Preregistration Workflow

Template	Description
Pre Reg	To document the chief complaints, appointment details, patient demographics, and insurance details. You can also generate letters for preregistration of patients.
Clinical Approval	To document the clinical approval requirements.
Billing Approval	To document the billing approval requirements.
Clinical 1	To document the details of providers, shared care facilities, and patient histories.
Clinical 2	To document patient's family history, social history, and review of systems.
Pre-Reg Worklog	To track the preregistration details. You can open the patient's chart directly from this worklog.

NextGen® Orthopedic Suite Help 80.2.14.0

NextGen® Orthopedic Suite Home

You can use the Home template to access all the modules of the NextGen® Orthopedic Suite and view the summary of the medical and surgical history, medications, allergies, injections, and diagnostic tests for a patient. The recommended workflow is to begin a patient encounter on the Home template. From the Home template, you can use the workflow tabs and the links to access various templates of the NextGen® Orthopedic Suite. You can initiate a Scribe Encounter only on the Home template. You can also configure the Home template to exclude the radiology tests with the Cancelled or Error status in the All Internal Radiology Orders grid. For more information, go to NextGen Healthcare Success Community, and download the Configuration Guide for NextGen® Orthopedic Suite. Home template Note: If you are not on a checked-in encounter, the tabs in the workflow bar are grayed out. Access the Home Template You can open the Home template to begin workflows on the NextGen® Orthopedic Suite. Mark the

NextGen® Orthopedic Suite Help 80.2.14.0

Surgery Scheduling Workflow

The surgery scheduling workflow for NextGen® Orthopedic Suite begins on the Surgery Sched template. The information can be entered by clinical staff but must be reviewed and signed off by a provider or surgeon. You can use QuickPick to fill standard information for each surgery type and then add patient specific information. Note: Best practice recommends that you open the Surgery Sched template on its own encounter. Surgeries may be scheduled months in advance and this enables the coordinators to unlock the encounter without having to worry about changing documentation for a previous visit. Surgery Scheduling Template Wait List Tracking Surgery Orders You can track surgery orders, add coordinator notes, and generate various documents and patient letters on the Coordinator template. Pre-Authorization for Surgeries You can use the Pre Auth template to add and track the authorization details for scheduling the surgery of a patient. Surgery Coding Template Surgery Scheduling Worklog Surge

NextGen® Orthopedic Suite Help 80.2.14.0

Order Referrals in the Referral Order Template

You can place referral orders for other specialties, providers, therapies, and durable medical equipment. Open the Home or any other applicable template, select Orders from the upper navigation bar, and then select Referral Order. The Referral Order template opens. To add diagnoses and procedures for the order, select Dx & Px. Note: Selecting procedures is optional; however, you must select at least one diagnosis to order referrals. Optional: To indicate that the referral is internal, select Internal referral. Select the date of injury and insurance name. Note: By default, the encounter date appears in Date. You can change the date, if needed. The policy number is automatically filled based on the selected insurance name. In the To section, do one of the following to select the recipient: To add a referral for a specialty or provider, select Specialty/specialist name/site, and then select the specialty, provider name, and reason. To add a referral for therapy, select Therapies/Rehabili

NextGen® Orthopedic Suite Help 80.2.14.0

Patient Intake Details

You can document the details of a patient for the provider's reference. You can use the Intake template to view, enter, and update the patient details such as: Chief complaints Vitals Histories Studies Medications Allergies Review of systems Intake template Chief Complaint Pharmacy Intake Comments Patient is Accompanied By Vitals Record NextGen Portal Registration Enter Hand Dominance Electronic Clinical Summary Diagnosis Details of Patients You can view, add, edit, and remove the orthopedic and medical diagnoses of a patient. Medical History of Patients You can document a patient's medical history such as diseases, disorders, and surgical procedures. Surgical History of Patients You can document a patient's surgical history and orthopedic surgical history. Allergies Medications Document Alcohol and Caffeine Use Document Other Social Histories Add Confidential History Document No Tobacco Use, or Unknown Tobacco Use Review of Systems Outside Diagnostics Studies Carbon Copies Intake Sign

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

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

Preregistration Workflow

Recommendations

NextGen® Orthopedic Suite Home

Surgery Scheduling Workflow

Order Referrals in the Referral Order Template

Patient Intake Details

Billing Approval Template

Preregistration of Patients

NextGen® Orthopedic Suite Home

Surgery Scheduling Workflow

Order Referrals in the Referral Order Template

Patient Intake Details

Billing Approval Template

Preregistration of Patients