Case Management Setup

Setting up Case Management involves the following:

• Grant the necessary user rights and permissions in System Administrator.
• Enable Case Management in File Maintenance.
• Set alerts.
• Add case information to:
  • Fee tickets
  • Form and label templates from the data repository
• Requires a case on an encounter.
• Activate claim edits.
• Set up the Case Type Master.
• File in the File Maintenance.
• Set up and populate the Case Category, Case Contact Role, and Case Market in Master Lists in File Maintenance.
• Restrict user access to case management in System Administrator.
• If you use template editor, create the appropriate Case Management Templates in Template Editor. This involves setting the following General Options universal preferences in the System Administrator application that enable you to map template field names to case level templates:
  • Case Mgt Case Type Category Field
  • Case Mgt Case Type Category Item Field
  • Case Mgt Market Field
• Enable consolidation of claims related to a Clinical Episode of care by setting up case consolidation rules in the Consolidated Services Claim library.

For more information about how to enable and set up Case Management, go to NextGen Healthcare Success Community and download the latest System Administrator Guide for NextGen® Enterprise PM and the Templates User Guide for NextGen® Enterprise EHR .