Add a Task to an Existing In-Progress Encounter

NextGen® Enterprise EHR Help

Add a Task to an Existing In-Progress Encounter

When you run the Add New Task trigger to add a NextGen® Enterprise PM task, you can link the task to an existing In-Progress encounter. An In-Progress encounter captures charges and transactions for work or care that has not been completed or delivered. This feature enables you to: Avoid generating new encounters when an appropriate In-Progress encounter exists for a new NextGen® Enterprise PM task that you are generating in a NextGen® Enterprise EHR template. Ensure that all NextGen® Enterprise PM tasks related to a given In-Progress encounter are identified correctly so your business operations are not adversely impacted. CAUTION: If an In-Progress encounter ID is not available for return to the trigger, use alternate means to ensure that tasking can be completed. In NextGen® Enterprise EHR, open the patient's chart. Open the applicable template. Run the Add New Task trigger. If a valid In-Progress encounter ID is returned, the system adds the new NextGen® Enterprise PM task and link

NextGen® Enterprise EHR Help

Adding New Task Trigger

The Add New Task trigger enables you to: Select task recipients. Add a NextGen® Enterprise PM task to an in-progress encounter. Select Task Recipients for New Task trigger Add a Task to an Existing In-Progress Encounter Parent topic: Using Templates

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 an Encounter from an Appointment 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 inc

Help Guide for NextGen® Enterprise PM 8

Creating Tasks for NextGen® Enterprise

You can generate tasks to be sent to users in NextGen® Enterprise from within NextGen® Enterprise PM in the following areas: Patient Chart > Encounters tab: Right-click an encounter and select EHR Tasks from the menu. Patient Chart > Clinical History/Notes tab > Tasks topic: Right-click and select New EHR Tasks from the menu. Encounter Lookup: Right-click an encounter and select EHR Tasks from the menu. Tasks menu > Create EHR Task After the new task is sent to NextGen® Enterprise, it no longer displays in NextGen® Enterprise PM. The tasks can be viewed only within NextGen® Enterprise. Parent topic: Creating Tasks

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

NextGen® Enterprise EHR Help

Bill All Charges on a Case to One Encounter

All charges throughout the course of a case can be associated with a particular encounter. Each charge does not have to be submitted on a separate encounter if the original encounter is in locked status. A practice can consolidate all procedures on one encounter for billing. Other encounters used to document care over the course of treatment can be marked as clinical only to support clinical documentation. They do not appear in NextGen® Enterprise PM. Current Procedural Terminology (CPT) codes can be added, modified, or deleted against a locked encounter in this manner: In File Maintenance, select the following Practice Preferences on the Encounters tab: Enable In Progress Billing status Allow Execution of EHR procedure trigger against locked encounter Note: You must select the Enable In Progress Billing status check box first to enable selection of the Allow Execution of EHR procedure trigger against locked encounter check box. After you turn on Enable In Progress Billing status, you

Add a Task to an Existing In-Progress Encounter

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Add a Task to an Existing In-Progress Encounter

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Adding New Task Trigger

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Bill All Charges on a Case to One Encounter