Lock an Encounter

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

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 turned on. For more information, go to NextGen Healthcare Success Community, and download the latest System Administrator Guide for NextGen® 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 whether patient data is added to the encounter. 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 Delete Encounter.The NextGen EHR Security Delete Encounter window opens. Note: If you have pending charges associated with the encounter, a message appears alerting you that you

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

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 forNextGen®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. On the Encounter History 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 y

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 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

Lock an Encounter

Before you begin

Recommendations

Unlock an Encounter

Delete an Encounter

Lock an Encounter

Unlock an Encounter

Encounter Options for Encounters

Create an Encounter

Unlock an Encounter

Delete an Encounter

Lock an Encounter

Unlock an Encounter

Encounter Options for Encounters

Create an Encounter