Set up Provider ID Functions

NextGen® Enterprise EHR Help

Set up Provider ID Functions

Before you begin To enter information on the Encounter Maintenance window, you must be assigned the Update Patient Encounter Operations Right for Encounters in the System Administrator application. For more information, go to NextGen Healthcare Success Community and download the latest System Administrator Guide for NextGen® Enterprise. To display any of the following IDs in template fields at run time, you must enter the provider in the encounter properties: Rendering Provider ID Referring Provider ID Admitting Provider ID 1st Consulting Provider ID 2nd Consulting Provider ID Supervisor ID On the Encounter History tab, select an encounter, and select the Encounter Options icon, and then select Properties. The Encounter Maintenance window opens for the selected patient encounter. In the Providers section, do one of the following: Select the provider from the list for the applicable provider type. To display the Provider Lookup window, select the light button. Enter the search criteria,

NextGen® Enterprise EHR Template Editor Help, 8.3.1

ID and Name Functions

Function Returns @AD.ID Admitting Provider ID - for the current patient visit associated with the open template. Note: To display this ID on template fields at run time, the ID must be entered in the Properties > Encounter Maintenance Properties window. @C1.ID First Consulting Provider ID - for the current patient visit associated with the open template. Note: To display this ID on template fields at run time, the ID must be entered in the Properties > Encounter Maintenance Properties window. @C2.ID Second Consulting Provider ID - for the current patient visit associated with the open template. Note: To display this ID on template fields at run time, the ID must be entered in the Properties > Encounter Maintenance Properties window. @CA.ID Person ID @CL.ID Current Location ID - location displayed in Top toolbar. @CL.N Current Location Name - for location displayed in Top toolbar. @CM.ID Case Management ID - if applicable for currently selected encounter. @CO.ID Enterprise ID - for ente

NextGen® Enterprise EHR Template Editor Help 8

ID and Name Functions

Function Returns @AD.ID Admitting Provider ID - for the current patient visit associated with the open template. Note: To display this ID on template fields at run time, the ID must be entered in the Properties > Encounter Maintenance Properties window. @C1.ID First Consulting Provider ID - for the current patient visit associated with the open template. Note: To display this ID on template fields at run time, the ID must be entered in the Properties > Encounter Maintenance Properties window. @C2.ID Second Consulting Provider ID - for the current patient visit associated with the open template. Note: To display this ID on template fields at run time, the ID must be entered in the Properties > Encounter Maintenance Properties window. @CA.ID Person ID @CL.ID Current Location ID - location displayed in Top toolbar. @CL.N Current Location Name - for location displayed in Top toolbar. @CM.ID Case Management ID - if applicable for currently selected encounter. @CO.ID Enterprise ID - for ente

Help Guide for NextGen® Enterprise PM 8

Viewing Insurance Information in Encounters

You can view a patient's insurance information in the Insurance tab You can view insurance information for an encounter in the Insurance tab under Encounters. The Encounters section displays the list of patient encounters. The Insurance Information section displays information for the selected insurance based on the setup for the payer in the payers master file in File Maintenance. For more information on setting up payers, go to NextGen Healthcare Success Community and download the latest File Maintenance Master Files Guide for NextGen® Enterprise PM. You can do the following on the Insurance tab under Encounters: Open the Encounter Insurance Selection window for the selected encounter. Open the Insurance Maintenance window for the encounter. Remove the selected insurance from the encounter. Open the Balance Control window for the selected encounter. Open the Authorization Listing window for the selected insurance. Open the Referral Listing window for the selected insurance. Open the

Help Guide for NextGen® Enterprise PM 8

Viewing General Information in Encounters

Viewing General Information in Encounters Viewing General Information in Encounters The General tab under Encounters in the patient's chart displays general, provider, diagnosis, and guarantor information for the selected encounter. You can use the Encounters tab to do the following: Open an encounter to view the Encounter Maintenance window. Right-click an encounter to open the shortcut menu. Add or to modify an encounter. Add or modify encounter-level diagnosis codes for an encounter in the ICD-CM section. You can view the ICD-9 to ICD-10 mapping for the ICD-10 codes that have been attached to the patient for the encounter. Add or modify guarantor information for an encounter in the Guarantor section. View the existing case icon next to the encounter number in the Encounters section if Case Management has been enabled for your practice and a case is associated with the encounter. View the following if an encounter is marked as sensitive in NextGen® Enterprise EHR: The sensitive encou

Help Guide for NextGen® Enterprise PM 8

Set Up an Encounter for Regular UB Users

Access the Encounter Maintenance window for the patient and encounter the UB claim is being created for if you want occurrence and value codes to display on the UB claim. In NextGen® Enterprise PM, select the Chart icon on the main toolbar. The Patient Lookup window appears. Enter the search criteria and then select Find. To open the chart, right-click the chart and then select Open. On the Encounters tab, right-click the encounter and then select open menu icon . The Encounter Maintenance window appears. Select the UB tab, then the Occurrence Codes sub-tab. Enter the occurrence codes and dates in the field locator fields, if applicable. To enter the value codes and associated dollar value or unit value, select the Value Codes tab and enter the data in the Field Locator fields. Select OK. To enter the charges for the patient and the encounter, open the Charge Posting window. Bill the encounter and create the UB claim. Parent topic: Set Up UB Claims for Regular UB Users

Set up Provider ID Functions

Before you begin

Recommendations

Set up Provider ID Functions

ID and Name Functions

ID and Name Functions

Viewing Insurance Information in Encounters

Viewing General Information in Encounters

Set Up an Encounter for Regular UB Users

Set up Provider ID Functions

ID and Name Functions

ID and Name Functions

Viewing Insurance Information in Encounters

Viewing General Information in Encounters

Set Up an Encounter for Regular UB Users