Encounter Options for 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 Encounters tab, select New. From the File menu, select New > Encounter. NextGen® Enterprise EHR creates an encounter with the current date on the Encounters tab. On the PIC, the Selected Encoun

NextGen® Enterprise EHR Help

View Encounter Information

NextGen® Enterprise EHR enables you to quickly view the contents of an encounter for a selected patient on the Encounter Details window. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. Select an encounter and select the Double arrow button to open the Encounter Details window. Select the respective link to view any document, template, module, or report associated with the encounter.The selected patient item opens in the main window of NextGen® Enterprise EHR. Note: If an encounter is locked, you can open the patient item in read-only format. You can update information for a locked encounter by creating an addendum or custom encounter. View RxChange Messages on Encounters eRx Refill Request Notifications You can view an ePrescribing (eRx) refill request and respond to it. Cancel Rx Response From the Pharmacy You can view the Cancel Rxresponse from the Pharmacy in the Encounters tab. Parent topic: Encounters in NextGen Enterprise EHR See also Addendums and

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

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 turned on. For more information, go to NextGen Healthcare Success Community, and download the latest System Administrator Guide for NextGen® 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

NextGen® Enterprise EHR Help

Unlock an Encounter

Before you begin Ensure that the Rights > Operations > Encounters > Unlock 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 for NextGen® Enterprise. You can unlock a previously locked encounter. After you have unlocked an encounter, you may lock it again at any time. Note: All encounters are automatically locked after the set time expires. The default time is 72 hours before an encounter is locked. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. In the Encounters tab, select an encounter, select Encounter Options , and then select Unlock Encounter. The NextGen EHR Security Unlock Encounter window opens. Note: If you have any modules open in NextGen® Enterprise EHR, a warning message appears prompting you to close the open modules. Enter your User Name and Password. You must provide your l

NextGen® Enterprise EHR Help

Enter Encounter Remarks

Before you begin Ensure that the Remarks checkbox is selected in the user-level settings to turn on the description/remarks option on the Encounters tab. You can enter the description or remarks for a patient from the encounter menu options on the Encounters tab. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Encounters 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 Encounters tab and the Encounter Maintenance window. Parent topic: Encounter Options for Encounters See also Manage Encounter Display Information at User-Level

Encounter Options for Encounters

Recommendations

Create an Encounter

View Encounter Information

Encounter Options for Encounter History

Lock an Encounter

Unlock an Encounter

Enter Encounter Remarks

Create an Encounter

View Encounter Information

Encounter Options for Encounter History

Lock an Encounter

Unlock an Encounter

Enter Encounter Remarks