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

Managing Enterprise Cases

You can normally view and modify a patient's case only within the practice it was created in. However, you can activate an enterprise-level preference that makes the case available to all practices within the same enterprise. It affects the applications in the following ways: Users in any of the practices in the enterprise can view and modify the case information and attach encounters from the current practice. Even though the cases are enterprise-wide, the encounters are not. The encounters that you can attach are limited to only the encounters within the practice. For example, if you log in to practice A, you cannot attach or detach encounters that belong to practice B. When a case is opened on the Case Management window, the encounters that were attached in other practices display in a list that cannot be modified. A unique case number is assigned to each new case created within a practice. By enabling Enterprise case management, the applications assign enterprise-wide sequential ca

File Maintenance Help for NextGen® Enterprise

Set Up Case Management Preferences for Practices

Case management helps you to track specific information for work-related accidents, auto accidents, and slip or fall accidents by rolling up encounters into a case. A patient may have multiple cases running concurrently for different injuries. To open the Practice Preferences window, do one of the following: In NextGen® Enterprise PM, select Admin > > Preferences > Practice. In File Maintenance, select Master Files > System > Practices, double-click a practice name, and then select Preferences. From Preference List, select Case Management. To allow case management in NextGen® Enterprise EHR and NextGen® Enterprise PM, select Enable Case Management. In Required Fields, select the fields that should be mandatory for case management. To move selected payers to Selected Insurance in the Encounter Insurance Selection window, select Allow Encounter Payers to differ when Case is attached. Select OK.

NextGen® Enterprise EHR Help

Set Up Case Management Preferences in NextGen® Enterprise EHR

You are able to set up Case View as your default setting. Open NextGen® Enterprise EHR and load a patient. On the Encounter History tab, select the settings icon. The My Patient History Settings window opens, showing the default encounter information and a sample display. If your practice is using Case Management, under the My Patient History Settings | Encounter History section, select the View Case Management check box to view the cases associated with the selected patient. To apply the new settings, select Apply. View Case is set to be your default preference. To restore the practice preference settings, select Reset to Practice Settings. Parent topic: Managing Patient Cases

NextGen® Enterprise EHR Help

Set Up Case Management Preferences in NextGen® Enterprise EHR

You are able to set up Case View as your default setting. Open NextGen® Enterprise EHR and load a patient. On the Encounter History tab, select the settings icon. The My Patient History Settings window opens, showing the default encounter information and a sample display. If your practice is using Case Management, under the My Patient History Settings | Encounter History section, select the View Case Management check box to view the cases associated with the selected patient. To apply the new settings, select Apply. View Case is set to be your default preference. To restore the practice preference settings, select Reset to Practice Settings. Parent topic: Managing Patient Cases

File Maintenance Help for NextGen® Enterprise 8

Case Management Practice Preferences

Case Management enables you to track specific information for work-related accidents, auto accidents, and slip or fall accidents by rolling up encounters on to a case. A patient may have multiple cases running concurrently for different injuries. To enable Case Management in NextGen® Enterprise EHR and NextGen® Enterprise PM, you must enable Case Management in Practice Preferences on the Case Management window. You can access the Case Management tab through Admin > Practice > Preferences > Case Management in NextGen® Enterprise PM. You can view all case related preferences on the Case Management tab. Case Management has the following fields. Enable Case Management Required Fields Case Description Onset Date Onset Time Referring Provider Payers for this Case General Options Allow encounter payers to differ when case is attached Encounter Options Default Patient Type Copy Referring from appt from case related encounters When Enable Case Management is selected, Case Description, Onset Dat

Enterprise Case

Recommendations

Enable Enterprise Case Management

Managing Enterprise Cases

Set Up Case Management Preferences for Practices

Set Up Case Management Preferences in NextGen® Enterprise EHR

Set Up Case Management Preferences in NextGen® Enterprise EHR

Case Management Practice Preferences

Enterprise Case

Enable Enterprise Case Management

Managing Enterprise Cases

Set Up Case Management Preferences for Practices

Set Up Case Management Preferences in NextGen® Enterprise EHR

Set Up Case Management Preferences in NextGen® Enterprise EHR

Case Management Practice Preferences