Are your NextGen EHR documents ready for Spring 6.2021?

As health centers migrate to the newest Spring 6.2021 version of NextGen’s electronic health record, you may need to modify your documents if they depended on customizations from the *INTAKE or *SOAP. The new version’s *INTAKE and *SOAP are not able to be modified quite yet like in past versions. One possible customization that many health centers relied on was adding a unique provider identifier to these templates to replicate their signature when a document is generated. When you are reviewing your upgrade and find your signatures no longer appear on the document, e.g., Referral Request letter, you will need to update your document macros
The easiest way to do this is to create a ‘provider_signature’ macro.

  1. Open up Document Builder
  2. Open up the document
  3. Navigate to Tools/Macro Builder/Standard Macro
  4. Give the Macro a name, e.g, ‘Clinic Initials_provider_signature’
  5. Give it a description
  6. Locate the table, table examples would be the ‘referrals_order’, ‘patient_encounter’
  7. Locate the field you want to use, field examples are ‘orderedby’, ‘rendering_provider_id’
  8. Enter your key values, best practice is using the Globally Unique Identifier or GUID however using the providers’ text identifier is also sufficient (Smith MD, John). Please note that this will depend on how the information gets written to the table itself. Referral Ordering Provider is by text and Rendering Provider ID is by GUID.

Text Identifier

GUID Identifier

9. Save the Macro

Once your macro is created, follow the steps to add it to your document.

  1. Open up Document Builder
  2. Open up the document you wish to insert the macro
  3. Navigate to the location within the document to insert the macro,
  4. Navigate to Insert/Begin/End to add a begin marker and enter
  5. Search for your Macro, (View/Search Results View). This will bring up a navigation window for you to search
  6. Drag and drop your macro into the document
  7. Navigate to Insert/Begin/End to add an end marker and enter
  8. Compile and Save your Document.

If you are SQL savvy, you can use the following SQL scripts to locate any standard macro to a document.

–STANDARD MACRO Information
select a.macro_id,
a.macro_type,
a.macro_category,
a.macro_name,
a.macro_desc,
a.leading_txt,
a.trailing_txt,
b.table_name,
b.field_name,
b.field_type,
b.field_comment
from macro_master a
join fields_master b on b.field_id = a.field_id 
where a.macro_name like ‘%sign%’

–MACRO IDENTIFIER BY DOCUMENT
select * from macro_doc a
join document_mstr b on b.format_id = a.document_name
where a.document_name = ‘ENTER DOCUMENT GUID’
and macro_id in (‘ENTER MACRO ID’,’ENTER MACRO ID’)

If you have any questions or concerns, feel free to reach out to us, we are here to help!

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About the Author:

Victoria is a Senior Application Specialist and NextGen Certified Professional at eMedApps. She works in a variety of roles for our clients. She is typically responsible for upgrades, Crystal reports, template development, custom products, Uniform Data System (UDS) and HEDIS reporting, implementation and support of the NextGen EHR, PM and Document Management product. Victoria has over twenty-eight years of experience in the healthcare industry. She worked in a large FQHC/CHC system specializing in behavioral health, community health and primary care for many years as a clinical and database analyst. She managed the implementation and support of NextGen for over 200 providers at twenty locations. She has thirteen years’ experience with the NextGen product and over twenty years of practice management software in general, including but not limited to, eCornerstone and disease surveillance systems for the State of Illinois. She is responsible for the Nextgen KBM application upgrades for physician practices and upgrade implementations. She analyzes workflows and develops training tools and documentation for office personnel and physicians. She is familiar with multi-specialty practices and modules, e.g., BBP, Rosetta, Fax Services, etc. She also assists organizations in the design of their crystal reports and template development. Victoria also provides on-going support to practices to resolve software and technical issues. She received her undergrad in Computer Science. If she is not working, she’s enjoying boating and wave running on the Chain O’Lakes with her family (2 and 4 legged).