View the Patient Status and Location

NextGen® Adaptive Content Engine Help Enterprise 8

Overview of the Checkout Staff Workflow

You can review and generate documents of a patient's checkout process. After completing the intake staff and provider workflow, the front office staff initiates and completes the patient checkout process on the Checkout template to do the following: Review and/or process all orders. Generate lab and/or radiology requisitions, if needed. Generate referral documents, if needed. Schedule future appointments as ordered. Generate the Patient Plan and Checkout documents, if needed. Viewing Template Links on the Checkout Template You can customize the links to meet your needs on the Checkout template. Open the Follow-up or Disposition Template You can document the follow-up details for a patient using the Follow-up/Disposition template. Managing Today's Orders You can process lab or radiology orders documented by the provider on the My Plan template. Issuing Patient Education Documents The Patient Education panel contains the education documents of a patient that are added to the patient's ch

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

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

Update Patient Tracking

You can document the patient's location and status during the course of the encounter using Patient Tracking. Open NextGen® Enterprise EHR. On the Patient Information Card (PIC), select Patient Tracking. The Todays Patient Tracking template opens. Select a room. Select the patient's status. Waiting for provider or checkout Select Save & Close. Parent topic: Overview of the Checkout Staff Workflow Parent topic: Intake Staff Workflow Parent topic: View the Patient Status and Location

NextGen® Adaptive Content Engine Help Enterprise 8

Issuing Patient Education Documents

The Patient Education panel contains the education documents of a patient that are added to the patient's chart. You can print education documents for a patient by printing them or send the documents to the patient's NextGen® PxP Portal account. When you save a patient education document to an encounter, NextGen® Enterprise EHR moves the document to the Patient Education grid in the Today’s Order panel. Edit Patient Education Documents The Patient Education grid in the Today's Orders panel displays the patient education documents that are added to a patient encounter. Make Education Documents Available to Patients Create Patient Plan Summary Documents You can create a patient plan summary on the Checkout template. Update Check out Statuses of Patients After you complete the patient's checkout process, you can update the status on the Todays Patient Tracking template. Parent topic: Overview of the Checkout Staff Workflow Parent topic: Cardiology Checkout Staff Workflow Parent topic: ASC

NextGen® Adaptive Content Engine Help Enterprise 8

View a Patient's Appointments

You can view a patient's appointments. 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. Select 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, select the By Provider option to enable the Add and Search buttons if the permission is granted in the System Administrator application. The Appointments section displays both past and future appointments. The future appointments section displays appointments with the status Booked and the past appointments section displays appointments with status Kept and No Show. For appointments created in NextGen® Enterprise PM, t

View the Patient Status and Location

Recommendations

Overview of the Checkout Staff Workflow

View Status and Location of a Patient

Update the Patient Checkout Status

Update Patient Tracking

Issuing Patient Education Documents

View a Patient's Appointments

View the Patient Status and Location

Overview of the Checkout Staff Workflow

View Status and Location of a Patient

Update the Patient Checkout Status

Update Patient Tracking

Issuing Patient Education Documents

View a Patient's Appointments