Viewing Case Management Information in Encounters

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

Help Guide for NextGen® Enterprise PM 8

Create Cases in an Encounter

Before you begin In Practice Preferences, you must turn on Enable Case Management on the Case Management tab in File Maintenance. You can view and group the common patient encounter data in a case. Open NextGen® Enterprise PM. On the main toolbar, select Chart, and then in Patient Lookup, enter your search criteria, and then select Find. Matching people and patient records appear in the search results. In Matching Records, select a patient record , and then select Open. The Patient Information tab opens in the Patient Chart window. Select the Encounters tab, select the Case Management tab, and then select an encounter. The cases associated with the selected encounter appear. Select the open menu icon next to Case Management, and then select New. In the Case Management window, enter the necessary information, and then select OK. Note: You can view and clear the existing cases for the selected encounter. For more information on managing patient cases, go to NextGen Healthcare Success Com

Help Guide for NextGen® Enterprise PM 8

Managing Cases for Patient Encounter Data

The case functionality in NextGen® Enterprise PM enables you to view and group common patient encounter data in to a case. You can use the Case Management tab under Patient Information to manage cases for a patient. The Case Managementtab is available only when the Enable Case Management option is selected in the Case Management tab of the Practice Preferences window in File Maintenance. You can enable enterprise case management to allow patient cases to be available to all the practices in an enterprise. 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: Managing Patient Information in charts

NextGen® Enterprise EHR Help

Manage Cases from Encounters

Before you begin Ensure that the View Case Management checkbox is selected in the user-level settings to turn on case management on the Encounters tab. Any changes made to the Patient's Encounter preferences occur only after you reload the Encounters tab. The Encounters tab in NextGen® Enterprise EHR provides access to the cases and encounters available for the selected patient. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Encounters tab, select a case, select Case Options, and then select Properties. Note: Some cases can be marked as Private. If you select a case that is marked private, then you must have necessary user rights and permissions to access that case information. The Case Management window opens. Make necessary modifications to the selected case or the related data. Note: For more information on Case Management, go to NextGen Healthcare Success Community, and download the latest Case Management Guide for NextGen® Enterprise. Select

Help Guide for NextGen® Enterprise PM 8

Associate a Case with an Encounter in NextGen® Enterprise PM

You can associate a case with an existing Encounter in NextGen® Enterprise PM Access a Patient's Chart. Select Encounters. Select open menu . The Encounter Maintenance window opens. Select open menu , and then select Open Existing Cases. The Select Case window opens. Select a case to associate the selected encounter with or select New to create a new case to be associated with the selected encounter. The Case Information window opens. Select Yes and then select OK. Parent topic: Associating a Case with an Encounter

NextGen® Enterprise EHR Help

Enable the Case View in NextGen® Enterprise EHR

To view cases associated with your patients, you must enable Case View in NextGen® Enterprise EHR. When Case View is enabled, you can view cases for all patients. In NextGen® Enterprise EHR, select a patient from the Patient Lookup window. To view the cases associated with the selected patient, select the settings icon, and select the View Case Management check box on the user-level display setting window. Note: When you select a patient who does not have any cases associated with their history, you receive a message that there are no cases to load. The Encounter History tab displays the Case Management information. On the Encounter History tab, select an encounter that has case, and select the context menu icon and then select Properties. Note: Some Cases can be marked as Private. If you have selected a case that is marked private, then you must have proper user rights and permissions to access that case information. The Case Management window opens. Review available case related info

Viewing Case Management Information in Encounters

Recommendations

Viewing General Information in Encounters

Create Cases in an Encounter

Managing Cases for Patient Encounter Data

Manage Cases from Encounters

Associate a Case with an Encounter in NextGen® Enterprise PM

Enable the Case View in NextGen® Enterprise EHR

Viewing Case Management Information in Encounters

Viewing General Information in Encounters

Create Cases in an Encounter

Managing Cases for Patient Encounter Data

Manage Cases from Encounters

Associate a Case with an Encounter in NextGen® Enterprise PM

Enable the Case View in NextGen® Enterprise EHR