Surgery Scheduling Worklog

NextGen® Orthopedic Suite Help 80.2.14.0

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. On the Pre Auth template, you can view the surgery order details and encounter-level insurance, enter pre-authorization details, and enter additional information of the patient for other surgery schedulers and coordinators. Pre-authorization template The following table describes the panels on the Pre Auth template. 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 Orde

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

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

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

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 &

Surgery Scheduling Worklog

Recommendations

Pre-Authorization for Surgeries

Document Additional Surgery Information

Surgery Scheduling Template

Tracking Surgery Orders

Surgery Coding Template

Updating Surgery Order Details

Pre-Authorization for Surgeries

Document Additional Surgery Information

Surgery Scheduling Template

Tracking Surgery Orders

Surgery Coding Template

Updating Surgery Order Details