Case Contacts

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

Help Guide for NextGen® Enterprise PM 8

Modify Case Contact Rights

Case contact information is secured and controlled within File Maintenance. Modifications in the NextGen® Enterprise PM application are only applicable at an individual patient level. Any modifications in File Maintenance are applicable to all patients based on case contact security settings enabled within System Administrator. Note: The security rights set in System Administrator can allow you to create, view, and delete case contacts. Access the System Administrator application. Select a group and then select the Rights tab. Under Modules, select File Maintenance > Case Contacts. Set the ability for the Case Contacts group to view, add, update, delete, and print cases. This security allows security in File Maintenance. Under Operations, select Chart/Demographics/Employer > Case Contact Addition and then select one of the following: Yes to grant permission for users to create new, open, and delete the case contacts at individual patient level. No to disable permissions to a user or us

Help Guide for NextGen® Enterprise PM 8

Case Management Master Lists

Master Lists are types of code tables that give you control of adding values for each list. You define data items to use for billing and collections, maintaining patient records, and tracking practice-specific information. The following Master Lists are necessary to set up Case Management: Case Category Case Contact Role Case Markets Refer to the following table to review a description of each master list type: Master List Description Case Category Case Categories are associated with specific cases and are used on Case templates in NextGen® Enterprise EHR. This item can be set as private to restrict user access. Case types in the Case Type master file can consist of these case categories. For example, the Private case type can have case categories such as: Mobile Services, 24 Hour Nurse Triage, Urgent Care, Consulting, CMCA, and None. Case Contact Role Types of people that are contacted regarding or are involved in a patient's case. Examples are attorney, case manager, and insurance ad

Help Guide for NextGen® Enterprise PM 8

Case Management Setup

Setting up Case Management involves the following: Grant the necessary user rights and permissions in System Administrator. Enable Case Management in File Maintenance. Set alerts. Add case information to: Fee tickets Form and label templates from the data repository Requires a case on an encounter. Activate claim edits. Set up the Case Type Master. File in the File Maintenance. Set up and populate the Case Category, Case Contact Role, and Case Market in Master Lists in File Maintenance. Restrict user access to case management in System Administrator. If you use template editor, create the appropriate Case Management Templates in Template Editor. This involves setting the following General Options universal preferences in the System Administrator application that enable you to map template field names to case level templates: Case Mgt Case Type Category Field Case Mgt Case Type Category Item Field Case Mgt Market Field Enable consolidation of claims related to a Clinical Episode of care

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

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

Case Contacts

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Create a Case Management Contact

Modify Case Contact Rights

Case Management Master Lists

Case Management Setup

Update a Case Contact

Add a Case Contact

Create a Case Management Contact

Modify Case Contact Rights

Case Management Master Lists

Case Management Setup

Update a Case Contact

Add a Case Contact