Loading...
Recommendations
Explore
Track Forms
Double-click in the
Forms Tracking
grid to open the
Patient Request for Form Completion
template.
Enter in information regarding the type of form, number of pages, whether, how, and when it was received, and to whom it was sent.
Use the check boxes to track attempts made to contact the patient.
Fill in the fields for the names and addresses to where the form was returned.
Click
Add to Worklog
to add the form to the forms worklog for staff members to work off and keep track of the process.
Enter notes about a form, as needed, in the
Notes
field.
Select
Template Complete
when the form has been completed.
Click
Save
, and click
Close
.
Track Forms
NextGen® Orthopedic Suite Help 80.2.14.0
Forms Tracking
The Forms Tracking grid displays forms that are being tracked (for example, disability, FMLA, Work Comp). The Patient Request for Form completion template enables form tracking. You can filter the grid to show Completed Forms or Declined Forms. You can task medical records and generate the Medical Record Release document. Forms Tracking grid Track Forms Document the Release of Medical Records Parent topic: HIPAA Template
NextGen® Orthopedic Suite Help 80.2.14.0
View Form Details on FD Worklog
Click File > System/Practice Template > System tab. Select the All option and select IORTSforms Worklog. On the FD Worklog system template, select an entry in the grid. Right-click, and select Open. Form Completion Status window The Form Completion Status window opens. It shows patient information, the Form Type, form Status, and any Notes. Enter any notes for other schedulers/coordinators, if needed. Click Save. Click Close to return to the worklog. Parent topic: FD Worklog Template
Patient Experience Help
Search for Completed Custom Forms
You can search for and view the custom forms that patients have completed in NextGen® PxP Portal. Log on to Practice Portal. Select Custom Forms. The Custom Forms page opens. The Search Patient Forms section appears by default. The Custom Forms page presents a Search Patient Forms section To define the scope of your search, enter values for any of the available filters, and then select Search. A list of patient forms matching your search criteria is displayed. For each patient form, the list includes the name, completion date/time, location, status, and a link to details Optional: To print multiple forms together, select the forms, and then select Print Selected Forms. Optional: To view the details of a form, select the form name. An overview of the form appears. The overview of a form displays the form status and patient information, and provides a link to view the form. Optional: To view the form, select View as PDF on the overview of the form. Optional: To change the status of the f
NextGen® Enterprise EHR Help
Forms/Records Requests
The Forms/Records Requests call type concerns communications that involve requests for forms and records to be sent to a patient. Select the New Call button and select Forms/Records Request from the Call Type list. The Panels and Panel Items opens. Select the Call Information and Contact Information panel items from the panels. Select Request. The Request option appears. Request Select the type of Request, the Date Needed for the requested form or record, and the Delivery method for the request. Select Action(s). The Action(s) option appears. Select the Action(s) associated with the call. You can select more than one. Note: Select Sent letter due to inability to contact generates a document that can be sent to the patient. For more information, see Inability to Contact Letter. Select Call Status and select a status for the call. In the Comments section, enter any comments related to the call or attach a phrase. Select Add. The call is saved and logged on to the Communication Component
NextGen® Enterprise EHR Help
Forms/Records Requests
The Forms/Records Requests call type concerns communications that involve requests for forms and records to be sent to a patient. Select the New Call button and select Forms/Records Request from the Call Type list. The Panels and Panel Items opens. Select the Call Information and Contact Information panel items from the panels. Select Request. The Request option appears. Request Select the type of Request, the Date Needed for the requested form or record, and the Delivery method for the request. Select Action(s). The Action(s) option appears. Select the Action(s) associated with the call. You can select more than one. Note: Select Sent letter due to inability to contact generates a document that can be sent to the patient. For more information, see Inability to Contact Letter. Select Call Status and select a status for the call. In the Comments section, enter any comments related to the call or attach a phrase. Select Add. The call is saved and logged on to the Communication Component
NextGen® Orthopedic Suite Help 80.2.14.0
Complete the Return to Work Form
Use the Return to Work template to create a detailed return to work note/or document. The Return to Work template has four panels, each with several check boxes. Click the Forms link, and double-click Return to Work from the list. The Return to Work template opens. Return to Work template In the Diagnosis grid, select a diagnosis. In the Surgery grid, select a procedure. Enter in Return status, Work Restrictions, and General Restrictions by selecting check boxes in the appropriate panels. Select the Done check box to sign off. Generate the document by clicking the RTW document icon. Parent topic: Forms
