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 links it to the In-Progress encounter.
- If no In-Progress encounter ID or a partial In-Progress encounter ID is returned, the trigger does not default to another encounter ID. NextGen® Enterprise EHR does not add the task and displays a window with the error message, Encounter ID Invalid. Unable to Add Task.
Save the template.
For more information on working with patients and encounters in NextGen® Enterprise EHR, go to NextGen Healthcare Success Community and download the latest Layouts and Preferences Guide for NextGen® Enterprise EHR and the Patient Demographics Guide for NextGen® Enterprise.

Add a Task to an Existing In-Progress Encounter

Recommendations

Adding New Task Trigger

Creating Encounters

Creating Tasks for NextGen® Enterprise

Bill All Charges on a Case to One Encounter