Run Autoflow from an Appointment

Help Guide for NextGen® Enterprise PM 8

Run Autoflow from an Encounter

Before you begin Ensure that the Estimate Patient Cost item is included in the autoflow. You can run the autoflow for an encounter during check-in and/or check-out process for a person or patient. Open NextGen® Enterprise PM and do one of the following: Select Encounter on the toolbar. Select Tasks > Lookup > Encounters. The Encounter Lookup window opens. Use the search criteria and select Find. The encounters that match the search criteria display under Encounter List. From the Encounter List, right-click on an encounter and do one of the following: Select Checkin from the menu to start the check-in. Select Checkout from the menu to start the check-out. The first window configured in the autoflow opens. Select AutoFlow to open the next window in the sequence. Continue with the autoflow until the Estimate Patient Cost window opens. The Estimate Patient Cost window opens if it is configured in the sequence. The Estimate Patient Cost window displays the encounter details such as the enco

Help Guide for NextGen® Enterprise PM 8

Add Cost Estimation to Autoflow

If you are the administrator, you can configure the autoflow master file to add cost estimation to the autoflow. From File Maintenance, select Master Files > System > Auto Flow Sequences. The AutoFlow Sequences List is displayed. Open a Practice. The autoflow sequence information displays. Select the yellow Open folder button. The AutoFlow Screen/Item Selection opens. Select Estimate Patient Cost from the Available list. Select the left arrow to move the selected item to the Included list. Select OK. Parent topic: AutoFlow for Patient Cost Estimation

Help Guide for NextGen® Enterprise PM 8

AutoFlow for Patient Cost Estimation

Cost estimation can be added to the series of actions in the AutoFlow for check-in and/or check-out processes. The sequential order of items in the AutoFlow is determined by the practice. When you run the AutoFlow from an encounter or an appointment, the Estimate Patient Cost window opens. Add Cost Estimation to Autoflow Your administrator can add patient cost estimation to the autoflow. Run Autoflow from an Encounter If you have configured an autoflow with cost estimation included, you can run the autoflow for a person or patient's check-in and/or check-out process from an encounter. Run Autoflow from an Appointment If you have configured an autoflow with cost estimation included, you can run the autoflow for checkin or checkout from an appointment. Parent topic: Pre-Services Cost Estimation

Help Guide for NextGen® Enterprise PM 8

Set up AutoFlow Preferences

TheAutoFlowuser preferences enable you to select AutoFlow Sequencesthat affect the check-in and check-out processes inNextGen® Enterprise PM. An AutoFlow sequence includes a defined series of windows that you must follow when you check-in patients prior to their appointments, and check-out patients after their appointments. Default AutoFlow sequences for all users in the practice are selected by location in yourAutoFlowpractice preferences. You can also select AutoFlow sequences by location in your user preferences. User-level settings override practice-level settings. Open NextGen® Enterprise PM. From the Admin menu, select Preferences > User > General. User preferences Autoflow tab Select the AutoFlow tab. To select the AutoFlow Sequences for check-in and check-out, in theAutoFlow Sequences for menu option "Check-in/Create Encounter"andAutoFlow Sequences for menu option "Checkout"sections, do the following: In the<All Locations>row, select theAutoFlow Sequenceyou use at all locations

File Maintenance Help for NextGen® Enterprise 8

Default General Preferences - AutoFlow Tab

TheAutoFlowuser preferences enable you to select AutoFlow Sequencesthat affect the check-in and check-out processes inNextGen® Enterprise PM. An AutoFlow sequence includes a defined series of windows that you must follow when you check-in patients prior to their appointments, and check-out patients after their appointments. Default AutoFlow sequences for all users in the practice are selected by location in yourAutoFlowpractice preferences. You can also select AutoFlow sequences by location in your user preferences. User-level settings override practice-level settings. Set Up Default General Preferences - AutoFlow Tab Parent topic: Default User Prefs - General

Help Guide for NextGen® Enterprise PM 8

Create or Modify an AutoFlow Sequence

You must create an AutoFlow Sequences master file for each AutoFlow sequence that the practice uses. AutoFlow sequences enable you to set the sequence for a series of actions that process encounters for patient check-in and check-out. After you create the AutoFlow sequences, you must assign them to each practice location in Practice Preferences or User Preferences. Access File Maintenance. Select System Master Files, then PM, and then AutoFlow Sequences. The AutoFlow Sequences List window opens. Do one of the following: To add a new item, select the open menu button, and then select New. To modify an existing item, select the item in the list, select the Open Menu button, and then select Open. You can also double-click to open the item. The Autoflow Sequence Information window opens and displays the items that are included in the sequence. The Forms section, Label Templates section, or both display if you add Print Forms or Print Labels to the Screen/Item list. To add or remove items f

Run Autoflow from an Appointment

Before you begin

Recommendations

Run Autoflow from an Encounter

Add Cost Estimation to Autoflow

AutoFlow for Patient Cost Estimation

Set up AutoFlow Preferences

Default General Preferences - AutoFlow Tab

Create or Modify an AutoFlow Sequence

Run Autoflow from an Encounter

Add Cost Estimation to Autoflow

AutoFlow for Patient Cost Estimation

Set up AutoFlow Preferences

Default General Preferences - AutoFlow Tab

Create or Modify an AutoFlow Sequence