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Associate a Case with an Encounter in
NextGen® Enterprise PM
You can associate a case with an existing Encounter in
NextGen® Enterprise PM
Access a Patient's Chart.
Select
Encounters
.
Select open menu
.
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
and then select
OK.
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
Create Cases in an Encounter
Before you begin In Practice Preferences, you must turn on Enable Case Management on the Case Management tab in File Maintenance. You can view and group the common patient encounter data in a case. Open NextGen® Enterprise PM. On the main toolbar, select Chart, and then in Patient Lookup, enter your search criteria, and then select Find. Matching people and patient records appear in the search results. In Matching Records, select a patient record , and then select Open. The Patient Information tab opens in the Patient Chart window. Select the Encounters tab, select the Case Management tab, and then select an encounter. The cases associated with the selected encounter appear. Select the open menu icon next to Case Management, and then select New. In the Case Management window, enter the necessary information, and then select OK. Note: You can view and clear the existing cases for the selected encounter. For more information on managing patient cases, go to NextGen Healthcare Success Com
Help Guide for NextGen® Enterprise PM 8
Enter an Encounter Follow-up Date
Open NextGen® Enterprise PM. Select Chart. The Patient Lookup window opens. Enter search criteria to locate the desired patient. Select Find. All existing persons and patients that match the entered search criteria display in the Matching Records section of the window. In the Matching Records list, double-click the patient. The Patient Chart window opens. Select the Encounters tab. From the Encounters list on the left, open the desired encounter. The Encounter Maintenance window opens. Select the Billing & Collections tab. In the Follow Up Date field, and then enter a future date. The Follow Up option automatically enables the encounter to include in the Collections Follow Up report. Select OK. Parent topic: Collections
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
