Add a Case Management Contact

Help Guide for NextGen® Enterprise PM 8

Set Up a Related Case

You can apply associations between cases by creating related cases. Enter all required and optional general case Information, see Set Up General Case Information. Select the button in the Related Case(s) box. The Related Cases window opens. Select from the available related cases. Select Move Right. Select OK. Select OK. 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

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

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

Help Guide for NextGen® Enterprise PM 8

Set up General Case Information

The General tab of the Case Management window is where you enter the case details and assign related cases. Create a new case in PM. Select one of the following options in the Case Status field: Open Closed Pending Reopened Note: In NextGen® Enterprise PM, you cannot close cases created in NextGen® Enterprise EHR and have open clinical encounters. A message displays indicating that the case contains unlocked clinical encounters. You must lock encounters and child encounters before closing the case. Select Patient Type. Enter Case Description. Enter the Effective Date, Expiration Date, Onset Date, and Onset Time. Select Occurrence Code. Select State. Enter Same/Similar Date for the Occurrence. Select the Referring Provider. If necessary, select the search button to access the Provider Lookup window. If available, select Case Diagnosis and/or Case Procedure. If necessary, add a Case Contact. If necessary, select Related Cases. Select Available Encounters and set up Case or Encounter Sync

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

Add a Case Management Contact

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