Enterprise Case

Help Guide for NextGen® Enterprise PM 8

Case Management Setup

Setting up Case Management involves the following: Grant the necessary user rights and permissions in System Administrator. Enable Case Management in File Maintenance. Set alerts. Add case information to: Fee tickets Form and label templates from the data repository Requires a case on an encounter. Activate claim edits. Set up the Case Type Master. File in the File Maintenance. Set up and populate the Case Category, Case Contact Role, and Case Market in Master Lists in File Maintenance. Restrict user access to case management in System Administrator. If you use template editor, create the appropriate Case Management Templates in Template Editor. This involves setting the following General Options universal preferences in the System Administrator application that enable you to map template field names to case level templates: Case Mgt Case Type Category Field Case Mgt Case Type Category Item Field Case Mgt Market Field Enable consolidation of claims related to a Clinical Episode of care

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

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

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

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

Enterprise Case

Recommendations

Case Management Setup

Enable Enterprise Case Management

Managing Enterprise Cases

Enterprise Case Versus Practice Case

Display Enterprise Cases in Encounter History

Set Up Case Management Preferences in NextGen® Enterprise EHR

Case Management Setup

Enable Enterprise Case Management

Managing Enterprise Cases

Enterprise Case Versus Practice Case

Display Enterprise Cases in Encounter History

Set Up Case Management Preferences in NextGen® Enterprise EHR