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Topic
Level
Presenter(s):
Effective Dental Clinic Management for NextGen® EDR
Tuesday, November 13 – 1:45PM to 3:00PM
Dr. James Lasaponara, DDS - Clinical Advisor & Consultant Cindy Pegram- Sr. Project Mgr. Mary Jean Larsen – Sr. Project Mgr.
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Neither QSIDental nor any presenter at the Users Group Meeting is engaged in rendering legal or other professional advice and this presentation is not a substitute for the advice of your attorney, accountant and/or other professional advisor.
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Session Guidelines
• Turn off all cell phones & pagers • Questions will be addressed at the end
of the presentation • Refrain from personal discussion
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• NextGen PM Scheduling • Templates and Status Colorization
• Appointment Search Ahead
• Wait List
• Recall Plans
• NextGen PM Worklog Manager and Tasking
• NextGen EDR Features • Service Restrictions
• Incomplete Treatment Report
• Diagnosis Codes / Local Codes
• NextGen PM Appointment Status Viewable from Patient List Screen in EDR
• Date of Last Dental Visit Viewable from Patient List Screen in EDR
• User and Patient Access Reports
Effective Dental Clinic Management
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Schedule Templates / Colors
• Event Template Setup / Defaults
• Workflow Status Colors
• Easy to use – right click to change status
• Wide range of colors and options
• Updates PM and AEHR at the Same Time
• Kept & Checked Out Update Automatically
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Set Color Options
EPM Setup Changes
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Appointment Search Ahead
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Wait List
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Recall Plans
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WorkLog Manager & Tasking
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WorkLog Manager & Tasking
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NextGen EDR Features
• Service Restrictions
• Diagnosis Codes
• Incomplete Treatment Report
• Local Codes
• NextGen PM Appointment Status Viewable from Patient List Screen in EDR
• Date of Last Dental Visit Viewable from the Patient List Screen in EDR
• User and Patient Access Reports
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Service Restrictions
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Diagnosis Codes
Create a logical description and only list the ones you want to use (Dental – or *Dental )
Use if there is a compliance requirement or business reason.
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Incomplete Treatment Report
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Local Codes
Posting local codes from notes can generate service items that will transfer to NextGen PM that can be reported on for tracking purposes.
Examples include: Interim Steps for Multi-Appointment Procedures Patient Education Provided Treatment Plan Status Referrals
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NextGen PM Appointment Status Viewable from Patient List Screen in EDR
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Date of Last Dental Visit Viewable from Patient List Screen in EDR
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User Access Report in EDR
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Patient Access Report in EDR
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Any Questions?