Update a Case Contact

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

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

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

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

Help Guide for NextGen® Enterprise PM 8

Add an Employer

Open the Person Information or Patient Information window for the desired person or patient. Select the Employer tab. Select the open menu , and select New. The Employer Lookup window appears. In the Employer Name field, enter all or part of the employer's name. Select Find. All employers that match the search criteria entered display in the Matching Records list. Note: Items available for selection are from the Employers master file in File Maintenance. If no records are found, the following prompt appears stating that no records were found. From the Matching Records list, double-click to select the employer. The Employer Maintenance window appears. Fields on the Employer Maintenance window are available for modification only if you have security access rights in System Administrator to update the Employers master file. Otherwise, all fields on the window are grayed-out and cannot be modified. CAUTION: Modifications made to any field in the Demographics section of the Employer Mainten

Update a Case Contact

Recommendations

Add a Case Contact

Apply a Case Type to a Case

Modify Case Contact Rights

Add a Case Management Contact

Create a Case Management Contact

Add an Employer