This tutorial provides an introduction to NextGen, the electronic health record used at Gardner Packard Children s Health Center.

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1 This tutorial provides an introduction to NextGen, the electronic health record used at Gardner Packard Children s Health Center. Part 1 of the tutorial addresses Record Review. Part 2 will cover eprescribing in NextGen. 1

2 In this section of the tutorial, you will learn how to launch NextGen, log in, view your daily schedule, search for a patient, and review the medical information stored in the system. It may be helpful to open NextGen and explore as you move through the tutorial. 2

3 Click the NextGen icon to launch the EHR Enter your username and password on log in screen 3

4 At the top of the screen, in the Tool Bar, you will see buttons to take you to various parts of the electronic record. The buttons we will use most in clinic are those for Inbox Patient Lookup History As you become familiar with NextGen, you can customize your Tool Bar by adding and removing buttons. 4

5 Often, the first thing you will want to do in clinic is look at your schedule for the day. When you first log in to NextGen, the Inbox may be open automatically. If not, Use the Inbox button at the top of the screen. The patient schedule for the day will appear. 5

6 The Resource button allows you to select different providers schedules to view. To see the Acute Care Clinic schedule, use the Resource button, and Select all of the following: ACC NEWBORN & ROUTINE FUP ACC RN TRIAGNE & URGENT FUP ACC ROUTINE FUP To see a continuity resident s schedule, Select the name of the resident. Next Gen allows you to bring up both the Acute Care schedule and as many individual resident schedules as you would like to view simultaneously. You can sort by provider or time of visit. 6

7 From the Inbox, you can go into an individual patient s record directly by double clicking on the patient s name in the schedule. You can also use the Patient Lookup button in the Toolbar, which will bring up the window on the next slide. 7

8 To find a particular patient, search by last name/first name or by medical record number. To search by MR number, use the drop down list in the Search By field (circled in orange). 8

9 So far, we ve looked at the Tool Bar buttons for the Inbox and Patient Lookup The History button takes you into an individual patient s electronic record. 9

10 Once you are inside a patient s electronic record, you will see a window that looks like this. Note the three tabs at the top of the window: Patient History, Patient Demographics, Categories In the window that s shown, the Patient History tab is selected. The Patient History section is organized by date. The Categories section groups documents by type. The next slide summarizes what types of information can found in each section of the chart. 10

11 . 11

12 In the Patient History section, to see vital signs, growth charts, medication lists, and other information entered by the medical assistants, click on the folder icon for the date of the visit, then click on the Intake template. (In most charts there will be additional template icons, e.g. Summary, SOAP, Communication Clicking on any of these will take you into the patient record.) 12

13 The NextGen record is built on a variety of template types. This is the top section of the Intake template, used by medical assistants to enter vital signs, growth parameters, and other basic information. The next screen shows the vital signs section of the Intake template. 13

14 Scroll to the bottom of the Intake tab to see vital signs and growth. Use the Graph button to see growth charts Use the History button to see vital signs and growth parameters from previous visits in tabular form. 14

15 The MAs will often generate an Intake Note from the template. This provides an easy way to review hearing and vision screening results, as well as growth and vital signs. 15

16 We will soon be using the full NextGen EHR for documentation and ordering. The SOAP tab will be the starting point for generating new progress notes. For now note the View Scheduled Appointments button. This will bring up a list of future visits that have been scheduled. 16

17 To see clinic notes and other documents that have been scanned into NextGen, use the Categories Tab, which separates different types of documents into groups. Open the Progress Notes folder to look for a specific visit note. 17

18 As an example, this screen from the Categories section shows a scanned Ages and Stages Questionnaire score sheet for a patient seen in another Gardner clinic. 18

19 To review: After launching NextGen and logging in Use the Patient Lookup button to search for a specific patient or open the patient record from the daily schedule The History Button takes you into the detailed patient record. Use the Patient History tab to review vital signs, growth measurements and other data for the current visit. Use the Categories tab to see scanned documents from previous visits. 19

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