Apply a Case Type to a Case

File Maintenance Help for NextGen® Enterprise 8

Apply a Case Type to a Case

A Case Type indicates the nature of a case and determines how a case is handled. A Case Type is further defined by a category. For example, if you create a case type named Private, you can assign case categories such as: Mobile Services, 24 Hour Nurse Triage, Urgent Care, Consulting, CMCA, and None. In File Maintenance, access the Master Files > System > Case Type. The Case Type List windows opens. Do one of the following: To add a new item, select the open menu icon and select New. To modify an existing item, select the item in the list, select the open menu icon and then select Open. Alternatively, you can double-click to open the item. The Add Case Type Information window opens. For Category, enter a name for the case type. Examples of case type are: Workers Compensation Injury, Non-Injury, Private, and Group Health. For Short Description, enter a four-character description. If the case type has categories, select to modify the Case Type Categories associated with the case type. The

Help Guide for NextGen® Enterprise PM 8

Apply a Case Type to a Case

A Case Type indicates the nature of a case and determines how a case is handled. A Case Type is further defined by a category. For example, if you create a case type named Private, you can assign case categories such as: Mobile Services, 24 Hour Nurse Triage, Urgent Care, Consulting, CMCA, and None. In File Maintenance, access the Master Files > System > Case Type. The Case Type List windows opens. Do one of the following: To add a new item, select the open menu icon and select New. To modify an existing item, select the item in the list, select the open menu icon and then select Open. Alternatively, you can double-click to open the item. The Add Case Type Information window opens. For Category, enter a name for the case type. Examples of case type are: Workers Compensation Injury, Non-Injury, Private, and Group Health. For Short Description, enter a four-character description. If the case type has categories, select to modify the Case Type Categories associated with the case type. The

File Maintenance Help for NextGen® Enterprise

Diagnosis Categories Search

From the Master Files - System list, select Diagnosis Categories. The Diagnosis Categories List window opens. To add a new diagnosis category, select Open Menu , then select New. To search for an existing diagnosis category to modify, follow the steps below: In the List Search field, enter what you want to search for. The matching results are listed. Note: You can enter an asterisk ( * ) to see all the records. Double-click the diagnosis category you want to view. The Add/Modify Diagnosis Category Information window opens. Enter a name for the diagnosis category in the Category field. Enter a four-digit abbreviation for the diagnosis category in the Short Description field. To add an ICD code and description select Open Folder . The ICD Codes window opens. To add a code to the category, select the code in the Available list, then select the Include . The code moves from the Available list to the Included list. If necessary, select either 09 or 10 in the Show field to display only ICD9

File Maintenance Help for NextGen® Enterprise 8

Diagnosis Categories Search

From the Master Files - System list, select Diagnosis Categories. The Diagnosis Categories List window opens. To add a new diagnosis category, select Open Menu , then select New. To search for an existing diagnosis category to modify, follow the steps below: In the List Search field, enter what you want to search for. The matching results are listed. Note: You can enter an asterisk ( * ) to see all the records. Double-click the diagnosis category you want to view. The Add/Modify Diagnosis Category Information window opens. Enter a name for the diagnosis category in the Category field. Enter a four-digit abbreviation for the diagnosis category in the Short Description field. To add an ICD code and description select Open Folder . The ICD Codes window opens. To add a code to the category, select the code in the Available list, then select the Include . The code moves from the Available list to the Included list. If necessary, select either 09 or 10 in the Show field to display only ICD9

File Maintenance Help for NextGen® Enterprise 8

Modify a Service Category

To modify a service category, perform the following steps: From Master File > Service Categories, select Open Menu and select a service category. You can right-click to open the service category. The Modify Service Category Information window appears. Field Description Category Enter a description for the service category. Short Description Enter a description, up to four characters, for the service category. Key/ Service Displays the CPT4 Codes associated with the service category. It lists the standard numeric abbreviation and the full description for the procedures. If a code appears twice in the list, then one code is in the default Service Item library of the current practice while the other is in a different library. A check mark in a row indicates that the code resides in the default library. You can remove codes with check marks from the category. You cannot remove codes without check marks unless the matching code in the current library is removed. To modify the CPT4 Codes ass

File Maintenance Help for NextGen® Enterprise

Modify a Service Category

To modify a service category, perform the following steps: From Master File > Service Categories, select Open Menu and select a service category. You can right-click to open the service category. The Modify Service Category Information window appears. Field Description Category Enter a description for the service category. Short Description Enter a description, up to four characters, for the service category. Key/ Service Displays the CPT4 Codes associated with the service category. It lists the standard numeric abbreviation and the full description for the procedures. If a code appears twice in the list, then one code is in the default Service Item library of the current practice while the other is in a different library. A check mark in a row indicates that the code resides in the default library. You can remove codes with check marks from the category. You cannot remove codes without check marks unless the matching code in the current library is removed. To modify the CPT4 Codes ass

Apply a Case Type to a Case

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Modify a Service Category