Make Cases Available Across All Practices
Verify that case management is
enabled for each practice
.
Access
Enterprise Preferences
>
General
tab and select
Enterprise case management
.
Select the
Enterprise case management
check box and then select
OK
.
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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
Enable Case Management in Practice Preferences
You can enable Case Management in NextGen® Enterprise EHR and NextGen® Enterprise PM. In NextGen® Enterprise PM, select Admin > Preferences > Practice. The Practice Preferences window opens. On the Practice Preferences window, in Preferences List select Case Management. Select Enable Case Management. Parent topic: Case Management Setup
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
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
NextGen® Enterprise EHR Help
Managing Patient Cases
You must access the Case Management window to manage patient cases. Case Management Hot Keys Enable the Case View in NextGen Enterprise EHR Set Up Case Management Preferences in NextGen Enterprise EHR Displaying the Encounter History for Cases in NextGen Enterprise EHR Modify a Case in NextGen Enterprise EHR Parent topic: Managing Patient Cases in NextGen Enterprise EHR
