Create a Case

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

Create a Case

Before you begin Ensure that the View Case Management check box is selected in the user-level settings to enable the case management on the Encounter History tab. Any changes made to the Patient's Encounter preferences occur only after you reload the Encounter History tab. Open NextGen® Enterprise PM. To create a case, do one of the following: On the Encounter History tab, select an encounter, and select the Encounter Options icon and then select Case. From the File menu, select New > Case. The Case Management window opens. Select an appropriate option in the required fields highlighted in red and the non-required fields as needed for the case. Select OK.The case created appears on the Encounter History tab. Note: When you select a Case on the Encounter History tab, the following are disabled on Patient Information Card (PIC). Patient Tracking Links to open the Medical Records templates Medical records templates with data presence indicators such as, Patient Providers, HIPAA However, y

Help Guide for NextGen® Enterprise PM 8

Creating a Case

Because NextGen® Enterprise EHR and NextGen® Enterprise PM share the same database, Case information captured in NextGen® Enterprise PM is available in NextGen® Enterprise EHR. The same information should appear in both applications when creating, editing, and viewing Cases. If you are using a different practice management system, all of the relevant Case information is populated in the NextGen® Enterprise EHR through an interface. The information added or modified at the Case level is inherited and available at the Encounter level. Case details are associated with modular data including medications, allergies, problems, procedures, and labs. For example, a patient may have been prescribed pain medication for a back injury that occurred at work. The patient may also be taking other medications that have nothing to do with their back injury, such as birth control, heartburn, allergy-treating, or other unrelated medications. Each medication is listed with the Case number and description

NextGen® Enterprise EHR Help

Manage Cases from Encounter History

Before you begin Ensure that the View Case Management check box is selected in the user-level settings to enable case management on the Encounter History tab. Any changes made to the Patient's Encounter preferences occur only after you reload the Encounter History tab. The Encounter History tab in NextGen® Enterprise EHR provides access to the cases and encounters available for the selected patient. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Encounter History tab, select a case, select Case Options, and then select Properties. Note: Some cases can be marked as Private. If you select a case that is marked private, then you must have necessary user rights and permissions to access that case information. The Case Management window opens. Make necessary modifications to the selected case or the related data. Note: For more information on Case Management, go to NextGen Healthcare Success Community, and download the latest Case Management Guide forN

NextGen® Enterprise EHR Help

Create an Encounter

Before you begin Ensure that you have configured the encounter inheritance settings for Encounters on the Practice Preferences window in File Maintenance. When you have a patient chart open, you can create an encounter for the patient. Each new encounter may inherit information such as Encounter Details and Insurance from the previous encounter in the patient chart. You can add templates, documents, images, and other patient items to the new encounter. You can also assign insurance, enter remarks, and associate a program to an encounter. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. To create an encounter, do one of the following: On the Patient Information Card (PIC), select New Encounter. On the PIC, select Profile Options, and then select New Encounter. On the Encounter History tab, select New Encounter. From the File menu, select New > Encounter. NextGen® Enterprise EHR creates an encounter with the current date on the Encounter History tab. On the

NextGen® Enterprise EHR Help

Add a Template to a Case

The Case Management Templates enable you to save data related to a specific Case. A Case Management Template stores all information pertinent to a specific Case without a relation to an Encounter. The Case Management tab of the Select Template window is available when: The Case View Management check box is selected on the My Patient History Settings | Encounter History window. Note: Case Management Templates are practice-specific. If you enable Enterprise Case functionality, Case Management Templates are Enterprise-wide. Select a case. Select the Template button on the Top toolbar. The Select Template window with the Case Management tab opens. Select an applicable Case Management Template. Select OK. The selected template is displayed. Enter all necessary information. Save the Template. The saved Template is automatically attached to the selected case. You can review or modify the template. Parent topic: NextGen Enterprise EHR -Specific Features

Create a Case

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