Programs Practice Preferences

File Maintenance Help for NextGen® Enterprise 8

Case Management Practice Preferences

Case Management enables you to track specific information for work-related accidents, auto accidents, and slip or fall accidents by rolling up encounters on to a case. A patient may have multiple cases running concurrently for different injuries. To enable Case Management in NextGen® Enterprise EHR and NextGen® Enterprise PM, you must enable Case Management in Practice Preferences on the Case Management window. You can access the Case Management tab through Admin > Practice > Preferences > Case Management in NextGen® Enterprise PM. You can view all case related preferences on the Case Management tab. Case Management has the following fields. Enable Case Management Required Fields Case Description Onset Date Onset Time Referring Provider Payers for this Case General Options Allow encounter payers to differ when case is attached Encounter Options Default Patient Type Copy Referring from appt from case related encounters When Enable Case Management is selected, Case Description, Onset Dat

File Maintenance Help for NextGen® Enterprise 8

NextGen® Enterprise EHR Practice Preferences Options

The EHR tab in Practice Preferences window enables you to select the items that appear in NextGen® Enterprise EHR. The following table describes the options for NextGen® Enterprise EHR Practices Preferences. Options Description Use PM as EHR's scheduling source If you have a license for NextGen® Enterprise PM, then the Workflow module in NextGen® Enterprise EHR uses NextGen® Enterprise PM as the default scheduling source and you cannot create appointments or modify appointment information (except room and status) in NextGen® Enterprise EHR. In the Appointments section of the Workflow module, all NextGen® Enterprise PM resources are available, and you can view all the NextGen® Enterprise PM appointments. If the check box is not selected, only providers are available in the Appointments section. Override EHR appointment "reason" and "subject" fields with "details" and "event" from PM appointment This preference controls which items from a NextGen® Enterprise PM appointment appear in the

Help Guide for NextGen® Enterprise PM 8

Practice Preferences for Programs

To use Programs in NextGen® Enterprise PM, you must first enable programs for the practice in Practice Preferences. When enabled, the following program-related functionality is available: On the Patient Information tab in the Patient Chart, a Programs sub-tab appears. From this sub-tab, you can enroll a patient in one or more programs. On the Encounter Maintenance window, a Program field appears on the General tab. From this field, you can link an encounter to a program. On the Encounters tab in the Patient Chart, the Program name displays for encounters linked to a program under the General sub-tab. If your practice uses In Progress Billing, you can enable the Limit to Valid Programs option in Practice Preferences to ensure new encounters created in NextGen® Enterprise PM that are linked to a specific program automatically default to In Progress status. For example, you can default new encounters linked to Program ABC to In Progress status, so they are held from the billing and claims

Help Guide for NextGen® Enterprise PM 8

Practice Preference for Required Encounter-Level Program

In a practice, a program may be set to be required for an encounter for specific locations in the Create Encounter window for new encounters and in the Encounter Maintenance window for existing encounters to more accurately track encounters by programs. For more information on setting a program to be required for an encounter for specific locations, go to the NextGen Healthcare Success Community and download the Behavioral Health Billing User Guide for NextGen Enterprise PM , and then see Set the Required Encounter-Level Programs for Specific Locations section. When the encounter-level program is set to be required for specific locations on Programs preference in the Practice Preferences window, then one of the following validation scenarios occur. If a patient has not been enrolled in any program, and the same location is selected in the Encounter Maintenance window or the Create Encounter window and on the Programs preference in the Practice Preferences window: The user can create an

Help Guide for NextGen® Enterprise PM 8

Set the Required Encounter-Level Programs for Specific Locations

You can now set a program to be required for the encounter for a specific location to ensure that all the encounters for that location are assigned with a program. To set the Program field as a required field for the encounter for a specific location on the Create Encounter window or the Encounter Maintenance window, do the following: From the Admin menu in NextGen® Enterprise PM, select Preferences and then select Practice. The Practice Preferences window opens. From the preferences list, select Programs. Select the Enable Programs check box. The Required Encounter Level Programs check box is enabled. Select the Required Encounter Level Programs check box. The Limit to Valid Locations field is enabled. In the Limit to Valid Locations field, select one or more locations for which the program is required. Note: If you clear the Required Encounter Level Programs check box, all the selected locations are removed. To save the changes and close the window, select OK. For information on the

Help Guide for NextGen® Enterprise PM 8

Working with Programs in NextGen® Enterprise PM

When Programs are enabled for a practice, you can utilize the following functionality in NextGen® Enterprise PM: Enroll a patient in a program in the Patient Chart from Programs sub-tab under Patient Information tab . Link a patient's encounter to a program from the Create Encounter or General tab on the Encounter Maintenance window. Display a warning message when an encounter does not meet program-specific requirements. Default new encounters to In Progress status when they are created and linked to a specific program. View the program linked to a patient's encounter in the Patient Chart from the General sub-tab under the Encounters tab . Display warning messages on the Charge Posting window when a charge does not meet program-specific requirements. Generate a Daily Encounters, Billed Encounters or Unbilled Encounters report to review and monitor encounters that are linked to programs. Enroll a Patient in a Program You can enroll a patient in a program from the patients chart and then

Programs Practice Preferences

Recommendations

Case Management Practice Preferences

NextGen® Enterprise EHR Practice Preferences Options

Practice Preferences for Programs

Practice Preference for Required Encounter-Level Program

Set the Required Encounter-Level Programs for Specific Locations

Working with Programs in NextGen® Enterprise PM

Case Management Practice Preferences

NextGen® Enterprise EHR Practice Preferences Options

Practice Preferences for Programs

Practice Preference for Required Encounter-Level Program

Set the Required Encounter-Level Programs for Specific Locations

Working with Programs in NextGen® Enterprise PM