Prerequisites to Associate a Program to an Encounter

NextGen® Enterprise EHR Help

Associate a Program to an encounter

Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. From a patient chart, select New > Encounter in File menu.The Select a Program window opens displaying programs that the patient is enrolled in. Select a program and then select OK. The encounter has been associated to the program. The program appears in the Encounter Maintenance > Program list. The Encounter Status in NextGen Enterprise PM > Patient Chart > Encounters > Encounter Information for the patient appears as In Progress. You can filter encounters that are associated with a specific program. Parent topic: Prerequisites to Associate a Program to an Encounter Related tasks Set Filter to View Encounters

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

Help Guide for NextGen® Enterprise PM 8

Working with Programs in NextGen® Enterprise PM

When Programs are enabled for a practice, you can utilize the following functionality in NextGen® Enterprise PM: Enroll a patient in a program in the Patient Chart from Programs sub-tab under Patient Information tab . Link a patient's encounter to a program from the Create Encounter or General tab on the Encounter Maintenance window. Display a warning message when an encounter does not meet program-specific requirements. Default new encounters to In Progress status when they are created and linked to a specific program. View the program linked to a patient's encounter in the Patient Chart from the General sub-tab under the Encounters tab . Display warning messages on the Charge Posting window when a charge does not meet program-specific requirements. Generate a Daily Encounters, Billed Encounters or Unbilled Encounters report to review and monitor encounters that are linked to programs. Enroll a Patient in a Program You can enroll a patient in a program from the patients chart and then

Help Guide for NextGen® Enterprise PM 8

Associate a Case with an Encounter in NextGen® Enterprise EHR

You can associate a case with an existing Encounter in NextGen® Enterprise EHR. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Encounter History tab, select an encounter. Select Encounter Options, and then select Properties. The Encounter Maintenance window opens. Select open menu , and then select Open Existing Cases. The Select Case window opens. Select a Case to associate the selected Encounter with or select New to create a new case to be associated with the selected Encounter. The Case Information window opens. Select Yes. Select OK. Parent topic: Associating a Case with an Encounter

Help Guide for NextGen® Enterprise PM 8

Creating Encounters

Encounters can be created for patients from the following areas in NextGen® Enterprise PM: Appointment Book Patient Chart Tasks Menu Charge Posting Practice Preference for Required Encounter-Level Program In a practice, a program can be set to be required for an encounter for specific locations. Create an Encounter from an Appointment You can create an encounter for a patient with appointment from the appointment book. Create an Encounter from the Patient Chart You can create an encounter for a patient without appointment from the patients chart. Create an Encounter from the Tasks Menu You can create an encounter for a patient from the Tasks menu. Create an Encounter from Charge Posting You can create an encounter for a patient from charge posting. In Progress Encounters Overview An In Progress encounter is an encounter that has not been completed and therefore is not stated in accounts receivable. When an Encounter has an In Progress status, its process date is blank and it is not inc

Help Guide for NextGen® Enterprise PM 8

Practice Preferences for Programs

To use Programs in NextGen® Enterprise PM, you must first enable programs for the practice in Practice Preferences. When enabled, the following program-related functionality is available: On the Patient Information tab in the Patient Chart, a Programs sub-tab appears. From this sub-tab, you can enroll a patient in one or more programs. On the Encounter Maintenance window, a Program field appears on the General tab. From this field, you can link an encounter to a program. On the Encounters tab in the Patient Chart, the Program name displays for encounters linked to a program under the General sub-tab. If your practice uses In Progress Billing, you can enable the Limit to Valid Programs option in Practice Preferences to ensure new encounters created in NextGen® Enterprise PM that are linked to a specific program automatically default to In Progress status. For example, you can default new encounters linked to Program ABC to In Progress status, so they are held from the billing and claims

Prerequisites to Associate a Program to an Encounter

Recommendations

Associate a Program to an encounter

Create an Encounter

Working with Programs in NextGen® Enterprise PM

Associate a Case with an Encounter in NextGen® Enterprise EHR

Creating Encounters

Practice Preferences for Programs

Associate a Program to an encounter

Create an Encounter

Working with Programs in NextGen® Enterprise PM

Associate a Case with an Encounter in NextGen® Enterprise EHR

Creating Encounters

Practice Preferences for Programs