Enterprise and Practice Case Templates

Help Guide for NextGen® Enterprise PM 8

Enterprise Case and Enterprise Chart

The following table demonstrates the interaction logic between Enterprise Case and Enterprise Chart: Enterprise Chart Off Enterprise Chart On Enterprise Case Off Cases are practice specific. Case templates are practice specific. Cases can be viewed but not edited across practices. Case templates can only be viewed across practices. Enterprise Case On Cases span all practices within the enterprise. Case templates span all practices within the enterprise (both view and edit enabled). Cases span all practices within the enterprise. Case templates span all practices within the enterprise (both view and edit enabled). Parent topic: Enterprise Case

Help Guide for NextGen® Enterprise PM 8

Enterprise Case Encounters

Enterprise Case functionality enables you to view encounters from other practices that are associated with a specific case. You can only attach encounters from your practice to the selected case. Select the Other Practices radio button to view Encounters attached to the Case that were not created in your Practice. Parent topic: Enterprise Case

Help Guide for NextGen® Enterprise PM 8

Enterprise Case Versus Practice Case

The following table illustrates the differences between Enterprise Case and regular Case Management functionality: Action Case Management Enterprise Case A new Case is created in Practice A. The Case is named Back Injury. The Back Injury Case is available only in Practice A. Other Practices cannot view the Back Injury Case. The Back Injury Case is available in Practice A, as well as all other Practices within the Enterprise. Practice B modifies information for the Back Injury Case. Practice B cannot view the Back Injury Case and therefore cannot modify the information for the Case. Practice B has to create a new Case and fill out all necessary information. The changes made by Practice B apply to all Practices within the Enterprise. Practice A (as well as any other Practice) is able to view the changes. Practice A enters data on a Case Template. Case Templates are Practice specific. The data entered onto the Case Template is available only for Practice A. Note: If the Enterprise Chart f

Help Guide for NextGen® Enterprise PM 8

Enterprise Case versus Case Security

All User Rights and Permissions associated with Case Management override Enterprise Case functionality. Enterprise Case data is shared and viewable across Practices; however, users can be restricted from viewing specific Cases based on their Rights and Permissions. User Rights and Permissions are set at the Practice level and do not apply across different Practices. Therefore, if a user has access to multiple Practices but his or her Rights differ from one Practice to another, it is possible that the user could view all Case information when logged into one Practice but could be restricted from viewing that same Case when logged into another Practice. Parent topic: Enterprise Case

Help Guide for NextGen® Enterprise PM 8

Enable Enterprise Case Management

To allow each patient case to be available to all practices within the same enterprise, you can enable Enterprise case management. Only practices within your enterprise that have management enabled will have access to a patient's case information. Ensure the following guidelines are met before you enable Enterprise case management. After the Enterprise case management preference is activated, it CANNOT be turned off. To change this preference, you will need to contact NextGen Consulting Services. If you have multiple practices, then you must Enable Case Management in Practice Preference for each practice in your enterprise that will need to access case information for a patient. To enable Enterprise Case Management, do the following: Access the File Maintenance application. Select System > Enterprises. The Enterprises List window opens. Select the enterprise you want to configure. The Modify Enterprise Information window opens. Select Preferences. In the General tab, select the check b

Help Guide for NextGen® Enterprise PM 8

Display Enterprise Cases in Encounter History

With the Enterprise Case option turned on, the Encounter History tab displays all Cases for the selected patient, regardless of the originating Practice. All Cases from a Practice different than the Current Practice are displayed with a briefcase icon. CAUTION: All Encounters from a Practice different than the Current Practice are displayed with a folder icon. All Encounters from outside of the Current Practice are automatically locked. You cannot unlock such Encounters. If you need to modify or add new patient data, log on to the pertinent Practice and access the Encounter. Parent topic: Enterprise Case

Enterprise and Practice Case Templates

Recommendations

Enterprise Case and Enterprise Chart

Enterprise Case Encounters

Enterprise Case Versus Practice Case

Enterprise Case versus Case Security

Enable Enterprise Case Management

Display Enterprise Cases in Encounter History