Preview a Note
For all visit types, you can preview a document without saving it to the patient’s history.
In the last section of the visit template, select the
Preview Note
button.
A database picklist opens.
Note:
The list of documents is maintained in the
Database Picklist
panel of the
Navigation Configuration
system template.
Select a document to preview.
A preview of the document opens. The document does not save to the patient’s history.
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NextGen® Therapy Suite Help 30.3.13.0
Add Carbon Copies
Carbon Copies are available for notes in the Carbon Copies area at the bottom of Single Visit template. To add a Carbon Copy, select the Providers button. Providers button for Carbon Copy fields On the Patients Physicians window, select the Physician Name field to select the provider to CC. Patients Physicians window with CC Patient setting Select Save & Close to save the changes. Parent topic: Bottom Section Parent topic: Bottom Section- Speech Single Visit Parent topic: Chiro Single Visit Bottom Section
NextGen® Therapy Suite Help 30.3.13.0
Manage Database Picklists for Documents, Surveys, and Worklogs
The document, survey, and worklog picklists contain items built into the templates that users have access to, but you can customize the lists. Open the Navigation Configuration system template, and then expand the Database Picklist panel. In the Name field, select one of the following: Document picklist contains all therapy documents that users across your practice can manually generate, including documents generated by the Preview Note button on Single Visit templates. Surveys picklist contains surveys built into the templates. Worklog picklist displays all available worklogs. The Link/Display grid displays the items in the picklist. Select the field under the Link column. For documents, the Inf Nav Doc List picklist appears. For surveys or worklog, the Inf Nav Item List picklist appears. Select the name you want to add, and then select OK. Note: For documents, the name is the actual file name saved within the document builder. In the field under the Display column, enter the name as
NextGen® Adaptive Content Engine Help Enterprise 8
Open the Pre Visit Planning Template
To open the Templates module on a patient encounter, do one of the following: On the Categories or Encounter History tab, select Open Template. On Top Toolbar, select Templates . On the main menu, select File > New > Template. The Select Template window opens. For Medical Records, select All. Scroll down and do one of the following: Double-click Pre Visit Planning. Select Pre Visit Planning and click OK. The Pre Visit Planning template opens. Filtering Pre Visit Planning Information You can filter the details on the Pre Visit Planning template, to quickly get the desired information. However, not all filters can be applied on all the panels. Parent topic: Pre Visit Planning
NextGen® Adaptive Content Engine Help Enterprise 8
Pre Visit Planning
You can use the Pre Visit Planning template to review a patient's chart and take appropriate steps to be prepared for an upcoming patient visit. Pre Visit Planning The Pre Visit Planning template enables clinical staff to handle administrative tasks before a patient's appointment. Managing Patient Care Guidelines You can manage the patient care guidelines and track the administrative tasks on the Work List panel. Reviewing Assessment and Plan History You can review the assessment and plan details of a patient during a visit. Bookmarking Documents and Images You can bookmark a patient's documents and images for quick reference. Viewing Communication Details On the Pre Visit Planning template, you can view a patient's communication details like phone calls, appointments, and outstanding tasks. Reviewing Lab Results You can review a patient's lab records and comments in the Lab Results panel. Reviewing and Modifying Patient's Problems You can review and modify a patient's clinical problem
NextGen® Adaptive Content Engine Help Enterprise 8
Bookmarking Documents and Images
For quickly accessing the list of documents and NextGen® Document Management images attached to a patient's encounters during the patient visit, you can bookmark them in the Documents / Images panel on the Pre Visit Planning template. To bookmark an image, you must select a specialty on the Pre Visit Planning template header. Documents / Images panel Parent topic: Pre Visit Planning
NextGen® Orthopedic Suite Help 80.2.14.0
Create a New Database Picklist
You can create a new database picklist for configuration of navigation links on medical record templates. On the Specialty Nav Config system template, expand the Database Picklist panel. In the field below the Name column of the left grid, enter the name for the picklist. In the field below the Type column, select the type: template, document, or web/app. In the field below the Link column of the right grid, select the item to be added in the picklist. Add button in the Database Picklist panel In the Display field, enter the display name for the item. Repeat link selections and naming until you have all entries you want in the picklist. Click Add. The new database picklist is available to be added to navigation areas if you select DB Picklist as the link from the Inf Nav Item List. Parent topic: Managing Database Picklist
