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

Viewing Insurance Information in Encounters

You can view a patient's insurance information in the Insurance tab You can view insurance information for an encounter in the Insurance tab under Encounters. The Encounters section displays the list of patient encounters. The Insurance Information section displays information for the selected insurance based on the setup for the payer in the payers master file in File Maintenance. For more information on setting up payers, go to NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide for NextGen® Enterprise PM. You can do the following on the Insurance tab under Encounters: Open the Encounter Insurance Selection window for the selected encounter. Open the Insurance Maintenance window for the encounter. Remove the selected insurance from the encounter. Open the Balance Control window for the selected encounter. Open the Authorization Listing window for the selected insurance. Open the Referral Listing window for the selected insurance. Open the

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

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

NextGen® Enterprise EHR Help

Manage Cases from Encounter History

Before you begin Ensure that the View Case Management check box is selected in the user-level settings to enable case management on the Encounter History tab. Any changes made to the Patient's Encounter preferences occur only after you reload the Encounter History tab. The Encounter History 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 Encounter History 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 forN

Viewing Case Management Information in Encounters

Recommendations

Viewing General Information in Encounters

Viewing Insurance Information in Encounters

Managing Cases for Patient Encounter Data

Associate a Case with an Encounter in NextGen® Enterprise PM

Enable the Case View in NextGen® Enterprise EHR

Manage Cases from Encounter History

Viewing General Information in Encounters

Viewing Insurance Information in Encounters

Managing Cases for Patient Encounter Data

Associate a Case with an Encounter in NextGen® Enterprise PM

Enable the Case View in NextGen® Enterprise EHR

Manage Cases from Encounter History