Practice Preferences for Sliding Fees

Field	Description
Disable sliding fee adjustments for encounters that have insurance attached	Select this option to turn off users' ability to perform a demand sliding fee adjustment for encounters that have a remaining patient balance after insurance is paid. Note: This option affects only the encounter-based sliding fee schedules.
Disable sliding fee adjustments for encounters that have a zero balance	Select this checkbox to turn off sliding fee adjustments for encounters that have a balance of $0.00.
Allow family size and income re-verification override	Select this option to allow users to override the re-verification of family information before applying sliding fee adjustments in cases where the service date is past the re-verification date in the patient's family information.
Display Percent of Poverty	Select this option to display Percent of Poverty and Poverty Category in guarantor accounts and patient charts as defined in the Patient Responsibility master file.
If amount due is less than minimum value or flat rate, do not slide	Select this option to turn off positive sliding fee adjustments that increase the amount due up to the defined minimum value or flat rate.
Sliding Fee Alerts	Select the data to include in the sliding fee messages that appear when opening a patient account with a sliding fee. The default setting includes all data in the list.
Sliding Fee Adjustment Rounding	Select the preference to round the sliding fee adjustment amounts.
Sliding Fee Adjustment Type	Real-time Adjustments: Sliding fee adjustments take place in real time during charge posting. Batch Adjustments: Sliding fee adjustments are processed for multiple encounters in batch mode from File > Processes > Sliding Fee Batch Adjustment > .

File Maintenance Help for NextGen® Enterprise 8

Sliding Fee Practice Preference Descriptions

The following table provides descriptions for the fields located in the Sliding Fee Practice Preferences. Field Description Disable sliding fee adjustments for encounters that have insurance attached Select this check box to disable the ability for users to perform a “demand” sliding fee adjustment on encounters with a remaining patient balance after insurance has paid. Note: This option affects encounter based sliding fee schedules only. Disable sliding fee adjustments for encounters that have a zero balance Select this check box to disable sliding fee adjustments on encounters that already have a balance of $0.00. Allow family size and income re-verification override This setting determines whether Family Size and Income must be re-verified and updated before sliding fee adjustments can be applied to charges where the service date is past the re-verification date in the patient's Family Information. If this check box is not selected, users must re-verify and update family information

Help Guide for NextGen® Enterprise PM 8

Configure Practice Preferences for Sliding Fee Schedules

The Sliding Fee Practice Preferences include options that control how sliding fee schedules and adjustments function within a practice. To configure sliding fee options for the practice, do the following: Access File Maintenance. Select System Master Files, then PM, and then Practices. The Practice List window opens. From the list, select and open the desired practice.The Modify Practice Information window opens. Select the Preferences button. The Practice Preferences window opens. From the Preference List on the left, select Sliding Fee. Use the following table to select the desired sliding fee options for the practice. To save changes and close the window, select OK. Disable sliding fee adjustments for encounters that have insurance attached: Select this check box to disable the ability for users to perform a demand sliding fee adjustment on encounters with a remaining patient balance after insurance has paid. Note: This option affects encounter based sliding fee schedules only. Disa

Help Guide for NextGen® Enterprise PM 8

Configure Practice Preferences for Sliding Fee Schedules

The Sliding Fee Practice Preferences include options that control how sliding fee schedules and adjustments function within a practice. To configure sliding fee options for the practice, do the following: Access File Maintenance. Select System Master Files, then PM, and then Practices. The Practice List window opens. From the list, select and open the desired practice. The Modify Practice Information window opens. Select the Preferences button. The Practice Preferences window opens. From the Preference List on the left, select Sliding Fee. Use the following table to select the desired sliding fee options for the practice. To save changes and close the window, select OK. Disable sliding fee adjustments for encounters that have insurance attached: Select this check box to disable the ability for users to perform a demand sliding fee adjustment on encounters with a remaining patient balance after insurance has paid. Note: This option affects encounter based sliding fee schedules only. Dis

Help Guide for NextGen® Enterprise PM 8

Applying Sliding Fee Schedules to Charges

When a Sliding Fee Schedule is attached to a patient or guarantor account profile, the Sliding Fee Schedule can be applied against charges for an encounter and the application automatically calculates the adjustment. You can right-click on a line item in the Encounter Maintenance window and either remove or apply a sliding fee adjustment. If the insurance for a patient is discovered to be expired after charges have been applied to the encounter, the patient becomes eligible for a sliding fee adjustment. You can apply the sliding fee adjustment on the line item in the Encounter Maintenance window. Note: Sliding Fee adjustments uses the same process date as the charge process date. If it is overridden, the transaction posting date for the adjustment reflects the current date. Sliding Fee Schedule attached at the encounter level overrides Sliding Fee Schedule attached at the patient level. You can also attach more than one Sliding Fee Schedule to an encounter. This process can occur in th

Help Guide for NextGen® Enterprise PM 8

Applying Sliding Fee Schedules to Charges

When a Sliding Fee Schedule is attached to a patient or guarantor account profile, the Sliding Fee Schedule can be applied against charges for an encounter and the application automatically calculates the adjustment. You can right-click on a line item in the Encounter Maintenance window and either remove or apply a sliding fee adjustment. If the insurance for a patient is discovered to be expired after charges have been applied to the encounter, the patient becomes eligible for a sliding fee adjustment. You can apply the sliding fee adjustment on the line item in the Encounter Maintenance window. Note: Sliding Fee adjustments uses the same process date as the charge process date. If it is overridden, the transaction posting date for the adjustment reflects the current date. Sliding Fee Schedule attached at the encounter level overrides Sliding Fee Schedule attached at the patient level. You can also attach more than one Sliding Fee Schedule to an encounter. This process can occur in th

Help Guide for NextGen® Enterprise PM 8

Apply Sliding Fee Adjustments using the Batch Process

You can process Sliding Fee Batch Adjustment in NextGen® Enterprise PM. To filter and select specific encounters, you can use the following fields: Date or Date Range Patient Type Service Location Rendering Physician Financial Class Primary Payer To apply sliding fee adjustments to multiple encounters in batch mode, do the following: Open NextGen® Enterprise PM. Select File > Processes > Sliding Fee Batch Adjustments. The Sliding Fee Batch Adjustment window opens. Enter the Search Criteria fields, and then select the encounters. Select Find. Encounters matching the search criteria display in the Encounter List grid. To apply a sliding fee adjustment to the selected encounters, select Batch Adjust. Search Criteria in Sliding Fee Batch Adjustment Window You can use Search Criteria in Sliding Fee Batch Adjustment window to search the desired encounters while appying sliding fee adjustments for batch encounters. Parent topic: Applying Sliding Fee Schedules to Charges

Practice Preferences for Sliding Fees

Recommendations

Sliding Fee Practice Preference Descriptions

Configure Practice Preferences for Sliding Fee Schedules

Configure Practice Preferences for Sliding Fee Schedules

Applying Sliding Fee Schedules to Charges

Applying Sliding Fee Schedules to Charges

Apply Sliding Fee Adjustments using the Batch Process

Practice Preferences for Sliding Fees

Sliding Fee Practice Preference Descriptions

Configure Practice Preferences for Sliding Fee Schedules

Configure Practice Preferences for Sliding Fee Schedules

Applying Sliding Fee Schedules to Charges

Applying Sliding Fee Schedules to Charges

Apply Sliding Fee Adjustments using the Batch Process