Encounter Types

Help Guide for NextGen® Enterprise PM 8

Creating Encounters

Encounters can be created for patients from the following areas in NextGen® Enterprise PM: Appointment Book Patient Chart Tasks Menu Charge Posting Practice Preference for Required Encounter-Level Program In a practice, a program can be set to be required for an encounter for specific locations. Create Encounters from Appointments You can create an encounter for a patient with appointment from the appointment book. Create an Encounter from the Patient Chart You can create an encounter for a patient without appointment from the patients chart. Create an Encounter from the Tasks Menu You can create an encounter for a patient from the Tasks menu. Create an Encounter from Charge Posting You can create an encounter for a patient from charge posting. In Progress Encounters Overview An In Progress encounter is an encounter that has not been completed and therefore is not stated in accounts receivable. When an Encounter has an In Progress status, its process date is blank and it is not include

Help Guide for NextGen® Enterprise PM 8

Significant Events for Encounters

Once enabled, significant event messages are recorded in the Patient Chart > Clinical History/Notes tab when the event occurs. Significant Event messages for encounters include the following: Encounter Accessed Encounter Alternate Diagnosis Mapped Encounter Bad Debt Status has reached $0 Balance Encounter Bill Printed Encounter Charge Alternate Diagnosis Mapped Encounter Charge Deleted Encounter Collections Agency Change Encounter Deleted Encounter Diagnosis Viewed Encounter Field Modified Encounter Guarantor Changed Encounter Insurance Deleted Encounter Insurance Re-Ordered Encounter Locked Encounter Lookup Criteria Encounter Rate Adjustment Reversed Encounter Rate SIM and Amount Removed Encounter Status Change Encounter Unlocked Enable Significant Events for Encounters There may be modifications made to patient encounters. To track these modifications, you must enable the appropriate significant events. View Significant Events for Encounters Significant events are enabled to view mod

Help Guide for NextGen® Enterprise PM 8

Encounter Types

The following encounter types are used in the NextGen® Enterprise applications: Billable Encounters that comprise chargeable services and information on charges for the services for a patient. By default, the NextGen® Enterprise PM and NextGen® Optical Management encounters are of billable encounter types. Clinical This encounter type is for encounters holding clinical information such as procedures, medications, allergies, etc. for a patient chart. By default, the NextGen® Enterprise encounters are of Clinical encounter types. Optical This encounter type is used in NextGen® Optical Management for holding optical-related information for a patient chart. By default, the NextGen® Optical Management encounters are of optical encounter types. Note: By default, the NextGen® Optical Management encounters are of optical and billable encounter types. Configure Encounter Types in NextGen Enterprise EHR User Preferences Parent topic: Encounters in NextGen Enterprise PM

Help Guide for NextGen® Enterprise PM 8

Configure Encounter Types in NextGen® Enterprise EHR User Preferences

Encounters created in NextGen® Enterprise PM have an encounter type of Billable and can be seen by users in NextGen® Enterprise PM. Encounters created in NextGen® Optical Management have an encounter type of Optical/Billable and can be seen by users in NextGen® Optical Management and NextGen® Enterprise PM. Encounters created in NextGen® Enterprise EHR have an encounter type of Clinical and can be seen by users in NextGen® Enterprise EHR. Because Billable and Optical encounters are not typically seen in NextGen® Enterprise EHR, users have the ability to enable options in their user preferences so those encounters can be seen in NextGen® Enterprise EHR. Log on NextGen® Enterprise EHR. From the Tools menu, select Preferences. The Preferences window appears. Select the Main Toolbar tab. In the Patient Encounters section of the window, select one or both of the following Filter options: Billable Encounters: Select this check box to show billable encounters in NextGen® Enterprise EHR. Note:

Help Guide for NextGen® Enterprise PM 8

Encounters in NextGen® Enterprise PM

An encounter is an interaction between a patient and a provider in the practice on a specific date and time. In NextGen® Enterprise PM, office encounters are typically created from the appointment book when each patient checks in for their appointment. Facility encounters that are not related to an appointment, such as hospital and nursing home visits, can be created from the patient's chart. Clinical information related to a specific encounter is documented by the provider in NextGen® Enterprise EHR. Financial information, such as charges, billing and transactions, is entered on that same encounter by users in NextGen® Enterprise PM. The Encounters tab on Patient Chart lists all encounters for a patient, and the Encounters Detail tab on Account Profile lists all encounters for a guarantor. For more information on encounters in NextGen® Enterprise EHR, go to the NextGen Healthcare Success Community and download the Layout and Preferences Guide for NextGen® Enterprise EHR. Encounter Sta

Help Guide for NextGen® Enterprise PM 8

Configure Encounter Types in NextGen® Enterprise EHR User Preferences

Encounters created in NextGen® Enterprise PM have an encounter type of Billable and can be seen by users in NextGen® Enterprise PM. Encounters created in NextGen® Optical Management have an encounter type of Optical/Billable and can be seen by users in NextGen® Optical Management and NextGen® Enterprise PM. Encounters created in NextGen® Enterprise EHR have an encounter type of Clinical and can be seen by users in NextGen® Enterprise EHR. Because Billable and Optical encounters are not typically seen in NextGen® Enterprise EHR, users have the ability to enable options in their user preferences so those encounters can be seen in NextGen® Enterprise EHR. Log on NextGen® Enterprise EHR. From the Tools menu, select Preferences. The Preferences window appears. Select the Main Toolbar tab. In the Patient Encounters section of the window, select one or both of the following Filter options: Billable Encounters: Select this check box to show billable encounters in NextGen® Enterprise EHR. Note:

Encounter Types

Recommendations

Creating Encounters

Significant Events for Encounters

Encounter Types

Configure Encounter Types in NextGen® Enterprise EHR User Preferences

Encounters in NextGen® Enterprise PM

Configure Encounter Types in NextGen® Enterprise EHR User Preferences

Encounter Types

Creating Encounters

Significant Events for Encounters

Encounter Types

Configure Encounter Types in NextGen® Enterprise EHR User Preferences

Encounters in NextGen® Enterprise PM

Configure Encounter Types in NextGen® Enterprise EHR User Preferences