Add Case Information to Fee Tickets

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

Data\Fee Ticket Practice Preferences

You set up patient data sheets and fee tickets in the Data\Fee Ticket Practice Preferences. The following table describes the fields available. Patient Data Sheet/Fee Ticket Options Field Description Patient Data Sheet Assignment of Benefits Clause Enter the wording that your practice uses for the assignment of benefits. The Patient Data Sheet form has the "Assignment of Benefits Clause" instead of a default footer. Mask SSN on Patient Data Sheet/Fee Ticket Select this check box to display only the last four digits of the Social Security numbers on printed data sheets and fee tickets. The number displays in the format: ### - ## - 1234 If this check box is cleared, then the numbers display in their entirety. Patient Data Sheet/Fee Ticket Do not select the same option for both of these fields. If you do, the image and text will overlap on the printed page. Field Description Header Image Position Select Left, Center, or Right to set the position of your Header Image (Practice logo) on Pat

File Maintenance Help for NextGen® Enterprise

Practice Preferences for Patient Data Sheet and Patient Fee Tickets

Patient Data Sheet/Fee Ticket Options The table describes the preferences available for patient data sheets and patient fee tickets. Field Description Patient Data Sheet Assignment of Benefits Clause Enter the wording that your practice uses for assigning benefits. The patient data sheet form has the Assignment of Benefits Clause instead of a default footer. Mask SSN on Patient Data Sheet/Fee Ticket Select this option to display only the last four digits of social security numbers on printed data sheets and fee tickets. The number displays in this format: ### - ## - 1234 Header Image Position Select Left, Center, or Right to set the position of your header image (practice logo) on patient data sheets and fee tickets. Note: To avoid having the image and text overlap on the printed page, do not select the same option for both fields. Header Text Position Select Left, Center, or Right to set the position of your header text on letters. The header text that prints on patient data sheets an

Help Guide for NextGen® Enterprise PM 8

Patient Encounters and Financial History

Patient Encounters and Financial History Patient Encounters and Financial History This section provides information on encounters and the financial history associated with an encounter. Viewing Financial Information You can view a patient's financial history, encounters, and payments in the Financial tab of the patient chart. Viewing Clinical History and Notes Information You can use the Clinical History/Notes tab to view encounter and chart related information. Viewing General Information in Encounters You can use the General tab under Encounters to view detailed information for a selected encounter. Viewing Insurance Information in Encounters You can view a patient's insurance information in the insurance tab. Viewing Transactions Information in Encounters You can view detailed information of transactions for a selected encounter using the Transactions tab under Encounters. Viewing Notes Information in Encounters You can use the Note tab under Encounters to add, delete, and view note

Help Guide for NextGen® Enterprise PM 8

Print a Fee Ticket from the Patient Chart

A Fee Ticket can be printed for a patient's encounter from the Patient Chart. Access the Patient Chart for the desired patient. Select the Encounters tab. From the Encounters list on the left, select the encounter for which a fee ticket is to be printed. Right-click and select Print, and then Fee Ticket. The Print Fee Tickets window opens. The body section on the fee ticket, or the section between the header and footer, will print the image imported for the appropriate location, provider, or event, if applicable. Otherwise, the image imported for the practice will print. To select a different body image, do the following in the Fee Ticket Options section of the window: Select the Alternate Fee Ticket Body check box. Select the desired body name in the drop-down field. In the Printer Settings section, the default printer for fee tickets is displayed. Note: The default printer for Fee Tickets is defined in Practice Preferences > Printing. If the user has specified a different printer in

Help Guide for NextGen® Enterprise PM 8

Create a New Case in NextGen Enterprise PM

This procedure provides instructions for creating a case. On the General tab of the patient chart, you can enter related cases, diagnosis and procedures codes, case contacts, and select encounters to include in the case. Each new Case is automatically assigned a numeric Case Number. All Case Numbers are sequential. To access a patient's chart, select the chart icon and search for the applicable patient. Open the patient's chart and then select Case Management. The Cases window opens. To access the Case Management window, select the open menu icon and select New. In the Available Encounters list, select the encounters that you want to add to the case. The Case Management window displays the name of the selected patient and the Case #. Enter the reason for creating the case, in the Case Description field. Enter the date the condition first occurred, in the Onset Date field. Enter all available additional information on the General tab. Select the Financial tab and enter all pertinent Pay

Add Case Information to Fee Tickets

Recommendations

Case Management Practice Preferences

Data\Fee Ticket Practice Preferences

Practice Preferences for Patient Data Sheet and Patient Fee Tickets

Patient Encounters and Financial History

Print a Fee Ticket from the Patient Chart

Create a New Case in NextGen Enterprise PM

Add Case Information to Fee Tickets

Case Management Practice Preferences

Data\Fee Ticket Practice Preferences

Practice Preferences for Patient Data Sheet and Patient Fee Tickets

Patient Encounters and Financial History

Print a Fee Ticket from the Patient Chart

Create a New Case in NextGen Enterprise PM