Create an Encounter from the Patient Chart

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

Practice Preference for Required Encounter-Level Program

In a practice, a program may be set to be required for an encounter for specific locations in the Create Encounter window for new encounters and in the Encounter Maintenance window for existing encounters to more accurately track encounters by programs. For more information on setting a program to be required for an encounter for specific locations, go to the NextGen Healthcare Success Community and download the Behavioral Health Billing User Guide for NextGen Enterprise PM , and then see Set the Required Encounter-Level Programs for Specific Locations section. When the encounter-level program is set to be required for specific locations on Programs preference in the Practice Preferences window, then one of the following validation scenarios occur. If a patient has not been enrolled in any program, and the same location is selected in the Encounter Maintenance window or the Create Encounter window and on the Programs preference in the Practice Preferences window: The user can create an

Help Guide for NextGen® Enterprise PM 8

Create an Encounter from an Appointment

Create an Encounter from an Appointment Create an Encounter from an Appointment If a patient has appointment and services performed by a provider in the practice, you must create an encounter from the appointment during the check-in process. Open NextGen® Enterprise PM. From Appointment Book, select the appointment. Right-click an appointment and select Checkin/Create Encounter. The Add Patient Information window opens. If the patient does not have a chart, update necessary information in the Add Patient Information window, and then select Chart to create the patient's chart. The Create Encounter window opens. Select a program for the encounter. Enter all the mandatory information marked in red to complete the patient's encounter. Note: In Practice Preferences > Case Management, if the Allow encounter payers to differ when case is attached preference is selected, you can link a case to an appointment even if the insurance on the appointment differs from the insurance on the case. Note:

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 a Patient Group

You can use this procedure to create a group encounter for all members in a patient group. An encounter is created for each member in the group and you can manually link the encounter to each patient's appointment during the check-in process. Open NextGen® Enterprise PM. From Tasks, select Create Group Encounter. The Add Group Encounter window opens. In the Patient Group field, do one of the following. This field is required. To create the group encounter for an existing patient group, select the group from the drop-down list. To create the group encounter for a new patient group, select Open Menu and then select New Group. To create the group encounter for an existing patient group that needs modifications, select the group from the drop-down list, and then select Open Menu and select Open Existing Group. 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

Create an Encounter from the Patient Chart

Recommendations

Create an Encounter from the Tasks Menu

Create an Encounter from Charge Posting

Practice Preference for Required Encounter-Level Program

Create an Encounter from an Appointment

Creating Encounters

Create a Group Encounter for a Patient Group

Create an Encounter from the Tasks Menu

Create an Encounter from Charge Posting

Practice Preference for Required Encounter-Level Program

Create an Encounter from an Appointment

Creating Encounters

Create a Group Encounter for a Patient Group