Managing Enterprise Cases

Help Guide for NextGen® Enterprise PM 8

Modify Case Management Rights

Access the System Administrator application. Select a group, and then select the Rights tab. Under Modules, select Case Management. You can set the ability for the group to view, add, and modify cases. This right affects both NextGen® Enterprise EHR and NextGen® Enterprise PM users. If you use NextGen® Enterprise EHR, then under Operations > Case Management, set the following rights: Allow to mark case as private to enables users to protect patient medical information by marking cases as private. View cases marked as private to enables users to view cases that are marked as private. If you use NextGen® Enterprise EHR, then under Operations, set Case Management - Show EHR Problem list. If you select Yes, then when users are selecting a diagnosis for a case in NextGen® Enterprise EHR or NextGen® Enterprise PM, the Search Patient EHR Problem List check box appears. The search expands to include any diagnoses listed in the Patient_Diag table to the case and the user can attach them to the

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

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

NextGen® Enterprise EHR Help

Manage Cases from Encounter History

Before you begin Ensure that the View Case Management check box is selected in the user-level settings to enable case management on the Encounter History tab. Any changes made to the Patient's Encounter preferences occur only after you reload the Encounter History tab. The Encounter History tab in NextGen® Enterprise EHR provides access to the cases and encounters available for the selected patient. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Encounter History tab, select a case, select Case Options, and then select Properties. Note: Some cases can be marked as Private. If you select a case that is marked private, then you must have necessary user rights and permissions to access that case information. The Case Management window opens. Make necessary modifications to the selected case or the related data. Note: For more information on Case Management, go to NextGen Healthcare Success Community, and download the latest Case Management Guide forN

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

NextGen® Enterprise EHR Help

Enable the Case View in NextGen® Enterprise EHR

To view cases associated with your patients, you must enable Case View in NextGen® Enterprise EHR. When Case View is enabled, you can view cases for all patients. In NextGen® Enterprise EHR, select a patient from the Patient Lookup window. To view the cases associated with the selected patient, select the settings icon, and select the View Case Management check box on the user-level display setting window. Note: When you select a patient who does not have any cases associated with their history, you receive a message that there are no cases to load. The Encounter History tab displays the Case Management information. On the Encounter History tab, select an encounter that has case, and select the context menu icon and then select Properties. Note: Some Cases can be marked as Private. If you have selected a case that is marked private, then you must have proper user rights and permissions to access that case information. The Case Management window opens. Review available case related info

Managing Enterprise Cases

Recommendations

Modify Case Management Rights

Enterprise Case

Case Management Setup

Manage Cases from Encounter History

Enable Enterprise Case Management

Enable the Case View in NextGen® Enterprise EHR

Modify Case Management Rights

Enterprise Case

Case Management Setup

Manage Cases from Encounter History

Enable Enterprise Case Management

Enable the Case View in NextGen® Enterprise EHR