Pre-Registration Worklog

NextGen® Orthopedic Suite Help 80.2.14.0

Preregistration of Patients

You can contact patients, and do the preregistration before their visit to the office. On the Pre Reg template, you can document the chief complaints, appointment details, patient demographics, and insurance details of a patient. You can also document additional details about the appointment, and generate letters for the preregistration of the patient. You can manually add the details of the preregistered patients to the Pre-Reg Worklog template by clicking the Scanned-Add to Worklog button. Pre Reg template The following table describes the panels on the Pre Reg template. Panel Description Appointment You can document the appointment details such as problem, provider, location, and appointment type. Demographic Information You can view the patient's demographic details documented in NextGen® Enterprise PM. You can also add additional details. Insurance Information You can view the insurance details documented on the encounter. Authorization You can document the appointment schedule of

NextGen® Orthopedic Suite Help 80.2.14.0

Billing Approval Template

The Billing Approval template documents any billing approval requirements. If a pre-authorization is required, or specific information regarding a work comp claim or auto liability claim, this authorization information can be tracked on this template. This template consists of three panels: Demographic- This panel contains the patient’s contact information and best times to reach the patient. This information carries forward from the Pre Reg template but can be edited here if needed. The patient status will pull over from NextGen® Enterprise PM and is read-only. Insurance-The Insurance panel pulls insurance information from the encounter. This information is read-only and cannot be updated from this panel. There are places for users to record pre-authorization information and details regarding that information for work comp, auto/liability, self-pay, care source, and Misc. Authorization- Enables users to document if the patient is approved or denied from a billing stand point. Authoriz

NextGen® Orthopedic Suite Help 80.2.14.0

Clinical Approval Template

This template documents any clinical approval requirements. Clinical staff can enter information here when records are received, and then task this to the provider for review. The provider can use this if they require additional information before seeing the patient, or to specify if it is ok to schedule the appointment (Provider approval) or to not schedule the appointment, and then task to the appropriate scheduling coordinator. Clinical Approval template Some fields fill in under the contact request information section based on what is entered on the Pre Reg template. You can also click the appropriate fields to add additional information. The provider can document if more information is needed prior to the visit by checking the appropriate check boxes and tasking the coordinator staff with the task icon. Clinical staff or coordinator staff can document requested records that are received by entering date information and comments regarding the document received. They can send a task

NextGen® Orthopedic Suite Help 80.2.14.0

Providers and Patient Histories for Pre-Registration

The Clinical 1 template enables you to add the patient histories and the details of the providers. You can use the Clinical 1 template to document the providers and shared care facilities that needs to be added in the documentation for pre-registration of a patient. You can also document any patient histories, medications, and allergies prior to the patient visit for their appointment. This template has the Providers and History panels. You can use the notes and signoff sections to add the notes and sign off the details documented on the Clinical 1 template. The Notes field is shared with the following pre-registration templates. Pre Reg Clinical Approval Billing Approval Clinical 2 PR Clinical 1 template Document Providers and Patient Histories for Preregistration You can add patient histories and the details of the providers for preregistration of a patient. Parent topic: Preregistration Workflow

NextGen® Orthopedic Suite Help 80.2.14.0

Add a Patient to the Pre-Reg Worklog

You can add a new worklog entry, or open one to view and update patient information details. From the Home template, click the Pre Reg link. On the Pre-Reg Worklog template, right-click in the grid and select Add New. The Coordinator Tasks window opens. Coordinator Tasks window Enter the patient information, provider, and referring provider details. Select from the following: Clinically Approved Billing Approved Appt Made and Appt.Dt. Clinical 1 Complete Clinical 2 Complete Pre Registration Complete Enter any Notes for other schedulers/coordinators. Click Save. Click Close to return to the Pre-Reg Worklog template. Parent topic: Pre-Registration Worklog

NextGen® Orthopedic Suite Help 80.2.14.0

Open a Patient’s Chart from the Worklog

You can open a patient’s chart from the Pre-Reg Worklog template. From the Home template, click the Pre Reg link. Select the patient in the grid. Open Chart link on the Pre-Registration Worklog template Click the Open Chart tab in the workflow tab. Parent topic: Pre-Registration Worklog

Pre-Registration Worklog

Recommendations

Preregistration of Patients

Billing Approval Template

Clinical Approval Template

Providers and Patient Histories for Pre-Registration

Add a Patient to the Pre-Reg Worklog

Open a Patient’s Chart from the Worklog