Add a Custom Automatic Document

NextGen® Therapy Suite Help 30.3.13.0

Update an Automatic Document

You may want to update a document to send it to the offline document generator or to have a specific visit type also print the document. Select the document in the grid. The document information pulls to the text fields under the grid. Make any changes in the text fields. (optional) Select whether the document is printed or sent to an offline document generator. Select Update. Parent topic: Auto Documents on Fee Sheet

NextGen® Therapy Suite Help 30.3.13.0

Auto Documents on Fee Sheet

Use the Auto Documents on Fee Sheet grid to view and set up which documents are generated automatically on Fee Sheet, depending on the visit type selected by the therapist. If there is an asterisk * for the Visit Set, the application generates the assigned document for ALL visit types that have that visit type group assigned. If a specific Visit Set is selected (for example, Speech, Chiro, Audiology), the application overrides the default (*) and only generates the assigned document for that Visit Type Group. You can substitute a custom document for the default legal medical records, or have additional custom documents generate in addition to the legal medical record. Add a Custom Automatic Document Update an Automatic Document Delete an Automatic Document Parent topic: Document Configuration

NextGen® Orthopedic Suite Help 80.2.14.0

Automate the Document Generation

You can configure the conditions for automatically generating offline or printed documents. To configure conditions for the automatic generation of the document, you must add the document name to the Automatic Document Configuration grid along with its conditions. On the Document Config system template, expand the Document Generation panel. Document Generation panel on the Document Config template Under the Automatic Document Configuration grid, click the blank field, and select the document group from the picklist. Note: The document group determines an event to generate a document. For example, when you select the FV Submit document group and submit charges on the Finalize Visit template, the associated document is generated automatically. Click the blank field for Document, and select the document from the picklist. To generate an offline document, select Offline. To print the document, select Print. Select one of the following options to define when the document needs to be generat

NextGen® Therapy Suite Help 30.3.13.0

Add a Document to the Document PAQ Settings Grid

Select the fields below the Document PAQ Settings grid to select the following from the picklists: Document Name – The picklist shows only documents entered in the Auto Documents on Fee Sheet grid. Fin Category Payer Name – Select the asterisk for all payers in the financial category. Visit Set – To add a restriction by visit set, select only the visit sets that you want to send POCs to the PAQ. Any remaining visit sets that are not configured do not send their POCs to the PAQ. Note: If no visit sets are selected at all, then all visit sets will send POCs. Send To – The provider on the case that the document should be sent to (billing, ordering, rendering, or supervising) Location Name – Which location a document needs to be sent to Document As – Whether the provider signing off should be listed as the Supervising Provider or Billing Provider on the document. Select Add. Parent topic: Document PAQ Settings

NextGen® Therapy Suite Help 30.3.13.0

Enter a New Visit Type

You can enter a new visit type, but you cannot add or change groups or visit sets; they are hard-coded. Visit Type Setup panel with highlighted fields used for adding visit types Select the field below the Visit Type column. Enter the name of the new visit type. Select the field below the Visit Set column twice. A picklist opens. Select a Visit Set, and then select OK. Select the field below the Group column twice. Note: If no visit group is assigned, you cannot configure a document to run automatically upon submission of Fee Sheet. Refer to Auto Documents on Fee Sheet for how to configure automatic document generation. The Ainf Visit Groups picklist opens. Select a Visit Group. The group enters the field and the picklist closes. Select the Mod field and type GP, GO or GN to indicate if the visit type needs a modifier. Select the checkboxes as needed to indicate whether the visit type: Can be used to bill a Re-eval if selected on Single Visit or Fee Sheet Will count toward the patient’

NextGen® Therapy Suite Help 30.3.13.0

Add Custom Templates

You can add custom-built templates by selecting the fields below the left-hand grid. Select the Category and Visit Set that you want to add your custom template to. Select the field below the Display Name column of the left-hand grid, and then enter a display name. Select the field below the Link To / Template Name column, and then select the template. Select the Add/Update button to save the entry to the grid. You can now open that template from side navigation on Single Visit. Note: Information documented on custom templates does not pull to the grid on Single Visit, nor is it visible on the Office Note document (you must add a custom macro to the legal medical record if you want the information to appear on the Office Note). Parent topic: Side Navigation

Add a Custom Automatic Document

Recommendations

Update an Automatic Document

Auto Documents on Fee Sheet

Automate the Document Generation

Add a Document to the Document PAQ Settings Grid

Enter a New Visit Type

Add Custom Templates

Update an Automatic Document

Auto Documents on Fee Sheet

Automate the Document Generation

Add a Document to the Document PAQ Settings Grid

Enter a New Visit Type

Add Custom Templates