Create Cases in an Encounter

Help Guide for NextGen® Enterprise PM 8

Add and Send Encounter Notes

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 Notes tab, and then select an encounter. All notes associated with the selected encounter appear. Select the open menu icon next to Encounter Notes, select New, and then in Patient Notes, enter the necessary information, and then select OK. Note: You can select the Seal Note checkbox to lock the note information. The pushpin icon appears next to the encounter representing that the note is added. To send an encounter note, in Encounter Notes, right-click a note, select Attach to Mail, enter the recipient and other necessary information, and then select Send Message. Note: You can print, fax, and delete the note info

Help Guide for NextGen® Enterprise PM 8

Exclude Encounter Charges from Outsourcing

Before you begin You must turn on the Outsourcing option in File maintenance Practice Preferences. 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 Chart Details tab, and then select the open folder icon. In the Chart Details window, select the Exempt from Outsourcing checkbox, and then select OK. The encounter charges are excluded from outsourcing. Parent topic: Create a Patient Chart

Help Guide for NextGen® Enterprise PM 8

Reverse Transactions on Encounters

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 Transactions tab, and then select an encounter. The charges and transaction (payments, adjustments, and refunds) information for an encounter appears. To reverse the transactions, select the open menu icon next to Charges and Transactions, and then select Reverse Transactions. Optional: To view transaction details, NextGen® Document Management explanation of benefits and fee tickets, and credit card information, in the Transactions tab, select the necessary options. You can open the Charge Posting window by selecting the Charge Ledger menu option. For more information on transactions, go to NextGen Healthcare Succe

Help Guide for NextGen® Enterprise PM 8

View, Add, and Modify Encounters

When you select a diagnosis in Charge Entry multiplies into more than one code for a payer based on alternate diagnosis mappings in the diagnosis code library. You can view the diagnosis code mapping on the General tab under Encounters in the patient chart. 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. You can select the Encounter Date and Encounter Number checkboxes to view the corresponding encounters. The list of encounters, encounter and provider information, guarantor, claim status, and patient group details appear. If a selected encounter is sensitive, the sensitive icon appears next to the encounter number. To add an encounter, select the open menu icon next to En

Help Guide for NextGen® Enterprise PM 8

Create a New Case in NextGen Enterprise PM

This procedure provides instructions for creating a case. On the General tab of the patient chart, you can enter related cases, diagnosis and procedures codes, case contacts, and select encounters to include in the case. Each new Case is automatically assigned a numeric Case Number. All Case Numbers are sequential. To access a patient's chart, select the chart icon and search for the applicable patient. Open the patient's chart and then select Case Management. The Cases window opens. To access the Case Management window, select the open menu icon and select New. In the Available Encounters list, select the encounters that you want to add to the case. The Case Management window displays the name of the selected patient and the Case #. Enter the reason for creating the case, in the Case Description field. Enter the date the condition first occurred, in the Onset Date field. Enter all available additional information on the General tab. Select the Financial tab and enter all pertinent Pay

NextGen® Enterprise EHR Help

Create a Case

Before you begin Ensure that the View Case Management checkbox is selected in the user-level settings to turn on the case management on the Encounters tab. Any changes made to the Patient's Encounter preferences occur only after you reload the Encounters tab. Open NextGen® Enterprise PM. To create a case, do one of the following: On the Encounters tab, select an encounter, and select the Encounter Options icon and then select Case. From the File menu, select New > Case. The Case Management window opens. Select an appropriate option in the required fields highlighted in red and the non-required fields as needed for the case. Select OK.The case created appears on the Encounters tab. Note: When you select a Case on the Encounters tab, the following are disabled on Patient Information Card (PIC). Patient Tracking Links to open the Medical Records templates Medical records templates with data presence indicators such as, Patient Providers, HIPAA However, you can open and modify the Demograp

Create Cases in an Encounter

Before you begin

Recommendations

Add and Send Encounter Notes

Exclude Encounter Charges from Outsourcing

Reverse Transactions on Encounters

View, Add, and Modify Encounters

Create a New Case in NextGen Enterprise PM

Create a Case

Create Cases in an Encounter

Before you begin

Add and Send Encounter Notes

Exclude Encounter Charges from Outsourcing

Reverse Transactions on Encounters

View, Add, and Modify Encounters

Create a New Case in NextGen Enterprise PM

Create a Case