Associate a Website to a Case
You can associate Websites with a case.
Complete the
General Case Information
and the
Financial Case Information
.
Select
Website
.
Enter the URL for the pertinent website.
Note:
You must have internet access to display the desired website.
Select
GO
.
If necessary, enter additional websites that would be available from the list.
Continue to the
Notes
tab if you need to add additional information.
If this information is not necessary, select
OK
to save the case.
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Help Guide for NextGen® Enterprise PM 8
Add Notes to a Case
Before you begin Complete the following procedures before you enter the notes: Set up General Case Information Set up General Case Information (required) Add Payers and Guarantors to a Case Add Payers and Guarantors to a Case on the Financial Tab (required) Worker's Comp Add Worker's Compensation Information to a Case (optional) Associate a Website to a Case Associate a Website to a Case (optional) Select Notes. Press CTRL+SHIFT+D on your keyboard to enter the date, time, and user name. This will automatically enter the information. Enter information that you want to add to the Case Notes. Select OK. A new Case is created. Parent topic: Add Worker's Compensation Information to a Case
Help Guide for NextGen® Enterprise PM 8
Add Worker's Compensation Information to a Case
If Workers' Compensation is applicable to the case, you can add this information. Complete the General Case Information and the Financial Case Information. Select Worker's Comp. Enter all pertinent information. If necessary, enter Website, and Notes information for the case. If this information is not necessary, select OK to save the case. Associate a Website to a Case Add Notes to a Case Parent topic: Processes and Procedures for Case Management
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
Help Guide for NextGen® Enterprise PM 8
Processes and Procedures for Case Management
The Case Management functionality enables users of the NextGen® Enterprise EHR and NextGen® Enterprise PM applications to group patient encounters based on common data into cases. Cases may include encounter details such as, workers' compensation, occupational health (non-injury), ambulatory care, group health PT. This enables users to submit only the medical-record data of each patient that is required to meet insurance and legal obligations. The following sections discuss the functions and procedures for using Case Management: Creating a Case Set up General Case Information Add Payers and Guarantors to a Case on the Financial Tab Associating a Case with an Encounter Add Worker's Compensation Information to a Case Creating a Case Set up General Case Information Add Payers and Guarantors to a Case on the Financial Tab Associating a Case with an Encounter Add Worker's Compensation Information to a Case Parent topic: Case Management
Help Guide for NextGen® Enterprise PM 8
Set Up a Related Case
You can apply associations between cases by creating related cases. Enter all required and optional general case Information, see Set Up General Case Information. Select the button in the Related Case(s) box. The Related Cases window opens. Select from the available related cases. Select Move Right. Select OK. Select OK. Parent topic: Set up General Case Information
Help Guide for NextGen® Enterprise PM 8
Add Payers and Guarantors to a Case on the Financial Tab
To set up payers and guarantors for a case, access the Financial tab. Access the desired case. Select the Financial tab. Select the patient's Employer. Select whether condition for this Case is related to the patient's employment. Enter any Employer Notes. Select the Guarantor for the Case. If needed, perform a search for a person or an employer. Select the Payers for this Case. Select the open menu icon. The Case Insurance Selection window opens. Select the pertinent Payers. Select OK. CAUTION: All of the Encounters attached to the Case must contain the same Payer as the selected Case. Once you have set up Case Payer, you are able to select Available Encounters and set up Synchronizing Encounters to a Case. If necessary, set up the payer authorization information. If necessary, set up the primary payer authorization number. If necessary, set up the primary payer reference number. If necessary, enter the Primary Payer Property/Casualty Number. If necessary, enter worker's compensation,
