Modify a Case 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

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

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

Manage Cases from Encounter History

Before you begin Ensure that the View Case Management check box is selected in the user-level settings to enable 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. The Encounter History tab in NextGen® Enterprise EHR provides access to the cases and encounters available for the selected patient. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Encounter History tab, select a case, select Case Options, and then select Properties. Note: Some cases can be marked as Private. If you select a case that is marked private, then you must have necessary user rights and permissions to access that case information. The Case Management window opens. Make necessary modifications to the selected case or the related data. Note: For more information on Case Management, go to NextGen Healthcare Success Community, and download the latest Case Management Guide forN

Help Guide for NextGen® Enterprise PM 8

Modify Case Management Rights

Access the System Administrator application. Select a group, and then select the Rights tab. Under Modules, select Case Management. You can set the ability for the group to view, add, and modify cases. This right affects both NextGen® Enterprise EHR and NextGen® Enterprise PM users. If you use NextGen® Enterprise EHR, then under Operations > Case Management, set the following rights: Allow to mark case as private to enables users to protect patient medical information by marking cases as private. View cases marked as private to enables users to view cases that are marked as private. If you use NextGen® Enterprise EHR, then under Operations, set Case Management - Show EHR Problem list. If you select Yes, then when users are selecting a diagnosis for a case in NextGen® Enterprise EHR or NextGen® Enterprise PM, the Search Patient EHR Problem List check box appears. The search expands to include any diagnoses listed in the Patient_Diag table to the case and the user can attach them to the

NextGen® Enterprise EHR Help

Managing Patient Cases in NextGen® Enterprise EHR

The Case Management functionality enables users of both NextGen® Enterprise EHR and NextGen® Enterprise PM applications to group patient encounters based upon common data into cases. Cases may include workers' compensation, occupational health (non-injury), ambulatory care, group health PT as well as other encounter details. This enables users to submit only the medical-record data of each patient that is required to meet insurance and legal obligations. You can do the following for patient Cases in NextGen® Enterprise EHR. Mark a Case as Private Add a Template to a Case Print or Send Case Information NextGen Enterprise EHR -Specific Features Managing Patient Cases Related tasks Mark a Case as Private Add a Template to a Case Print or Send Case Information Enable the Case View in NextGen Enterprise EHR Set Up Case Management Preferences in NextGen Enterprise EHR Modify a Case in NextGen Enterprise EHR

Modify a Case in NextGen® Enterprise EHR

Recommendations

Enable the Case View in NextGen® Enterprise EHR

Set Up Case Management Preferences in NextGen® Enterprise EHR

Managing Patient Cases

Manage Cases from Encounter History

Modify Case Management Rights

Managing Patient Cases in NextGen® Enterprise EHR

Enable the Case View in NextGen® Enterprise EHR

Set Up Case Management Preferences in NextGen® Enterprise EHR

Managing Patient Cases

Manage Cases from Encounter History

Modify Case Management Rights

Managing Patient Cases in NextGen® Enterprise EHR