EMR/Work Flow
NextGen - How to edit a EMR
1) Please go into the patient file and click on patient health record to go to the patient's EMR. Click on the edit button as shown below. If the edit button is not appearing please follow steps 2 and 3. 2) If the edit button is not appearing then ...
NextGen - How to print an EMR and send email to customer ?
1) Navigate to the patient's account and click on the print EMR icon as shown below. 2) Select all the information to be printed by using the checkboxes and click on "Merge / Sort All SOAP from Selected Encounter". 3) Click on the print option to ...
NextGen - How to add Encounter Follow up, check the report for the same?
1) Please go into the patient's profile and click on the follow-up option to turn it on as shown below. 2) select the date for the follow-up and add the necessary comments and click save. 3) To find the follow-up reports please click on the ...
NextGen - How can I send the EMR to a client?
1) Please open the patient's encounter to be sent to the client and click on print EMR located on top in the taskbar. 2) Select the date range and the information to be sent and click on "Merge / Sort All SOAP from Selected Encounter". 3) Here you ...
NextGen - Change the Provider on the encounter/EMR
1) Open the EMR that you need to change the provider on. Click on the provider's name displayed next to the encounter name. 2) Select the provider from the drop down that you want to change to and click on save.
NextGen - How to create a new Encounter?
1) Please go to the patient's account and click on add encounter as shown below. You can create multiple encounters based on the requirement. 2) Fill in all the necessary information and click on save.
NextGen - How do I attach an image or a PDF file
1) On the patient's profile click on Authorization/Attachments. 2) Click on "Attachment" , select the attachment type and browse and add the image or PDF file and click on save. Once saved the attached file will appear on the records.
NextGen - How to shift soap notes?
1) In the patient's EMR, click on shift soap as shown below. 2) select the SOAP notes to be shifted using the check box and click on the shift SOAP option again to shift it. 3) Fill in the details and click on Submit.
NextGen - EMR Nodes used on NextGen
Below are the EMR nodes used on NextGen C=>complaint S=>subjective V=>vital O=>objective P=>plan SN=>soapnote D=>diagnostics M=>memo AT=>attachment A=>assessment PA=>planactive AF=>Authorization ES=>estimate EF=>estimatefinal CO=>communication PC - ...
VETport's XML Based on POMR - (Technical document )
The core of VETport is the xml based medical record - a complete narrative and database in one very elegant document. This lesson will detail some snippets from real medical records to make the point that XML is the "holy grail" when it comes to the ...
Next Gen - Merge a pet to another client
How do I merge a pet to another client ? Step 1: Search for the pet Step 2: Click on the profile of the pet Step 3: Select Transfer Patient (Under Reports / Logs) Step 4: Search for the client, to which you want to merge the pet. Step 5: You would ...
Next Gen - How to Send Medical Record (EMR) ?
Medical Records can be sent Via "Email , Fax & can Printed as well" Step 1: Select the Patient ( For which the emr is required) Step 2: Click on EMR on the CP(client\patient) widget Step 3: Option is used to search EMR Step 4: Select the Encounter ...
Next Gen - How to make an History form/ Exam Forms?
Navigation: Go to : Preferences >> Medical records >> History/Exam Forms. Please select the type of form that you would like to create, History form or Exam form Once on the page, please follow the below options. A: Add Exam form : Here you will ...
Next Gen - How to change email address for clients/edit client info
Navigation : Access the client's dashboard for whom you would like to update/change the information. Follow the instructions below. 1> Click on the client's name. 2> Click on Edit. On this page, you will have the option to make changes to all the ...
Next Gen - At the time of performing the plan, how do we change the price of a plan item?
Navigation: Once you're on the add plan page - , Please search for the plan item and add them to the page. Once you have the plan item added, you will have the options to override the sections "A,B&C" A- The Quantity can be increased or decreased. B- ...
Next Gen - Setting up Drug Formulary and Anesthesia forms
Step 1: Go to "Prefrences" Step 2: Click on "Formulary" Step 3: Click on edit icon below Actions. to set up the formulary Step 4: this option which is would be right bottom of the page would help you add new formulary Step 5: This options would ...
Next Gen - How do i add an Authorization form?
Step 1: Search for "Patient" Step 2: Select the "Encounter" Step 3: Select "Authorization / Attachments" Step 4: Select "Authorization" to update the authorization form and Save
Next Gen - How to add an attachment
Step 1: Search for " Patient" Step 2: Click on " Authorization / Attachments" in the Control Panel on top second line. Step 4: Select "Attachments" Step 5: Select the Attachment type from the drop down. Browser to add attachment.
Next Gen - Changing a Provider on a Plan Item before Invoicing it
Step 1: Search for Patient Step 2: Click on Plan Step 3: Perform a plan by selecting a plan item for the drop down Step 4: Click on "Provider" and select a provider from the drop down, before invoice is done.
Next Gen - How do I add a Past service?
Navigation: In order to add a past service, please open the patient's Medical record and click on History as shown below. Once you click on History, please click on Past services under the drop down. On this page, you will find the list of plan ...
Next Gen - Adding a SOAP data
Step 1: Search for Patient Step 2: Click on SOAP Step 3: Update the SOAP Notes and save.
Next Gen - Phone number is in an incorrect format. How do I change it
Navigation : Go to: Setup >> Client Patient Details >> Phone Type. On this page, you can change the format of how the phone number should look for all the phone types. 1>> Please create a format on how the phone number should look on the client's ...
Next Gen - How to use Tag Tool ?
Go to "Preferences" >> "Templates & Attachments">> "Default Templates">> to make changes in template by using tags Step 1: Go to "Preferences" Step 2: Go to "Templates and Attachments" Step 3: Select "Default Templates" Select the Templates that you ...
Next Gen - Team Viewer Set up
In order for the Support Agent from VETport to access your computer - Please click on the "?" - Help as shown below. Once this page, please click on "Support Demo and Training" as shown below. Once you click on Support Demo and Training - you will ...
Next Gen - How to Send an SMS
Step 1: Search for your client Step 2: You have two ways of sending a text to your client Click on the Phone icon (From the drop down you can send an SMS ) Under clients profile (On the contact information you would have option "SMS" click on it to ...
Next Gen - Referral clinics, Referral Staff and Referral Patients.
Navigation : Go to : Setup >> Organization >> Clinics. Step 1: Go to Set up Once you click on Clinics, you will have the list of clinic that you have already created, please click on Add clinic as shown below. On this page, you will have the ...
Next Gen - Transfer Patient/Pet to another Owner
In order to transfer Patient/Pet to another Owner, please access the Pet/Patient's file. On the Patient's Dashboard - Under Reports/Logs, you will find the option "Transfer Patient" as shown Below. 1>> Click on the patient's name. 2>> Under ...
Next Gen - How to send Vaccine, Rabies & Boarding certificates?
Navigation : Open any Patient's Medical records/EMR/Patient health record. And click on the Symbol shown below. Once you're on that page, You will have the options as Shown below. 1> Print a Boarding certificate 2> Create a PDF file, Email the ...
Next Gen - How to edit patient profile image?
Step 1: Go to CP widget and hover on the patient profile image. Step 2: Click on Edit Image Step 3: The photo editor will open as shown below. Step 4: Below are the options on the photo editor. Functionalities Description Grey scale Changes the ...
Next Gen - View in Cart / Plan
Navigation : Go to Money Manager >> View in Cart/Plan. This Page will help you get a list of all the client who have Plan Items in Cart and in the Active Plan page. Please click on the Drop down to toggle between plan items In Cart/In Plan. The list ...