Significant Events for Encounters

Help Guide for NextGen® Enterprise PM 8

Creating Encounters

Encounters can be created for patients from the following areas in NextGen® Enterprise PM: Appointment Book Patient Chart Tasks Menu Charge Posting Practice Preference for Required Encounter-Level Program In a practice, a program can be set to be required for an encounter for specific locations. Create an Encounter from an Appointment You can create an encounter for a patient with appointment from the appointment book. Create an Encounter from the Patient Chart You can create an encounter for a patient without appointment from the patients chart. Create an Encounter from the Tasks Menu You can create an encounter for a patient from the Tasks menu. Create an Encounter from Charge Posting You can create an encounter for a patient from charge posting. In Progress Encounters Overview An In Progress encounter is an encounter that has not been completed and therefore is not stated in accounts receivable. When an Encounter has an In Progress status, its process date is blank and it is not inc

Help Guide for NextGen® Enterprise PM 8

Significant Events for Encounters

Once enabled, significant event messages are recorded in the Patient Chart > Clinical History/Notes tab when the event occurs. Significant Event messages for encounters include the following: Encounter Accessed Encounter Alternate Diagnosis Mapped Encounter Bad Debt Status has reached $0 Balance Encounter Bill Printed Encounter Charge Alternate Diagnosis Mapped Encounter Charge Deleted Encounter Collections Agency Change Encounter Deleted Encounter Diagnosis Viewed Encounter Field Modified Encounter Guarantor Changed Encounter Insurance Deleted Encounter Insurance Re-Ordered Encounter Locked Encounter Lookup Criteria Encounter Rate Adjustment Reversed Encounter Rate SIM and Amount Removed Encounter Status Change Encounter Unlocked Enable Significant Events for Encounters There may be modifications made to patient encounters. To track these modifications, you must enable the appropriate significant events. View Significant Events for Encounters Significant events are enabled to view mod

Help Guide for NextGen® Enterprise PM 8

Encounters in NextGen® Enterprise PM

An encounter is an interaction between a patient and a provider in the practice on a specific date and time. In NextGen® Enterprise PM, office encounters are typically created from the appointment book when each patient checks in for their appointment. Facility encounters that are not related to an appointment, such as hospital and nursing home visits, can be created from the patient's chart. Clinical information related to a specific encounter is documented by the provider in NextGen® Enterprise EHR. Financial information, such as charges, billing and transactions, is entered on that same encounter by users in NextGen® Enterprise PM. The Encounters tab on Patient Chart lists all encounters for a patient, and the Encounters Detail tab on Account Profile lists all encounters for a guarantor. For more information on encounters in NextGen® Enterprise EHR, go to the NextGen Healthcare Success Community and download the Layout and Preferences Guide for NextGen® Enterprise EHR. Encounter Sta

Help Guide for NextGen® Enterprise PM 8

Significant Events for Charge Discounts

You can enable significant events to track user activity related to charge discounts in NextGen® Enterprise PM. It includes adding, modifying or deleting discounts on an encounter from the Discounts window that is accessed from the Charge Posting toolbar. When significant events are enabled, messages are recorded in the Patient Chart on the Clinical History/Notes tab when the event occurs. Each message recorded includes date/time, creator, and description information. Significant event messages for charge discounts include the following: Records Patient Discount <Name of Discount> Created: when discounts are applied to charges on an encounter. Records Patient Discount < Name of Discount> Deleted (In Progress): when discounts are deleted from charges on an In Progress encounter. Records Patient Discount <Name of Discount> Edited: when the charge discounts are modified on an encounter. Enable Significant Events for Charge Discounts You can enable significant events to track user activity

Help Guide for NextGen® Enterprise PM 8

Significant Events for Charge Discounts

You can enable significant events to track user activity related to charge discounts in NextGen® Enterprise PM. It includes adding, modifying or deleting discounts on an encounter from the Discounts window that is accessed from the Charge Posting toolbar. When significant events are enabled, messages are recorded in the Patient Chart on the Clinical History/Notes tab when the event occurs. Each message recorded includes date/time, creator, and description information. Significant event messages for charge discounts include the following: Records Patient Discount <Name of Discount> Created: when discounts are applied to charges on an encounter. Records Patient Discount < Name of Discount> Deleted (In Progress): when discounts are deleted from charges on an In Progress encounter. Records Patient Discount <Name of Discount> Edited: when the charge discounts are modified on an encounter. Enable Significant Events for Charge Discounts You can enable significant events to track user activity

Help Guide for NextGen® Enterprise PM 8

Significant Events Report

The Significant Events report provides an audit trail for specific user activity that has occurred within the NextGen Enterprise applications. These are known as significant events. When a significant event occurs, a message is recorded in each patient's chart. The message includes the name of the user that performed the event, the date/time the event occurred, and both pre-modification and post-modification information. Some significant events are System Level and are recorded for all practices in all enterprises. Other events are Enterprise Level and are recorded for all practices within the same enterprise. Other events are Practice Level and are recorded for the practice(s) in which they have been enabled. Significant Events can be enabled or disabled from the following applications: NextGen® Enterprise PM System Administrator All recorded system-level, enterprise-level and practice-level significant event messages are available for review on the Significant Events report. In addit

Significant Events for Encounters

Recommendations

Creating Encounters

Significant Events for Encounters

Encounters in NextGen® Enterprise PM

Significant Events for Charge Discounts

Significant Events for Charge Discounts

Significant Events Report

Significant Events for Encounters

Creating Encounters

Significant Events for Encounters

Encounters in NextGen® Enterprise PM

Significant Events for Charge Discounts

Significant Events for Charge Discounts

Significant Events Report