Practice Preference for Required Encounter-Level Program

Help Guide for NextGen® Enterprise PM 8

Create an Encounter from the Tasks Menu

From the Tasks menu, select Create Encounter. The Patient Lookup window opens. Enter the search criteria to locate the required patient, and then select Find. The patients that match the search criteria appear in the Matching Records section at the bottom of the Patient Lookup window. From the Matching Records list, double-click a patient. The Create Encounter window opens. In the Billable Date field, enter the encounter date. The date is selected from one of the following by default and can be changed as required: The service date selected in session settings. The current system date. In the Billable Time field, enter the encounter time. The time is set to 12:00 AM by default. Note: The billable time changes to the current system time if you select the Default Enc Billable Time to System Time check box in the Encounters preference on the Practice Preferences window. In the Rendering field, select the rendering provider. In the Service Location field, select the encounter location. In

Help Guide for NextGen® Enterprise PM 8

Create an Encounter from the Patient Chart

If a patient does not have an appointment but has services performed by a provider in the practice, then an encounter is required for the patient. For example, you can create an encounter from the Patient Chart for a patient seen by a provider in a hospital or nursing home. From Patient Chart, select the Encounters tab, and then select the General sub-tab. Do one of the following: In the Encounter Information section, select the open menu and then select New. In the Encounters section, right-click and then select New. The Create Encounter window opens. In the Billable Date field, enter the encounter date. The date is selected from one of the following by default and can be changed as required: The service date selected in session settings. The current system date. In the Billable Time field, enter the encounter time. The time is set to 12:00 AM by default. Note: The billable time changes to the current system time if you select the Default Enc Billable Time to System Time check box in

Help Guide for NextGen® Enterprise PM 8

Create an Encounter from Charge Posting

Access the Charge Posting window for the desired patient. In the Encounter field, select the drop-down arrow and select (new). A message appears asking if you want to create a new encounter for [Patient Name]. To create an encounter, select Yes. One of the following occurs: If the patient has previous encounters, the new encounter is created with the following parameters: Billable Date: Defaults to the Service Date selected in Session Settings, or to the current system date. Rendering: Defaults to the rendering provider on the last encounter. Location: Defaults to the Service Location selected in Session Settings, or to the location on the last encounter. Note: In the Practice Preferences window, on Encounters practice preference, the Default previous payer(s) to encounters created in PM option is selected by default. If previous encounter had insurance added and if you clear the Default previous payer(s) to encounters created in PM option in the Encounters practice preference, insuran

Help Guide for NextGen® Enterprise PM 8

Create Encounters from Appointments

If a patient has appointment and services performed by a provider in the practice, you must create an encounter from the appointment during the check-in process. Open NextGen® Enterprise PM. From Appointment Book, select the appointment. Right-click an appointment and select Checkin/Create Encounter. The Add Patient Information window opens. If the patient does not have a chart, update necessary information in the Add Patient Information window, and then select Chart to create the patient's chart. The Create Encounter window opens. Select a program for the encounter. Enter all the mandatory information marked in red to complete the patient's encounter. Note: In Practice Preferences > Case Management, if the Allow encounter payers to differ when case is attached preference is selected, you can link a case to an appointment even if the insurance on the appointment differs from the insurance on the case. Note: The insurance attached to the appointment is automatically linked to the encoun

Help Guide for NextGen® Enterprise PM 8

Practice Preference for Required Encounter-Level Program

In a practice, a program may be set to be required for an encounter for specific locations in the Create Encounter window for new encounters and in the Encounter Maintenance window for existing encounters to more accurately track encounters by programs. For more information on setting a program to be required for an encounter for specific locations, go to the NextGen Healthcare Success Community and download the Behavioral Health Billing User Guide for NextGen Enterprise PM , and then see Set the Required Encounter-Level Programs for Specific Locations section. When the encounter-level program is set to be required for specific locations on Programs preference in the Practice Preferences window, then one of the following validation scenarios occur. If a patient has not been enrolled in any program, and the same location is selected in the Encounter Maintenance window or the Create Encounter window and on the Programs preference in the Practice Preferences window: The user can create an

Help Guide for NextGen® Enterprise PM 8

Set the Required Encounter-Level Programs for Specific Locations

You can now set a program to be required for the encounter for a specific location to ensure that all the encounters for that location are assigned with a program. To set the Program field as a required field for the encounter for a specific location on the Create Encounter window or the Encounter Maintenance window, do the following: From the Admin menu in NextGen® Enterprise PM, select Preferences and then select Practice. The Practice Preferences window opens. From the preferences list, select Programs. Select the Enable Programs check box. The Required Encounter Level Programs check box is enabled. Select the Required Encounter Level Programs check box. The Limit to Valid Locations field is enabled. In the Limit to Valid Locations field, select one or more locations for which the program is required. Note: If you clear the Required Encounter Level Programs check box, all the selected locations are removed. To save the changes and close the window, select OK. For information on the

Practice Preference for Required Encounter-Level Program

Recommendations

Create an Encounter from the Tasks Menu

Create an Encounter from the Patient Chart

Create an Encounter from Charge Posting

Create Encounters from Appointments

Practice Preference for Required Encounter-Level Program

Set the Required Encounter-Level Programs for Specific Locations

Practice Preference for Required Encounter-Level Program

Create an Encounter from the Tasks Menu

Create an Encounter from the Patient Chart

Create an Encounter from Charge Posting

Create Encounters from Appointments

Practice Preference for Required Encounter-Level Program

Set the Required Encounter-Level Programs for Specific Locations