Working with Programs in NextGen® Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Defaulting New Encounters to In Progress Status based on Program

If your practice uses In Progress Billing in NextGen® Enterprise PM, you can enable functionality to automatically default new encounters to In Progress status based on program. If the Default all new encounters to In Progress option is enabled in Practice Preferences > Encounters and specific programs are defined in the Limit to Valid Programs field, the In Progress check box on the Create Encounter window gets checked automatically when one of those programs is selected in the Program field. Create Encounter window; General tab; Program field and In Progress check box Parent topic: Working with Programs in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Reporting on Programs

In NextGen® Enterprise PM, you can use the following reports to identify, review and monitor patient encounters that are linked to a program: Daily Encounters Billed Encounters Unbilled Encounters Threshold Tracking You can generate the reports to display program-related information for each encounter, such as program name, primary provider, and enrollment and discharge dates. You can also filter the reports to include or exclude specific programs. For more information on these reports, refer to the Reports User Guide for NextGen Enterprise PM. Generate an Encounters Report for Programs Threshold Tracking Report Parent topic: Working with Programs in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Programs in NextGen® Enterprise PM

Practices may provide services to their patients or clients under various programs. Each program includes care and assistance to patients with a specific illness, condition or need, and depending on the program, enrolled patients can receive the following services; recovery and rehabilitation, symptom management, therapy, counseling, medication management, coping and daily living skills, transportation. Some programs may have service requirements. For example, a program may require that only specific services are provided, that services are provided only to patients with a specific diagnosis, that services are rendered only by providers with a specific credential, or that services are provided only to patients within a specific age group. In addition, some programs may have billing requirements. For example, a program may require that services are rendered a specific number of times within a specific time-frame before billing those services. The programs functionality in NextGen® Enter

Help Guide for NextGen® Enterprise PM 8

Look Up Encounters by Program

You can use the Encounter Lookup window to search for encounters linked to specific programs. To open the Encounter Lookup window, do one of the following: From the main toolbar, select Encounter. From Tasks menu, select Lookup and then select Encounters. The Encounter Lookup window opens. Enter the search criteria to find the required encounter. You can use multiple parameters. For example, select Bill Status, Billable Date Range, Rendering Physician, and Service Location. In the Program field, select one or more programs to limit the search results to include only the encounters linked to the selected programs. Note: The Program field appears only if you select the Enable Programs check box on the Programs preference in the Practice Preferences window. When the program access right for a user is set to No in System Administrator > Rights > Operations > Chart/Demographics/Employer > Program, the user cannot access the Program field. Select Find. The Encounter List section displays the

Help Guide for NextGen® Enterprise PM 8

View the Program Linked to an Encounter

You can view the program linked to an encounter from the Patient Chart. From Patient Chart, select the Encounters tab, and then select the General sub-tab. In the Encounters list, select an encounter. In the Encounter Information section, the Program field displays the name of the program linked to the encounter. Note: The Program field appears only if you select the Enable Programs check box on the Programs preference in the Practice Preferences window. When the program access right for a user is set to No in System Administrator > Rights > Operations > Chart/Demographics/Employer > Program, the user cannot see any data in the Program field. Parent topic: Working with Programs in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Enroll a Patient in a Program

You can enroll a patient in a program from Patient Chart in NextGen® Enterprise PM. The patient must be enrolled in a program before you link their encounters to that program. Note: The Behavioral Health Phase 3 (BH 3.0) templates in NextGen® Adaptive Content Engine enable you to enroll patients in programs from a template in NextGen® Enterprise EHR. For example, if you use the BH-Program Enrollment template in NextGen® Adaptive Content Engine, the Program Enrollment window in NextGen® Enterprise PM automatically displays the same information. From Patient Chart, select the Patient Information tab, and then select the Programs sub-tab. The existing program enrollments for the patient are listed in the Programs section. Note: The Programs sub-tab appears only if you select the Enable Programs check box on the Programs preference in the Practice Preferences window. When the program access right for a user is set to No in System Administrator > Rights > Operations > Chart/Demographics/Emp

Working with Programs in NextGen® Enterprise PM

Recommendations

Defaulting New Encounters to In Progress Status based on Program

Reporting on Programs

Programs in NextGen® Enterprise PM

Look Up Encounters by Program

View the Program Linked to an Encounter

Enroll a Patient in a Program

Defaulting New Encounters to In Progress Status based on Program

Reporting on Programs

Programs in NextGen® Enterprise PM

Look Up Encounters by Program

View the Program Linked to an Encounter

Enroll a Patient in a Program