Practice Preferences for Patient Charts in Practices
Chart: User-Defined Names
The tables describe the preferences that you can set for patient charts.
Enter a label for each of the user-defined fields you want to display on the patient's chart.To make a field mandatory for chart creation, select the corresponding Require checkbox. These user-defined fields represent information that remains constant from encounter to encounter, for example, "organ donor."
When the user-defined name is created and set as required, the information from the user-defined fields is displayed on the patient's chart, the Chart tab, and the Chart/Ins tab of the Appointment Book. You can also select the patient information fields in the data repository for form and label templates.
Chart Options
| Field | Description |
|---|---|
| Required Fields | To make a field mandatory, select the column to the right of the field..
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| Release of information | Select the information that may be required by some payers and that is sent electronically. Release of information is the default for every encounter at that practice. The default is stored in the insurance record and displayed in the Patient Insurance - Encounter window.
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| Automatically assign benefits | Select this option to automatically select Assignment of Benefits in the Patient Insurance - Encounter window from the Encounters tab of the patient chart. |
| Enable patient status | Select to display the following:
When a user selects the Patient Status and Pt Status Reason on the Patient Status tab, the information is also displayed in the Add/Modify People/Patient Information window. |
| Patient status required at Chart creation | Select this option to require the user to enter the patient status during chart creation. |
| Marketing plan required at Chart creation | Select this option to require the user to enter marketing information mandatory during chart creation. This option allows you to track how patients found out about your practice. You can create marketing plans in the practice master files. |
| Hidden marketing plans default to new Encounters | Select this option to allow marketing plans to default from chart details for all new encounters for a patient when the encounter is added directly from the chart. |
| Enable practice payer specific information | Select this option to set up practice-specific co-pays. The co-pay is obtained from the Practice Level section of the Insurance Maintenance window. Otherwise, the co-pay is set as enterprise-wide. For more information, refer to Determining Where the Co-Pay is Pulled From section in the Claims User Guide for NextGen® Enterprise PM. |
| Automatically reassign encounter balance responsibility | Select this option to reassign the encounter balance to the next insurance (secondary or tertiary) or to the patient balance after the insurance is posted (that is, the line item status is Settled to [next payer]). For more information, refer to the Posting Transactions chapter in the Transactions User Guide for NextGen® Enterprise PM |
| Default chart guarantor to self if patient is 18 or older | Select this option if patients who are 18 years or older should be the default guarantor. This setting applies to and to the Create Encounters windows. |
| Enable encounter payer copay | Select this option to display the Encounter Co-payment field and the Copay Exempt checkbox in the Insurance Maintenance window. For more information on turning on co-pay exemption for an encounter, see the Claims User Guide for NextGen® Enterprise PM. |
| Birth Mother's full name on Relations Tab | Select this option to make the Birth Mother’s Full Name field available in the Add/Modify Patient Information window on the Relations/Role tab.
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| Prompt for a reason when a Recall Plan is stopped |
Select this option to do the following:
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| Appt Event SIM Carryover | Select Default to encounter to automatically fill the fields in the Charge Posting window with the associated service items when it is initially accessed if an encounter is created for an appointment for an event. You can enter the start date set for the SIM carryover. |
| Medical Record Number | Select Req at Chart creation to require the user to assign the medical record number during chart creation. This number is displayed at the top of the patient chart in both NextGen® Enterprise PM and NextGen® Enterprise EHR. The default chart number is the next available number as determined by the counter master file. If this option is not selected, no medical record numbers are added to new charts.
If you select Req at Chart Creation, consider the following options:
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