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Managing Patient Cases
You must access the
Case Management
window to manage patient cases.
Case Management Hot Keys
Enable the Case View in NextGen Enterprise EHR
Set Up Case Management Preferences in NextGen Enterprise EHR
Displaying the Encounter History for Cases in NextGen Enterprise EHR
Modify a Case in NextGen Enterprise EHR
Managing Patient Cases
NextGen® Enterprise EHR Help
NextGen® Enterprise EHR -Specific Features
In addition to creating Cases, you can perform the following functions in NextGen® Enterprise EHR: Modify the privacy-level of a Case, refer to Case Privacy for more information. Use the Template Editor to modify Case information, refer to Case Templates. Print and Fax Case information, refer to Printing/Faxing Case Information. Case Privacy Add a Template to a Case Print or Send Case Information Parent topic: Managing Patient Cases in NextGen Enterprise EHR
NextGen® Enterprise EHR Help
Enable the Case View in NextGen® Enterprise EHR
To view cases associated with your patients, you must enable Case View in NextGen® Enterprise EHR. When Case View is enabled, you can view cases for all patients. In NextGen® Enterprise EHR, select a patient from the Patient Lookup window. To view the cases associated with the selected patient, select the settings icon, and select the View Case Management check box on the user-level display setting window. Note: When you select a patient who does not have any cases associated with their history, you receive a message that there are no cases to load. The Encounter History tab displays the Case Management information. On the Encounter History tab, select an encounter that has case, and select the context menu icon and then select Properties. Note: Some Cases can be marked as Private. If you have selected a case that is marked private, then you must have proper user rights and permissions to access that case information. The Case Management window opens. Review available case related info
NextGen® Enterprise EHR Help
Managing Patient Cases
You must access the Case Management window to manage patient cases. Case Management Hot Keys Enable the Case View in NextGen Enterprise EHR Set Up Case Management Preferences in NextGen Enterprise EHR Displaying the Encounter History for Cases in NextGen Enterprise EHR Modify a Case in NextGen Enterprise EHR Parent topic: Managing Patient Cases in NextGen Enterprise EHR
NextGen® Enterprise EHR Help
Managing Patient Cases in NextGen® Enterprise EHR
The Case Management functionality enables users of both NextGen® Enterprise EHR and NextGen® Enterprise PM applications to group patient encounters based upon common data into cases. Cases may include workers' compensation, occupational health (non-injury), ambulatory care, group health PT as well as other encounter details. This enables users to submit only the medical-record data of each patient that is required to meet insurance and legal obligations. You can do the following for patient Cases in NextGen® Enterprise EHR. Mark a Case as Private Add a Template to a Case Print or Send Case Information NextGen Enterprise EHR -Specific Features Managing Patient Cases See also Mark a Case as Private Add a Template to a Case Print or Send Case Information Enable the Case View in NextGen Enterprise EHR Set Up Case Management Preferences in NextGen Enterprise EHR Modify a Case in NextGen Enterprise EHR
NextGen® Enterprise EHR Help
Set Up Case Management Preferences in NextGen® Enterprise EHR
You are able to set up Case View as your default setting. Open NextGen® Enterprise EHR and load a patient. On the Encounter History tab, select the settings icon. The My Patient History Settings window opens, showing the default encounter information and a sample display. If your practice is using Case Management, under the My Patient History Settings | Encounter History section, select the View Case Management check box to view the cases associated with the selected patient. To apply the new settings, select Apply. View Case is set to be your default preference. To restore the practice preference settings, select Reset to Practice Settings. Parent topic: Managing Patient Cases
NextGen® Enterprise EHR Help
Modify a Case in NextGen® Enterprise EHR
You can modify a case in NextGen® Enterprise EHR at any time. In NextGen® Enterprise EHR, select a patient from the Patient Lookup window. On the Encounter History tab, select an encounter that has case, and select the Case Options icon and then select Properties. Note: Some Cases can be marked as Private. If you have selected a case that is marked private, then you must have proper user rights and permissions to access that case information. The Case Management window opens. Make any necessary modifications to the selected Case or the related data. Select OK. Parent topic: Managing Patient Cases
