Create an Encounter from an Appointment

Help Guide for NextGen® Enterprise PM 8

Create an Encounter from the Patient Chart

If a patient does not have an appointment but has services performed by a provider in the practice, then an encounter is required for the patient. For example, you can create an encounter from the Patient Chart for a patient seen by a provider in a hospital or nursing home. From Patient Chart, select the Encounters tab, and then select the General sub-tab. Do one of the following: In the Encounter Information section, select the open menu and then select New. In the Encounters section, right-click and then select New. The Create Encounter window opens. In the Billable Date field, enter the encounter date. The date is selected from one of the following by default and can be changed as required: The service date selected in session settings. The current system date. In the Billable Time field, enter the encounter time. The time is set to 12:00 AM by default. Note: The billable time changes to the current system time if you select the Default Enc Billable Time to System Time check box in

Help Guide for NextGen® Enterprise PM 8

Create an Encounter from the Tasks Menu

From the Tasks menu, select Create Encounter. The Patient Lookup window opens. Enter the search criteria to locate the required patient, and then select Find. The patients that match the search criteria appear in the Matching Records section at the bottom of the Patient Lookup window. From the Matching Records list, double-click a patient. The Create Encounter window opens. In the Billable Date field, enter the encounter date. The date is selected from one of the following by default and can be changed as required: The service date selected in session settings. The current system date. In the Billable Time field, enter the encounter time. The time is set to 12:00 AM by default. Note: The billable time changes to the current system time if you select the Default Enc Billable Time to System Time check box in the Encounters preference on the Practice Preferences window. In the Rendering field, select the rendering provider. In the Service Location field, select the encounter location. In

Help Guide for NextGen® Enterprise PM 8

Create an Encounter from Charge Posting

Access the Charge Posting window for the desired patient. In the Encounter field, select the drop-down arrow and select (new). A message appears asking if you want to create a new encounter for [Patient Name]. To create an encounter, select Yes. One of the following occurs: If the patient has previous encounters, the new encounter is created with the following parameters: Billable Date: Defaults to the Service Date selected in Session Settings, or to the current system date. Rendering: Defaults to the rendering provider on the last encounter. Location: Defaults to the Service Location selected in Session Settings, or to the location on the last encounter. Note: In the Practice Preferences window, on Encounters practice preference, the Default previous payer(s) to encounters created in PM option is selected by default. If previous encounter had insurance added and if you clear the Default previous payer(s) to encounters created in PM option in the Encounters practice preference, insuran

Help Guide for NextGen® Enterprise PM 8

Creating Encounters

Encounters can be created for patients from the following areas in NextGen® Enterprise PM: Appointment Book Patient Chart Tasks Menu Charge Posting Practice Preference for Required Encounter-Level Program In a practice, a program can be set to be required for an encounter for specific locations. Create an Encounter from an Appointment You can create an encounter for a patient with appointment from the appointment book. Create an Encounter from the Patient Chart You can create an encounter for a patient without appointment from the patients chart. Create an Encounter from the Tasks Menu You can create an encounter for a patient from the Tasks menu. Create an Encounter from Charge Posting You can create an encounter for a patient from charge posting. In Progress Encounters Overview An In Progress encounter is an encounter that has not been completed and therefore is not stated in accounts receivable. When an Encounter has an In Progress status, its process date is blank and it is not inc

Help Guide for NextGen® Enterprise PM 8

Create a Group Encounter for Kept Members

Open NextGen® Enterprise PM. From the main toolbar, select ApptBook. In the Daily, Weekly, Weekly Schedule, or Multi-View, right-click an individual appointment scheduled as part of a group appointment. Select Open > Group Appointment. The Edit Group Appointment window opens. In the Associated Member Appointments section on the right, verify appropriate individual appointments are marked as Kept. Select open menu , and then select Create Group Enc for Kept Members. Note: This option is not available if a group encounter already exists for a group appointment The Add Group Encounter window opens. The details of a group appointment are filled in the Patient Group, Billable Date, Billable Time, and Service Location fields and cannot be modified. Note: In the Practice Preference window, on Encounters practice preference, the Default previous payer(s) to encounters created in PM option is selected by default. If you clear this option, new encounters you create from NextGen® Enterprise PM do

Help Guide for NextGen® Enterprise PM 8

Create a Group Encounter for Scheduled Members

Open NextGen® Enterprise PM. From the main toolbar, select ApptBook. In the Daily, Weekly, Weekly Schedule, or Multi-View, select an individual appointment scheduled as part of a group appointment. Select Open > Group Appointment. The Edit Group Appointment window opens. Select open menu , and then select Create Group Enc for Scheduled Members. This option is not available if a group encounter already exists for the group appointment. The Add Group Encounter window opens. The details of a group appointment are filled in the Patient Group, Billable Date, Billable Time, and Service Location fields and cannot be modified. Note: In the Practice Preference window, on Encounters practice preference, the Default previous payer(s) to encounters created in PM option is selected by default. If you clear this option, new encounters you create from NextGen® Enterprise PM do not have insurance added from the previous encounter, and when you save the new encounter, it defaults to self-pay. The Defau

Create an Encounter from an Appointment

Recommendations

Create an Encounter from the Patient Chart

Create an Encounter from the Tasks Menu

Create an Encounter from Charge Posting

Creating Encounters

Create a Group Encounter for Kept Members

Create a Group Encounter for Scheduled Members

Create an Encounter from the Patient Chart

Create an Encounter from the Tasks Menu

Create an Encounter from Charge Posting

Creating Encounters

Create a Group Encounter for Kept Members

Create a Group Encounter for Scheduled Members