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

File Maintenance Help for NextGen® Enterprise 8

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

You can view the Payer for this Case field as required while adding or updating a patient case. Logged-on users can add or update a patient case if Enable Case Management is selected in Practice Preferences. When you select Payer for this Case in the Required Fields section, you can view the Self-pay check box. You can do the following with Self-pay. You can select Case Insurance or Self-pay. If Self-pay or Insurance is not selected, Payers for this Case appears as a required field. If the patient is a self-pay, you can select Self-pay in the Payers for this Case field. Self-pay is enabled by default when a new case is created. You must clear Self-pay while selecting payers on the Case Insurance Selection window. If you delete all case insurances, then Self-pay is enabled again. If the Self-pay check box is selected, then the New option in the open menu is not available for selection. When the Self-pay check box is not selected then this option is available for selection. When you sele

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

NextGen® Enterprise EHR Help

Set up Required Fields to Display When Creating an Immunizations Order

In File Maintenance, select System > Practices. Double-click to open a Practice and then select Preferences. Select Orders Module, and then select All tab. To set the fields as mandatory when creating a creating an Immunization order, select When creating new Immunization order from the Data Points Context list. Select the Effective Date to indicate what date the field displays the field as required, and select the Open Record button. The Data Points Context window opens. To mark the field as required, highlight the field (or fields), and select the right arrow to move the field to the Included section. For example, highlight Registry and select the right arrow to move it to the Included section. The field appears in the Included section. If required, continue moving any additional fields, and select OK. The field or fields selected as required, display in the Field Name section. To apply the required fields to all practices, select the Apply to all practices check box, and then select

NextGen® Enterprise EHR Help

Set Up Other Required Orders fields

Select File Maintenance > Master Files > System > EHR > Practices > Preferences > Orders Module. Select All tab. The Mandatory Data Points options appear. To display the required fields for a certain order action, such as creating a lab order, in the Data Points Context field select the appropriate order action. Select the Effective Date to indicate what date the field displays as required, if necessary. Select the Open Record button. The Data Points Context window opens. Highlight the field (or fields), and select the right arrow to move the field to the Included section (this marks the field as required). For example, select Diagnosis and select the right arrow to move it to the Included section. Continue moving any additional fields, if necessary. Select OK. The fields selected as required, display in the Field Name section. To apply the fields selected as required to all practices, select Apply to all practices, if appropriate. To save your update, select OK. The Modify Practice In

Help Guide for NextGen® Enterprise PM 8

Set Required Fields in Chart Preferences for Patient Demographics

Your system administrator can select specific fields as required in the Chart preferences. If you leave these fields blank, they appear in red when you add or modify patient information Open Practice Preferences window from NextGen® Enterprise PM or File Maintenance. Select Chart preferences Select fields in the Required Fields list to set them as required field. Select OK. Parent topic: Demographic Information in a Person or Patient Profile

NextGen® Enterprise EHR Help

Set up Required Fields to Display When Administering an Immunizations Order

In File Maintenance, select System > Practices. Double-click to open a Practice, and then select Preferences. Select Orders Module, and then select All tab. To set the fields as mandatory when administering an Immunization order, select When completing vaccine administration from the Data Points Context list. Select the Effective Date to indicate what date the field displays the field as required, and select the Open Record button. The Data Points Context window opens. To mark the field as required, highlight the field (or fields), and select the right arrow to move the field to the Included section. For example, highlight Route and select the right arrow to move it to the Included section. The field appears in the Included section. Continue moving any additional fields, if necessary, and select OK. The field or fields selected as required, display in the Field Name section. To apply the required fields to all practices, select Apply to all practices, if appropriate, and then select OK

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

Recommendations

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

Case Management Practice Preferences

Set up Required Fields to Display When Creating an Immunizations Order

Set Up Other Required Orders fields

Set Required Fields in Chart Preferences for Patient Demographics

Set up Required Fields to Display When Administering an Immunizations Order

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

Case Management Practice Preferences

Set up Required Fields to Display When Creating an Immunizations Order

Set Up Other Required Orders fields

Set Required Fields in Chart Preferences for Patient Demographics

Set up Required Fields to Display When Administering an Immunizations Order