Apply a Case Type to a Case

Help Guide for NextGen® Enterprise PM 8

Modify Case Management Rights

Access the System Administrator application. Select a group, and then select the Rights tab. Under Modules, select Case Management. You can set the ability for the group to view, add, and modify cases. This right affects both NextGen® Enterprise EHR and NextGen® Enterprise PM users. If you use NextGen® Enterprise EHR, then under Operations > Case Management, set the following rights: Allow to mark case as private to enables users to protect patient medical information by marking cases as private. View cases marked as private to enables users to view cases that are marked as private. If you use NextGen® Enterprise EHR, then under Operations, set Case Management - Show EHR Problem list. If you select Yes, then when users are selecting a diagnosis for a case in NextGen® Enterprise EHR or NextGen® Enterprise PM, the Search Patient EHR Problem List check box appears. The search expands to include any diagnoses listed in the Patient_Diag table to the case and the user can attach them to the

File Maintenance Help for NextGen® Enterprise 8

Apply a Case Type to a Case

A Case Type indicates the nature of a case and determines how a case is handled. A Case Type is further defined by a category. For example, if you create a case type named Private, you can assign case categories such as: Mobile Services, 24 Hour Nurse Triage, Urgent Care, Consulting, CMCA, and None. In File Maintenance, access the Master Files > System > Case Type. The Case Type List windows opens. Do one of the following: To add a new item, select the open menu icon and select New. To modify an existing item, select the item in the list, select the open menu icon and then select Open. Alternatively, you can double-click to open the item. The Add Case Type Information window opens. For Category, enter a name for the case type. Examples of case type are: Workers Compensation Injury, Non-Injury, Private, and Group Health. For Short Description, enter a four-character description. If the case type has categories, select to modify the Case Type Categories associated with the case type. The

File Maintenance Help for NextGen® Enterprise 8

Diagnosis Categories Search

From the Master Files - System list, select Diagnosis Categories. The Diagnosis Categories List window opens. To add a new diagnosis category, select Open Menu , then select New. To search for an existing diagnosis category to modify, follow the steps below: In the List Search field, enter what you want to search for. The matching results are listed. Note: You can enter an asterisk ( * ) to see all the records. Double-click the diagnosis category you want to view. The Add/Modify Diagnosis Category Information window opens. Enter a name for the diagnosis category in the Category field. Enter a four-digit abbreviation for the diagnosis category in the Short Description field. To add an ICD code and description select Open Folder . The ICD Codes window opens. To add a code to the category, select the code in the Available list, then select the Include . The code moves from the Available list to the Included list. If necessary, select either 09 or 10 in the Show field to display only ICD9

File Maintenance Help for NextGen® Enterprise 8

Modify a Service Category

To modify a service category, perform the following steps: From Master File > Service Categories, select Open Menu and select a service category. You can right-click to open the service category. The Modify Service Category Information window appears. Field Description Category Enter a description for the service category. Short Description Enter a description, up to four characters, for the service category. Key/ Service Displays the CPT4 Codes associated with the service category. It lists the standard numeric abbreviation and the full description for the procedures. If a code appears twice in the list, then one code is in the default Service Item library of the current practice while the other is in a different library. A check mark in a row indicates that the code resides in the default library. You can remove codes with check marks from the category. You cannot remove codes without check marks unless the matching code in the current library is removed. To modify the CPT4 Codes ass

NextGen® Enterprise EHR Template Editor Help 8

CM Data Sheet Populate Actions

The following actions are available on the Data Sheet/Grid field types : Appointments, Case Sheet, Data Grid - CM, Data Grid - MR, Employer, Family Unit, Practice, Problem List, Problem Notes, Race, Relationship, Stored Procedure, Summary Data Grid, Summary Sheet, System, and Tracked Problems. For information on Double Click actions, see CM Data Grid Double Click Actions. For information on actions available for Data Flow Sheets and Orders Summary Sheets, see CM Save Actions, CM Copy Forward Actions, and CM Equipment Notify Actions. Alert Assign Field Value Assign Note Value Change Field Color Change Field Style Disable Control Enable Control Grid Row Select Hide Item Lookup External Id Patient Education Region Highlight Send Email Set Default Values Show Item Stored Procedure System Password Toggle History Toggle Panel Toggle Sidebar Trigger Script Web Navigate Web XChange Parent topic: Case Management (CM) Template Events and Actions

Help Guide for NextGen® Enterprise PM 8

Case Management Master Lists

Master Lists are types of code tables that give you control of adding values for each list. You define data items to use for billing and collections, maintaining patient records, and tracking practice-specific information. The following Master Lists are necessary to set up Case Management: Case Category Case Contact Role Case Markets Refer to the following table to review a description of each master list type: Master List Description Case Category Case Categories are associated with specific cases and are used on Case templates in NextGen® Enterprise EHR. This item can be set as private to restrict user access. Case types in the Case Type master file can consist of these case categories. For example, the Private case type can have case categories such as: Mobile Services, 24 Hour Nurse Triage, Urgent Care, Consulting, CMCA, and None. Case Contact Role Types of people that are contacted regarding or are involved in a patient's case. Examples are attorney, case manager, and insurance ad

Apply a Case Type to a Case

Recommendations

Modify Case Management Rights

Apply a Case Type to a Case

Diagnosis Categories Search

Modify a Service Category

CM Data Sheet Populate Actions

Case Management Master Lists

Modify Case Management Rights

Apply a Case Type to a Case

Diagnosis Categories Search

Modify a Service Category

CM Data Sheet Populate Actions

Case Management Master Lists