View a Patient's Appointments

NextGen® Adaptive Content Engine Help Enterprise 8

Documenting General Information of Patients

You can document a patient's general information on the Intake template. General panel on Intake When someone provides the patient details, you can document the historian details in theHistorianfield. When someone interprets the patient’s communication, you can select theInterpreter Detailslink to document the details of the interpreter. You can selectConfigurable Questionnaireslink to document the screening details of the patient. You can select theTransitioning into Carelink to document the summary of care record information for a patient. You can select theEnable HCC for this patientcheck box to hide or show the HCC links, badges, and grid columns on the templates at the patient level. You can select theFamily planning encounterandDisabilitycheck boxes if an encounter is a family planning encounter and describes any disability. These check boxes appear based on the configuration of theTitle X Fieldssection on thePractice Configurationtemplate. You can indicate whether the patient is

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

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

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® Enterprise EHR Help

Create an Appointment

NextGen recommends to create and manage appointments in NextGen® Enterprise PM, not in NextGen® Enterprise EHR, if you use NextGen® Enterprise PM as your scheduling source. Appointments created in NextGen® Enterprise EHR are not communicated to NextGen® Enterprise PM. You can create an appointment in NextGen® Enterprise EHR only if you have the View by Provider display setting enabled. If you select View by Resource, you cannot create an appointment in NextGen® Enterprise EHR. You may also create an appointment in NextGen® Enterprise EHR if you use a third-party scheduling application instead of NextGen® Enterprise PM. You can create an appointment in the Appointments tab of the Workflow module. You can create a custom status for the appointment. Select a patient. Note: You must select a patient to create an appointment in the Appointments tab. Access the Appointments tab. Select New in the toolbar. Note: If there are no appointments scheduled for the selected day in the calendar, New

NextGen® Enterprise EHR Help

Patient Appointments

In NextGen® Enterprise EHR Appointments Quick Button, you can view five future and 10 past appointments for a selected patient by default. You can view up to 15 future and 15 past appointments based on configuration. The Appointments table provides information on the following: Appointment date and time Status (Kept, Chart Complete, No Show) Provider/Resource name Provider's location Reason for appointment The count appearing on the Appointments button indicates the total number of future appointments scheduled for a patient in the enterprise regardless of configurations. The icon indicates that the patient does not have any scheduled future appointments. If the scheduling source is View by Provider, the count indicates only the appointments created in NextGen® Enterprise EHR. If the scheduling source is View by Resource, the count indicates only the appointments created in NextGen® Enterprise PM. Note: The appointments' count is not available for external practice management systems.

View a Patient's Appointments

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