Enterprise Case Encounters

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

Help Guide for NextGen® Enterprise PM 8

Enterprise and Practice Case Templates

The Enterprise Case functionality affects the workflow of the Case Templates: If the Enterprise Case is turned off, all Case Templates are Practice-specific. If the Enterprise Case is turned on, all Case Templates are Enterprise-wide. 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

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

Enterprise Case

When you set the Enterprise case management option in Enterprise Preferences, each patient case becomes available to all practices within the same enterprise. Users in any practice in the enterprise can view and modify the case information and attach encounters from the current practice, regardless of the practice in which the case originates. All cases are automatically assigned a unique enterprise-wide sequential Case Number. Note: You are able to attach only encounters within the practice you are currently logged on to. The option also affects: The way cases are automatically numbered. The application automatically assigns a unique case number to each new case created within a practice. When Enterprise case management is enabled, the applications assign enterprise-wide sequential case numbers. NextGen® Enterprise EHR case templates. When Enterprise case management is enabled, case templates become enterprise-wide. The Encounter History tab in NextGen® Enterprise EHR can now display

NextGen® Enterprise EHR Help

Encounters in Enterprise Chart

If a patient is enrolled in Enterprise Chart, the Encounter History tab displays the patient's encounters from all practices instead of just from the current practice. Enterprise chart encounters have the following characteristics: Encounters that occurred in a different practice are automatically locked. You cannot unlock these encounters. To modify or add a patient data for a practice, you must access the applicable encounter within the practice. Displaying Only Encounters for the Current Practice Parent topic: Enterprise Chart

Enterprise Case Encounters

Recommendations

Display Enterprise Cases in Encounter History

Enterprise and Practice Case Templates

Enterprise Case Versus Practice Case

Enable Enterprise Case Management

Enterprise Case

Encounters in Enterprise Chart