Unlock an Encounter

NextGen® Enterprise EHR Help

Lock an Encounter

Before you begin Ensure that the Rights > Operations > Encounters > Lock Patient Encounter in System Administrator is set to True and the necessary access rights are enabled. For more information, go to NextGen Healthcare Success Community, and download the latest System Administrator Guide forNextGen®Enterprise. To prevent changes or additions to a patient encounter, you can lock the encounter. You can create an addendum to add documents or images to a locked encounter. Note: If you do not lock the encounter manually, the encounter gets automatically locked within 72 hours, by default. You can change the default locking period by accessing File Maintenance > Enterprise Preferences General > Lock Interval tab, or Practice Master file > Practice Defaults tab. For more information, go to NextGen Healthcare Success Community, and download the latest File Maintenance Guides for NextGen Enterprise. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. Do one of the

NextGen® Enterprise EHR Help

Delete an Encounter

Before you begin Ensure that the Rights > Operations > Encounters > Delete Patient Encounter in System Administrator is set to True and the necessary access rights are enabled. For more information, go to NextGen Healthcare Success Community, and download the latest System Administrator Guide forNextGen®Enterprise. You can only delete encounters that do not have any templates, documents, images, or patient items attached to them. You cannot delete an existing encounter that contains patient data. Encounters created through an existing interface with your practice management system cannot be deleted regardless of whether patient data has been added to the encounter. 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 Delete Encounter.The NextGen EHR Security Delete Encounter window opens. Note: If you have pending charges associated with the encounter, a message appear

NextGen® Enterprise EHR Help

Assign Insurance to an Encounter

You can assign insurance to an unlocked encounter. 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 Encounter Level Insurance.The Encounter Insurance Selection window opens. The top pane lists the patient available and selected insurance. The bottom pane lists significant events by date and time and creator. If there are multiple significant events, you can select the Date/Time arrow to sort the events in ascending or descending chronological order. To assign insurance to the encounter, do the following: In the Available Insurance section, select the insurance to attach to the encounter. Select the right-arrow button to move insurance to the Selected Insurance section. If there is more than one payer, attach each payer to the encounter in the following order for billing: Primary Secondary Tertiary Note: If an insurance has expired, a warning message appears when yo

NextGen® Enterprise EHR Help

Enter Encounter Remarks

Before you begin Ensure that the Remarks check box is selected in the user-level settings to enable the description/remarks option on the Encounter History tab. You can enter the description or remarks for a patient from the encounter menu options on the Encounter History tab. 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 Encounter Description/Remark.The Encounter Description / Remark window opens. Enter the remark. Select OK.The remark appears on the Encounter History tab and the Encounter Maintenance window. Parent topic: Encounter Options for Encounter History Related tasks Manage Encounter Display Information at User-Level

NextGen® Enterprise EHR Help

Encounter Options for Encounter History

The Encounter Options button on the Encounter History tab provides you quick access to configure the encounter. The Encounter Options comprises the following elements. Sensitivity Settings Lock encounter/Unlock encounter Delete Encounter Encounter Level Insurance Encounter Description / Remark Properties Case Note: Cases are hidden if the View Case Management Encounter Display check box is not selected in the user or practice preferences. Copy Virtual Visit URL Note: Copy Virtual Visit URL is hidden when Virtual Visit is not enabled for the selected encounter. Sensitive Encounters You can mark an encounter as sensitive.You can mark an encounter as no longer sensitive. Lock an Encounter You can lock an encounter to prevent any changes to a patient encounter. Unlock an Encounter You can unlock an encounter to allow others to make changes. Delete an Encounter You can delete encounters that do not have any templates, documents, images, or patient items attached to them. Assign Insurance to

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

Unlock an Encounter

Before you begin

Recommendations

Lock an Encounter

Delete an Encounter

Assign Insurance to an Encounter

Enter Encounter Remarks

Encounter Options for Encounter History

Create an Encounter

Lock an Encounter

Delete an Encounter

Assign Insurance to an Encounter

Enter Encounter Remarks

Encounter Options for Encounter History

Create an Encounter