Set up General Case Information

Help Guide for NextGen® Enterprise PM 8

Add Payers and Guarantors to a Case on the Financial Tab

To set up payers and guarantors for a case, access the Financial tab. Access the desired case. Select the Financial tab. Select the patient's Employer. Select whether condition for this Case is related to the patient's employment. Enter any Employer Notes. Select the Guarantor for the Case. If needed, perform a search for a person or an employer. Select the Payers for this Case. Select the open menu icon. The Case Insurance Selection window opens. Select the pertinent Payers. Select OK. CAUTION: All of the Encounters attached to the Case must contain the same Payer as the selected Case. Once you have set up Case Payer, you are able to select Available Encounters and set up Synchronizing Encounters to a Case. If necessary, set up the payer authorization information. If necessary, set up the primary payer authorization number. If necessary, set up the primary payer reference number. If necessary, enter the Primary Payer Property/Casualty Number. If necessary, enter worker's compensation,

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

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

NextGen® Enterprise EHR Help

Create an Encounter

Before you begin Ensure that you have configured the encounter inheritance settings for Encounters on the Practice Preferences window in File Maintenance. When you have a patient chart open, you can create an encounter for the patient. Each new encounter may inherit information such as Encounter Details and Insurance from the previous encounter in the patient chart. You can add templates, documents, images, and other patient items to the new encounter. You can also assign insurance, enter remarks, and associate a program to an encounter. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. To create an encounter, do one of the following: On the Patient Information Card (PIC), select New Encounter. On the PIC, select Profile Options, and then select New Encounter. On the Encounter History tab, select New Encounter. From the File menu, select New > Encounter. NextGen® Enterprise EHR creates an encounter with the current date on the Encounter History tab. On the

Help Guide for NextGen® Enterprise PM 8

Viewing General Information in Encounters

Viewing General Information in Encounters Viewing General Information in Encounters The General tab under Encounters in the patient's chart displays general, provider, diagnosis, and guarantor information for the selected encounter. You can use the Encounters tab to do the following: Open an encounter to view the Encounter Maintenance window. Right-click an encounter to open the shortcut menu. Add or to modify an encounter. Add or modify encounter-level diagnosis codes for an encounter in the ICD-CM section. You can view the ICD-9 to ICD-10 mapping for the ICD-10 codes that have been attached to the patient for the encounter. Add or modify guarantor information for an encounter in the Guarantor section. View the existing case icon next to the encounter number in the Encounters section if Case Management has been enabled for your practice and a case is associated with the encounter. View the following if an encounter is marked as sensitive in NextGen® Enterprise EHR: The sensitive encou

NextGen® Enterprise EHR Help

Encounter Options for Encounter History

The Encounter Options button on the Encounter History tab provides you quick access to configure the encounter. The Encounter Options comprises the following elements. Sensitivity Settings Lock encounter/Unlock encounter Delete Encounter Encounter Level Insurance Encounter Description / Remark Properties Case Note: Cases are hidden if the View Case Management Encounter Display check box is not selected in the user or practice preferences. Copy Virtual Visit URL Note: Copy Virtual Visit URL is hidden when Virtual Visit is not enabled for the selected encounter. Sensitive Encounters You can mark an encounter as sensitive.You can mark an encounter as no longer sensitive. Lock an Encounter You can lock an encounter to prevent any changes to a patient encounter. Unlock an Encounter You can unlock an encounter to allow others to make changes. Delete an Encounter You can delete encounters that do not have any templates, documents, images, or patient items attached to them. Assign Insurance to

Set up General Case Information

Recommendations

Add Payers and Guarantors to a Case on the Financial Tab

Processes and Procedures for Case Management

Create a New Case in NextGen Enterprise PM

Create an Encounter

Viewing General Information in Encounters

Encounter Options for Encounter History

Add Payers and Guarantors to a Case on the Financial Tab

Processes and Procedures for Case Management

Create a New Case in NextGen Enterprise PM

Create an Encounter

Viewing General Information in Encounters

Encounter Options for Encounter History