Loading...
Recommendations
Explore
Modify a Case on the Patient Chart
You can modify a case in
NextGen® Enterprise PM
at any time.
Access the chart for the patient.
Select the
Case Management
tab.
Select the open menu
icon and select
Open
. Alternatively, right-click on a case in the
Cases
window and select
Open
.
Make any necessary modifications to the selected Case or the related data.
Select
OK
.
Modify a Case on the Patient Chart
Help Guide for NextGen® Enterprise PM 8
Create a New Case in NextGen Enterprise PM
This procedure provides instructions for creating a case. On the General tab of the patient chart, you can enter related cases, diagnosis and procedures codes, case contacts, and select encounters to include in the case. Each new Case is automatically assigned a numeric Case Number. All Case Numbers are sequential. To access a patient's chart, select the chart icon and search for the applicable patient. Open the patient's chart and then select Case Management. The Cases window opens. To access the Case Management window, select the open menu icon and select New. In the Available Encounters list, select the encounters that you want to add to the case. The Case Management window displays the name of the selected patient and the Case #. Enter the reason for creating the case, in the Case Description field. Enter the date the condition first occurred, in the Onset Date field. Enter all available additional information on the General tab. Select the Financial tab and enter all pertinent Pay
Help Guide for NextGen® Enterprise PM 8
Modify Patient Information
You can modify and update the demographic information in a patient chart. Open NextGen® Enterprise PM. On the main toolbar, select Chart or Chart Lookup Chart Lookup icon. The Patient Lookup window opens. In the Search Criteria section, enter the patient's information, and select Find. Patient records that match the search criteria, appear in the Matching Records section. Select the patient, and then select Open. The patient chart opens. In the Patient Information tab, select the Demographics tab and then select open folder Open Folder icon next to Name. The Modify Patient Information window opens. Update the desired fields. Select OK. Parent topic: Viewing Patient Demographics Information
NextGen® Enterprise EHR Help
Enroll a Patient in Enterprise Chart
From the main toolbar in NextGen® Enterprise PM, select Lookup. In the Patient Lookup window, do one of the following:. For a new patient, select New. For an existing patient, search for and select the patient record, select the open menu icon, and then select Open. In the Add Patient Information or Modify Patient Information window, enter or update the information as needed. Select the Enterprise Chart checkbox. Select OK. The patient is enrolled in Enterprise Chart. Note: For a patient newly enrolled in Enterprise Chart, you may need to reopen the patient's chart to view information from other practices. Parent topic: Viewing Patient Information and Generating Charts
Help Guide for NextGen® Enterprise PM 8
Create Cases in an Encounter
Before you begin In Practice Preferences, you must turn on Enable Case Management on the Case Management tab in File Maintenance. You can view and group the common patient encounter data in a case. Open NextGen® Enterprise PM. On the main toolbar, select Chart, and then in Patient Lookup, enter your search criteria, and then select Find. Matching people and patient records appear in the search results. In Matching Records, select a patient record , and then select Open. The Patient Information tab opens in the Patient Chart window. Select the Encounters tab, select the Case Management tab, and then select an encounter. The cases associated with the selected encounter appear. Select the open menu icon next to Case Management, and then select New. In the Case Management window, enter the necessary information, and then select OK. Note: You can view and clear the existing cases for the selected encounter. For more information on managing patient cases, go to NextGen Healthcare Success Com
NextGen® Enterprise EHR Help
Modify a Case in NextGen® Enterprise EHR
You can modify a case in NextGen® Enterprise EHR at any time. In NextGen® Enterprise EHR, select a patient from the Patient Lookup window. On the Encounter History tab, select an encounter that has case, and select the Case Options 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. Make any necessary modifications to the selected Case or the related data. Select OK. Parent topic: Managing Patient Cases
NextGen® Enterprise EHR Help
Modify a Case in NextGen® Enterprise EHR
You can modify a case in NextGen® Enterprise EHR at any time. In NextGen® Enterprise EHR, select a patient from the Patient Lookup window. On the Encounter History tab, select an encounter that has case, and select the Case Options 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. Make any necessary modifications to the selected Case or the related data. Select OK. Parent topic: Managing Patient Cases
