Set Up Allow Patient Procedure Activity against a Locked Encounter

NextGen® Enterprise EHR Help

NextGen® Enterprise PM Charges for Locked Encounters

You can update patient procedures in NextGen® Enterprise with charges from NextGen® Enterprise PM whether the encounter is locked or not. If a modification to a specific charge is performed in NextGen® Enterprise PM (or any other external source), the change is automatically applied to the applicable patient procedure in NextGen® Enterprise. You cannot modify a patient procedure in NextGen® Enterprise within a locked encounter. To perform updates to patient procedure charges against a locked encounter, you must enable the Allow patient procedure activity against a locked encounter from the EPM or external source preference in Practice Preferences in File Maintenance. For more information about Practice Preferences, go to the NextGen Healthcare Success Community and download the latest File Maintenance Guides for NextGen® Enterprise. Parent topic: Procedures Module

File Maintenance Help for NextGen® Enterprise 8

Allowing Patient Procedure Trigger to Modify Locked Encounter Charges

In NextGen® Enterprise EHR, you can allow the patient procedure trigger to add, modify, or delete charges (CPT codes) for encounters in a locked status. You might want to allow this action, for example, if some offices or specialties provide care to a patient over a period of time. Because the cost of care cannot be accurately predicted, these offices or specialties would need to hold the charge (CPT code) until the clinician determines the patient’s specific treatment regimen is complete. When the trigger is allowed to modify charges, users can associate all charges throughout the course of a case with one specific encounter regardless of the encounter lock status instead of the users submitting each charge on independent encounters. The practice can consolidate all procedures onto one encounter that will be used for billing in NextGen® Enterprise PM. Other encounters used to document care over the course of treatment can be marked as clinical-only to support clinical documentation an

NextGen® Enterprise EHR Help

Medical Necessity and Orders Practice Preferences Setup

You can set a number of practice preferences for the Orders Module in NextGen® Enterprise EHR. Set Up Orders Module Practice Preferences Order Module Practice Preferences Explains the order module preferences available for a practice. Medical Necessity Setup When selecting a diagnosis for an order, you can set up NextGen® Medical Necessity Check to determine if Medicare will pay for a test . Select Test Favorites for a Practice Set Up Charge Submission Defaults You can set up the charge submission defaults. Set Up the Group to Notify for Failed Test Charges Set Up Practice Preferred Performing Entities Set Up a Private Results Filter Set Up URLs for Educational and Clinical Resources Auto Release Practice Preferences Set Up the Automatic Order Tracking Comments Set Up Confidential Lab Results Delegates Set Up Allow Patient Procedure Activity against a Locked Encounter Setting Up the Link Document Management (DM) Images to Orders and Status Update Preferences Setting Up Required fields

NextGen® Enterprise EHR Help

Procedures Module

You can record all of the medical procedures associated with a patient in the Procedures module. You can add, modify, and delete any and all procedures related to a patient's medical history as long as the specific encounter is not locked. Open the Procedures Module You can open the Procedures module from Top Toolbar of NextGen Enterprise EHR. Document a Patient Has No Known Procedures You can indicate that a patient did not have any known procedures in the patient chart. Adding Procedures on Charge Submission of Orders You can create procedures after submitting charges for orders in the Orders module. Add a Procedure to a Patient Chart You can select and add a Place of Selection (POS) address to a procedure. Update a Procedure in a Patient Chart You can update procedure for the patient selected from the Procedures window. Delete a Procedure from a Patient Chart You can delete procedures that are not assigned to a locked encounter from the Procedures window. NextGen Enterprise PM Charg

NextGen® Enterprise EHR Help

Update a Procedure in a Patient Chart

You can modify an existing procedure as long as it is not assigned to a locked encounter. Also, you cannot make changes to a procedure that has an associated charge processed within NextGen® Enterprise PM. If you have the Auto-closing option enabled in the Practice Preferences and the charges associated with the selected procedure have been processed through NextGen® Enterprise PM prior to midnight of the previous day, the Financial Data cannot be modified due to the 24 hr rule message window opens. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Encounter History tab, select an existing encounter or create an encounter. On the Top Toolbar, select . The Procedures module window opens. In the procedures list, select the procedure that you want to update. Enter the changes. Select Update. Parent topic: Procedures Module

NextGen® Enterprise EHR Help

Bill All Charges on a Case to One Encounter

All charges throughout the course of a case can be associated with a particular encounter. Each charge does not have to be submitted on a separate encounter if the original encounter is in locked status. A practice can consolidate all procedures on one encounter for billing. Other encounters used to document care over the course of treatment can be marked as clinical only to support clinical documentation. They do not appear in NextGen® Enterprise PM. Current Procedural Terminology (CPT) codes can be added, modified, or deleted against a locked encounter in this manner: In File Maintenance, select the following Practice Preferences on the Encounters tab: Enable In Progress Billing status Allow Execution of EHR procedure trigger against locked encounter Note: You must select the Enable In Progress Billing status check box first to enable selection of the Allow Execution of EHR procedure trigger against locked encounter check box. After you turn on Enable In Progress Billing status, you

Set Up Allow Patient Procedure Activity against a Locked Encounter

Recommendations

NextGen® Enterprise PM Charges for Locked Encounters

Allowing Patient Procedure Trigger to Modify Locked Encounter Charges

Medical Necessity and Orders Practice Preferences Setup

Procedures Module

Update a Procedure in a Patient Chart

Bill All Charges on a Case to One Encounter

NextGen® Enterprise PM Charges for Locked Encounters

Allowing Patient Procedure Trigger to Modify Locked Encounter Charges

Medical Necessity and Orders Practice Preferences Setup

Procedures Module

Update a Procedure in a Patient Chart

Bill All Charges on a Case to One Encounter