Worklog Grid
Use the Worklog grid to set up which upcoming VISIT TYPE types trigger a patient’s name to appear in the Upcoming Appointments grid on the Precert Worklog template.
Recommendations
NextGen® Therapy Suite Help 30.3.13.0
Use the Payer Picklist and Payer Defaults sections to set up which payers may require pre-cert timeframes or allotments other than the default (7 days, 2 visits). You must set up the Payer Picklist before you can set up the Payer Defaults. The Payer Picklist grid comes pre-configured with a default setting of 7 days (from the precertification expiration date) or 2 visits (remaining of the precertification visit allotment) at which time the patient’s name appears on the Pre-Cert Worklog. The Default row in the grid alerts for all payers except payers otherwise listed in the grid to have a different alerting timeframe. Note: Only the payers that are configured in the Payer Defaults grid will have appointments that appear in the Appointments Requiring Precerts grid on the Pre-Cert Worklog. Add a Payer to the Payer Picklist Edit a Payer Picklist Entry Add Pre-Cert Payers to Payer Defaults Update or Remove Payers in the Payer Default Grid Parent topic: Pre-Certification ConfigurationPayer Picklist and Payer Defaults
NextGen® Therapy Suite Help 30.3.13.0
Select the field Upcoming appointments to show. The AINF Pre Cert GetEvents picklist window opens, showing a list of possible appointment types. Select the appointment type, and then select OK. Select Add. Parent topic: Worklog GridAdd an Appointment Type to the Worklog Grid
NextGen® Therapy Suite Help 30.3.13.0
Select the appointment in the grid. Select Delete. Parent topic: Worklog GridDelete an Appointment Type from the Worklog Grid
NextGen® Therapy Suite Help 30.3.13.0
The Appointments Requiring Precerts grid displays patients that have upcoming appointments scheduled for payers that require a pre-cert. Payers can be configured to require a pre-cert in the Payers Defaults grid, on the Precert Config system template. Note: Only the payers that are configured in the Payer Defaults grid will have appointments that appear in the Appointments Requiring Precerts grid on the Pre-Cert Worklog. Appointments Requiring Precerts grid Patients remain listed in the Appointments Requiring Precerts grid until one of the following happens. A clinical encounter is created in NextGen® Enterprise EHR, attached to the case and documented on. The patient is checked in for an evaluation and the NTS Homepage or Single Visit template has been opened. This does not necessarily mean that a pre-cert was entered or documented. Opening a non-billable encounter and documenting anything from Homepage or Single Visit causes the patient’s name to move from the Appointments RequiringAppointments Requiring Precerts
NextGen® Therapy Suite Help 30.3.13.0
The Precert Worklog is a practice-level template that you can use to manage patient appointments that require pre-certification or that have a pre-cert that is about to expire. The Precert Worklog has the following panels. Appointments Requiring Precerts Expiring/Expired Precerts by Visits & Never Precerted Expiring/Expired Precerts by Units You can use the Launch Chart button to open a patient’s chart and update any patient-specific pre-certification information. NTS Pre Cert Worklog template Appointments Requiring Precerts The Appointments Requiring Precerts grid displays patients that have upcoming appointments scheduled for payers that require a pre-cert. Expiring or Expired Pre-certs by Visits & Never Pre-certed The grid in the Expiring/Expired Precerts by Visits & Never Pre-certed panel displays patients who have never had pre-cert or those who have an authorization by visits that is about to expire or has expired. Expiring or Expired Precerts by Units The grid in the Expiring/ExPrecert Worklog
NextGen® Therapy Suite Help 30.3.13.0
Open a Worklog Precert Worklog The Precert Worklog enables you to manage patient appointments that require pre-certification or that have a pre-cert that is about to expire. POC Worklog Case Inactivity Worklog Encounters Without Charges Worklog Screening Worklog Correction Template and Worklog Parent topic: Using NextGen Therapy Suite