Reset Appointment Status from Kept to Expected

Help Guide for NextGen® Enterprise PM 8

Remove Encounter to be Deleted from an Appointment

Access the Patient Chart. Select the Clinical History/Notes tab. From the Topics list on the left, select Appointments. From the Details section on the right, select the appointment linked to the encounter to be deleted. Right-click and select Open from the menu. The Edit Appointment window appears. On the right side of the Encounter Number and Date fields, select the Open Menu button and select Clear Encounter. A prompt appears asking to confirm if you want to delete the encounter link to the appointment. To remove the encounter, select OK. To save changes and close the window, select OK. The encounter is cleared from the appointment. Parent topic: Delete Encounters

Help Guide for NextGen® Enterprise PM 8

Remove Claims from an Encounter to be Deleted

Claims created for an encounter must be deleted before the encounter can be deleted. Access the Patient Chart. Select the Encounters tab, and then the General sub-tab. From the Encounters list, select the encounter to be deleted. Right-click and select Claims from the menu. The Encounter Claim Requests window opens. Select a claim to be deleted. Right-click and select Delete from the menu. A prompt appears asking if you want to delete this claim and all associated claim requests. To delete the claim, select Yes. The claim is deleted from the encounter. Repeat steps 5-7 to delete additional claims. To close the Encounter Claim Requests window, select Close. Parent topic: Delete Encounters

Help Guide for NextGen® Enterprise PM 8

Remove Encounter Diagnoses from an Encounter to be Deleted

Access the Patient Chart. Select the Encounters tab, and then the General sub-tab. In the ICD-CM section, select the Open Record button. The Diagnosis Selection window appears. From the Selected ICD-CM Codes section, select a diagnosis code to be deleted. Select the blue left arrow button to remove the code from the encounter. A prompt appears asking to confirm the removal of this diagnosis. To remove the code, select OK. One of the following occurs: If the diagnosis code is not associated with charges, it is removed from the encounter. If the diagnosis code is associated with a charge, then a prompt appears stating that this diagnosis code is used on a charge and that it cannot be removed. Repeat steps 4-6 for additional diagnosis codes to be deleted. To save changes and close the window, select OK. Parent topic: Delete Encounters

Help Guide for NextGen® Enterprise PM 8

Delete Encounters

Sometime, it becomes necessary to delete an encounter, for example, the wrong patient’s appointment was checked-in and an encounter was created in error. Activity that may have already occurred on the encounter may include the following: The encounter was created from the Appointment Book using the Checkin/Create Encounter process. The status of the appointment changed from Expected to Kept when the encounter was created. The encounter was automatically linked to the appointment. Payers were attached to the encounter. Charges were entered on the encounter. Diagnosis codes from the charges were copied to the Patient Chart, Encounters tab. Transactions were entered on the encounter. The encounter was billed and a claim was created. To reverse the check-in of an appointment and delete the associated encounter, the activity that has already taken place on the encounter must be removed. This is typically done in the reverse order of how the activity occurred. To delete an encounter, you mus

Help Guide for NextGen® Enterprise PM 8

Mark an Appointment as Kept

An appointment is automatically marked as kept when an encounter is created and linked to the appointment during the Checkin/Create Encounter auto-flow process. You can also mark an appointment as kept without linking an encounter to it. Open the Appointment Book window. Select the appointment to be marked as kept. Do one of the following: Right-click the appointment and select Mark as Kept. Note: The Mark as Kept menu option is unavailable if the appointment is already kept. Open the appointment and select the Appointment Kept option on the Edit Appointment window. Select OK to save changes and close the window. The appointment status is changed to Kept and the appointment is crossed-out on the schedule. Parent topic: Appointment Scheduling

Help Guide for NextGen® Enterprise PM 8

Appointment Statuses

All appointments have one of the following statuses at a given point in time: Expected: The appointment is scheduled for the current or future date and is not in the Kept state. Kept: The appointment moves to the kept state in the following ways: When you select the Checkin/Create Encounter option for an appointment, it follows the autoflow process, which automatically selects the Appointment Kept option in the Add Appointment or Edit Appointment window. You can open the appointment, and select the Appointment Kept option manually without going through the Checkin/Create Encounter autoflow process. Cancelled: The appointment is cancelled. No Show: When the patient does not check-in or cancel the appointment, and if the Appointment Kept option was not automatically or manually selected, then the appointment status automatically changes to No Show after midnight on the scheduled day. Pending: The appointment is attached to the NextGen® Enterprise PM email and sent to the user requesting

Reset Appointment Status from Kept to Expected

Recommendations

Remove Encounter to be Deleted from an Appointment

Remove Claims from an Encounter to be Deleted

Remove Encounter Diagnoses from an Encounter to be Deleted

Delete Encounters

Mark an Appointment as Kept

Appointment Statuses

Remove Encounter to be Deleted from an Appointment

Remove Claims from an Encounter to be Deleted

Remove Encounter Diagnoses from an Encounter to be Deleted

Delete Encounters

Mark an Appointment as Kept

Appointment Statuses