Update Patient Tracking

NextGen® Adaptive Content Engine Help Enterprise 8

Update the Patient Checkout Status

After you complete a patient's checkout process, you can update the status on the Todays Patient Tracking template. Open NextGen® Enterprise EHR. Select a patient record. On the Patient Information Card, select the Patient Tracking button. Note: Patient Tracking is available only when the patient has an active encounter dated Today. For all other encounters, the Patient Tracking button appears as New Encounter. The Todays Patient Tracking template opens with the status and location of the patient during the encounter. In Status, select Checked out. Select Save & Close. Parent topic: Overview of the Checkout Staff Workflow Parent topic: View the Patient Status and Location

NextGen® Adaptive Content Engine Help Enterprise 8

View the Patient Status and Location

You can view the status and location of a patient. Open NextGen® Enterprise EHR. On the Patient Information Card, select the Patient Tracking button. Note: Patient Tracking is available only when the patient has an active encounter dated Today. For all other encounters, the Patient Tracking button appears as New Encounter. The Todays Patient Tracking template opens. Patient Appointments template Select EHR Appointments. The Patient Appointments template opens. Note: The When, Provider, and Location fields contain the current date and time, provider name, and practice location. In the View section, select By Provider to enable the Add and Search buttons. Enter the details for Room, Reason, and Status. Note: Patient tracking is optional. The intake staff can proceed with the workflow without documenting the appointment details. Any change in the patient’s status is visible in the inbox. It is generally not necessary to send a task regarding a change in status. Update Patient Tracking You

NextGen® Adaptive Content Engine Help Enterprise 8

View Status and Location of a Patient

Patient Tracking is optional. The intake staff can proceed with the workflow without documenting the appointment details. If the patient’s status changes, this will be visible on the Inbox. It is generally not necessary to send a task regarding a change in status. Open NextGen® Enterprise EHR. Click the Patient Tracking button on the Patient Information Card. Note: Patient Tracking is available only when the patient has an active encounter dated Today. For all other encounters, the Patient Tracking button appears as New Encounter. The Todays Patient Tracking template opens. Click EHR Appointments. The Patient Appointments template opens. Patient Appointments The When, Provider, and Location fields contain the current date and time, provider name, and practice location. In the View section, click the By Provider option to access Add and Search in System Administrator. Parent topic: Overview of the Checkout Staff Workflow

NextGen® Adaptive Content Engine Help Enterprise 8

Open the Home Page Template

You can obtain the patient summary on the Home Page template. Open NextGen® Enterprise EHR. 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. On the Medical Records tab, select All. Select Home Page, and then select OK.The Home Page template opens. Select the Specialty as Gastroenterology and Visit Type as Office Visit. Parent topic: Intake Staff Workflow Parent topic: General Office and Virtual Visit Workflow

NextGen® Enterprise EHR Help

Track Patient During an Appointment

You can view and update the time and current location of the patient during an office visit. For more information on patient appointments, go to NextGen Healthcare Success Community and download the latest Getting Started Guide for NextGen® Adaptive Content Engine. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. Select an encounter dated Today, or create an encounter. Note: Patient Tracking is available only when the patient has an active encounter dated Today. For all other encounters, the Patient Tracking button appears as New Encounter. To view a quick summary of the patient tracking records for the visit, on the Patient Information Card (PIC), hover over Patient Tracking.The Patient Tracking table appears displaying information on the appointment time, room, status, recorded time, and documenting person. To view more details of the appointment and update the room and tracking status; on the PIC, select Patient Tracking.The Todays Patient Tracking wind

NextGen® Adaptive Content Engine Help Enterprise 8

View a Patient's Appointments

Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. Select an encounter dated Today, or create an encounter. Note: Patient Tracking is available only when the patient has an active encounter dated Today. For all other encounters, the Patient Tracking button appears as New Encounter. To view a quick summary of the patient tracking records for the visit, on the Patient Information Card (PIC), hover over Patient Tracking. The Patient Tracking table appears displaying information on the appointment time, room, status, recorded time, and documenting person. Patient Tracking To view more details of the appointment and update the room and tracking status on the PIC, click Patient Tracking. The Todays Patient Tracking template opens displaying the patient tracking data, appointment information, and room and status options to view and update. On the Todays Patient Tracking template, click EHR Appointments. The Patient Appointments template opens. Patient Appointme

Update Patient Tracking

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