Lookup Encounters by Patient Group

Help Guide for NextGen® Enterprise PM 8

Include Non-Members of a Patient Group to Previous Group Encounters

Before you begin To access this feature, you must have the permission to add patient encounters. If a non-member of a patient group is a participant of a group encounter that has already been checked-in, you can add the participant member to the group encounter. For example, assume that a session on Anger Management (a group encounter) was attended by members of the Anger Management patient group. John Doe is a member of the Behavioural Health patient group, but a non-member of the Anger Management group. Out of interest, he has participated in the Anger Management session. In such a scenario, you can record John's participation by adding him only to the group encounter without adding him to the Anger Management patient group. Open the appointment book. Select Patient Group on the toolbar. The Patient Group Search window opens. Search for and open the patient group. The Patient Group window opens. On the Members tab, select open menu and select Add Member. The People Lookup window open

Help Guide for NextGen® Enterprise PM 8

Add a Member to an Existing Group Encounter

You can add a member to an existing group encounter if needed. For example, a group encounter was already created from a group appointment for all patients that were marked as kept, and then another patient arrives for the appointment. You can add that patient to the existing group encounter. Access the Appointment Book. From the Daily, Weekly List, Weekly Schedule or Multi-View view, select an individual appointment that was scheduled as part of a group appointment. Right-click and then select Open > Group Appointment. The Edit Group Appointment window opens. In the Associated Member Appointments section on the right, select to select the appointment for the member to be added to the group encounter. Select Open Menu and then select Add to Existing Group Enc. An individual encounter is created for the member, the encounter is linked to the member's appointment, and the encounter number appears in the Associated Member Appointments section of the Edit Group Appointment window. Parent t

Help Guide for NextGen® Enterprise PM 8

Search from the Encounter Lookup Window

To access the Encounter Lookup window, do one of the following: From the main toolbar, select Encounter. From the Tasks menu, select Lookup and then Encounters. The Encounter Lookup window opens. Enter details in the Search Criteria to find the desired encounters. You can use multiple parameters to search, like Bill Status, Billable Date Range, Rendering Physician, or Service Location. Select Find. Encounters that match the search criteria entered display in the Encounter List section at the bottom of the window. Total Encounter Balances displays the total outstanding balance for all encounters listed. Records Found displays the total number of encounters listed. From the Encounter List, do one of the following: Double-click to select an encounter. The Patient Chart > Encounters tab opens. The selected encounter is highlighted in the Encounters list on the left. Right-click an encounter and select Open from the menu. The Encounter Maintenance window opens. Select one or more encounters

Help Guide for NextGen® Enterprise PM 8

Look Up Encounters by Program

You can use the Encounter Lookup window to search for encounters linked to specific programs. To open the Encounter Lookup window, do one of the following: From the main toolbar, select Encounter. From Tasks menu, select Lookup and then select Encounters. The Encounter Lookup window opens. Enter the search criteria to find the required encounter. You can use multiple parameters. For example, select Bill Status, Billable Date Range, Rendering Physician, and Service Location. In the Program field, select one or more programs to limit the search results to include only the encounters linked to the selected programs. Note: The Program field appears only if you select the Enable Programs check box on the Programs preference in the Practice Preferences window. When the program access right for a user is set to No in System Administrator > Rights > Operations > Chart/Demographics/Employer > Program, the user cannot access the Program field. Select Find. The Encounter List section displays the

Help Guide for NextGen® Enterprise PM 8

Encounter Lookup Search Criteria

The following table lists the fields in the Search Criteria area of the Encounter Lookup window and their descriptions. Field Description Bill Status To find encounters with a specific status, select one or more of the following statuses: <none> or blank (includes all statuses) Bad Debt Billed History In Progress Rebill Unbilled Note: The In Progress check box appears only if the Enable In Progress billing status option is selected in Practice Preferences. Financial Class To find encounters with a primary payer assigned to a specific financial class, select one or more financial classes. Enc Nbr To find a specific encounter, enter the encounter number. Billable Dt From To find encounters within a specific Billable Date range, enter a start date. Pulls from the Billable Date field on the Encounter Maintenance window. Billable Date To To find encounters within a specific billable date range, enter an end date. Pulls from the Billable Date field on the Encounter Maintenance window. Render

NextGen® Enterprise EHR Help

Add Members to Existing Group Encounters

Before you begin To access this feature, you must have the permission to add patient encounters. You can add members to a group encounter that has already been checked-in. From the File menu, select Patient Group. The Patient Group window appears. Search for and open the patient group. The Patient Group window opens. On the Members tab, select open menu and select Add Member. The People Lookup window opens. Search for the person or patient to be added as a member to the group encounter. Double-click the name of the person or patient. The new member appears in the list of members. Select the new member and select open menu . Then, select Add to Group Encounter. Note: If the Add to Group Encounter option is not available for selection, verify the following: At least one group encounter was created for the patient group. Only one member is selected from the list of members. The Add Members to Group Encounters window opens displaying the previous and current group encounters. By default, n

Lookup Encounters by Patient Group

Recommendations

Include Non-Members of a Patient Group to Previous Group Encounters

Add a Member to an Existing Group Encounter

Search from the Encounter Lookup Window

Look Up Encounters by Program

Encounter Lookup Search Criteria

Add Members to Existing Group Encounters

Include Non-Members of a Patient Group to Previous Group Encounters

Add a Member to an Existing Group Encounter

Search from the Encounter Lookup Window

Look Up Encounters by Program

Encounter Lookup Search Criteria

Add Members to Existing Group Encounters