Encounter Type Icons

Icon	Name	Description
	Appointment	Indicates that the encounter for the patient is linked to an appointment.
	External Practice	Indicates that the encounter was created at another practice within the Enterprise.
	Group	Indicates a group encounter.
	Case	Indicates a case.
	Addendum	Indicates that there are images and/or documents added to a locked encounter.
	Chart Update	Indicates an encounter used to add documentation or update a record within a patient chart that was not part of a billable service. For example, documentation of a telephone call or prescription refill.
	Sensitive Encounter	Indicates a sensitive encounter.
	Locked Encounter	Indicates a locked encounter
	Unlocked Encounter	Indicates an unlocked encounter.

NextGen® Enterprise EHR Help

Encounter Options for Encounters

The Encounter Options button on the Encounters 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 an Enc

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 Type Icons

Icons within the Encounter History tab provide a quick visual reference to determine the status and type of contents within an encounter or a case. Icon Name Description Appointment Indicates that the encounter for the patient is linked to an appointment. External Practice Indicates that the encounter was created at another practice within the Enterprise. Group Indicates a group encounter. Case Indicates a case. Addendum Indicates that there are images and/or documents added to a locked encounter. Chart Update Indicates an encounter used to add documentation or update a record within a patient chart that was not part of a billable service. For example, documentation of a telephone call or prescription refill. Sensitive Encounter Indicates a sensitive encounter. Locked Encounter Indicates a locked encounter Unlocked Encounter Indicates an unlocked encounter. Parent topic: Encounters in NextGen Enterprise EHR

NextGen® Enterprise EHR Help

Encounters in NextGen® Enterprise EHR

An encounter is an interaction with a patient on a specific date at a specific time. An encounter can be a visit, a phone call, a virtual visit, a referral, a test result, or an interaction. A patient can have more than one encounter per day. Patient encounters are displayed on the Encounters tab. You can expand or collapse the Encounters tab using the Double arrow button above the Quick Buttons panel. Each row in the Encounters tab represents one encounter. Encounters are identified by date and time, provider, and location. The Encounters tab displays basic information of an encounter like the rendering provider, location, appointment type/reason for visit, templates and documents related to the appointment. The Encounters tab displays the list of encounters created for the selected patient and includes the following components: New Creates an encounter. Open Template Displays available templates. Filter Displays the list of encounters for specified parameters. Encounter type Displays

NextGen® Enterprise EHR Help

Encounters in NextGen® Enterprise EHR

An encounter is an interaction with a patient on a specific date at a specific time. An encounter can be a visit, a phone call, a virtual visit, a referral, a test result, or an interaction. A patient can have more than one encounter per day. Patient encounters are displayed on the Encounter History tab. You can expand or collapse the Encounter History tab using the button above the Quick Buttons panel. Each row in the Encounter History tab represents one encounter. Encounters are identified by date and time, provider, and location. The Encounter History tab displays basic information of an encounter like the rendering provider, location, appointment type/reason for visit, templates and documents related to the appointment. The Encounter History tab displays the list of encounters created for the selected patient and includes the following components: New Encounter Creates an encounter. Open Template Displays available templates. Filter By Displays the list of encounters for specified

Encounter Type Icons

Recommendations

Encounter Options for Encounters

Create an Encounter

View Encounter Information

Encounter Type Icons

Encounters in NextGen® Enterprise EHR

Encounters in NextGen® Enterprise EHR

Encounter Options for Encounters

Create an Encounter

View Encounter Information

Encounter Type Icons

Encounters in NextGen® Enterprise EHR

Encounters in NextGen® Enterprise EHR