Add or Modify Session Settings

Help Guide for NextGen® Enterprise PM 8

Configuring Session Settings

You can select specific parameters that are used as defaults during your current login session. Session settings remain active for the current login session. When you log out from NextGen® Enterprise PM, the settings are cleared. You must re-enter the settings the next time you login. Note: To display the Session Settings window each time you log in to NextGen® Enterprise PM, you can select Prompt for session settings in the general user preferences. You can select a service date and service location to default to new encounters. You can use this setting while creating batches for multiple encounters for the same location that have charges with the same date of service. You can also select a process date to default to new charges. This setting is useful when entering charges for the services that took place on a previous date, to ensure those charges appear on reports for the correct financial period. Add or Modify Session Settings You can add or modify the session settings on the Sess

File Maintenance Help for NextGen® Enterprise 8

General Preferences - Fields and Descriptions

Table 1. Activated upon Logon Option Description Prompt for session settings Select this check box to automatically open the Sessions Settings window each time you login to NextGen® Enterprise EHR. Session settings enable you to select specific parameters that are used as defaults during your current login session. Suspend PM/EHR application sync Select this check box to suspend patient synchronization between NextGen® Enterprise PM and NextGen® Enterprise EHR. For example, if you have a patient record open in NextGen® Enterprise PM, and then you access NextGen® Enterprise EHR, the same patient record does not automatically open in NextGen® Enterprise EHR. Note: This controls the default setting for the Suspend PM/EHR synchronization check box on the Session Settings window. Table 2. Main Toolbar Options Option Description Toolbar captions Select this check box to display captions, or names, below each button on the main toolbar in NextGen® Enterprise PM. Toolbar tooltips Select this c

File Maintenance Help for NextGen® Enterprise 8

Receiving and Applying Charges from NextGen® Enterprise EHR

When the Suppress Billing option is not selected in the Service Item Library Maintenance window in File Maintenance or in NextGen® Enterprise EHR, unapplied encounter credits for charges entered for a patient in NextGen® Enterprise EHR generate automatically in NextGen® Enterprise PM. The information in the field associated with each charge is carried over from NextGen® Enterprise EHR to NextGen® Enterprise PM. When charges are sent from NextGen® Enterprise EHR, the charges enter NextGen® Enterprise PM in one of the following methods: Automatically applied. When the holding tank is Off and the charges coming from NextGen® Enterprise EHR have an unapplied encounter credit, a batch with an ID of AUCR is automatically created. Placed in the holding tank until the users manually accept each charge. When the holding tank is On, a batch is not automatically created. You must have an active batch in NextGen® Enterprise PM so that the charges can be applied when you accept the charges either m

Help Guide for NextGen® Enterprise PM 8

Process NextGen® Enterprise EHR Charges from the Pending Charges Process

You can process procedures from NextGen® Enterprise EHR that are in the pending charges holding tank in NextGen® Enterprise PM from the Process Pending Charges window. You can process charges for multiple encounters at the same time. Open NextGen® Enterprise PM. From the File menu, select Processes, and then Pending Charges. The Process Pending Charges window opens. Enter the appropriate Search Criteria section to locate the desired pending charges. Select Service Location, and then select one or more charge locations or leave it blank for charges from any location. Select Rendering Physician, and then select one or more charge rendering providers or leave it blank for charges from any provider. Select Service Dates From/To, and then enter a charge service date range or leave it blank for charges from any date. Select Financial Class, and then select one or more charge financial class or leave it blank for charges from all financial classes of the primary payer of the pending charge. S

Help Guide for NextGen® Enterprise PM 8

Create a Group Encounter for a Patient Group

You can use this procedure to create a group encounter for all members in a patient group. An encounter is created for each member in the group and you can manually link the encounter to each patient's appointment during the check-in process. Open NextGen® Enterprise PM. From Tasks, select Create Group Encounter. The Add Group Encounter window opens. In the Patient Group field, do one of the following. This field is required. To create the group encounter for an existing patient group, select the group from the drop-down list. To create the group encounter for a new patient group, select Open Menu and then select New Group. To create the group encounter for an existing patient group that needs modifications, select the group from the drop-down list, and then select Open Menu and select Open Existing Group. Note: In the Practice Preference window, on Encounters practice preference, the Default previous payer(s) to encounters created in PM option is selected by default. If you clear this

NextGen® Enterprise EHR Help

Create an Appointment

NextGen recommends to create and manage appointments in NextGen® Enterprise PM, not in NextGen® Enterprise EHR, if you use NextGen® Enterprise PM as your scheduling source. Appointments created in NextGen® Enterprise EHR are not communicated to NextGen® Enterprise PM. You can create an appointment in NextGen® Enterprise EHR only if you have the View by Provider display setting enabled. If you select View by Resource, you cannot create an appointment in NextGen® Enterprise EHR. You may also create an appointment in NextGen® Enterprise EHR if you use a third-party scheduling application instead of NextGen® Enterprise PM. You can create an appointment in the Appointments tab of the Workflow module. You can create a custom status for the appointment. Select a patient. Note: You must select a patient to create an appointment in the Appointments tab. Access the Appointments tab. Select New in the toolbar. Note: If there are no appointments scheduled for the selected day in the calendar, New

Add or Modify Session Settings

Recommendations

Configuring Session Settings

General Preferences - Fields and Descriptions

Receiving and Applying Charges from NextGen® Enterprise EHR

Process NextGen® Enterprise EHR Charges from the Pending Charges Process

Create a Group Encounter for a Patient Group

Create an Appointment

Configuring Session Settings

General Preferences - Fields and Descriptions

Receiving and Applying Charges from NextGen® Enterprise EHR

Process NextGen® Enterprise EHR Charges from the Pending Charges Process

Create a Group Encounter for a Patient Group

Create an Appointment