Encounter Type Icons

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.

NextGen® Enterprise EHR Help

Create an Encounter

Before you begin Ensure that you have configured the encounter inheritance settings for Encounters on the Practice Preferences window in File Maintenance. When you have a patient chart open, you can create an encounter for the patient. Each new encounter may inherit information such as Encounter Details and Insurance from the previous encounter in the patient chart. You can add templates, documents, images, and other patient items to the new encounter. You can also assign insurance, enter remarks, and associate a program to an encounter. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. To create an encounter, do one of the following: On the Patient Information Card (PIC), select New Encounter. On the PIC, select Profile Options, and then select New Encounter. On the Encounter History tab, select New Encounter. From the File menu, select New > Encounter. NextGen® Enterprise EHR creates an encounter with the current date on the Encounter History tab. On the

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

View Encounter Information

NextGen® Enterprise EHR enables you to quickly view the contents of an encounter for a selected patient on the Encounter Details window. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. Select an encounter and select the button to open the Encounter Details window. Select the respective link to view any document, template, module, or report associated with the encounter.The selected patient item opens in the main window of NextGen® Enterprise EHR. Note: If an encounter is locked, you can open the patient item in read-only format. You can update information for a locked encounter by creating an addendum or custom encounter. View RxChange Messages on Encounter History eRx Refill Request Notifications You can view an ePrescribing (eRx) refill request and respond to it. Cancel Rx Response From the Pharmacy You can view the Cancel Rx response from the Pharmacy in the Encounter History tab. Parent topic: Encounters in NextGen Enterprise EHR Related concepts Adde

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

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

Help Guide for NextGen® Enterprise PM 8

Encounters in NextGen® Enterprise PM

An encounter is an interaction between a patient and a provider in the practice on a specific date and time. In NextGen® Enterprise PM, office encounters are typically created from the appointment book when each patient checks in for their appointment. Facility encounters that are not related to an appointment, such as hospital and nursing home visits, can be created from the patient's chart. Clinical information related to a specific encounter is documented by the provider in NextGen® Enterprise EHR. Financial information, such as charges, billing and transactions, is entered on that same encounter by users in NextGen® Enterprise PM. The Encounters tab on Patient Chart lists all encounters for a patient, and the Encounters Detail tab on Account Profile lists all encounters for a guarantor. For more information on encounters in NextGen® Enterprise EHR, go to the NextGen Healthcare Success Community and download the Layout and Preferences Guide for NextGen® Enterprise EHR. Encounter Sta

Encounter Type Icons

Recommendations

Create an Encounter

Encounter Options for Encounter History

View Encounter Information

Create a Group Encounter

Encounters in NextGen® Enterprise EHR

Encounters in NextGen® Enterprise PM