Encounter Display Settings

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

Encounter Display Settings

You can select options to specify the following: Which encounters are listed How encounters are identified Which encounter components are included Criteria for automatically expanding encounters Manage Encounters at Practice-Level You can edit or remove patient information data fields and template links on the Encounters. Manage Encounter Display Information at User-Level You can set encounter display preferences for a user in NextGen® Enterprise EHR. 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

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

Manage Encounters at Practice-Level

You can customize the appearance of the Encounters 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, Encounters, and Categories for the Default configuration. 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 My Patient History Settings | General section, do

Encounter Display Settings

Recommendations

Encounter Options for Encounter History

Encounter Display Settings

Manage Encounter History at Practice-Level

Manage Encounter Display Information at User-Level

Encounters in NextGen® Enterprise EHR

Manage Encounters at Practice-Level

Encounter Options for Encounter History

Encounter Display Settings

Manage Encounter History at Practice-Level

Manage Encounter Display Information at User-Level

Encounters in NextGen® Enterprise EHR

Manage Encounters at Practice-Level