Set Up Allow Patient Procedure Activity against a Locked Encounter

NextGen® Enterprise EHR Help

Set Up Allow Patient Procedure Activity against a Locked Encounter

You can set up the Allow Patient Procedure Activity Against a Locked Encounter practice preference to enable the system to send charges to NextGen® Enterprise PM when an encounter is locked. The system only sends charges for a locked encounter for vendors that you have selected to have charges submitted upon final Results Received in the Charge Submission Defaults option. Select File Maintenance > Master Files > System > EHR > Practices > Preferences > Orders Module. Select Lab/Rad tab. Select Allow patient procedure activity against a locked encounter. Select OK. Parent topic: Medical Necessity and Orders Practice Preferences Setup Related tasks Set Up Charge Submission Defaults

NextGen® Enterprise EHR Help

NextGen® Enterprise PM Charges for Locked Encounters

You can update patient procedures in NextGen® Enterprise with charges from NextGen® Enterprise PM whether the encounter is locked or not. If a modification to a specific charge is performed in NextGen® Enterprise PM (or any other external source), the change is automatically applied to the applicable patient procedure in NextGen® Enterprise. You cannot modify a patient procedure in NextGen® Enterprise within a locked encounter. To perform updates to patient procedure charges against a locked encounter, you must enable the Allow patient procedure activity against a locked encounter from the EPM or external source preference in Practice Preferences in File Maintenance. For more information about Practice Preferences, go to the NextGen Healthcare Success Community and download the latest File Maintenance Guides for NextGen® Enterprise. Parent topic: Procedures Module

NextGen® Enterprise EHR Help

NextGen® Enterprise PM Charges for Locked Encounters

You can update patient procedures in NextGen® Enterprise with charges from NextGen® Enterprise PM whether the encounter is locked or not. If a modification to a specific charge is performed in NextGen® Enterprise PM (or any other external source), the change is automatically applied to the applicable patient procedure in NextGen® Enterprise. You cannot modify a patient procedure in NextGen® Enterprise within a locked encounter. To perform updates to patient procedure charges against a locked encounter, you must enable the Allow patient procedure activity against a locked encounter from the EPM or external source preference in Practice Preferences in File Maintenance. For more information about Practice Preferences, go to the NextGen Healthcare Success Community and download the latest File Maintenance Guides for NextGen® Enterprise. Parent topic: Procedures Module

File Maintenance Help for NextGen® Enterprise 8

Allowing Patient Procedure Trigger to Modify Locked Encounter Charges

In NextGen® Enterprise EHR, you can allow the patient procedure trigger to add, modify, or delete charges (CPT codes) for encounters in a locked status. You might want to allow this action, for example, if some offices or specialties provide care to a patient over a period of time. Because the cost of care cannot be accurately predicted, these offices or specialties would need to hold the charge (CPT code) until the clinician determines the patient’s specific treatment regimen is complete. When the trigger is allowed to modify charges, users can associate all charges throughout the course of a case with one specific encounter regardless of the encounter lock status instead of the users submitting each charge on independent encounters. The practice can consolidate all procedures onto one encounter that will be used for billing in NextGen® Enterprise PM. Other encounters used to document care over the course of treatment can be marked as clinical-only to support clinical documentation an

NextGen® Enterprise EHR Help

Update a Procedure in a Patient Chart

You can modify an existing procedure as long as it is not assigned to a locked encounter. Also, you cannot make changes to a procedure that has an associated charge processed within NextGen® Enterprise PM. If you have the Auto-closing option enabled in the Practice Preferences and the charges associated with the selected procedure have been processed through NextGen® Enterprise PM prior to midnight of the previous day, the Financial Data cannot be modified due to the 24 hr rule message window opens. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Encounter History tab, select an existing encounter or create an encounter. On the Top Toolbar, select . The Procedures module window opens. In the procedures list, select the procedure that you want to update. Enter the changes. Select Update. Parent topic: Procedures Module

NextGen® Enterprise EHR Help

Update a Procedure in a Patient Chart

You can modify an existing procedure as long as it is not assigned to a locked encounter. Also, you cannot make changes to a procedure that has an associated charge processed within NextGen® Enterprise PM. If you have the Auto-closing option enabled in the Practice Preferences and the charges associated with the selected procedure have been processed through NextGen® Enterprise PM prior to midnight of the previous day, the Financial Data cannot be modified due to the 24 hr rule message window opens. Open NextGen® Enterprise EHR, and select a patient from Patient Lookup window. On the Encounter History tab, select an existing encounter or create an encounter. On the Top Toolbar, select . The Procedures module window opens. In the procedures list, select the procedure that you want to update. Enter the changes. Select Update. Parent topic: Procedures Module

Set Up Allow Patient Procedure Activity against a Locked Encounter

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Set Up Allow Patient Procedure Activity against a Locked Encounter

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Set Up Allow Patient Procedure Activity against a Locked Encounter

Set Up Allow Patient Procedure Activity against a Locked Encounter

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Update a Procedure in a Patient Chart