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Set Up a Related Case
You can apply associations between cases by creating related cases.
Enter all required and optional general case Information, see
Set Up General Case Information
.
Select the
button in the
Related Case(s)
box.
The
Related Cases
window opens.
Select from the available related cases.
Select
Move Right
.
Select
OK
.
Select
OK
.
Set Up a Related Case
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
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
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
Processes and Procedures for Case Management
The Case Management functionality enables users of the NextGen® Enterprise EHR and NextGen® Enterprise PM applications to group patient encounters based on common data into cases. Cases may include encounter details such as, workers' compensation, occupational health (non-injury), ambulatory care, group health PT. This enables users to submit only the medical-record data of each patient that is required to meet insurance and legal obligations. The following sections discuss the functions and procedures for using Case Management: Creating a Case Set up General Case Information Add Payers and Guarantors to a Case on the Financial Tab Associating a Case with an Encounter Add Worker's Compensation Information to a Case Creating a Case Set up General Case Information Add Payers and Guarantors to a Case on the Financial Tab Associating a Case with an Encounter Add Worker's Compensation Information to a Case Parent topic: Case Management
Help Guide for NextGen® Enterprise PM 8
Add a Case Management Contact
You can select a case contact for each case as desired. Also, you can create a new case contact for a case. Enter all required and optional case information on the General tab. Select the open menu icon. Select New. The Case Contact Lookup window opens. Perform a Case Contact search. Select a Case Contact. Select Close. Parent topic: Set up General Case Information
Help Guide for NextGen® Enterprise PM 8
Create a Case Management Contact
Access the Case Contact Lookup window for a case. Select the open menu icon. The Case Contact window opens. Enter the case contact details and select OK to save the details. Note: The saved case contact details can be modified only in NextGen® Enterprise PM. Except for Name and Role, all other contact details can be modified. Parent topic: Set up General Case Information
