Meds You can click the Meds Complete check box to indicate that the medication details are entered. Appointment With For the clearances documented on the Surgery Sched template, you can add the appointment details. You can click the Appointment With field and select the provider's name from the Provider window. Appt. Date &

NextGen® Orthopedic Suite Help 80.2.14.0

Document Authorization Details for Surgeries

You can document authorization details and notes for other surgery schedulers and coordinators. On the Pre Auth template, expand the Authorization panel. Authorization panel on the Pre-authorization template Note: The Pre-op DME fields are read-only, and display the details from the Surgery Sched template. Select the appropriate check boxes for pre-authorizations. Note: If you select Payment Plan Set Up, you can type the date and comments in the corresponding fields. To assign a task to the billing staff, click the Task to Billing Task icon icon. To enter the authorization number or edit the surgery details on the Surgery Order Management window, click Update. Note: The authorization number documented on the Surgery Order Management window is displayed in the Authorization# field on the Pre Auth template. To enter the verbal notification details for workers' compensation, do the following: Select the Workman Comp - Verbal Received check box. In the WC spoke with field, enter the name o

Pre-Authorization for Surgeries

Recommendations

Surgery Scheduling Worklog

Tracking Surgery Orders

Surgery Scheduling Template

Document Additional Surgery Information

Updating Surgery Order Details

Document Authorization Details for Surgeries

Surgery Scheduling Worklog

Tracking Surgery Orders

Surgery Scheduling Template

Document Additional Surgery Information

Updating Surgery Order Details

Document Authorization Details for Surgeries