Add Case Information to Fee Tickets

Help Guide for NextGen® Enterprise PM 8

Require Case Management for a Payer

You can indicate that a payer requires case management in NextGen® Enterprise PM. The payer can then only be used on encounters that are part of a case. When case management is required, the following occurs: The Case Management Required field displays on the Patient Chart > Encounters tab > Case Management tab. If a user selects insurance for an encounter and a case is not attached to the encounter, then a warning alert displays when a user saves the encounter insurance. To generate a claim edit when the payer is attached and the encounter is not linked to a case, activate claim edit 217. In File Maintenance, select Master Files > System > Payers. Double-click a payer. The Modify Payer Information window opens. Select Practice tab > Other tab. Select Require Case Management, and then select OK. Select Require Case Management, and then select OK. If you want to generate a claim edit when the payer is attached but the encounter is not linked to a case, activate claim edit 217. Parent to

Help Guide for NextGen® Enterprise PM 8

Case Management Setup

Setting up Case Management involves the following: Grant the necessary user rights and permissions in System Administrator. Enable Case Management in File Maintenance. Set alerts. Add case information to: Fee tickets Form and label templates from the data repository Requires a case on an encounter. Activate claim edits. Set up the Case Type Master. File in the File Maintenance. Set up and populate the Case Category, Case Contact Role, and Case Market in Master Lists in File Maintenance. Restrict user access to case management in System Administrator. If you use template editor, create the appropriate Case Management Templates in Template Editor. This involves setting the following General Options universal preferences in the System Administrator application that enable you to map template field names to case level templates: Case Mgt Case Type Category Field Case Mgt Case Type Category Item Field Case Mgt Market Field Enable consolidation of claims related to a Clinical Episode of care

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

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

Add Case Information to Fee Tickets

Recommendations

Require Case Management for a Payer

Case Management Setup

Case Management Practice Preferences

Data\Fee Ticket Practice Preferences

Patient Encounters and Financial History

Print a Fee Ticket from the Patient Chart

Require Case Management for a Payer

Case Management Setup

Case Management Practice Preferences

Data\Fee Ticket Practice Preferences

Patient Encounters and Financial History

Print a Fee Ticket from the Patient Chart