Create Master Lists for Case Management

Check Box	Description
Include Hidden Items	Select to display items that are set to be hidden in the master list. OR Clear the check box to remove the hidden items from the list.
Include PM Items	Select to display items that are only available to NextGen® Enterprise PM. OR Clear the check box to remove NextGen® Enterprise PM items from the list.
Include EHR Items	Select to display items that are only available to NextGen® Enterprise EHR. OR Clear the check box to remove NextGen® Enterprise EHR items from the list.

Help Guide for NextGen® Enterprise PM 8

Case Management Master Lists

Master Lists are types of code tables that give you control of adding values for each list. You define data items to use for billing and collections, maintaining patient records, and tracking practice-specific information. The following Master Lists are necessary to set up Case Management: Case Category Case Contact Role Case Markets Refer to the following table to review a description of each master list type: Master List Description Case Category Case Categories are associated with specific cases and are used on Case templates in NextGen® Enterprise EHR. This item can be set as private to restrict user access. Case types in the Case Type master file can consist of these case categories. For example, the Private case type can have case categories such as: Mobile Services, 24 Hour Nurse Triage, Urgent Care, Consulting, CMCA, and None. Case Contact Role Types of people that are contacted regarding or are involved in a patient's case. Examples are attorney, case manager, and insurance ad

File Maintenance Help for NextGen® Enterprise 8

Add or Modify Master List Items

To keep your reports manageable, consider adding no more than 25 codes to any one Master List table. You can set up a code of Other for each list to cover less frequently used data entries. Open File Maintenance. Select Master Lists. The Master Lists List window opens. In Master List, select a master list table. The items within the master list appear. To filter the master list items, select or clear any of the following check boxes: Include Hidden Items to display items in the master list that are hidden. Include EHR Items to display items in the master list that are set up as Show in EHR. Include PM Items to display items in the master list that are set up as Show in PM. To add or modify a master list item, do one of the following: To open the Add [Master Lists] Information window and add a master list item, select open menu , and then select New. To open the Modify [Master List] Information window and modify a master list item, select the item you want to modify, select open menu ,

File Maintenance Help for NextGen® Enterprise 8

Sequence Master List Items

Master List items that are flagged as Show in PM always appear in alphabetic order to in NextGen® Enterprise PM. You can use the items flagged as Show in EHR in template picklists within NextGen® Enterprise EHR. You can control the display order of the items within a template picklist by sequencing the items within the master list table. Open File Maintenance. Select Master Lists. The Master Lists List window opens. In Master List, select the master list table to be sequenced. The items within the master list appear. From the list of items, select an item, and then select or to move the item's position up or down in the list. Select Close. When you open the Master List table again, the updated sequence numbers appear in the Seq column for each item, indicating the last saved order. Parent topic: Add or Modify Master List Items

Help Guide for NextGen® Enterprise PM 8

Set Up the Language Master List

After you add a new language in the Language Master List the following occurs: The Master List Language report includes the column Mapped Correspondence Language. After you map a master list language to a supported correspondence language, this field is populated. For example, if you map Castilian Spanish to Spanish; Spanish(ES), displays in this column. After you add the new language, it displays in the Correspondence Language Master File on the Correspondence Language Mapping window in the Master List Languages list. Access File Maintenance. Select Master Lists. The Master Lists List window opens. In the Master List field, select Language. To limit the contents of the Language Master List, select one or more of the following check boxes: Check Box Description Include Hidden Items Do one of the following: Select this check box to display items in the master list that are hidden. Clear the check box to remove hidden items from the list. Include EHR Items Leave this check box blank. The

File Maintenance Help for NextGen® Enterprise 8

Diagnosis Categories Search

From the Master Files - System list, select Diagnosis Categories. The Diagnosis Categories List window opens. To add a new diagnosis category, select Open Menu , then select New. To search for an existing diagnosis category to modify, follow the steps below: In the List Search field, enter what you want to search for. The matching results are listed. Note: You can enter an asterisk ( * ) to see all the records. Double-click the diagnosis category you want to view. The Add/Modify Diagnosis Category Information window opens. Enter a name for the diagnosis category in the Category field. Enter a four-digit abbreviation for the diagnosis category in the Short Description field. To add an ICD code and description select Open Folder . The ICD Codes window opens. To add a code to the category, select the code in the Available list, then select the Include . The code moves from the Available list to the Included list. If necessary, select either 09 or 10 in the Show field to display only ICD9

File Maintenance Help for NextGen® Enterprise 8

Medication Reasons

NextGen® Enterprise EHR uses the Medication Reasons master file as a repository for the reasons that a medication is being prescribed in the Medications Module. This reason becomes part of the Sig for the prescribed medication. File Maintenance includes a default list of reasons, but you can add custom reasons. To add a medication reason: From the Master Files > System, select Medication Reasons. The Medications Reasons List window opens. From the list, do one of the following: To add a new item, select Open Menu , and then select New. To modify an item, select the item in the list, select Open Menu , and then select Open. In the Add/Modify Medication Reasons Information window, enter the name of the reason in the Medication Reason Description field and, if necessary, enter a Note. For the reasons that were installed by default, the Note field displays the text System Generated. If you want to hide a custom medication reason to prevent users from selecting it for future prescriptions,

Create Master Lists for Case Management

Recommendations

Case Management Master Lists

Add or Modify Master List Items

Sequence Master List Items

Set Up the Language Master List

Diagnosis Categories Search

Medication Reasons

Case Management Master Lists

Add or Modify Master List Items

Sequence Master List Items

Set Up the Language Master List

Diagnosis Categories Search

Medication Reasons