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 case numbers.
• The Modify Case Management Rights also affects Enterprise case management.
• In NextGen® Enterprise EHR, case templates store data at the case level and they are practice-specific. However, when the Enterprise case management is enabled, case templates become enterprise-wide.

  For more information on case templates, go to NextGen Healthcare Success Community and download the latest Templates User Guide for NextGen® Enterprise EHR .

• In NextGen® Enterprise EHR, the Encounter History tab displays Enterprise Case icons.
• The Enterprise Chart enables you to view documents and other NextGen® Enterprise EHR data from all practices in a read-only format. If Enterprise Chart is enabled and Enterprise Case is disabled, then cases can only be seen from within the user’s practice.