nextgen® ehr charting a telephone call

10.8.2015 5.7/8.1 of 4

NextGen® EHR Charting a Telephone Call Quick Reference

Overview

This guide covers how to chart, respond to and complete a telephone call in the Hill EHR.

Telephone Calls & Tasking

Adding a New Telephone Call

1. Search for the patient by clicking the icon.

2. Enter the appropriate criteria (last name, first name, DOB, etc.) and select the desired patient.

3. Perform a 4 point check (Patient Name, Location, Provider, Encounter Date).

4. Click to create an encounter for today’s telephone call.

5. Select the Telephone Call template from your preferred templates icon

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6. Select Specialty if there is no default. Visit Type will auto-populate as Patient Communication.

7. Select the appropriate Communications Link (i.e., Medical Question).

8. Starting from the top, fill in the applicable fields (none of the fields are required).

9. Click either Save & Send to task to someone (i.e., a provider) or Save & Close if no further action

is required.

Note: Reply & Close is selected if you want to task back to the user that sent you the telephone call

message (i.e., the provider usually is the one to utilize this button to task back his/her

answer/orders to a telephone call).

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Responding to a Telephone Call Task

1. Click the Inbox icon to see appointments and tasks .

2. Highlight the item in your task list and click .

3. Review the details of the task and click to open the patient’s chart to the main

telephone call template.

4. Review the Communications grid in the center of the main template.

5. Click on the Purple Communications Link (e.g., ) to take you to the

appropriate response pop up.

6. Fill in the desired response(s) (i.e., type directions in the Comments field and/or select one or

more of the Action Item checkboxes.

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7. Click the desired Response button:

Button Functionality

Will save the info entered and send a task back to the user

that sent you the task.

Will save the info entered and allow you to send a task to a

different user or group of users.

Will save the info entered and is used when no further action

is needed.

8. Click Save & Close on the main telephone call template to generate the Telephone Call

Document.

Note: The document will be updated with the newly entered information each time a user

selects Save & Close on the Main Telephone Call Template.

9. Go back to your inbox and mark the task as complete by selecting the Completed checkbox.

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NextGen® EHR Prescribe a Medication User Guide

Overview

This user guide covers how to add a medication to a patient’s chart and send it to the pharmacy.

Access the Medication Module

Open the Medication Module by clicking on the Rx icon on the History Bar or the Meds Icon on the bottom of the

SOAP Tab.

Perform a Medication Search

1. Click Prescribe New to open the Medication Search Dialog.

2. Click in the Find Field and start typing the name of the desired medication.

3. Double Click on the desired Medication and Dosage to add it to the medication cart below.

4. Drug Interaction Warning Screen May Appear.

a. Click the Acknowledge Button to acknowledge each interaction individually.

b. When all precautions are acknowledged, click Done Button.

5. Repeat the steps above for additional medications

6. When all desired meds are in the cart, click Select Button to move all of them into the temporary status within the patient’s chart.

This med list includes all Active, Inactive, Temporary, and Future medications entered by practices using the Hill EHR

Click Eligibility to see a patient’s

medication history and to see if they are eligible for an

expensive med

Access internet resources on highlighted med

Add new medications here

Prescription Details Area

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Modify the Prescription Details for a Medication

Once a medication has been selected and appears in the Temporary Status of the Medication Grid, the

prescription details can now be modified.

Modify the Sig

1. Click on Edit Sig to activate the sig builder. a. Change each part of the sig item by item or use the dropdown menu for common sigs.

2. Click Done to save changes

Search for new medications here.

--New Medication Cart Feature--

Click View>Display Options... to activate: Generic for Brand Option & Medication Cart Feature

Double-click on desired dosage to add to the cart below

Use Formulary activates a search

box that gives additional formulary details regarding a

medication based on patient’s eligibility

Right click on tab to edit name

Drag-and-drop dosage/medications to save in favorites

area.

Add patient notes such as side effects or patient is not taking consistently. Medication reconciliation

comments show up here as well.

Access the sig editor

Associate Diagnoses

with a Med Use this area for tapers

Click here for more prescription options

Red = Required fields

Add number of days and click here to auto-calculate quantity and stop date

Prescribed Elsewhere for medications

managed elsewhere

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Modify the remaining prescription fields as needed

3. Adjust quantity, refills, and other desired fields as needed.

4. Click the Accept Button to move the medication into the active column.

Send a Medication (eRx or Fax)

1. Highlight the desired medications from the active medication list by holding down the Ctrl key on the

keyboard and clicking on the desired medication(s). 2. Click the Send icon from the Action Bar. 3. Check the box next to the desired medications that you want sent. 4. Choose the pharmacy. 5. Click Send to eRx to the pharmacy.

Check box to activate the corresponding field above

The choices from the picklists below build the sig here

140 character limit

Click dropdown to choose from a list of common sigs

Click Done to finish

Choose patient’s alternate pharmacy here

Add a New Pharmacy

Choose which Medication(s) to send

Skip eRx option and force prescription to fax

See patient and prescriber information along with last visit and next appointment

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Checking the box activates the reaction

picklist. Hit the escape key if reaction

is unknown

NextGen® EHR Manage Patient Allergies User Guide

Overview

This guide covers how to add allergies for a patient and modify existing allergies. The Medication Allergies Module

is an enterprise chart feature which means that it is shared between Hill EHR practices.

Review Allergies (Meaningful Use Measure)

There is an Allergies section under both the Home Tab and the Intake Tab where allergies can be reviewed and

added as needed

1. Check No Known allergies if there are no allergies to add.

2. Choose Reviewed, no change if the patient’s allergies were reviewed without changes.

3. You won’t have to choose the Allergies added this encounter option because it will auto-populate if new

allergies are entered for today’s visit.

Add Allergy with Pop-up Dialog

1. Go to the Allergies section under the Intake Tab.

2. Click the Add Button under the allergies grid.

3. Check the box next to any patient allergies.

*Optional: Pick an associated reaction from the

picklist or hit escape key.

4. Select Save & Close to add the medication allergies

to the grid.

Access the Allergy Module

Open the Medication Allergy Module by clicking on the Flower Icon on the History Bar or Top

Toolbar.

These boxes are an important part of meaningful use to show that the allergies were reviewed, even if none are added.

New Allergy Comments Link

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Partial descriptions are ok

These filters will focus the

results to one allergy type

Add an Allergy

1. Click on the Magnifying Glass icon to begin a search. 2. Click “Contains” radio button. 3. Type the name of the allergy in the description field. 4. Highlight the allergen and click OK. 5. Fill out other pertinent fields as desired (optional). 6. Click Add Button to add it to the grid above.

Resolve an Allergy

1. Highlight an existing allergy. 2. Click on the magnifying glass icon next to the Resolved

Field. 3. Choose a resolution date from the calendar (click on the year to scroll to previous years).

4. Select the Update Button.

--Add an Allergy-- Lookup a new allergy

here and then click the Add Button to move it

to the grid above

Resolve /Stop an allergy here

-- Optional -- Choose Severity and Reaction from a picklist by

clicking the dropdown menu. The reaction picklist will move by typing a letter (e.g. R for Rash)

Right click on an allergy to access more information from the web

Access the Clinical Reconciliation Module

--- Delete an Allergy ---

While deleting an allergy is not recommended, the encounter where the allergy was entered must be unlocked in order to delete an allergy

10.14.2015 Page 1 of 4

NextGen® EHR 8.3.8 Charting Reason for Visit User Guide

Overview

This user guide covers how to chart a reason for visit.

Review/Update Reason for Visit and History of Present Illness

Add a Reason for Visit (4 options)

Table 1: Option 1 & Option 2

Option 1 - Top 14 (Orange Numbered Steps) Option 2 – Additional/Manage (Red Lettered Steps)

1. Optional: Select Do Not Launch HPI Checkbox

if you are only entering the reason for visit and

do not wish to add any HPI specific

information (usually MA’s)

2. Select a Reason for Visit from the Top 14 List.

A. Click Additional/Manage Link.

B. Optional: Select All HPI’s if you would like to view

reasons for visit for all specialties in the enterprise.

C. Select a Reason for Visit from this list.

Note: Add an “*” at the end of it if you would like

the Generic HPI Template to launch.

D. Click Save & Close.

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*Please note that if there are any free text comments associated with this reason,

the comments must be removed first

Click Clear to remove a reason for visit or edit it with

free text

Table 2: Option 3 & Option 4

Option 3 – Filtered Search (Blue Numbered Steps) Option 4 – Manual Entry/Free Text (Pink Lettered Steps)

1. Enter a Partial Term in the Other Field.

2. Click the Blue Drop Down Arrow to generate a list

of reasons that match your search criteria.

3. Select a Reason for Visit from the Filtered List.

A. Enter a complete reason for visit in the Other Field.

B. Click the Add Button.

Delete existing “Reason for Visit”

1. Select the “Additional/Manage” link from

the blue link area.

2. Click Clear next to the “Reason for Visit”

that you would like to remove.

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Chart the History of Present Illness for using specific HPI Templates

1. The most applicable HPI template (if one exists) will open when the reason for visit is clicked on

once (either from the Top List or the summary grid).

2. Chart findings on the HPI Template provided.

3. Click Save and Close.

4. Open and chart the HPI for the remaining “Reasons for Visits.”

5. The information is then converted into paragraph form.

Quick Saves

Disk Icon: Saves current Template

Starburst Icon: Retrieves saved template

New Onset/Duration Screen

Caution: Any charting done here will transfer over to the Review of

Systems section, but changes MUST be updated here only.

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Chart the History of Present Illness for using the Generic HPI Template

If a specific HPI template does not exist for a particular reason for visit and/or an asterisks was

appended to the end of the reason for visit entered, the Generic HPI Template will appear.

1. Click on a Reason for Visit that is linked to the Generic HPI Template.

2. Select any desired items from top portion of the template (e.g., Onset, Severity, Frequency etc.)

3. Free text and/or use “My Phrases” to enter in the desired narrative in the HPI free text field.

4. Click Save & Close.

12.22.2015 Page 1 of 2

Kept = Patient check-in

process was started

Choose Providers to view schedule(s)

The encounter should have been created when the patient was checked in. Do not create a new

encounter. Please call the support desk (800-280-0083) if you don’t see an open encounter for

today’s date

NextGen® Begin Charting a Patient Visit User Guide

Overview

This guide covers how to begin charting a patient’s visit to the office.

Access the Patient’s Chart

Access the Patient’s Chart from the Inbox (Scheduled Visit)

1. Open Inbox.

2. Check the appointment area of the inbox for the desired patient’s name and double-click on a patient’s name to

open the chart.

Perform the 4 Point Check - Extremely Important!!

3. Verify the following information using the 4 Point Check to avoid common errors while charting:

a. Patient Name - verify the patient’s name and DOB. b. Office Location - If you have more than one location, verify that the correct location is selected. c. Rendering Provider - It is extremely important to verify that you are charting under the correct provider. d. Date-of-service - the encounter (yellow folder) should have been created at check-in.

12.22.2015 v.5.8/KBM 8.3 Page 2 of 2

Intake should be

added as a preferred

template in your

user preferences

(Tools >

Preferences>

Templates Tab)

Open the Intake Template

In order to begin an office visit, you must start by

opening the Intake Template.

4. Click on the Template Icon on the Top Toolbar

or on the bottom of the History Bar.

5. Select the Intake Template from the list of

preferred Medical Records Templates.

Choose Specialty, Visit Type, and New or Established Patient

6. Click in the Specialty field to choose the Specialty (e.g. Family Practice, Pediatrics, or Internal Medicine).

*Practices can set this to pre-populate by default to one specialty.

7. Click in the Visit Type field to choose the Visit Type (e.g. Nurse Visit, Office Visit, or Preventative Medicine).

*Please consult your biller regarding appropriate visit types.

8. Choose Established or New Patient.

*You can enter a historian as well if indicated.

Specialty determines Reason for Visit options and

template set

Add Alerts

Visit Type determines EM Code options

Activate Protocols

Sub-navigation links

Risk Factors

If a provider is doing their own intake charting, they only need to visit the Medication Panel and

Allergies Panels on the Home or Intake tab to mark that the medications and allergies have been

reviewed before moving on to the SOAP tab.

12.22.2015 Page 1 of 4

NextGen® 8.3.8 EHR Vital Signs User Guide

Overview

This user guide covers how to add vital signs for your patient. The Vital Signs template changes based on the age of the

patient and also includes a number of unique items including: BMI plan, LMP, vision test (incl. colorblindness), and an

audiometry test.

Adding Vital Signs

The Vital Signs panel is available on both the Intake and the SOAP tab. The Vital Signs grid only displays today’s vitals.

1. Click Add.

2. Fill in applicable vital signs.

3. Click Save, then Close.

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Different Vital Sign Templates

There are three different vital signs templates depending on the age of the patient. Table of Vital Signs Template Features

Pediatric = under 2 years old Pediatric = over 2 years old Adult = approx. 18 (as determined by practice setting)

Features

Gestational age More weight context Growth Charts

Features

LMP - female Waist/hip measurements BMI/BMI Plan Audiometry/Vision Growth Charts

Features

LMP - female Waist/hip measurements BMI/BMI Plan Audiometry/Vision HAQ-Disability link

Chart Audiometry Exam or Vision Screening

The Vital Signs template contains access to the Audiometry and Vision Screening (including color blindness) templates.

Chart Audiometry Test

Select the Audiometry Exam Link within the Vital Signs Template:

IMPORTANT: You must document at least Pass or Fail in order to bill for audiometry test.

1. Select Screening Radio Button.

2. Select desired Diagnosis.

3. Fill in audiometry details.

4. Ensure Submit Audiometry Test to

Superbill is selected.


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Vision Screening and Ishihara Test for Color Blindness

The “Vision Screening” template is accessible from the “Vital Signs” template and it also includes a test for color blindness.

Chart Visual Acuity

Select the Vision Screening Link within the Vital Signs Template:

IMPORTANT: You must document some results in order to bill the vision test.

Chart Color Vision Test

1. Select the Ishihara Test for Color Blindness link within the Vision Screening Template.

2. *You could use your own paper test as well

a. Click Yes button on Script Error.

b. Scroll through pictures for patient to identify until you get to the bottom to identify test results and

close the browser window.

Results for Ishihara Test in the Website

Normal Color Vision Red-Green Color Blind

Left Right

Left Right

Top 25 29 Top 25 Spots

Middle 45 56 Middle Spots 56

Bottom 6 8 Bottom Spots Spots

3. Document results under “Color Vision Test Results” section.

1. Click inside Assessment Field.

2. Search for desired Vision Exam

Diagnosis.

3. Select Diagnosis.

4. Fill in vision exam details.

5. Ensure Submit Vision Screening to

Superbill Checkbox is selected.


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4. Click on “Save & Close” button to save documentation and return to the “Vital Signs” template.

3.11.2015 Page 1 of 3

NextGen® EHR Review Medications and Allergies User Guide

Overview

This user guide covers how to indicate that the medications and allergies have been reviewed with the patient.

Documenting that you reviewed the medications and allergies is a key part of meeting a meaningful use measure (talk

with your Client Account Specialist for more information.

Access the Medications and Allergies Panel

The Medications Panel and Allergies Panels are both only available on the Intake tab. If you are a provider doing your

own intake charting, please visit these panels first before moving to the SOAP tab.

1. Navigate to the Intake tab.

a. Click on the Template icon on the History Bar or Top Toolbar.

b. Double-click on the *Intake template.

c. The intake template is the first tab on the Pill bar.

2. Scroll down to the Medications and Allergies panel…

You can only mark that the medications and allergies were

reviewed on the Intake tab.

Open the Medication

Review template to

verify medications and

add comments

Click Add button

to open the

Medication

Module

Click Add button to

open common allergy

picklist (Adult and Peds)

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Only on the Intake Tab

Mark Medications and Allergies Revie wed

Use the Add buttons under the respective grids to make changes to the medication and/or allergy list (see user guides

on adding allergies and medications to a patient’s chart). Then mark that you reviewed the medications and allergies

with the patient.

3. Review the medication list with the patient and check the box, “Medications reviewed.”

4. Review the allergy list with the patient and choose “Reviewed, no change” or “Allergies added today.”

Perform Medication Review for Transition of Care

The medication review template allows you to compare the patient’s current list of medications with an outside source

for transition of care. This template also allows you to quickly add comments to a patient’s medications.

Reconcile Medications with an Outside Source

1. Click on the Reconcile button under the Medications grid.

2. Click on the blue arrow to choose the medication

reconciliation source.

3. Click Verify Mode checkbox to start verifying the current

medications.

4. Choose the desired medications from the Medication Module grid and they will push down to the Medication

Reconcile grid.

5. Optional: The External Source grid will populate if the Medication History is run successfully for a patient in the

Medication Module.

a. Click the Add radio button first.

b. Click on the Medications that you would like to add to the patient’s chart.

6. Optional: Check the completed for transition of care checkbox if applicable.

7. Click the Save & Close button when finished.

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Add Medication Comments Regarding Patient Compliance

1. Click on a medication that has been added to the Medication Reconcile grid.

2. Click inside the Comment box to activate a picklist of compliance options and choose the applicable option

choose the blank line to free text a comment.

3. Click on the Save button to add the comments to the grid.

4. Click the Save & Close button to exit the template.

This list will populate when the Medication History

is run successfully in the Medication Module (see

import medications guide)

Check this box for transition of care

6.11.2015 v.5.8/KBM 8.3 Page 1 of 4

NextGen® EHR 8.3.8 Care Guidelines User Guide

Overview

The former Guidelines tab has been changed to the Care Guidelines link. This guide will cover the new 8.3.8

process for adding & addressing protocols/guidelines (i.e., health maintenance/disease management).

Care Guidelines Panel Default

It is suggested that users move the Recent Orders Panel down to the Bottom of All Panels as a Default.

Adding Care Guidelines

Starting the Process

To add either Health Maintenance or other Disease Management Protocols (e.g., diabetes):

6.11.2015 Page 2 of 4

1. From any main tab (e.g., Intake, SOAP etc.), click on the Care Guidelines link.

2. Expand the Clinical Guidelines Panel.

3. Optional: Select the Detailed Document Radio Button if you would like the guidelines to display in the

Chart Note.

4. Scroll to bottom and click Add/Update. This will take you to the Activate Clinical Guidelines window.

Health Maintenance Care Guidelines

Health Maintenance and Peds Guidelines are the only two that do not require a diagnosis.

1. From the Activate Clinical Guidelines Window, expand the Active Guidelines Panel.

2. Click in the Condition field and select Health Maintenance from the pick list.

3. Fill in appropriate Risk Factors or if none, select the No Risk Indicators checkbox.

4. Click Save & Close on the risk factors popup.

5. Click Save & Close at the bottom of the Activate Clinical Guidelines window to take you back to the Care

Guidelines popup window where your health maintenance protocols/guidelines will display.

NOTE: Users may need to Collapse All Panels in order to see the Save & Close Button at the bottom.

6.11.2015 Page 3 of 4

Disease Protocols

All other disease protocols require a diagnosis.

1. From the Activate Clinical Guidelines window, expand the Active Guidelines panel.

2. Click in the Condition field and select the appropriate Protocol from the pick list (e.g., Diabetes).

3. Click inside the Diagnosis field to pull up the Diagnosis Search window.

a. Filter your search by highlighting the desired Filter (the system will auto highlight Chronic

Conditions filter. Click on All Diagnoses to broaden the filter).

b. Enter the Description or ICD Code that you are looking for and click Search.

c. Highlight the desired Diagnosis from the results and click Select.

4. Click Add to add the associated Disease Management Protocols/Clinical Guidelines to the grid.

5. Click Save & Close to take you back to the main Care Guidelines popup window and highlight the newly

added Protocol Link to see associated items in the grid.

6.11.2015 Page 4 of 4

Manually Addressing Guidelines

Many of the added Care Guidelines will update automatically with completed and new due dates as you

complete items during a regular encounter (e.g., if you order and result the flu immunization during a visit, the

status within the Care Guidelines will display as Completed and the due date for the next flu shot will be one year

later).

Follow the steps below to manually update a care guideline that has not automatically updated.

1. Expand the Clinical Guidelines Panel.

2. Highlight the desired Outstanding Guideline Link (e.g., Diabetes). This filters the guidelines grid to only

display those items that are associated with the link that was selected.

3. Highlight the desired Guideline to be addressed in the Guidelines Display Grid (e.g., Dilated Eye Exam).

4. Click inside the Status field and select the appropriate Status from the pick list (e.g., Performed

Elsewhere). This will auto populate the Action field with the date and status selected.

5. Click Update to push the new status and due date to the grid (see completed item in screen shot above).

3.3.2015 Page 1 of 3

NextGen® EHR Review of Systems and PHQ User Guide

Overview

This user guide covers how to chart the patient’s Review of Systems. Please note that this template may populate

associated symptoms and pertinent negatives from the HPI template (if applicable). Each specific system template (e.g.

Genitourinary) has a free text field and a “See HPI” checkbox.

Chart Review of Systems (ROS)

Access the One-page ROS Template

1. Scroll to the Review of Systems area and select the one-page ROS for your specialty.

2. Indicate positive and negative findings using the radio button next to the associated symptoms. (Use the blue links for more in-depth charting).

Patient Health Questionnaire was completed

This link will change based on specialty, but

will still open a one-page ROS

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Note: Associated symptoms and pertinent negatives will pull

back and forth from the HPI template to the ROS template.

3. Select “Save & Close” button until all

ROS templates are closed.

Caution: Please read the User Guide on Quick Saves before

using them

Use “Quick Saves” to keep a library of your most common visits

Free Text Area

Positive indications will activate

additional options

Blue links will open larger system templates

3.3.2015 v.5.8/KBM 8.1 Page 3 of 3

Patient Health Questionaire (PHQ) Button - Depression Screening

There is a PHQ (Depression Screening) button under the Review of Systems panel that allows you to document the

answer to specific questions regarding the patient’s feelings and interest level.

1. Click on the PHQ button

2. Indicate findings using the radio buttons on the template.

a. If positive findings are documented, a Patient Health Questionnaire link will appear.

3. Click “OK” button to close the dialog and save the additions.

The link appears when a positive indication

is documented

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Search for Mail Order Only

Less likely to have duplicate pharmacies

Differentiate Retail from Mail Order

Look for Additional Pharmacies to Add

Labeled Fields

NextGen® EHR Pharmacy Management User Guide

Add a Pharmacy in the eRx Screen in the Medication Module (Preferred)

The Medication Module Pharmacy Search Allows One to:

Differentiate mail-order from retail pharmacies Add pharmacies that may not be in the system

1. Highlight desired medications and click on the Send Button within the Medication Module.

2. Click on the Manage Patient Pharmacies Link.

3. Click on the Ellipses Button next to the

desired field.

4. Search for pharmacy (see above) and

click OK.

**If you are unable to find a

pharmacy, use the Add Pharmacy to

System Button**(see below)

5. Once the desired pharmacy is in the

correct area, click Save to make it

available for use.

Click on the ellipses button to activate the

pharmacy search window

Add a Mail Order Pharmacy Here

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Optional: Add a Pharmacy to the System

6. Click on Add Pharmacy to System Button.

7. Lookup desired pharmacy

8. Highlight the desired pharmacy under the New to the System

Category.

9. Click Select and the following alert will appear.

10. The pharmacy will then appear in the desired field.

Adding a Pharmacy Using Demographics Template

1. Access the Patient Demographics template using the Demographics link on the

Navigation Bar.

2. Navigate to the pharmacy field.

3. Click inside the Pharmacy #1 field to pull up the Pharmacy Search window.

4. Search by entering criteria in any of the fields (e.g., The example shows searching

for “Wal” pharmacies that are located in a city that begins with “Sac”) and clicking

Search.

5. Double-click the desired pharmacy to select it and pull it into the Pharmacy #1 field.

Search for a pharmacy. Wildcard search is available (e.g. wal*)

Highlight the pharmacy in the

New to the System Category

Note that these ones have already

been mapped

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Search with just a few characters under name and city. Some search using the phone number

Click in the first text field to activate the

search pop-up

Clear an existing pharmacy

Add a second pharmacy here

10.19.2015 v.5.8/KBM 8.3 Page 1 of 3

NextGen® EHR 8.3.8 Medical/Surgical/Interim History User Guide

Overview

This guide covers how to document the patient’s medical, surgical and interim history.

History Review Link

Items marked in the History Review Link determine whether or not the medical, surgical, interim, family and

social history documented on today’s encounter displays in the master document. In addition, the E&M System

Calculated Coding Points on the Finalize Tab are also dependent upon History Review Link selections.

The History Review Link is located at the top of the Histories Tab, as well as at the top of each of the affected

panels.

1. Click any of the History Review Links (each opens the same window).

2. Select a desired Radio Button for each of the three histories.


Following is a table that describes each radio button.

History Review Radio Button Notes

Detailed Document All entered information in that panel will display on the master document.

Reviewed, Updated All entered changes will display on the master document.

Reviewed, No Changes The words “Reviewed, No Changes” will display on the master document

History Unobtainable The words “History Unobtainable,” along with any entered reason will display

on the master document.

10.19.2015 Page 2 of 3

Entering Past Medical/Surgical History

1. Click Add at the bottom of the Medical/Surgical/Interim History Panel.

2. Select Blue and Black Checkboxes in the Medical Sub-Panel.

Note: Select all desired Black Checkboxes prior to selecting any Blue Checkboxes.

A separate window will appear for all Blue Checkboxes selected:

a. Select appropriate specific medical condition.

b. Click Save To Grid & Close.

3. Click Add to Grid to add all remaining black Items to the patient’s chart.

4. Repeat the process in the Surgical Sub-Panel.

5. Click Add to Grid at the bottom of the Surgical Panel to add all remaining black Items to the patient’s

chart.

6. Click Save & Close to close the sub-panels.

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Entering Interim History

Interim History is for those items that occur between patient visits to your office (e.g., hospital admission).

1. Click Interim History at the bottom of the Medical/Surgical/Interim History Panel.

2. Enter Interim History Details.

3. Click Save, then Close.

10.19.2015 Page 1 of 2

NextGen® EHR 8.3.8 Charting Diagnostic & Lab Histories User Guide

Overview

This guide covers how to chart both diagnostic histories (i.e., a past mammogram) as well as historical lab results

(includes lab ordered elsewhere).

Add a New Diagnostic History Entry

Diagnostic Histories and Labs (both non-electronic and/or labs ordered elsewhere) are documented in the Diagnostic

Studies panel on the Histories tab. Clicking Add will open a two panel popup that includes both Diagnostic History

Entry and Office Services sub-panels. For more information on the Office Services Panel, please read that specific guide.

Note: steps 2-5 are required in order for the system to allow you to add the study to the grid (step 6).

1. Click Add at the bottom of the Diagnostic Studies Panel.

2. In the Diagnostic History Entry Sub-Panel, select the desired

Study Type, which will determine the diagnostic study pick

list (e.g., if Labs is selected, then the diagnostic study picklist

will consist of lab test selections).

3. Select the desired Diagnostic Study.

4. Enter Date Performed (this can be

approximate).

5. Enter Study Result (See Scanned Report

Checkbox can also fulfill this step).

6. Click Add to Grid.


10.19.2015 v.5.8/KBM 8.3.8 Page 2 of 2

Help Finding a Diagnostic Study

If you are having trouble finding a diagnostic study, consider following the steps below to search your entire Service Item

Library.

1. In the Diagnostic Entry Sub-Panel, instead of selecting a specific Diagnostic Study Type, select All.

2. Click inside the Diagnostic Study field to activate a search box.

3. Enter a diagnostic description or CPT code (Procedure field).

4. Click Search button.

5. Double-click on the item in the grid to add it to the the template.

Note: The All Search will not work for Labs.

Search Tips

The procedure code is fastest

Keep a list of common CPT codes

Keep SIM Library descript. consistent

http://www.lenoxhillradiology.com/upload/editor/LHRcpt2014ALL.pdf?r=1390512022

10.19.2015 Page 1 of 2

NextGen® EHR 8.3.8 Charting Family History User Guide

Overview

This guide covers how to chart family history.

History Review Link

Items marked in the History Review Link determine whether or not the medical, surgical, interim, family and social

history documented on today’s encounter displays in the master document. In addition, the E&M System Calculated

Coding Points on the Finalize Tab are also dependent upon History Review Link selections.

The History Review Link is located at the top of the Histories Tab, as well as at the top of each of the affected panels.









History Unobtainable The words “History Unobtainable,” along with any entered reason will display on

the master document.

10.19.2015 v.5.8/KBM 8.3.8 Page 2 of 2

Adding Family History

1. On Histories Tab > Family History Panel, click Add.

2. Select either No Family History Of Checkbox or Select a Relationship from the picklist.

3. Select desired Black and Blue Checkboxes, making sure to select all the desired Black Items First.

For Blue Items, users will need to select a more specific form of the family history item:

a. Click inside the Condition Field.

b. Select the appropriate item from the picklist.

c. Click Save to Grid & Close.

Steps a-c will need to be performed for all blue items.

4. Click Save to Grid to push all remaining black items to the summary grid.

**Repeat steps 2-4 for each desired family member**

5. When finished entering all family history items, click Save & Close.

10.20.2015 Page 1 of 2

NextGen® EHR 8.3.8 Charting Social History & Tobacco Use User Guide

Overview

This guide covers how to chart social history, which includes items such as tobacco, alcohol and caffeine use in adults

and nutrition, home environment and relationship elements for pediatric patients (tobacco & caffeine category will also

appear for children 13 and over.

History Review Link

Items marked in the History Review Link determine whether or not the medical, surgical, interim, family and social

history documented on today’s encounter displays in the master document. In addition, the E&M System Calculated

Coding Points on the Finalize Tab are also dependent upon History Review Link selections.

The History Review Link is located at the top of the Histories Tab, as well as at the top of each of the affected panels.









History Unobtainable The words “History Unobtainable,” along with any entered reason will display on

the master document.

10.20.2015 v.5.8/KBM 8.3.8 Page 2 of 2

Adding Social History

Adding Tobacco Usage

Note: Smoking Status will auto-populate based on selections made in this template.

1. In the Social Panel on the Histories Tab,

select any item in the Social History List.

2. Click Add to be taken to the associated

template.

3. Fill in the desired details.

4. Click on any other desired Social History

Items & chart the details in associated

templates.

Note: Information in the previous templates

will save automatically.

5. When done with all desired templates,

go to the bottom of the current

template and click Save & Close.

1. Select appropriate “have you ever used

tobacco?” radio button.

2. If answer to #1 is yes, fill in desired details.

12.22.2015 Page 1 of 2

NextGen® EHR 8.3.8 Finish Intake Charting User Guide

Overview

This user guide covers how to finish performing the intake tasks for a patient’s office visit and preparing the electronic

chart for the provider to review and begin their portion of the charting process.

Generate the Intake Note

The intake note is a document that summarizes the documentation that the medical assistant (MA) has entered into the

system as part of the intake charting process (reason for visit, vitals, chronic conditions, standing orders, ROS, etc.).

Click on the Intake Note button at the button of the Intake tab or the Histories tab to generate the intake_note.

Update the Patient’s Status and Room Number

1. Select the Patient Tracking Icon in the Patient Information Bar.

2. Click inside the blank field under Room to choose the room from the available picklist.

3. Click inside the blank field under Status and choose, “Waiting for Provider.”

4. Click the Save & Close button to update the patient’s status.

12.22.2015 v.5.8/KBM 8.3.8 Page 2 of 2

The new status will

appear in the

appointments section

of the inbox and let

the provider know

that the patient is

ready to be seen.

Open the SOAP Template

It is also recommended that the medical assistant click on the SOAP tab so that it will be

easily accessible for the provider in the Patient History Bar.

Perform a Soft Logout for Shared Computers

Click on the Logout icon if the computer is a shared computer to do a

“soft” logout.

*This will allow the provider to login and go directly to the patient’s chart

Optional - Activate Protocols

This step is optional based on whether or not your practice uses the Guidelines and Protocols section of the EHR. There

is a one-time process of activating each patient’s protocols that may be utilized by your practice to keep track of a

patient’s health maintenance and chronic conditions.

See the Activate Protocols user guide for more information.

12.29.2015 Page 1 of 2

NextGen® EHR 8.3.8 Ordering Diagnostic Tests Quick Reference

Overview

The diagnostic tab within the assessment tab set is where practices will order diagnostic tests to be performed

outside the office (e.g., ultrasound, mammogram, colonoscopy, etc.). This guide will cover how to order the

test and how to generate the requisition.

Ordering a Diagnostic Test

Note: This order will flow to the Checkout Tab automatically, so there is no need to task if your staff has been

trained to generate all requisitions upon checkout.

1. In the Assessment/Plan Tab Set, click Diagnostics.

2. Highlight the desired Assessment (click Add if the

appropriate assessment does not already exist).

3. Click on the desired Link and select the

appropriate Test from the list.

4. Fill in any other details, if necessary (e.g., location

of radiology facility).

5. Click Place Order.

6. Task a staff member if desired or click Cancel.

12.29.2015 v.5.8/KBM 8.3.8 Page 2 of 2

7. Optional: If you need to enter more information about the ordered test, Double-click the test to modify it.

a. Enter any desired additional information in the Clinical Information/Comments Field.

b. Click Save, then Close.

8. Click Save & Close to exit the assessment/plan tab set.

Generating the Diagnostic Requisition

1. On the Checkout Tab in the Today’s Orders Panel, click on the

Diagnostics Link.

2. Highlight the Diagnostic Order.

3. Click Requisition.

4. Highlight the generated Requisition in the Patient History Bar.

a. Option 1: go to File > Fax to fax.

b. Option 2: click the Print Icon to Print.

c. Option 3: Right-click the Requisition and Send to

Patient Portal.

12.22.2015 Page 1 of 4

NextGen® EHR 8.3.8 Checking Out Patients Quick Reference

Overview

The Checkout tab is the main location for users to process orders that were created during the visit.

Items on the Checkout Tab include:

Diagnostic Requisitions Patient Plan Processing Printing a Medication List

Completing/Generating

Referral Requisitions

Viewing Procedures Printing Education Materials

Viewing/Completing Office

Services

Viewing Follow Up Orders

Checkout Tab

To process checkout items, click the Checkout Tab. The Checkout tab is divided into two sections:

Today’s Orders & Given to Patient/Verified Items

Today’s Orders

The items listed in the overview section of this guide can be accessed from the Today’s Orders area. The

number listed in parenthesis next to an item indicates how many of that item has been ordered.

Labs

12.22.2015 v.5.8/KBM 8.3.8 Page 2 of 4

Diagnostics

For each diagnostic test ordered, you will need to print out a requisition for the patient to take to the

appropriate location (e.g., radiology center).

1. Highlight a diagnostic test in the grid.

2. Click the Requisition button and Print the requisition out for the patient.

A separate document will automatically be added to the patient’s chart for each generated

requisition.

Processing Referrals

Refer to specific referrals guide for detailed steps on how to update the referral by adding a provider.

Office Services & Procedures

Refer to specific office services/standing orders guide for detailed steps on completing/resulting a

standing order.

12.22.2015 v.5.8/KBM 8.3.8 Page 3 of 4

Viewing Follow Ups

For appointment follow up items, access EPM to make the desired appointment (see EPM Scheduling

Appointments user guide for further details).

Printing Medication List

Patient Education

Pulling up items in the Healthwise Patient Education Browser will count toward meaningful use.

1. Select the Patient Education Link in the Today’s Orders Section

2. Select the Patient Education Button.

12.22.2015 v.5.8/KBM 8.3.8 Page 4 of 4

3. Enter key words into the Search Criteria field and click Search.

4. Highlight the desired result.

5. Optional: Click the Print icon at the top of the topic if you want to print a copy for the patient.

6. Optional: Click Send to Patient Portal if you want to send the topic to the patient through the portal.

Note: Clicking either send to patient portal or save to encounter will take you to the patient chart with

the selected item displayed. You may then right-click to print out a copy for the patient.

Given To Patient/Verified Items Section

The bottom portion of the checkout tab is where you can indicate that all orders/items have been given

to the patient and/or that you have verified that the patient is aware of them.

1. Select “Yes” or “Refused” for each ordered item (items that have been ordered will have numbers in

parenthesis) and add Comments if desired.

2. Click Patient Plan to print the patient plan document if it has not already been generated.

NOTE: The patient portal upload button does not currently work. Instead, right-click the patient plan

document in the encounter to send it through the patient portal.

4.20.2015 Page 1 of 3

NextGen® Standard Document Library User Guide

Overview

The 8.1 Release contains a new Standard Document Library that has a modified look and functionality. Practices will

now be able to manage their list of Enterprise Documents and Education topics as well as add as many customized

letters as they want to their document library.

Access the Standard Document Library

Option #1 Option #2

Document Library Link on the Left Hand Navigation Bar

Standard Document Library Template accessed from the Template Icon on the History Bar

Standard Document Library Layout

Enterprise Documents, Patient Education, and Custom Letters are the three general sections contained in the new

Standard Document Library

*The Ophthalmology practices will have a smaller subset that just includes their specialty specific Healthwise

educational topics.

Patient Education Documents

A subset of Healthwise educational

materials*

Enterprise Documents

Helpful forms and letters that are

available enterprise-wide

Custom Letters

Letters created by the practice

4.20.2015 v.5.8/KBM 8.1 Page 2 of 3

Generate an Enterprise Document, Custom Letter or Patient Education

Warning: Once a document is generated, it cannot be removed. Please generate any unfamiliar documents within

a test patient’s chart first to ensure that you are generating the desired item.

1. Search for the desired document, form or education topic using the scroll bar or one of the filter options.

2. Highlight the document or education item that you would like to generate.

3. Select the Print Document button underneath the grid. See below for additional steps based on the item selected.

a. Custom Letters - If the item is a custom letter, it will generate a document that can be faxed, printed, or

sent through the Patient Portal.

Type in all or part of the document or topic name

and click the magnifying glass icon to search

Click in Specialty field to find

specialty-specific topics

Click in Age field to filter topics

by Peds, Adult, and All

Click button to

remove filter

Print Review and edit

Right-click item on History Bar

to send through Patient Portal

4.20.2015 v.5.8/KBM 8.1 Page 3 of 3

b. Enterprise documents (forms and letters) - If the item is an enterprise document, it will generate a document that can be faxed, printed, or sent through the Patient Portal. Some forms and letters require additional information and a pop-up will appear (see below).

i. Fill out the information in the pop-up and click OK button to generate the document with selected information.

c. Patient Education items - If the item is an education topic, the education item will appear in the Healthwise education browser where it can be printed, saved or sent to the patient through the Patient Portal secure messaging system.

Demographics

Return to work/school

Print in English or Spanish

Save to this Encounter on the

History Bar

Send item through Patient Portal

Return to

Document Library

7.26.2013 Page 1 of 1

C:\Sandys Docs\LessonPlans\8.1 user guides\RosettaHoldingTank.docx

NextGen® EHR Using the Rosetta Holding Tank Quick Reference

Rosetta Holding Tank

Rosetta Holding Tank is used to match lab results, radiology reports and hospital reports from interfaced facilities. Rosetta Holding Tank is accessible from the Application Launcher.

Staff should match labs several times daily.

1. Sort by patient last name by clicking the Last Name column. 2. Select all of one patient’s lab results:

a. Highlight the first result for that patient. b. Hold down the Shift Key and simultaneously highlight the last result for that patient.

3. Press the Match Demographic button to search for the appropriate patient.

4. Repeat steps 2-3 to until all desired patients have been matched. 5. Once the results are matched for all desired patients, press the Commit

button to send the results to the patients’ charts. Note: Users may click the Refresh button to update the screen.

AAddddiinngg aa NNeeww PPaattiieenntt//PPeerrssoonn AA Quick Reference Sheet Quick Reference Sheet

Within the NextGen system, you should always make sure that the patient you are adding is not already present within the enterprise. Failing to do this may create duplicate patients in the database. Follow the steps using secure fields to lookup a patient.

Within the NextGen system, you should always make sure that the patient you are adding is not already present within the enterprise. Failing to do this may create duplicate patients in the database. Follow the steps using secure fields to lookup a patient.

Step 1: Click on the People Lookup icon. Step 1: Click on the People Lookup icon.

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This will open the “People Lookup” window.

Step 2: The Secure Lookup is for patient/person demographics in practices outside

your practice. To look up these patients requires an entry in the secure Birth Date or L4DSSN fields and a partial first and partial last name on the people/patient lookup screen. You cannot use wildcards (“*” or “%”) in a secure lookup.

Step 3: If the patient is a member of the enterprise, they will appear in the list as a

globe. Verify with the patient this is their correct information. Double-click on the globe to open the “Add Person Information” window. A chart will automatically be created for this patient and they will be added to your practice Association.

Step 4: If you find that the patient is not already present within the enterprise after

carefully doing the secure look up, click the “New” button. This will open the “Add Person Information” window and you will be adding a new record to the enterprise database. A chart will automatically be created for this patient.

Step 5: From the “Add Person Information” window fill in the required fields (in red),

and any other demographics information for the patient. Step 6: To add insurance for your new patient, click the Insurance button at the bottom

of the “Patient Information” window. This will open the “Insurance Listing” window for your patient. The system will always default the patient as the insured. You will need to add all other patient insurance.

2

Step 4: To add insurance, click the “Norton” button and select “New Insurance”. This

will open the “Payer Lookup” window.

Step 5: Enter in your search criteria and click “Find”. When you find the payer from

the matching records, double click. This will open the “Insurance Maintenance” window.

Note: The best method for checking to see if the correct insurance is in the database is to search by address. Remember if the address is a PO Box, then type this with no periods as shown.

Step 6: Enter in the policy information for the patient on the Ins. Detail tab.

3

Step 7: If you have the actual insurance card available to scan, click on the Ins Cards

tab. From that tab, click the “Norton” button and selecte “New Insurance Card”.

This will open the “Scanning Device Input” window. Click the “Norton” button for both the front and back (one at a time) and select “Acquire”. Proceed to scan the insurance card front and back and when finished select “Ok”.

4

Step 8: If your patient requires an authorization, click on the “Authorizations” tab,

then within the white space, right mouse click and select “New Authorization”. This will open the “Authorization Code Tracking” window.

Step 9: Fill in the authorization information and click “OK”. Note: Use the preceding method of attaching insurance to a person only if the patient is the insured party. If the person is covered by another person’s insurance, such as a child covered by a parent’s policy, then the insurance is listed under the policy holder (see Adding a Relationship Quick Reference Sheet). Once the insurance is listed under the relation, it can then be attached to the patient on a per-encounter basis (typically through the check-in process). For more information on attaching insurance at the encounter level, see the Checking In a Patient Quick Reference Sheet.

5

AAddddiinngg//DDiissccoonnttiinnuuiinngg IInnssuurraannccee aatt CChheecckk--IInn AAQuick Reference Sheet Quick Reference Sheet

Adding New Insurance Adding New Insurance

One of the most common ways that insurance is added is during the check-in process. This is done from the Insurance Selection window, which should be part of every practice’s auto flow check-in process.

One of the most common ways that insurance is added is during the check-in process. This is done from the Insurance Selection window, which should be part of every practice’s auto flow check-in process. Step 1: Step 1: At the insurance selection window, highlight and right-click the SUBSCRIBERAt the insurance selection window, highlight and right-click the

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SUBSCRIBER of the insurance, which may be the patient or a relationship that the patient has such as a spouse or a parent, and select New Insurance. Note: You may have to attach and/or create the insurance subscriber if they are not already in your practice. This can be done from the insurance selection screen as well by selecting “New Relation” (see Adding a Relationship quick guide for further details).

The spouse is the subscriber of the insurance in the above example.

Step 2: Enter your search criteria in the Payor Lookup window and click Find. When you find the payer from the matching records, double click. This will open the “Insurance Maintenance” window. Note: The best method for checking to see if the correct insurance is in the database is to search by address. Remember if the address is a PO Box, then type this with no periods as shown.

Step 4: Enter in the policy information for the patient on the Ins. Detail tab. Note: It is very important to enter a copay if it applies.

Step 5: If you have the actual insurance card available to scan, click on the Ins Cards tab. From that tab, click the “Norton” button and select New Insurance Card.

2

This will open the “Scanning Device Input” window. Click the Norton button for both the front and back (one at a time) and select Acquire. Proceed to scan the insurance card front and back and when finished select “Ok”.

Step 6: If your patient requires an authorization, click on the Authorizations tab, then within the white space, right mouse click and select New Authorization. This will open the Authorization Code Tracking window. Note: You will have to save the insurance first and reopen it in order to active the New Authorization selection when you right-click the white space on the Authorization tab.

Step 7: Fill in the authorization information and click OK. Step 8: Ensure that the correct insurance for this encounter is in the Selected Insurance section on the right side of the Encounter Insurance Selection window.

3

Otherwise remove those insurances that should not be attached and move the correct insurance(s) to the Selected Insurance section by highlighting each and clicking on the appropriate arrow.

Discontinuing Insurance

You can also discontinue an insurance that is no longer valid (expired or insurance changed etc.) during the check-in process: Step 1: From the Available Insurance section (located on the left side of the Encounter Insurance Selection screen), right-click the invalid insurance and select Open Insurance Information.

Only insurance on this side will be attached to the encounter.

Insurance can only be opened from the Available Insurance section on the left.

4

Step 3: Deselect the Active checkbox in the Insurance Maintenance screen. Enter Effective and Expiration Dates, if desired.

Step 4: Click Ok on the Insurance Maintenance screen. The inactive insurance will no longer be available on the left side of the Encounter Insurance Selection window. Note: Be sure to remove the invalid insurance from the Selected Insurance in the right pane of the Encounter Insurance Selection window.

Once inactivated on the Available Insurance, make sure to remove the invalid insurance from the encounter.

Step 5: Once the invalid insurance has been removed from both the Available Insurance(s) and the Selected Insurance(s), click AutoFlow to go to the next step in your practice’s check-in process.

5

8.7.2014 v.5.8 Page 1 of 5

NextGen® EPM Adding/Modifying Appointments User Guide

Overview

This guide will cover how to add, cancel, reschedule or modify an appointment.

Adding an Appointment

There are two ways to add an appointment. The most common way is to search the appointment book for an

empty spot and the other was is to use the appointment search button.

Empty Slot Method

Locate the” Appt Book” Icon.

Your Appointment Book will show up. Click on the appointment date and time you wish to book, then right-click,

and select new.

The Add Appointment window will show up. Click on the Norton Button and select “Lookup…” to look up patient.

(See Patient Lookup User Guide, if you are not familiar with looking up a patient.)

Once you have selected your patient, their information will populate. Next you will select the Event/Event Chain.

8.7.2014 Page 2 of 5

1. Optional: Enter the description of the appointment (e.g., Blood Pressure) to the right of the patient’s

name. This will display in your appointment book.

2. Optional: Copy and paste the description into the Details field. This will display as the Reason for Visit in

EHR.

3. Click “OK”

The Appointment Confirmation window will pop up, you can click “Print” if you wish to provide a copy of the

appointment to your patient or click “Close” if done.

Your appointment has now been scheduled and will display in the appointment book.

8.7.2014 Page 3 of 5

Appointment Search Ahead Method

Locate the” Appt Book” Icon.

Your Appointment Book will show up. Click on the Appointment Search Button .

The Appointment Search Window will appear.

Search Criteria (RED) Fields in red MUST be filled in.

Search Criteria (GREEN) Fields in Green are optional.

1. Event type – (eg. New Patient, Follow up, Px) 1. Date/Time Range you want to search for.

2. Service Location – (Location you want for the

appointment.)

2. Day if the week your patient prefers .

3. Resouces/Classes – Select only one resource

(e.g., provider) or only one class (e.g., group of

providers)

Removed # 3 as it does not seem to work properly

and it also relies on you selecting the patient

Once you have entered your search criteria, click “Find”. The system will search for the next available

appointment that fits the criteria you entered.

8.7.2014 Page 4 of 5

Choose the appointment time and date, then right-click and select “Book Appointment”, to schedule the

appointment.

Canceling an Appointment

There are two ways to cancel an appointment.

A. Locate the appointment you wish to cancel and right-click on it. Select “Mark as Canceled…” The “Reason

for appointment cancellation” window will pop up, select the reason and click “OK”.

B. Double-click of the appointment to open it up. Check mark the cancelled box and select a reason for

cancellation. Click “OK”.

Rescheduling an Appointment

Locate the appointment and right click on it, select “Cut”. Then click on the new appointment date and time, right

click and select “Paste”.

The edit appointment window will pop up, click “OK”, the reason window will pop up, select a reason for

rescheduling and click “OK”.

8.7.2014 Page 5 of 5

Your new appointment date and time will be on your appointment book.

Modifying an Appointment

Locate the appointment on your appointment book you wish to modify. Double-Click on it.

The “Edit Appointment” window will pop-up. Make any necessary changes and Click “OK”.

The changes will be saved and will show on your appointment.

4.11.2014 v.5.7 Page 1 of 2

NextGen® EPM Checking-in a Patient/Creating an Encounter User Guide

Overview

For each patient visit, an Encoutner will be created. When the encounter is created, users are able to add

charges, transactions (i.e. payments), and create claims. The most common method to create an encounter is

during the Check-in process.

1. In the Appointment Book, find the scheduled patient, right-click on the appointment/patient name and

select Check In/Create Encoutner

2. The Create Encounter window will display.

Note: When checking-in a New Patient in EPM, click the Chart button first in order to create an Encounter.

(Encoutners can only be created for patients that have a Chart within the Practice).

4.11.2014 Page 2 of 2

3. In the Create Encoutner window, complete fields that are Required (red text). Then click OK.

4. The Modify Patient Information window will display next. Verify information within the Demographics tab

and then click the AutoFlow button

5. The AutoFlow process will begin. The process will take users through the steps apprpopriate for the the

practice during the registration process.

6. When the AutoFlow process is completed, the appointment will show as “Kept” on the Appointment Book