Displaying the Encounter History for Cases in NextGen® Enterprise EHR

NextGen® Enterprise EHR Help

Set Up Case Management Preferences in NextGen® Enterprise EHR

You are able to set up Case View as your default setting. Open NextGen® Enterprise EHR and load a patient. On the Encounter History tab, select the settings icon. The My Patient History Settings window opens, showing the default encounter information and a sample display. If your practice is using Case Management, under the My Patient History Settings | Encounter History section, select the View Case Management check box to view the cases associated with the selected patient. To apply the new settings, select Apply. View Case is set to be your default preference. To restore the practice preference settings, select Reset to Practice Settings. Parent topic: Managing Patient Cases

NextGen® Enterprise EHR Help

NextGen® Enterprise EHR -Specific Features

In addition to creating Cases, you can perform the following functions in NextGen® Enterprise EHR: Modify the privacy-level of a Case, refer to Case Privacy for more information. Use the Template Editor to modify Case information, refer to Case Templates. Print and Fax Case information, refer to Printing/Faxing Case Information. Case Privacy Add a Template to a Case Print or Send Case Information Parent topic: Managing Patient Cases in NextGen Enterprise EHR

NextGen® Enterprise EHR Help

Enable the Case View in NextGen® Enterprise EHR

To view cases associated with your patients, you must enable Case View in NextGen® Enterprise EHR. When Case View is enabled, you can view cases for all patients. In NextGen® Enterprise EHR, select a patient from the Patient Lookup window. To view the cases associated with the selected patient, select the settings icon, and select the View Case Management check box on the user-level display setting window. Note: When you select a patient who does not have any cases associated with their history, you receive a message that there are no cases to load. The Encounter History tab displays the Case Management information. On the Encounter History tab, select an encounter that has case, and select the context menu icon and then select Properties. Note: Some Cases can be marked as Private. If you have selected a case that is marked private, then you must have proper user rights and permissions to access that case information. The Case Management window opens. Review available case related info

NextGen® Enterprise EHR Help

Add a Template to a Case

The Case Management Templates enable you to save data related to a specific Case. A Case Management Template stores all information pertinent to a specific Case without a relation to an Encounter. The Case Management tab of the Select Template window is available when: The Case View Management check box is selected on the My Patient History Settings | Encounter History window. Note: Case Management Templates are practice-specific. If you enable Enterprise Case functionality, Case Management Templates are Enterprise-wide. Select a case. Select the Template button on the Top toolbar. The Select Template window with the Case Management tab opens. Select an applicable Case Management Template. Select OK. The selected template is displayed. Enter all necessary information. Save the Template. The saved Template is automatically attached to the selected case. You can review or modify the template. Parent topic: NextGen Enterprise EHR -Specific Features

NextGen® Enterprise EHR Help

Managing Patient Cases

You must access the Case Management window to manage patient cases. Case Management Hot Keys Enable the Case View in NextGen Enterprise EHR Set Up Case Management Preferences in NextGen Enterprise EHR Displaying the Encounter History for Cases in NextGen Enterprise EHR Modify a Case in NextGen Enterprise EHR Parent topic: Managing Patient Cases in NextGen Enterprise EHR

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

Displaying the Encounter History for Cases in NextGen® Enterprise EHR

Recommendations

Set Up Case Management Preferences in NextGen® Enterprise EHR

NextGen® Enterprise EHR -Specific Features

Enable the Case View in NextGen® Enterprise EHR

Add a Template to a Case

Managing Patient Cases

Encounters in NextGen® Enterprise EHR

Set Up Case Management Preferences in NextGen® Enterprise EHR

NextGen® Enterprise EHR -Specific Features

Enable the Case View in NextGen® Enterprise EHR

Add a Template to a Case

Managing Patient Cases

Encounters in NextGen® Enterprise EHR