Add a Document to the Document PAQ Settings Grid

NextGen® Therapy Suite Help 30.3.13.0

Document PAQ Settings

Use the Document PAQ Settings grid to configure which documents you want to send to an internal provider’s PAQ for sign off. Settings can apply to an entire financial category or can be broken down to specific payers within a financial category. You can configure: Which provider on the case and which location a document needs to be sent to. Whether the provider signing off should be listed as the supervising provider or billing provider on the document. Which visit sets can send POCs to the PAQ. Document PAQ Settings grid Note: When you configure the PAQ in the System Administrator application, you should not select the All documents checkbox or any therapy-related documents in the Documents section of the Provider Sign-off Setup window. Provider Sign-off Setup window with All Documents checkbox not selected Add a Document to the Document PAQ Settings Grid Parent topic: Document Configuration

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® Therapy Suite Help 30.3.13.0

Add a Custom Automatic Document

To add a custom document that will be generated for specific visit types: Select the field below the Visit Type Group column to select the Visit Type Group that you want the custom document to be generated for. Select the field below the Visit Set column, and then select which Visit Set this document should be generated for. Select the asterisk (*) if you want the document to be generated for all visit sets in the Visit Type Group. Select the text field under the Document Name column. The AINF Nav Get Documents picklist opens. Select the document that you want to have generated. If you want the document to be printed by default, mark the Print checkbox. If you want the document to be sent to an offline document generator by default, mark the Offline checkbox. Select the Add button to add the custom document to the grid. Parent topic: Auto Documents on Fee Sheet

NextGen® Therapy Suite Help 30.3.13.0

Add a Finclass or Payer Setting

In the NTS System Config template, expand the Finclass and Payer Settings panel, and then select the text field below the Fin Class Name column. A picklist opens that displays the full list of financial classes built in File Maintenance. Choose the financial class that you want to set up. (Optional) To apply your setting only to a specific payer in that financial class, select the text field below the Payer Name column. The default is all payers, indicated by an asterisk (*). Choose one of the options below the Script / POC column: POC – Req – a POC is required on all payers in this financial class. The POC will be generated as needed when the Fee Sheet is submitted, is tracked in the POC worklog, and must be signed off so that care can continue. POC – Track – a POC document will be generated as needed upon submission of Fee Sheet submission, be tracked in the POC worklog, and IF signed and returned will update the script on Homepage. If the POC is not returned, the staff can remove it

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

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’

Add a Document to the Document PAQ Settings Grid

Recommendations

Document PAQ Settings

Auto Documents on Fee Sheet

Add a Custom Automatic Document

Add a Finclass or Payer Setting

Automate the Document Generation

Enter a New Visit Type

Document PAQ Settings

Auto Documents on Fee Sheet

Add a Custom Automatic Document

Add a Finclass or Payer Setting

Automate the Document Generation

Enter a New Visit Type