Create a New Case in NextGen Enterprise PM

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

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 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

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. Parent topic: Add Worker's Compensation Information to a Case

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

Create a New Case in NextGen Enterprise PM

Recommendations

Processes and Procedures for Case Management

Add Notes to a Case

Add Worker's Compensation Information to a Case

Create a Case

Associate a Website to a Case

Creating a Case

Create a New Case in NextGen Enterprise PM

Processes and Procedures for Case Management

Add Notes to a Case

Add Worker's Compensation Information to a Case

Create a Case

Associate a Website to a Case

Creating a Case