Surgery Scheduling Template

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 Coding Template

The final step for the surgery scheduling workflow is the Surgery Coding template. Here, billers can code and bill for the procedures performed. We recommended that you open a new encounter, drag the Surgery Sched template to the new encounter, then code and bill for the procedures on the Surgery Coding template. The Schedule/Boarding Information and Diagnosis/Procedure Information panels display all diagnoses and procedures entered from the Surgery Sched template. You can also add additional diagnoses or update the procedure if the performed procedure is different than the boarded procedure. Add Surgery Coding Biller You can add the person who does the billing for the procedures performed by the provider. Scheduling and Boarding Information You can verify the information added while scheduling the surgery and add the necessary tasks for the billing staff or providers. Diagnosis/Procedure Information Panel Parent topic: Surgery Scheduling Workflow

NextGen® Orthopedic Suite Help 80.2.14.0

Patient History for Scheduling Surgeries

You can review, add, and update histories of a patient for scheduling a surgery. The Histories panel on the Surgery Sched template enables you to review the diagnoses, histories, medications, allergies, and outside diagnostic studies of the patient prior to the surgery. Histories panel on the Surgery Scheduling template All sections in this panel are automatically filled with the data documented on the Intake template. You can add, edit, and remove the details as needed. Parent topic: Surgery Scheduling Template Related concepts Patient Intake Details

NextGen® Orthopedic Suite Help 80.2.14.0

Documenting Medical Clearance Details

You can add and track the medical clearance details of a patient for scheduling a surgery. You can document the following medical clearance details of patient in the Medical Clearance panel on the Surgery Sched template. Pre-op clearance Primary care provider Specialty clearance Medications Anticoagulants Bridging RA Medication Instructions Antibiotics Chronic pain management Medical Clearance panel on the Surgery Scheduling template If a primary care provider is added for a patient, the provider name is automatically filled in the PCP field. You must enter a pre-op clearance before signing off or approve the Surgery Sched template. Note: You can configure the picklists for the fields in the Medical Clearance panel. For more information, go to NextGen Healthcare Success Community, and download the Configuration Guide for NextGen® Orthopedic Suite. The Last Recorded Vitals grid displays the vitals details of a patient added on the Intake template. You can add a vital or edit a vital, as

NextGen® Orthopedic Suite Help 80.2.14.0

Changing Surgery Schedules

You can cancel, revise, and reschedule the existing surgery orders. On the Surgery Sched template, in the Place Order panel, you can use the following check boxes to cancel, revise, or reschedule the existing surgery orders. Cancel Revised Reschedule Cancel, Revised, Reschedule check boxes in the Place Order panel When you cancel, revise, or reschedule a surgery order, the changes in the surgery schedule are reflected on the Coordinator template. The Order Status/Messages grid displays the changes in the surgery order status, your name, and the date and time of the change. You can also enter a message in the message field, and click Add Message for manually adding messages to the grid. If you need to add patients to the wait list or their surgery is rescheduled, you can click Add to Waitlist to send the patient’s information to the Wait List template. Cancel Surgeries On the Surgery Sched template, you can cancel existing surgery orders. Revise Surgery Details If you change the surgery

Surgery Scheduling Template

Recommendations

Surgery Scheduling Worklog

Tracking Surgery Orders

Surgery Coding Template

Patient History for Scheduling Surgeries

Documenting Medical Clearance Details

Changing Surgery Schedules

Surgery Scheduling Template

Surgery Scheduling Worklog

Tracking Surgery Orders

Surgery Coding Template

Patient History for Scheduling Surgeries

Documenting Medical Clearance Details

Changing Surgery Schedules