Mark a Case as Private

NextGen® Enterprise EHR Help

Manage Cases from Encounters

Before you begin Ensure that the View Case Management checkbox is selected in the user-level settings to turn on case management on the Encounters tab. Any changes made to the Patient's Encounter preferences occur only after you reload the Encounters tab. The Encounters tab in NextGen® Enterprise EHR provides access to the cases and encounters available for the selected patient. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Encounters tab, select a case, select Case Options, and then select Properties. Note: Some cases can be marked as Private. If you select a case that is marked private, then you must have necessary user rights and permissions to access that case information. The Case Management window opens. Make necessary modifications to the selected case or the related data. Note: For more information on Case Management, go to NextGen Healthcare Success Community, and download the latest Case Management Guide for NextGen® Enterprise. Select

NextGen® Enterprise EHR Help

Mark a Case as Private

You can mark the cases as private if the case data has been designated as restricted for the specific user group. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Encounter History tab, select a case, select Encounter Options, and then select Mark case as private. The selected case is marked as Private. Parent topic: Case Privacy

NextGen® Enterprise EHR Help

Case Privacy

There is a security control setup at the Case level. Restriction of security rights can be set for: Diagnosis Category Employer Location Market Payer Case Type Case Category. For example, a list of restricted employers can be maintained for each group or role in the system. If it is documented that a patient’s case is associated with “NextGen” and NextGen Healthcare is marked as restricted, then the case is marked as private. Cases marked as private are suppressed if the case data has been designated as restricted for the specific user group. Private Cases All of the contents of an Encounter associated with a private case are not displayed in the Encounters tab. Any row data within the NextGen® Enterprise modules is hidden if the case is marked as private and the user is restricted. Documents in encounters that are marked as private are restricted in the Custom Print and Export Patient Documents features as well. If the user is a member of multiple group or roles, they are not able to

NextGen® Enterprise EHR Help

Case Privacy

There is a security control setup at the Case level. Restriction of security rights can be set for: Diagnosis Category Employer Location Market Payer Case Type Case Category. For example, a list of restricted employers can be maintained for each group or role in the system. If it is documented that a patient’s case is associated with “NextGen” and NextGen Healthcare is marked as restricted, then the case is marked as private. Cases marked as private are suppressed if the case data has been designated as restricted for the specific user group. Private Cases All of the contents of an Encounter associated with a private case are not displayed in the Encounter History tab. Any row data within the NextGen® Enterprise modules is hidden if the case is marked as private and the user is restricted. Documents in encounters that are marked as private are restricted in the Custom Print and Export Patient Documents features as well. If the user is a member of multiple group or roles, they are not a

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

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

Mark a Case as Private

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Manage Cases from Encounters

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Mark a Case as Private

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Enable the Case View in NextGen® Enterprise EHR

Enable the Case View in NextGen® Enterprise EHR