Remove a Replacement Document
Select the automatic document in the
Auto Documents on Fee Sheet
grid.
The document name enters the
Replacement Document for
field above the right-hand grid.
Select the document in the
Replacement Document
grid.
Select
Delete
.
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NextGen® Therapy Suite Help 30.3.13.0
Add a Replacement Document by Financial Class
Select the automatic document in the Auto Documents on Fee Sheet grid. The document name enters the Replacement Document for field above the right-hand grid. Select the field below the Finclass Category column and select the financial class category that this document will be generated for. To set a specific exam to prompt the document override, select the field below the Exam Override column and select the exam. You can leave this blank. Select the field below the Replacement Document Name column and select the name of the replacement document. Select Add. The replacement document name is added to the grid. Parent topic: Replacement Documents
NextGen® Therapy Suite Help 30.3.13.0
Delete an Automatic Document
Select the document in the grid. The document information pulls to the text fields under the grid. Select Delete. Parent topic: Auto Documents on Fee Sheet
NextGen® Therapy Suite Help 30.3.13.0
Replacement Documents
If you have custom documents for specific financial categories or specific exams, you can configure the application to generate a replacement document based on the financial category of the visit. You can also configure the application to generate a different document based on a specific exam that has been completed for the encounter. In the example below, on a typical Evaluation visit, the system generates the Medications document. However, if the financial class is Medicare, the system generates a replacement document called Patient Plan instead of the original document. If the financial class is WorkComp, and the AINF_PT_work comp_function exam was completed for the encounter, the system generates a document called work_status_report. Document Setup grids Add a Replacement Document by Financial Class Remove a Replacement Document Parent topic: Document Configuration
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
Remove an Item from the Treatment Grid
Select the item. Select Delete. Parent topic: Document Treatment
NextGen® Orthopedic Suite Help 80.2.14.0
Update the Document Details
On the Document Config system template, expand the Document Renaming panel. Document Renaming panel on the Document Config template Select the document from the grid. The document details appear in the corresponding fields below the grid. Update the prefix, replacement name, and suffix in the corresponding fields below the grid. Click Update. Parent topic: Renaming Documents
