Viewing Payer for this Case Field While Adding or Updating Patient Cases

File Maintenance Help for NextGen® Enterprise 8

Viewing Required Fields While Adding or Updating Patient Cases in Practice Management

You can view the fields required to add or update patient cases. Logged-on users can add or update a patient case if Enable Case Management is selected in Practice Preferences. You can select or clear the required fields and select OK to apply the changes in the case management. The following fields are in red font to indicate that they are required fields. Case Description Onset Date Onset Time Referring Provider Payers for this case While editing cases these fields continue to show as required. If you select OK without filling in any required field, a message appears stating that the information collected is not enough. All fields with red labels require an entry and the i indicator appears on the General tab Practice Preferences. Parent topic: Case Management 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

Help Guide for NextGen® Enterprise PM 8

Create an Encounter from an Appointment

Create an Encounter from an Appointment Create an Encounter from an Appointment If a patient has appointment and services performed by a provider in the practice, you must create an encounter from the appointment during the check-in process. Open NextGen® Enterprise PM. From Appointment Book, select the appointment. Right-click an appointment and select Checkin/Create Encounter. The Add Patient Information window opens. If the patient does not have a chart, update necessary information in the Add Patient Information window, and then select Chart to create the patient's chart. The Create Encounter window opens. Select a program for the encounter. Enter all the mandatory information marked in red to complete the patient's encounter. Note: In Practice Preferences > Case Management, if the Allow encounter payers to differ when case is attached preference is selected, you can link a case to an appointment even if the insurance on the appointment differs from the insurance on the case. Note:

Help Guide for NextGen® Enterprise PM 8

Enter a Co-Pay Amount

On the Detail tab in the Insurance Maintenance window , there are several fields available for co-pay amounts. The amount entered indicates the patient's co-pay for the insurance, and the patient is responsible to pay that amount on encounters the insurance is linked to. Access the Insurance Maintenance window for the patient's insurance. Select the Detail tab. In the lower-right section of the window, enter a co-pay amount in the appropriate fields, as indicated below. Enterprise-Level Co-Pay In the Co-Pay Amount field, enter a dollar amount, or select a pre-defined co-pay amount from the drop-down list. This will be the patient's default co-pay for all encounters in all practices in the enterprise. Note: The enterprise-level Co-Pay Amount field is available only if the Enable practice payer specific information option is not selected in Practice Preferences > Chart. This allows all practices to use the same co-pay amount for the same patient/insurance. For example, all practices are

Help Guide for NextGen® Enterprise PM 8

Exempt Patient Co-Payments

You can configure an encounter to exempt the patient from having to make a co-payment. When you make a patient's co-payment exempt, the application does not apply the co-payment amount to the patient amount due. When a patient is exempt from making a co-payment, the Charge Entry window still displays the patient co-pay responsibility that would have applied, but the co-pay amount is not included in the patient amount. Open Chart Lookup, access the patient chart, select Encounters > Insurance tab, and double-click on the payer in the Encounter Insurance list. The Insurance Maintenance window opens. Enable the Co-pay Exempt check box. Note: If the Co-pay Exempt field does not display on the Insurance Maintenance window, use the following procedure to activate it. To display the Co-pay Exempt field on Insurance Maintenance window, open the Chart Practice Preferences, and then enable the Enable encounter payer co-pay check box. Parent topic: Generating Secondary Electronic Claims

File Maintenance Help for NextGen® Enterprise 8

Charge Entry Options

The following table describes the options available on the Charges tab of the Charge Entry Practice Preferences. Field Description Prevent charge rendering physician modifications after practice closing Select this option to prevent users from changing a charge's rendering physician if the charge was created before the closing date. Note that the charge create date does not have to be the encounter date; a charge can be added after practice closing and the rendering does not lock down until the practice closes again. You can still add a rendering physician if no rendering physician has been entered for the charge. Prevent charge referring physician modifications after practice closing Select this check box to prevent users from changing the charge's referring provider on an encounter after practice closing. This check box only affects voidable charges. Note: You must also select the Display referring providers check box. Prevent charge additional provider modifications after practice c

Viewing Payer for this Case Field While Adding or Updating Patient Cases

Recommendations

Viewing Required Fields While Adding or Updating Patient Cases in Practice Management

Case Management Practice Preferences

Create an Encounter from an Appointment

Enter a Co-Pay Amount

Exempt Patient Co-Payments

Charge Entry Options

Viewing Required Fields While Adding or Updating Patient Cases in Practice Management

Case Management Practice Preferences

Create an Encounter from an Appointment

Enter a Co-Pay Amount

Exempt Patient Co-Payments

Charge Entry Options