NextGen Preventative Exam Template

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1 NextGen Preventative Exam Template Summary This guide describes the use of the Preventive Exam HPI template to document both the initial Welcome to Medicare Exam and subsequent Annual Wellness Visits. It differs from most HPI templates in the way that it can be used for risk assessment and plan creation. Visit Details The Medicare Preventive template is designed to be used in addition to the Intake and SOAP templates. Visit details should be chosen according to your present method. 1. Choose the Family Practice or Internal Medicine specialty. 2. Choose the Medicare Preventive visit type. 3. Select the Intake or SOAP template according to normal staff/provider workflow. Reason for Visit Panel The Medicare Preventive template is listed among HPI templates under the Reason for Visit panel. If not listed among the links on the left, click Additional/Manage to select the template. Medicare Preventive HPI Template The Medicare Preventive template gathers necessary screening and risk reduction tools into one location. Page 1

2 Quick Links Use the quick links at the top right of the template to document the following information. 1. Referring Provider Record a patient s current providers for Medicare visits. Verify PCP. o Select the checkmark to Include in Document. Enter or verify other providers actively involved in the patient s care. o Select the checkmark beside each one to Include in Document. 2. Advanced Directives Offer written or verbal instruction regarding a) the patient s ability to create Advanced Directives, and b) the provider s willingness to abide by the directives. This should be documented during the Welcome visit. Enter the date reviewed. Enter or verify the details of the directive including effective date, type of documents, location of documents, and the directives on file. Specify the type of verification performed. Indicate the status of the review. Type comments as necessary. 3. Confidential Information Discuss history of alcohol and illicit drug use for the Welcome visit, and review as necessary for risk assessment. Document the following Confidential Information: o Alcohol misuse and illicit drug use. o Other risk assessments as necessary. 4. Framingham Risk Score Page 2

3 Use the Framingham Risk Score when necessary during initial and annual visits to assess the patient s risk of heart disease. This tool is not available for patients with a current diagnosis of diabetes or CHD. To use the template: a. Update information when necessary by clicking the links for: i. Tobacco usage ii. Hypertension medication use iii. Exclusions iv. Missing/scanned laboratory results b. Click Calculate 10-Year Risk. c. Evaluate using reference links and Comments field as needed. d. Click OK. Note: Demographics, blood pressure, and current lab results display when available. Type of Exam Page 3

4 Enter the type of Medicare Exam by clicking the appropriate radio button. Note: ECG orders are permitted at the Welcome to Medicare (IPPE) visit. Therefore, a link to order the test is provided. Care Guidelines Utilize the link for Care Guidelines to review a variety of information for the Medicare exam and to create Medicare s goal of a schedule/checklist of care for the patient. Note that the Care Guidelines link is the primary way to review Immunizations from the Medicare Preventive HPI. Page 4

5 History Summary Evaluating past medical, family, and social history are important components of every Medicare Preventive visit. Information can be viewed by clicking the appropriate history category on the left. The Add button opens the appropriate history template for entering additional information. The following are guidelines regarding information to capture: Past Medical/Surgical History of illnesses, injuries, hospitalizations, and treatments. Family History of diseases that pose a risk to the patient Social history of tobacco use, current diet, and physical activity level. Diagnostic history to determine the completion of screening/diagnostic tests. History Review must be used to include entries as a detailed document. Vital Signs Specific vital signs (below) must be captured at all visits. In addition, vision and hearing tests are offered at the Welcome visit. 1. Enter height, weight, and blood pressure for all preventive visits. a. Ensure that height measured today is selected. b. BMI automatically calculates to meet the requirement. c. Other measurements may be captured as appropriate. 2. For Welcome visits, use the links provided for vision and hearing testing. Page 5

6 a. Note that these templates allow the saving and reuse of documentation. 3. Providers can create personalized plans based on recorded measurements by utilizing the Health Promotion Plan link. See below for details. Health Promotion Plan Template The Health Promotion Plan template is accessible from the Vital Signs and Cognitive Assessment panels. It can also be accessed via the Fall Risk Plan in the Functional Ability panel. This allows providers to evaluate and counsel the patient efficiently without leaving the HPI template. It also facilitates an easier entry of referral orders. To use the Health Promotion Plan template: Select a saved plan by using the Quick Load button plan by completing the following steps. to the top right. Or, add a new 1. Select a Plan type (BMI, Depression, or Hypertension). 2. Enter a Diagnosis. 3. For each section, select an order from a pick list. 4. Add Details into the fields below, as necessary. Note character limits. 5. Save the plan if desired. 6. Click Add when complete. 7. Repeat to enter an additional plan. Page 6

7 Depression Screening Patients are to be screened at the Welcome visit for potential risk for depression using a standard screening tool, such as the one provided. This step is unnecessary if a current diagnosis of depression exists in the chart. To use the screening, 1. Ask the patient the two questions in the panel. 2. If either answer is positive, click the Depression Screening link. a. Continue to ask questions using the screening tool. b. A score will calculate automatically. c. Click Save and Close. Note: Depression plans and referrals can be created from the next section, Cognitive Assessment. Page 7

8 Cognitive Assessment Detection of cognitive impairment is a yearly benefit to Medicare patients at annual wellness visits. In addition, the Cognitive Assessment section contains links to additional screenings and the Health Promotion Plan, which can be used to create a depression plan or referral. The St. Louis University Mental Status tool displays automatically. To access all Screening Tools: 1. Click the Add button. 2. Click the screening tool to launch the associated template. a. Details from the template then populate the Screening Instrument Section. 3. Click Add to save the results to the grid. 4. To create a plan based on the results, click on Health Promotion Plan. To use the St Louis University Mental Status Examination: 1. Pre-print one or more of the SLUMS diagram(s) from the Document Library. Page 8

9 2. Select the patient s level of education. 3. Ask the patient the questions provided, and select either correct or incorrect after each. 4. To ask questions 9 and 10, provide the patient with a copy of the diagram. 5. Click Add to Grid when complete. 6. The results from this template can be printed from the Document Library by selecting the appropriate SLUMS Results option. Functional Ability/Safety/Home Environment Medicare patients are evaluated for functional ability, home safety, fall risk, and activities of daily living during the Welcome visit. Risks are reviewed and updated at annual visits. Page 9

10 To use the template: 1) Utilize clinical/medical training to evaluate and document items such as the Up and Go test, the patient s comfort with activities of daily living, and risk for falls. a. Use the Functional Limits link to evaluate the patient s ability to perform various activities. 2) Click the No and Yes radio buttons to document, along with pick lists and the Comments field as necessary. 3) Click Reviewed when complete. 4) To create a risk reduction plan from this template, use the Fall Risk Plan template. a. Free-text plans or My Phrases can be entered into the Fall Risk section for assistive devices and physical therapy. b. The Health Promotion Plan, Pain Management, and Functional Status panels are also accessible if necessary. 5) To exclude the patient from evaluation, use the Fall Risk Exclusions link. Nutrition Patients are entitled to education and counseling based on risk assessments and services, particularly during a Welcome visit. Medical Nutrition Therapy is a benefit as deemed necessary. After reviewing the patient s diet (available in the History Summary panel under Social), the Nutrition template can be used to document nutrition counseling. Page 10

11 To use this template, 1) Document the dietary changes discussed with the patient. 2) Standard diet recommendations can be selected by clicking into the field beside Diet. 3) Additional counseling documentation, such as materials provided and patient barriers, can be entered by clicking Details. Tobacco/Alcohol Tobacco and alcohol usage is to be evaluated during the Welcome visit, and is a component of various risk assessments at annual visits. To use this template, 1) Select the radio buttons for No, Yes, or Former as appropriate for the three questions. 2) To provide additional information, click the Details links. a. The appropriate social history templates are launched for entering new information. Page 11

12 Review of Systems The standard review of systems options are provided for further screening and assessment as appropriate. Concluding the Visit Clinical staff should utilize the remaining panels of the Intake template for activities such as reconciling medications, updating allergies, and administering or updating orders. When complete, the Intake Note should be generated. Providers should utilize the remaining panels of the SOAP template for activities such as updating or adding medications, entering orders, and creating additional plans. When complete, the Master Document should be generated. Providing a Patient Plan for this visit is essential. Page 12

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