Create an Encounter

NextGen® Enterprise EHR Help

Encounters in NextGen® Enterprise EHR

An encounter is an interaction with a patient on a specific date at a specific time. An encounter can be a visit, a phone call, a virtual visit, a referral, a test result, or an interaction. A patient can have more than one encounter per day. Patient encounters are displayed on the Encounter History tab. You can expand or collapse the Encounter History tab using the button above the Quick Buttons panel. Each row in the Encounter History tab represents one encounter. Encounters are identified by date and time, provider, and location. The Encounter History tab displays basic information of an encounter like the rendering provider, location, appointment type/reason for visit, templates and documents related to the appointment. The Encounter History tab displays the list of encounters created for the selected patient and includes the following components: New Encounter Creates an encounter. Open Template Displays available templates. Filter By Displays the list of encounters for specified

NextGen® Enterprise EHR Help

Encounter Options for Encounter History

The Encounter Options button on the Encounter History tab provides you quick access to configure the encounter. The Encounter Options comprises the following elements. Sensitivity Settings Lock encounter/Unlock encounter Delete Encounter Encounter Level Insurance Encounter Description / Remark Properties Case Note: Cases are hidden if the View Case Management Encounter Display check box is not selected in the user or practice preferences. Copy Virtual Visit URL Note: Copy Virtual Visit URL is hidden when Virtual Visit is not enabled for the selected encounter. Sensitive Encounters You can mark an encounter as sensitive.You can mark an encounter as no longer sensitive. Lock an Encounter You can lock an encounter to prevent any changes to a patient encounter. Unlock an Encounter You can unlock an encounter to allow others to make changes. Delete an Encounter You can delete encounters that do not have any templates, documents, images, or patient items attached to them. Assign Insurance to

NextGen® Enterprise EHR Help

Create a Group Encounter

You can group several patients into a group encounter. Note: To create a group encounter, make sure that at least one patient group has been created. In NextGen® Enterprise EHR, from the File menu, select New > Group Encounter. The New Group Encounter window opens. Select a patient group. Note: By default, NextGen® Enterprise EHR creates all encounters as "clinical" only types. If you plan to add any medical information that requires billing data to be sent to NextGen® Enterprise PM, edit the encounter type to "clinical" and "billable" in the Encounter Maintenance window (accessed from the View menu, Properties) . Group encounters automatically add encounter-level Insurance to all patients who are members of the selected patient group. Select OK. A new group encounter with the current date is added in the encounter window. You can add any templates, documents, images, or other patient items to this group encounter. Parent topic: Encounters in NextGen Enterprise EHR

NextGen® Enterprise EHR Help

Encounter Type Icons

Icons within the Encounter History tab provide a quick visual reference to determine the status and type of contents within an encounter or a case. Icon Name Description Appointment Indicates that the encounter for the patient is linked to an appointment. External Practice Indicates that the encounter was created at another practice within the Enterprise. Group Indicates a group encounter. Case Indicates a case. Addendum Indicates that there are images and/or documents added to a locked encounter. Chart Update Indicates an encounter used to add documentation or update a record within a patient chart that was not part of a billable service. For example, documentation of a telephone call or prescription refill. Sensitive Encounter Indicates a sensitive encounter. Locked Encounter Indicates a locked encounter Unlocked Encounter Indicates an unlocked encounter. Parent topic: Encounters in NextGen Enterprise EHR

NextGen® Enterprise EHR Help

Manage Encounter History at Practice-Level

You can customize the appearance of the Encounter History at the practice level with System Administrator privileges. You can set patient’s encounter preferences for the encounter display, encounter filters, encounter component expansion, and inclusion of Case Management, if applicable. Encounters are identified by date and time, provider, and location. You can choose which information to include, its format, and its order. You can also choose to include remarks. Open File Maintenance. Under Master Files, select EHR, and then select Application Appearance. The EHR Application Appearance window opens displaying the preview of the Patient Information Card (PIC), Quick Buttons, Encounter History, and Categories for the Default configuration. EHR Application Appearance Window Select the required configuration, and then select Edit.The Edit EHR Application Appearance Configuration window opens. Select the Encounter History tab. Edit EHR Application Appearance Configuration Window Under the

NextGen® Enterprise EHR Help

Manage Encounter Display Information at User-Level

You can choose the information to be included along with its format, and order. You can also include remarks. You can set encounter display preferences in NextGen® Enterprise EHR. Open NextGen® Enterprise EHR, and select a patient from the Patient Lookup window. On the Encounter History tab, select the settings icon.A window opens, showing the default encounter information and a sample display. Under the My Patient History Settings | General section, do the following: To open a patient in the Encounter History or Categories tab in NextGen® Enterprise EHR, in Default View, select the desired option. To open the NextGen Document Management images in NextGen Document Management or NextGen® Enterprise EHR by default, in NextGen Documents Management items select, Open in NextGen Document Management or Open in NextGen EHR. To limit the display of patient encounters to the current practice in NextGen® Enterprise EHR, in Enterprise Chart, select the Only Show Encounters From This Practice chec

Create an Encounter

Before you begin

Recommendations

Encounters in NextGen® Enterprise EHR

Encounter Options for Encounter History

Create a Group Encounter

Encounter Type Icons

Manage Encounter History at Practice-Level

Manage Encounter Display Information at User-Level

Encounters in NextGen® Enterprise EHR

Encounter Options for Encounter History

Create a Group Encounter

Encounter Type Icons

Manage Encounter History at Practice-Level

Manage Encounter Display Information at User-Level