Record an Intake Created in Error

NextGen® Orthopedic Suite Help 80.2.14.0

Intake Sign Off

You can sign off on the Intake template, signifying that the Intake process is complete. This updates the Inbox status to Ready for provider. On the Intake template, select the Reviewed by check box. The fields automatically fill with your name and a date and time stamp. If your practice uses the pre-registration workflow, the dates that clinical 1 and clinical 2 were completed are displayed under the Reviewed by sign off section. Sign off the Intake template If you want to generate an Intake Note, click the document icon next to Intake Note. The document is added to the patient’s history for this visit. Record an Intake Created in Error Parent topic: Patient Intake Details

NextGen® Adaptive Content Engine Help Enterprise 8

Generate the Intake Note Document

After documenting the patient information, the intake staff generates the Intake Note as the written summary of data collected in the encounter. The provider might also generate the Intake Note to obtain an overview of the collected information and then continue with the history of present illness, physical exam, assessment, and plan. Click Intake Note at the bottom of the Histories template. Review the generated document for accuracy. Click the Close icon. Parent topic: Patient's Adult Social History

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

Intake Note Generation

You can generate Intake notes on the Intake template after all the intake activities are complete. You can select Generate Intake Note on the Intake template or Intake Note on the Histories templates. You can create an Intake Note as the written summary of the encounter with the intake staff or medical assistant. Parent topic: Overview of the Histories Template Parent topic: Cardiology Intake Staff Workflow

NextGen® Adaptive Content Engine Help Enterprise 8

Generate Intake Note

You can generate the intake note for a patient using Generate Intake Note on the Intake template. Before you begin You must complete all the intake activities before generating the intake note. You can generate the intake note as a written summary of the encounter from the intake staff or medical assistant. Open NextGen® Enterprise EHR. Open the Intake template. Select Generate Intake Note. The generated intake note opens. Parent topic: Overview of the Intake Template Parent topic: Intake Staff Workflow Parent topic: OB Intake Staff Workflow Parent topic: Intake Staff Workflow Parent topic: Intake Staff Workflow

NextGen® Orthopedic Suite Help 80.2.14.0

Intake Comments

The Intake Comments link in the upper right of the Intake template opens a window where the person handling intake can add notes for others in the practice. Intake Comments link on the Intake template Click the Intake Comments link. The Intake Comments window opens. Type comments in the field. Click Save & Close. The Intake Comments link is now purple. Parent topic: Patient Intake Details

Record an Intake Created in Error

Recommendations

Intake Sign Off

Generate the Intake Note Document

Generate the Intake Note

Intake Note Generation

Generate Intake Note

Intake Comments

Intake Sign Off

Generate the Intake Note Document

Generate the Intake Note

Intake Note Generation

Generate Intake Note

Intake Comments