1. Patient Centered Workflow
1.1. Front Desk
1.1.1. Emergency
1.1.1.1. MA Evaluate
1.1.1.1.1. Non-Emergent
1.1.1.1.2. Emergeny
1.1.2. Non-Emergency
1.1.3. Verify Insurance
1.1.3.1. Photo ID
1.1.3.2. UnInsured
1.1.3.2.1. Patient Advocate
1.1.3.3. Collect Co-Pay
1.1.3.4. Insured
1.1.3.4.1. Schedule Visit
1.1.4. Check-in Patient
1.1.5. No Appointment
1.1.6. Appointment
1.1.7. New Patient
1.1.7.1. Print Demographics
1.1.7.2. Make Paper Chart
1.1.7.3. Create EMR Chart
1.1.8. Existing Patient
1.1.9. Print Superbills & Encounter Forms
1.1.9.1. Attach to chart
1.2. Medical Assistant Workflow Process
1.2.1. Vitals
1.2.2. Chronic Conditions
1.2.2.1. "Search My List"
1.2.3. Medications
1.2.3.1. Update (in Medication module)
1.2.3.2. Reconcile (in Reconciliation Module)
1.2.4. Allergies
1.2.5. Chief Complaint/ Reason for Visit
1.2.6. Past Medical/Surg
1.2.7. Family History
1.2.8. Social History
1.2.9. Referral Form (PAPER)
1.2.10. Generate Nurse Master
1.3. Provider Workflow Process
1.3.1. Generic Method
1.3.1.1. Review Nurse Master
1.3.1.2. Update Chronic Conditions
1.3.1.3. Update Medications
1.3.1.4. SOAP Note
1.3.1.4.1. Subjective
1.3.1.4.2. Objective
1.3.1.4.3. Assessment
1.3.1.4.4. Plan
1.3.1.4.5. Smoking Cessation
1.3.1.5. Orders/Plans
1.3.1.5.1. Lab Orders (REQUIRES DIAGNOSIS)
1.3.1.5.2. Follow-up (REQUIRES DIAGNOSIS)
1.3.1.5.3. Referrals (REQUIRES DIAGNOSIS)
1.3.1.6. Prescribe Medications
1.3.1.6.1. eRx Meds (non-controlled substances)
1.3.1.6.2. eFax (Pharmacy Clearing Houses only)
1.3.1.6.3. Paper Prescription (for Controlled Substances only)
1.3.1.7. Patient Plan
1.3.1.8. Finalize OV
1.3.1.8.1. Determine Medical Decision Making/Counseling
1.3.1.8.2. Calculate Code
1.3.1.8.3. Check off Box under Physician Sign off Request (for Physician Assistants)
1.3.1.8.4. Submit to superbill
1.3.1.8.5. Master IM
1.3.2. Supervising Physician Sign off
1.3.2.1. Inbox
1.3.2.1.1. Select Patient in "All Task" view
1.3.3. Phone
1.3.3.1. Telephone Template
1.3.3.1.1. Type of Communication
1.3.4. Specialty/Provider Specific Method
1.3.4.1. Monica Martin, MD
1.3.4.1.1. Copy SOAP template from Previous Visit
1.3.4.2. Michael Pierce, MD
1.3.4.2.1. Follow-up
1.3.4.2.2. Intials
1.3.4.2.3. Walk-ins
1.3.4.2.4. Med-Refills
1.3.4.3. Zhou, MD
1.3.4.3.1. Neurology Office Visit -Template
1.3.4.4. Behavioral Health
1.3.4.4.1. BH Home Template
1.3.4.4.2. Psychopharm Note (Navigation Menu)
1.3.4.4.3. NEXT
1.3.4.4.4. Assessments/Diagnosis
1.3.4.4.5. Medications
1.3.4.4.6. Plan
1.3.4.4.7. Patient Plan
1.3.4.4.8. E & M Coding (Navigation Menu)
1.3.4.5. Women's Health
1.3.4.5.1. GYN
1.3.4.5.2. OB
1.3.4.6. Physical Therapy
1.3.4.6.1. PT Home
1.4. Post Encounter MA workflow Encounter
1.4.1. Lab Requisitions
1.4.2. Phlebobotomy
1.4.3. ePrescribing (for Providers not using EMR)
1.5. Post Encounter Front Desk Encounter
1.5.1. EMR Checkout
1.5.1.1. Print Referrals
1.5.1.2. Make Follow-up Appointment
1.5.1.3. Patient Plan
1.5.2. PAPER Checkout
1.5.2.1. Make Follow-up (from Superbills)
1.5.2.2. Make Copies of Referrals
1.5.2.3. Make Copies of Medications
1.6. Billing
2. New Provider Workflow
2.1. Credentialing
2.2. Build Provider in Nextgen (Chris Chadwick)
2.3. Domain Name (Francis A.)
2.4. eLearning
2.4.1. http://69.28.82.35/elm/lms
2.4.2. Login Name: ccoppola Password: ccb7x9
2.4.3. My Courses - Completed
2.4.4. v5.6 EHR CGT