Create Encounters

NextGen® Mobile Help

View Encounters for a Patient

Patient encounters record any interaction between you and the patient or patient’s representative. Encounters can be a scheduled visit, a phone call, a video chat, an email, or an unscheduled visit to a practice. If you are a NextGen clinic user with appropriate permissions, you can use NextGen® Mobile to do the following: View the encounters for a patient saved in NextGen® Enterprise EHR. Create encounters and send to NextGen® Enterprise EHR. Open NextGen® Mobile. On the menu bar, select Schedule. The Schedule view opens. Select the patient. The Patient Chart window opens. Select the Encounter field. The Patient Encounters window displays a list of existing patient encounters. Patient Encounters View If available, each entry shows the day and date of the encounter, the provider, and the location. Lock icon indicates that the encounter is locked. Note: You can open a locked encounter and add dictation to it. You cannot edit the details of a locked encounter. Parent topic: View Details

Help Guide for NextGen® Enterprise PM 8

Create an Encounter from the Patient Chart

If a patient does not have an appointment but has services performed by a provider in the practice, then an encounter is required for the patient. For example, you can create an encounter from the Patient Chart for a patient seen by a provider in a hospital or nursing home. From Patient Chart, select the Encounters tab, and then select the General sub-tab. Do one of the following: In the Encounter Information section, select the open menu and then select New. In the Encounters section, right-click and then select New. The Create Encounter window opens. In the Billable Date field, enter the encounter date. The date is selected from one of the following by default and can be changed as required: The service date selected in session settings. The current system date. In the Billable Time field, enter the encounter time. The time is set to 12:00 AM by default. Note: The billable time changes to the current system time if you select the Default Enc Billable Time to System Time check box in

Help Guide for NextGen® Enterprise PM 8

Create a Group Encounter for a Patient Group

You can use this procedure to create a group encounter for all members in a patient group. An encounter is created for each member in the group and you can manually link the encounter to each patient's appointment during the check-in process. Open NextGen® Enterprise PM. From Tasks, select Create Group Encounter. The Add Group Encounter window opens. In the Patient Group field, do one of the following. This field is required. To create the group encounter for an existing patient group, select the group from the drop-down list. To create the group encounter for a new patient group, select Open Menu and then select New Group. To create the group encounter for an existing patient group that needs modifications, select the group from the drop-down list, and then select Open Menu and select Open Existing Group. Note: In the Practice Preference window, on Encounters practice preference, the Default previous payer(s) to encounters created in PM option is selected by default. If you clear this

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

Help Guide for NextGen® Enterprise PM 8

Create an Encounter from the Tasks Menu

From the Tasks menu, select Create Encounter. The Patient Lookup window opens. Enter the search criteria to locate the required patient, and then select Find. The patients that match the search criteria appear in the Matching Records section at the bottom of the Patient Lookup window. From the Matching Records list, double-click a patient. The Create Encounter window opens. In the Billable Date field, enter the encounter date. The date is selected from one of the following by default and can be changed as required: The service date selected in session settings. The current system date. In the Billable Time field, enter the encounter time. The time is set to 12:00 AM by default. Note: The billable time changes to the current system time if you select the Default Enc Billable Time to System Time check box in the Encounters preference on the Practice Preferences window. In the Rendering field, select the rendering provider. In the Service Location field, select the encounter location. In

Help Guide for NextGen® Enterprise PM 8

Creating Encounters

Encounters can be created for patients from the following areas in NextGen® Enterprise PM: Appointment Book Patient Chart Tasks Menu Charge Posting Practice Preference for Required Encounter-Level Program In a practice, a program can be set to be required for an encounter for specific locations. Create an Encounter from an Appointment You can create an encounter for a patient with appointment from the appointment book. Create an Encounter from the Patient Chart You can create an encounter for a patient without appointment from the patients chart. Create an Encounter from the Tasks Menu You can create an encounter for a patient from the Tasks menu. Create an Encounter from Charge Posting You can create an encounter for a patient from charge posting. In Progress Encounters Overview An In Progress encounter is an encounter that has not been completed and therefore is not stated in accounts receivable. When an Encounter has an In Progress status, its process date is blank and it is not inc

Create Encounters

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View Encounters for a Patient

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Creating Encounters

View Encounters for a Patient

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Creating Encounters