Track Patient Appointment Modifications Using Significant Events

Help Guide for NextGen® Enterprise PM 8

Significant Events for Appointments

Once enabled, significant event messages are recorded in the Appointment Insurance Selection window when the event occurs. Significant Event messages for appointments include the following: Appointment Insurance Added Appointment Insurance Deleted Appointment indicated as Self Pay Appointment Insurance Self Pay Indicator Removed Note: Appointment insurance significant event messages include the payer name and appointment number. The following significant event messages are captured in the Encounter Insurance Selection window when the system automatically attaches appointment insurance to the linked encounter: Encounter Insurance Added Encounter indicated as Self Pay Encounter Insurance Replaced Note: Encounter insurance significant event messages include the encounter number and the corresponding appointment number. Track Patient Appointment Modifications Using Significant Events You can track modifications to patient appointments by enabling relevant significant events in NextGen Ente

Help Guide for NextGen® Enterprise PM 8

Insurance/Diagnosis Tab

The Insurance/Diagnosis tab on the Add/Edit Appointment window displays insurance and ICD information for the patient. The Appointment Insurance section displays insurances linked to the appointment. Authorizations and/or referrals numbers are listed below each insurance, if applicable. The ICD-CM section displays a listing of ICD codes linked to the current open appointment, if applicable. Add Insurances to Appointments You can add insurance to an appointment in NextGen Enterprise PM with the Appointment Book. Appointment Insurance Columns You can add or remove columns to view on the Appointment Insurance section. Modify Appointment Insurance Information You can update patient insurance details to ensure accurate billing and coverage. Configure Patient Insurance Data You can use the Appointment Insurance Selection window to check the patient's insurance details, add or modify information in various categories, and open the Insurance Maintenance window. Significant Events for Appointme

File Maintenance Help for NextGen® Enterprise 8

Significant Events Preferences

The application tracks selected significant events for logging and auditing purposes. Selections made for significant events at the Enterprise level take effect across all practices. Selections for events at the Practice level must be made for each practice. All significant events are enabled by default. Significant events can be viewed in NextGen® Enterprise PM in the Significant Events report and at the account, chart, and encounter levels. Activate Significant Events You can select and track the significant events through the Enterprise, System, or individual practices. Significant Events Security Rights You can control access to the Significant Events Preferences by modifying the users group security rights. Significant Events Reference List You can set up the significant events in NextGen® Enterprise PM and System Administrator. Add a Significant Events Message to the Significant Events Report You can add or remove messages that display in the message box of the sig events msg tab

File Maintenance Help for NextGen® Enterprise

Set Up Tracking of Significant Events

NextGen® Enterprise tracks selected significant events for logging and auditing purposes. Selections made for significant events at the enterprise level take effect across all practices. However, you must make selections for events at the practice level for each practice. All significant events are available by default. You can view significant events in NextGen® Enterprise PM in the Significant Events report and at the account, chart, and encounter levels. You can also view reports of significant events in System Administrator and NextGen® Enterprise PM. In NextGen® Enterprise PM, select Admin > Preferences > Significant Events. The Significant Events Information window opens and displays a list of all significant events tracked in the application at various levels. Select the significant events you want to track. Select OK. Set Up Security Rights for Significant Events You can control access to preferences pertaining to significant events by modifying a user group's security rights.

Help Guide for NextGen® Enterprise PM 8

Significant Events for Charge Discounts

You can enable significant events to track user activity related to charge discounts in NextGen® Enterprise PM. It includes adding, modifying or deleting discounts on an encounter from the Discounts window that is accessed from the Charge Posting toolbar. When significant events are enabled, messages are recorded in the Patient Chart on the Clinical History/Notes tab when the event occurs. Each message recorded includes date/time, creator, and description information. Significant event messages for charge discounts include the following: Records Patient Discount <Name of Discount> Created: when discounts are applied to charges on an encounter. Records Patient Discount < Name of Discount> Deleted (In Progress): when discounts are deleted from charges on an In Progress encounter. Records Patient Discount <Name of Discount> Edited: when the charge discounts are modified on an encounter. Enable Significant Events for Charge Discounts You can enable significant events to track user activity

Help Guide for NextGen® Enterprise PM 8

Significant Events for Charge Discounts

You can enable significant events to track user activity related to charge discounts in NextGen® Enterprise PM. It includes adding, modifying or deleting discounts on an encounter from the Discounts window that is accessed from the Charge Posting toolbar. When significant events are enabled, messages are recorded in the Patient Chart on the Clinical History/Notes tab when the event occurs. Each message recorded includes date/time, creator, and description information. Significant event messages for charge discounts include the following: Records Patient Discount <Name of Discount> Created: when discounts are applied to charges on an encounter. Records Patient Discount < Name of Discount> Deleted (In Progress): when discounts are deleted from charges on an In Progress encounter. Records Patient Discount <Name of Discount> Edited: when the charge discounts are modified on an encounter. Enable Significant Events for Charge Discounts You can enable significant events to track user activity

Track Patient Appointment Modifications Using Significant Events

Recommendations

Significant Events for Appointments

Insurance/Diagnosis Tab

Significant Events Preferences

Set Up Tracking of Significant Events

Significant Events for Charge Discounts

Significant Events for Charge Discounts

Significant Events for Appointments

Insurance/Diagnosis Tab

Significant Events Preferences

Set Up Tracking of Significant Events

Significant Events for Charge Discounts

Significant Events for Charge Discounts