View Case Information for a Patient

Help Guide for NextGen® Enterprise PM 8

Patient Encounters and Financial History

Patient Encounters and Financial History Patient Encounters and Financial History This section provides information on encounters and the financial history associated with an encounter. Viewing Financial Information You can view a patient's financial history, encounters, and payments in the Financial tab of the patient chart. Viewing Clinical History and Notes Information You can use the Clinical History/Notes tab to view encounter and chart related information. Viewing General Information in Encounters You can use the General tab under Encounters to view detailed information for a selected encounter. Viewing Insurance Information in Encounters You can view a patient's insurance information in the insurance tab. Viewing Transactions Information in Encounters You can view detailed information of transactions for a selected encounter using the Transactions tab under Encounters. Viewing Notes Information in Encounters You can use the Note tab under Encounters to add, delete, and view note

Help Guide for NextGen® Enterprise PM 8

Viewing Encounters by Date or Number

The General tab under Encounters in the patient's chart lists all encounters for the patient in the Encounters section. Depending on the Encounter List Default Display settings in Chart tab under General User Preferences tab, you can view the encounters using any of the following options: Encounter Date Lists the encounters by date. You can select the Encounter Date check box to display encounters by number. Encounter Number Lists the encounters by number. You can select the Encounter Number check box to display encounters by number. Both Lists the encounter by number and date. Select both the Encounter Number and Encounter Date check boxes lists the encounter by number and date. Note: At least one check box must be selected by default. Parent topic: Viewing General Information in Encounters

Help Guide for NextGen® Enterprise PM 8

View Group Encounters in the Patient Chart

In the Patient Chart, encounters that were created from a group encounter can be identified by their associated Patient Group Information. Access the Patient Chart. Select the Encounters tab and then the General sub-tab. From the Encounters list, select an encounter that was created from a group encounter. The Patient Group Information section on the displays the name of the patient group linked to the encounter. Parent topic: Group Encounters

Help Guide for NextGen® Enterprise PM 8

Viewing Case Management Information in Encounters

You can view cases linked to an encounter in the Case Mgmt tab under Encounters. You can do the following in the Case Mgmt tab: Open all existing cases for the patient. Create a case for the selected encounter. Open the existing case for the selected encounter. Clear the existing case from the selected encounter. Encounters-Case Mgmt Tab For more information on managing patient cases, go to NextGen Healthcare Success Community and download the latest Case Management Guide for NextGen® Enterprise PM. Parent topic: Patient Encounters and Financial History

Help Guide for NextGen® Enterprise PM 8

Patient Chart > Encounters Tab

Access the Patient Chart. Select the Encounters tab. In the Encounters list on the left, select any encounter. Right-click and select Recall. The Patient Recall window displays existing recalls for the patient. Parent topic: Print an Individual Recall Letter

Help Guide for NextGen® Enterprise PM 8

Viewing Financial Information

Viewing Financial Information Viewing Financial Information You can view the patient's financial history by selecting the Financial tab of the patient chart. The Financial tab lists all the encounters that are associated with the patient and provides details of the payments received according to the primary, secondary, or tertiary insurances. Double-click an encounter in the list to expand the view to the charge level. For more information on adding charges to an encounter or billing an encounter, go to NextGen Healthcare Success Community, and download the latest Billing and Collections Guide for NextGen® Enterprise PM. Financial Tab Components of the Financial Information Details of the financial information in the Financial tab of the patient chart. Filter Encounters on the Patient Chart You can use the Financial tab in the patient chart to filter encounters. Print Fee Tickets You can use the Financial tab in the patient chart to print fee tickets on demand from the patient's chart.

View Case Information for a Patient

Recommendations

Patient Encounters and Financial History

Viewing Encounters by Date or Number

View Group Encounters in the Patient Chart

Viewing Case Management Information in Encounters

Patient Chart > Encounters Tab

Viewing Financial Information

Patient Encounters and Financial History

Viewing Encounters by Date or Number

View Group Encounters in the Patient Chart

Viewing Case Management Information in Encounters

Patient Chart > Encounters Tab

Viewing Financial Information