Modify Case Management Rights

Help Guide for NextGen® Enterprise PM 8

Modify Case Contact Rights

Case contact information is secured and controlled within File Maintenance. Modifications in the NextGen® Enterprise PM application are only applicable at an individual patient level. Any modifications in File Maintenance are applicable to all patients based on case contact security settings enabled within System Administrator. Note: The security rights set in System Administrator can allow you to create, view, and delete case contacts. Access the System Administrator application. Select a group and then select the Rights tab. Under Modules, select File Maintenance > Case Contacts. Set the ability for the Case Contacts group to view, add, update, delete, and print cases. This security allows security in File Maintenance. Under Operations, select Chart/Demographics/Employer > Case Contact Addition and then select one of the following: Yes to grant permission for users to create new, open, and delete the case contacts at individual patient level. No to disable permissions to a user or us

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

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

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

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

Modify Case Management Rights

Recommendations

Modify Case Contact Rights

Managing Enterprise Cases

Enable Case Management in Practice Preferences

Case Management Setup

Enable the Case View in NextGen® Enterprise EHR

Modify a Case in NextGen® Enterprise EHR

Modify Case Contact Rights

Managing Enterprise Cases

Enable Case Management in Practice Preferences

Case Management Setup

Enable the Case View in NextGen® Enterprise EHR

Modify a Case in NextGen® Enterprise EHR