Associate a Case with an Encounter in NextGen® Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Associate a Case with an Encounter in NextGen® Enterprise EHR

You can associate a case with an existing Encounter in NextGen® Enterprise EHR. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Encounter History tab, select an encounter. Select Encounter Options, and then select Properties. The Encounter Maintenance window opens. Select open menu , and then select Open Existing Cases. The Select Case window opens. Select a Case to associate the selected Encounter with or select New to create a new case to be associated with the selected Encounter. The Case Information window opens. Select Yes. Select OK. Parent topic: Associating a Case with an Encounter

Help Guide for NextGen® Enterprise PM 8

Associating a Case with an Encounter

You can associate a case with an existing Encounter in either the NextGen® Enterprise EHR or NextGen® Enterprise PM applications. Associate a Case with an Encounter in NextGen Enterprise EHR Associate a Case with an Encounter in NextGen Enterprise PM Parent topic: Processes and Procedures for Case Management

Help Guide for NextGen® Enterprise PM 8

Managing Cases for Patient Encounter Data

The case functionality in NextGen® Enterprise PM enables you to view and group common patient encounter data in to a case. You can use the Case Management tab under Patient Information to manage cases for a patient. The Case Managementtab is available only when the Enable Case Management option is selected in the Case Management tab of the Practice Preferences window in File Maintenance. You can enable enterprise case management to allow patient cases to be available to all the practices in an enterprise. For more information on managing patient cases, go to NextGen Healthcare Success Community, and download the latest Case Management Guide for NextGen® Enterprise PM. Parent topic: Managing Patient Information in charts

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

NextGen® Enterprise EHR Help

Associate a Program to an encounter

Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. From a patient chart, select New > Encounter in File menu.The Select a Program window opens displaying programs that the patient is enrolled in. Select a program and then select OK. The encounter has been associated to the program. The program appears in the Encounter Maintenance > Program list. The Encounter Status in NextGen Enterprise PM > Patient Chart > Encounters > Encounter Information for the patient appears as In Progress. You can filter encounters that are associated with a specific program. Parent topic: Prerequisites to Associate a Program to an Encounter Related tasks Set Filter to View Encounters

NextGen® Enterprise EHR Help

Prerequisites to Associate a Program to an Encounter

You can associate a program to an encounter in NextGen® Enterprise EHR when creating an encounter. After you associate a program to an encounter, the status in NextGen Enterprise PM > Patient’s Chart > Encounters > Encounter Information appears as In Progress, which allows NextGen Enterprise PM users to calculate revenues. To view the list of programs to associate when creating an encounter, you must first create the list of programs and ensure the following in File Maintenance: Create at least one program in File Maintenance > System > Programs master file. Select Enable Programs from File Maintenance > Master Files > System > Practices > Preferences > Programs. Select Default all new encounters to are in progress from File Maintenance > Master Files > System > Practices > Preferences > Encounters and select at least one program from the Limit to Valid Programs list. The patient is enrolled to a program. For more information, go to NextGen Healthcare Success Community, and download Fi

Associate a Case with an Encounter in NextGen® Enterprise PM

Recommendations

Associate a Case with an Encounter in NextGen® Enterprise EHR

Associating a Case with an Encounter

Managing Cases for Patient Encounter Data

Create a New Case in NextGen Enterprise PM

Associate a Program to an encounter

Prerequisites to Associate a Program to an Encounter

Associate a Case with an Encounter in NextGen® Enterprise EHR

Associating a Case with an Encounter

Managing Cases for Patient Encounter Data

Create a New Case in NextGen Enterprise PM

Associate a Program to an encounter

Prerequisites to Associate a Program to an Encounter