View or Update a Worklog Entry
You can add a new worklog entry, or open one to view and update patient information details.
From the
Home
template, click the
Pre Reg
link.
Select a patient row, right-click, and select
Open
.
The
Coordinator Tasks
window opens.
Add or update any information as needed.
Enter any
Notes
for other schedulers/coordinators.
Click
Save
.
Click
Close
to return to the
Worklog
.
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View or Update a Worklog Entry
NextGen® Orthopedic Suite Help 80.2.14.0
Add a Patient to the Pre-Reg Worklog
You can add a new worklog entry, or open one to view and update patient information details. From the Home template, click the Pre Reg link. On the Pre-Reg Worklog template, right-click in the grid and select Add New. The Coordinator Tasks window opens. Coordinator Tasks window Enter the patient information, provider, and referring provider details. Select from the following: Clinically Approved Billing Approved Appt Made and Appt.Dt. Clinical 1 Complete Clinical 2 Complete Pre Registration Complete Enter any Notes for other schedulers/coordinators. Click Save. Click Close to return to the Pre-Reg Worklog template. Parent topic: Pre-Registration Worklog
NextGen® Orthopedic Suite Help 80.2.14.0
Open a Patient’s Chart from the Worklog
You can open a patient’s chart from the Pre-Reg Worklog template. From the Home template, click the Pre Reg link. Select the patient in the grid. Open Chart link on the Pre-Registration Worklog template Click the Open Chart tab in the workflow tab. Parent topic: Pre-Registration Worklog
NextGen® Orthopedic Suite Help 80.2.14.0
Delete a Pre-Reg Worklog Entry
You can remove a patient from the Pre-Reg Worklog template. Select the patient in the grid, right click, and select Delete. Parent topic: Pre-Registration Worklog
NextGen® Orthopedic Suite Help 80.2.14.0
Pre-Registration Worklog
You can use the Pre-Reg Worklog system template is reference tool for the pre-registration staff. You must add patients manually to the worklog via the Pre Reg template. Users tracking clinical approval, billing approval, etc. can track this information and launch the patient's chart directly from this worklog. You can manually add a patient to the worklog or you can add them from the Pre Reg template. You can access the Pre-Reg Worklog template from the Pre Reg link on the Home template. Pre-Reg Worklog template View or Update a Worklog Entry Add a Patient to the Pre-Reg Worklog Delete a Pre-Reg Worklog Entry Open a Patient’s Chart from the Worklog Parent topic: Preregistration Workflow
NextGen® Adaptive Content Engine Help Enterprise 8.3.1
View Edited Work List Items in Run Time
At any time during or before an encounter, on the patient history toolbar, click the Templates module button to open the Select Template window. On the Medical Records tab, search for and highlight Pre Visit Planning, and then click OK. The Pre Visit Planning template opens. On the Work List panel, scroll down to the Other section. Parent topic: Manage and Configure Pre-Visit Details
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
