NextGen Knowledge Center

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.

  1. To access a patient's chart, select the chart icon and search for the applicable patient.
  2. Open the patient's chart and then select Case Management.

    The Cases window opens.

  3. To access the Case Management window, select the open menu icon and select New.

  4. 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 #.
  5. Enter the reason for creating the case, in the Case Description field.
  6. Enter the date the condition first occurred, in the Onset Date field.
  7. Enter all available additional information on the General tab.
  8. Select the Financial tab and enter all pertinent Payer information.
  9. If necessary, select the Workers' Comp tab and setup all pertinent Worker's Comp information.
  10. If necessary, select the Website tab and select the default Website for the case.
  11. Select the Notes tab and enter any relevant Notes for the case.
  12. Select OK.