Add a Case Contact
Select
Master Files
>
PM
>
Case Contacts
.
The
Case Contacts List
window opens.
Select
Open Menu
and select
New
.
The
Case Contact
window opens.
Enter the information for the case contact, and then select
OK
.
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Add a Case Contact
File Maintenance Help for NextGen® Enterprise 8
Update a Case Contact
Select Master Files > PM > Case Contacts. The Case Contacts List window opens. To modify the case contact information, double-click the applicable contact. The Case Contact window opens. Update the contact information for the case contact, and then select OK. Updates made to the case contact will display a message that modifications will apply to all cases the contact is associated with. Select one of the following: Yes: Updates File Maintenance and all associated cases. No: Updates only File Maintenance. Cancel: Exits the message. No updates are made. Note: Security rights set in System Administrator allow you to only add or update contact information in File Maintenance. Parent topic: Case Contacts
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
File Maintenance Help for NextGen® Enterprise
Add a Case Contact
Select Master Files > PM > Case Contacts. The Case Contacts List window opens. Select Open Menu and select New. The Case Contact window opens. Enter the information for the case contact, and then select OK. Parent topic: Case Contacts
File Maintenance Help for NextGen® Enterprise
Update a Case Contact
Select Master Files > PM > Case Contacts. The Case Contacts List window opens. To modify the case contact information, double-click the applicable contact. The Case Contact window opens. Update the contact information for the case contact, and then select OK. Updates made to the case contact will display a message that modifications will apply to all cases the contact is associated with. Select one of the following: Yes: Updates File Maintenance and all associated cases. No: Updates only File Maintenance. Cancel: Exits the message. No updates are made. Note: Security rights set in System Administrator allow you to only add or update contact information in File Maintenance. Parent topic: Case Contacts
Help Guide for NextGen® Enterprise PM 8
Add a Case Management Contact
You can select a case contact for each case as desired. Also, you can create a new case contact for a case. Enter all required and optional case information on the General tab. Select the open menu icon. Select New. The Case Contact Lookup window opens. Perform a Case Contact search. Select a Case Contact. Select Close. Parent topic: Set up General Case Information
Help Guide for NextGen® Enterprise PM 8
Create a Case Management Contact
Access the Case Contact Lookup window for a case. Select the open menu icon. The Case Contact window opens. Enter the case contact details and select OK to save the details. Note: The saved case contact details can be modified only in NextGen® Enterprise PM. Except for Name and Role, all other contact details can be modified. Parent topic: Set up General Case Information
