Manage Cases from Encounter History

NextGen® Enterprise EHR Help

Mark a Case as Private

You can mark the cases as private if the case data has been designated as restricted for the specific user group. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Encounter History tab, select a case, select Encounter Options, and then select Mark case as private. The selected case is marked as Private. Parent topic: Case Privacy

NextGen® Enterprise EHR Help

Case Privacy

There is a security control setup at the Case level. Restriction of security rights can be set for: Diagnosis Category Employer Location Market Payer Case Type Case Category. For example, a list of restricted employers can be maintained for each group or role in the system. If it is documented that a patient’s case is associated with “NextGen” and NextGen Healthcare is marked as restricted, then the case is marked as private. Cases marked as private are suppressed if the case data has been designated as restricted for the specific user group. Private Cases All of the contents of an Encounter associated with a private case are not displayed in the Encounter History tab. Any row data within the NextGen® Enterprise modules is hidden if the case is marked as private and the user is restricted. Documents in encounters that are marked as private are restricted in the Custom Print and Export Patient Documents features as well. If the user is a member of multiple group or roles, they are not a

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

Modify a Case in NextGen® Enterprise EHR

You can modify a case in NextGen® Enterprise EHR at any time. In NextGen® Enterprise EHR, select a patient from the Patient Lookup window. On the Encounter History tab, select an encounter that has case, and select the Case Options 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. Make any necessary modifications to the selected Case or the related data. Select OK. Parent topic: Managing Patient Cases

NextGen® Enterprise EHR Help

Create a Case

Before you begin Ensure that the View Case Management check box is selected in the user-level settings to enable the case management on the Encounter History tab. Any changes made to the Patient's Encounter preferences occur only after you reload the Encounter History tab. Open NextGen® Enterprise PM. To create a case, do one of the following: On the Encounter History tab, select an encounter, and select the Encounter Options icon and then select Case. From the File menu, select New > Case. The Case Management window opens. Select an appropriate option in the required fields highlighted in red and the non-required fields as needed for the case. Select OK.The case created appears on the Encounter History tab. Note: When you select a Case on the Encounter History tab, the following are disabled on Patient Information Card (PIC). Patient Tracking Links to open the Medical Records templates Medical records templates with data presence indicators such as, Patient Providers, HIPAA However, y

Help Guide for NextGen® Enterprise PM 8

Managing Enterprise Cases

You can normally view and modify a patient's case only within the practice it was created in. However, you can activate an enterprise-level preference that makes the case available to all practices within the same enterprise. It affects the applications in the following ways: Users in any of the practices in the enterprise can view and modify the case information and attach encounters from the current practice. Even though the cases are enterprise-wide, the encounters are not. The encounters that you can attach are limited to only the encounters within the practice. For example, if you log in to practice A, you cannot attach or detach encounters that belong to practice B. When a case is opened on the Case Management window, the encounters that were attached in other practices display in a list that cannot be modified. A unique case number is assigned to each new case created within a practice. By enabling Enterprise case management, the applications assign enterprise-wide sequential ca

Manage Cases from Encounter History

Before you begin

Recommendations

Mark a Case as Private

Case Privacy

Enable the Case View in NextGen® Enterprise EHR

Modify a Case in NextGen® Enterprise EHR

Create a Case

Managing Enterprise Cases

Mark a Case as Private

Case Privacy

Enable the Case View in NextGen® Enterprise EHR

Modify a Case in NextGen® Enterprise EHR

Create a Case

Managing Enterprise Cases