Processes and Procedures for Case Management

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

Add Notes to a Case

Before you begin Complete the following procedures before you enter the notes: Set up General Case Information Set up General Case Information (required) Add Payers and Guarantors to a Case Add Payers and Guarantors to a Case on the Financial Tab (required) Worker's Comp Add Worker's Compensation Information to a Case (optional) Associate a Website to a Case Associate a Website to a Case (optional) Select Notes. Press CTRL+SHIFT+D on your keyboard to enter the date, time, and user name. This will automatically enter the information. Enter information that you want to add to the Case Notes. Select OK. A new Case is created. Parent topic: Add Worker's Compensation Information to a Case

Help Guide for NextGen® Enterprise PM 8

Add Worker's Compensation Information to a Case

If Workers' Compensation is applicable to the case, you can add this information. Complete the General Case Information and the Financial Case Information. Select Worker's Comp. Enter all pertinent information. If necessary, enter Website, and Notes information for the case. If this information is not necessary, select OK to save the case. Associate a Website to a Case Add Notes to a Case Parent topic: Processes and Procedures for Case Management

Help Guide for NextGen® Enterprise PM 8

Associate a Website to a Case

You can associate Websites with a case. Complete the General Case Information and the Financial Case Information. Select Website. Enter the URL for the pertinent website. Note: You must have internet access to display the desired website. Select GO. If necessary, enter additional websites that would be available from the list. Continue to the Notes tab if you need to add additional information. If this information is not necessary, select OK to save the case. Parent topic: Add Worker's Compensation Information to a Case

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

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

Processes and Procedures for Case Management

Recommendations

Create a New Case in NextGen Enterprise PM

Add Notes to a Case

Add Worker's Compensation Information to a Case

Associate a Website to a Case

Case Management Setup

Enterprise Case

Create a New Case in NextGen Enterprise PM

Add Notes to a Case

Add Worker's Compensation Information to a Case

Associate a Website to a Case

Case Management Setup

Enterprise Case